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Streamline Your Support Workflow with WHMCS Scheduled Actions

By Chen / January 29th, 2025


In the fast-paced world of customer support, efficiency is paramount. Recognizing this, WHMCS has introduced Scheduled Actions for Support Tickets, a feature designed to automate routine tasks and streamline support workflows. This enhancement not only saves time but also reduces the potential for human error, ensuring a more consistent and reliable support experience.

What Are Scheduled Actions?
Scheduled Actions, also known as Support Ticket Timers or Follow-Ups, allow support teams to automate specific actions on support tickets based on a predefined schedule. These actions can be set to occur at a specified time or after a defined period has elapsed. The current actions available for scheduling include:
  • Changing the ticket status
  • Updating the department
  • Modifying the priority
  • Reassigning the ticket
  • Pinning the ticket to the top
This functionality enables support teams to set up actions on-demand or simultaneously while replying to a ticket, thereby simplifying and automating customer support workflows.

Benefits of Scheduled Actions
Implementing Scheduled Actions offers several advantages:
  • Time Savings: Automating routine tasks frees up valuable time for support agents to focus on more complex issues.
  • Reduced Repetitive Tasks: By scheduling common actions, the need for manual intervention is minimized.
  • Improved Efficiency: Streamlined processes lead to faster response times and enhanced support operations.
  • Elimination of Manual Reminders: Automated actions remove the reliance on manual follow-ups, reducing the chance of oversight.

A Community-Driven Feature
The introduction of Scheduled Actions is a direct response to user feedback. The feature request, titled "Support Ticket Timers," garnered significant attention with over 160 votes from the community. This collective input underscored the demand for such functionality, leading to its development and implementation.

WHMCS Feature Requests
How to Schedule an Action
Setting up a scheduled action in WHMCS is straightforward. To guide you through the process, detailed instructions are available in the WHMCS documentation. By following these steps, you can effectively automate actions to enhance your support operations.

WHMCS Documentation

If you have any further questions, I invite you to ask them in the comments below.

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