Follow ups will perform an action on a ticket after a specific amount of time but they are also ticket specific, as they are created from within the ticket (unlike Escalations). Please be aware that this is currently a Beta feature, and so it can be disabled in the Admin Dashboard if needed.
You can only access Follow Ups in the Agent Interface while viewing a ticket:
To make a Follow Up click 'New Follow Up' and you will be presented by the Follow Up Actions which are
Once the action is chosen and set up correctly then you can choose when this will take place. There are a number of default times that can be quickly selected, alternatively you can manually enter an amount of time that should pass or a specific date and time
This way you have full control over when your Follow Up will take place, no matter your preference.
There is an additional 'Criteria' option, which will cancel the Follow Up if the user replies as this may make the Follow Up unnecessary.
Once the correct time has been selected you can apply your choice of actions using either just one simple action or a combination, bearing mind that one Macro can apply many changes to a ticket, most of which are not options within the Follow Up.
In order to get the desired effect you can either apply multiple Follow Up actions to a ticket as part of one Follow Up, and have all actions take place at the same time, or you can create separate Follow Ups with different delays set and have the actions staggered over time.
For example, if you have a ticket where you would like to remind another agent to get in touch with a customer after a certain number of days, this can quickly be applied to the ticket by setting these actions within the same Follow Up:
You could then set another Follow Up with a different date to so that the original owner of the ticket can view the progress made, which is easily done with
When saved the Follow Ups tab will show you a summary of the actions you have set, including a countdown and the name of the Agent who created them: