Using Spotter to Automate Tasks

Use Spotter to automate the tedious tasks that need to be done when common support scenarios occur. Spotter tracks real-time events across your entire support platform, then performs specified actions. Choose from several pre-made Scenarios, then customize their conditional "If" triggers and resulting "Then" actions. 
Note:
Roles and permissions:
To access Spotter, you must be an administrator or have a custom role with Spotter enabled in the Settings > Tools permissions. 

Learn more about:


Saving and Activating Scenarios

Choose a pre-made Scenario, customize the "If" conditions and "Then" actions, then save and activate it. You can save and activate as many Scenarios as you need. 

To save and activate a Scenario:

  1. Click the Spotter icon  in the side panel on the left.
  2. Click the Pre-Made Scenarios tab at the bottom to expand it.
  1. (Optional) Click the relevant filter next to Filter by to fine-tune your list of pre-made Scenarios.
  2. Select the relevant pre-made Scenario:
    • Call Center:
      • Reduce callback wait time: Trigger custom actions when a customer waits too long for a callback. Learn more
      • Detect calls that are taking too long: Trigger custom actions when a call is in progress for too long. Learn more
      • Monitor team member statuses: Trigger custom actions when an agent is in a specific status for too long. Learn more
      • Call Center workload alert: Trigger notifications when a certain number of calls have been in a specific status for a set amount of time. Learn more
      • Monitor call transfers per team member: Trigger notifications when a team member transfers too many calls within a set time frame. Learn more
      • Tag Incomplete calls: Trigger custom actions when calls end with specific Incomplete call results. Learn more
      • Reduce Call Center wait time: Trigger custom actions when a call is waiting in a queue for too long. Learn more
      • Handle voicemail messages: Trigger custom actions when a caller leaves a voicemail. Learn more
      • Handle unanswered callbacks: Create new callback requests if the original callback attempts fail. Learn more
      • Delete outdated call recordings: Delete call recordings that have been saved for a set amount of time. Learn more
    • Chat:
      • Resolve abandoned chats: Trigger custom actions when a customer hasn't responded to an active chat within a certain amount of time. Learn more
      • Take care of unattended active chats: Trigger custom actions when team members take too long to respond to active chats. Learn more
      • Reduce chat wait time: Trigger custom actions when a chat has been waiting longer than a set time period. Learn more
    • Knowledge Base:
      • Handle irrelevant Known Issues: Send notifications and create tasks when Known Issue articles have been resolved for a set amount of time. Learn more
    • Tickets:
      • Reduce delays in ticket handling: Trigger custom actions when a ticket has been in the "Investigating" status for too long. Learn more 
      • Take care of tickets pending for too long: Trigger custom actions when a ticket has been in the "Pending" status for too long. Learn more
      • Escalate tickets that might be stuck: Trigger custom actions when assigned tickets have been in the same status without activity for too long. Learn more
      • Reduce ticket back-and-forth: Trigger custom actions when a ticket receives a certain number of team member replies. Learn more
      • Ticket Volume Alert for Companies: Send notifications when you have more than a set amount of tickets in a specific status from the same company. Learn more
      • Open tickets volume alert: Send notifications to team members or groups when there are more than a set number of Open tickets within a set time frame. Learn more
      • Optimizing linking tickets with articles: Trigger custom actions when tickets receive replies from team members without being linked to articles. Learn more
      • Handle tickets following changes in priority: Trigger custom actions when a ticket's priority level changes. Learn more
      • Monitor customer satisfaction: Trigger custom actions based on a ticket's customer satisfaction survey response. Learn more
      • Spot and handle unanswered tickets: Trigger custom actions when a ticket hasn't received a reply within a certain amount of time. Learn more
      • Take care of tickets assigned to team members on leave: Trigger custom actions when an Open ticket is assigned to a team member who is on leave. Learn more
      • Take care of tickets assigned to deleted team members: Trigger custom actions when a team member is assigned to a ticket, and the team member gets deleted from your account. Learn more
      • Notify about ticket assignment: Trigger custom actions when tickets are assigned to specific team members or groups. Learn more
      • Notify about custom field updates in tickets: Trigger actions when team members update custom ticket fields. Learn more
  1. Customize the scenario then click Save & Activate

Managing Your Saved Scenarios

Filter, sort, or choose another layout from the top right of your Spotter dashboard. You can then edit, activate/deactivate, view source Scenarios and more. 

To manage your saved Scenarios:

  1. Click the Spotter icon  in the side panel on the left.
  2. (Optional) Click the Feature drop-down and select an option to filter your saved Scenarios by feature type: All, Tickets, Knowledge Base, Chat, Call Center, Team Member, or Priority Score.
  1. (Optional) Click the Sort drop-down and choose an option to sort the list:
    • Active first: View Scenarios that are active at the top of the list. 
    • Oldest first: View Scenarios by the order in which you saved them with the oldest at the top.
    • Newest first: View Scenarios by the order in which you saved them with the newest at the top.  
    • Most used first: View Scenarios that have been used the most at the top. 
    • Feature: Group Scenarios by the feature type. 
  2. (Optional) Click the Layout drop-down to change the page layout and choose an option: List or Tiles
  3. Choose what you want to do: