Workflows

What Are Workflows in HelpDX?

Get an overview of how workflows help automate repetitive tasks, assign tickets, send notifications, and maintain consistency in support processes.

Creating Your First Workflow Rule

Step-by-step guide on setting up your first workflow — from defining triggers and conditions to assigning actions like ticket assignments or email ale...

Trigger Conditions Explained

Understand how workflow triggers work based on ticket status, priority, department, or custom fields — and how to set them up effectively.

Auto-Assigning Tickets with Workflows

Learn how to automatically assign new tickets to agents or departments based on predefined workflow rules, improving response times.

Workflow Execution Order and Priority

Understand how multiple workflows are executed, how to manage their priority, and how to avoid conflicts between overlapping rules.

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