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Create Help Desk Tickets

Turn employee support forms into categorized tickets with tracking numbers

Use this Agent instantly or customize it - no programming needed

Check employee requests and open tickets
Reads
  • Support request
    Support request

    Your employee's submission gives the request type, contact details, and answers.

  • Uploaded files
    Uploaded files

    Your employee includes any files needed to explain the request.

  • Intake rules
    Intake rules

    Your rules set required details and determine each ticket's category and priority.

  • Intake-review route
    Intake-review route

    Your review route names the category and owner for requests needing a human decision.

Employee support form
Employee support form

Your employee support form sends each employee request with its answers and any uploaded files.

Employee support form
Are required answers or files missing?YesNo
Open an intake-review ticket listing what the employee must provide
Writes
  • Intake-review ticket
    Intake-review ticket

    Your review owner gets a numbered ticket showing missing details or conflicting answers.

  • Ticket receipt
    Ticket receipt

    Your employee receives an email with the ticket number for follow-up.

Help desk
Help desk

Your help desk opens tickets with submitted files and emails employees their ticket numbers.

Help desk
Do conflicting answers leave the category or priority unclear?YesNo
Open an intake-review ticket noting the conflict for its owner
Writes
  • Intake-review ticket
    Intake-review ticket

    Your review owner gets a numbered ticket showing missing details or conflicting answers.

  • Ticket receipt
    Ticket receipt

    Your employee receives an email with the ticket number for follow-up.

Does uploading a file or opening the ticket fail?YesNo
Flag the submission for the support lead to retry
Writes
  • Retry flag
    Retry flag

    Your support lead can retry a submission when file upload or ticket creation fails.

Open a categorized ticket with files and email its number
Writes
  • Categorized support ticket
    Categorized support ticket

    Your team gets a ticket with its category, priority, and submitted files linked in the first comment.

  • Ticket receipt
    Ticket receipt

    Your employee receives an email with the ticket number for follow-up.

This Agent starts with an employee support form. It checks answers and files against your rules. It opens a ticket and sends the employee its number.

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Made for your industry

Create Help Desk Tickets is made for businesses in these industries.

Made for your role

Create Help Desk Tickets is made for people in these roles.

Made for your department

Create Help Desk Tickets is made for people in these departments.

How Create Help Desk Tickets works

4 steps, in order, on every run.

  1. Read the support formRead the employee's request type and answers. Collect any files they uploaded.
  2. Check the intake rulesCheck required answers and files for the selected request type. Choose a category and priority from your rules.
  3. Create the help desk ticketOpen a ticket with the employee's details and files. Route unclear submissions to your intake-review owner.
  4. Send the ticket numberSend the employee the new-ticket receipt with its number after the ticket opens.

How to Get Started

Connect your tools

Connect the tools you already use, such as Typeform, Jotform or monday.com.

18 tools
Set your rules
  • Publish an employee support form with request and incident choices, type-specific questions, file upload, and employee name and email fields.
  • Define the required answers and files for each request type, the category mapping, and the priority rules for urgency and impact.
  • Set up the help desk's ticket categories, attachment permissions, and a new-ticket email receipt that includes the ticket number.
  • Choose an intake-review category and owner for submissions whose answers do not support a reliable category or priority.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Create Help Desk Tickets:

Can I set different rules for incidents and requests?

Yes. You choose required answers and files for each type. You also set the category and priority rules.

What happens if an employee leaves out details?

Your intake-review owner gets a ticket listing what the employee needs to provide. You choose that owner during setup.

Will employees get a receipt if ticket creation fails?

No. Your support lead gets the submission flagged for a retry. The employee's receipt waits until a ticket number exists.

What do I need to set up?

You provide a support form and your intake rules. Set up ticket categories and enable a new-ticket email receipt in your help desk.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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