{"id":2079,"date":"2024-05-26T10:35:08","date_gmt":"2024-05-26T10:35:08","guid":{"rendered":"https:\/\/support.grispi.com\/knowledge-base\/automatic-assignment-assign-to-the-least-busy-person-in-the-group\/"},"modified":"2025-05-23T09:08:44","modified_gmt":"2025-05-23T09:08:44","slug":"automatic-assignment-assign-to-the-least-busy-person-in-the-group","status":"publish","type":"ht_kb","link":"https:\/\/support.grispi.com\/en\/knowledge-base\/automatic-assignment-assign-to-the-least-busy-person-in-the-group\/","title":{"rendered":"Automatic Assignment: Assign to the Least Busy Person in the Group"},"content":{"rendered":"\n<p>In Grispi, you can perform automatic assignment using both bulk change mode and a trigger. In this article, we will explain both methods of automatic assignment:<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\" id=\"h-automatic-assignment-from-bulk-change-mode\">Automatic assignment from bulk change mode<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to your Grispi account and list the tickets in the filter you want to assign.<\/li>\n\n\n\n<li>After the selection process is finished, click on the \u201cBulk Change\u201d button at the top of the screen.<\/li>\n\n\n\n<li>Select the tickets you want to make bulk changes to.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1020\" height=\"315\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-27.png\" alt=\"\" class=\"wp-image-2147\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-27.png 1020w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-27-300x93.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-27-768x237.png 768w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-27-50x15.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-27-60x19.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-27-100x31.png 100w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the action field in bulk change mode, go to the \u201cAssignee\u201d section. Select the \u201cAuto-Assign\u201d option.<\/li>\n\n\n\n<li>Select the group to be automatically assigned according to workload and click OK. The tickets you selected will be assigned to the user with the fewest tickets in the group.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1019\" height=\"514\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-28.png\" alt=\"\" class=\"wp-image-2149\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-28.png 1019w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-28-300x151.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-28-768x387.png 768w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-28-50x25.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-28-60x30.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-28-100x50.png 100w\" sizes=\"auto, (max-width: 1019px) 100vw, 1019px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\" id=\"h-2-automatic-assignment-with-triggers\">2. Automatic assignment with triggers<\/h2>\n\n\n\n<p>Triggers are rules that automatically perform actions when certain conditions are met. You can use triggers to automatically assign tickets to the least busy agent in groups.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to your Grispi account.<\/li>\n\n\n\n<li>In the admin panel, go to the \u201cSettings\u201d tab, open the \u201cBusiness Rules\u201d section, and click on \u201cTriggers\u201d.<\/li>\n\n\n\n<li>To create a new trigger, click the \u201cAdd Trigger\u201d button. This will open the trigger creation screen.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1021\" height=\"289\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-29.png\" alt=\"\" class=\"wp-image-2152\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-29.png 1021w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-29-300x85.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-29-768x217.png 768w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-29-50x14.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-29-60x17.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-29-100x28.png 100w\" sizes=\"auto, (max-width: 1021px) 100vw, 1021px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set conditions for your trigger. For example, you may want the trigger to run when a new ticket is created or routed to a specific group.<\/li>\n\n\n\n<li>Specify the actions the trigger will perform when the conditions are met.<\/li>\n\n\n\n<li>In the Action field, go to the \u201cAssignee\u201d section. Select the \u201cAuto-Assign\u201d option.<\/li>\n\n\n\n<li>Select the group to be automatically assigned according to workload and click the \u201cCreate\u201d button.<\/li>\n<\/ul>\n\n\n\n<p><br><strong>Sample Conditions:<\/strong><\/p>\n\n\n\n<p>To assign a service support ticket with &#8220;New&#8221; status to the least busy person in the \u201cService and Technical Support\u201d group:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ticket Status: <\/strong>&#8220;New&#8221;<\/li>\n\n\n\n<li><strong>Ticket Form: <\/strong>&#8220;Service and Technical Support Form&#8221;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"297\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-20-1024x297.png\" alt=\"\" class=\"wp-image-2130\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-20-1024x297.png 1024w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-20-300x87.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-20-768x222.png 768w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-20-50x14.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-20-60x17.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-20-100x29.png 100w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-20.png 1433w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Example Action:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the \u201cAssignee\u201d section. Select the \u201cAuto-Assign\u201d option and choose \u201cService and Technical Support Group\u201d.<\/li>\n\n\n\n<li>Save the trigger by clicking \u201cCreate\u201d.<\/li>\n\n\n\n<li>When a new ticket form is submitted, it will be automatically assigned to the agent with the least number of tickets in the support group.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"198\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-21-1024x198.png\" alt=\"\" class=\"wp-image-2132\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-21-1024x198.png 1024w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-21-300x58.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-21-768x148.png 768w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-21-50x10.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-21-60x12.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-21-100x19.png 100w, https:\/\/support.grispi.com\/wp-content\/uploads\/2024\/05\/image-21.png 1430w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\" id=\"h-advantages\">Advantages<\/h2>\n\n\n\n<p>By following the steps in this article, you can easily implement automated assignment features and make your customer support operations more efficient.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Workload Balance:<\/strong> Both methods ensure that requests are assigned to the least busy person in the group, so the workload is more evenly distributed.<\/li>\n\n\n\n<li><strong>Fast Response Times:<\/strong> Automated assignment ensures faster response times.<\/li>\n\n\n\n<li><strong>Productivity:<\/strong> Increases the efficiency of your customer support team.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In Grispi, you can perform automatic assignment using both bulk change mode and a trigger. In this article, we will explain both methods of automatic assignment: Automatic assignment from bulk change mode 2. Automatic assignment with triggers Triggers are rules that automatically perform actions when certain conditions are met. You&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"googlesitekit_rrm_CAowiMm_DA:productID":"","footnotes":""},"ht-kb-category":[39],"ht-kb-tag":[],"class_list":["post-2079","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-demand-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v18.7 (Yoast SEO v20.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Automatic Assignment: Assign to the Least Busy Person in the Group - Grispi Support<\/title>\n<meta name=\"description\" content=\"How to automatically assign to the least busy person in the group? 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