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Zendesk Automation Agent Skill

Automate customer support workflows with Zendesk ticket management, routing, and analytics

3k tokens
context cost
the whole folder, loaded on every use
1
files
instructions only
0
copies elsewhere
how many repositories repackaged it
353
stars on the repo
on the repository, not the skill itself

Install

one command, takes just this skill from the repository
npx skills add https://github.com/claude-office-skills/skills --skill Zendesk Automation

The instruction itself

22 sections, as written by the author

Zendesk Automation

Comprehensive skill for automating Zendesk support workflows and ticket management.

Core Workflows

1. Ticket Triage Pipeline

INCOMING TICKET FLOW:
┌─────────────────┐
│  New Ticket     │
└────────┬────────┘
         ▼
┌─────────────────┐
│  AI Analysis    │
│  - Intent       │
│  - Sentiment    │
│  - Urgency      │
└────────┬────────┘
         ▼
┌─────────────────┐
│  Categorize     │
│  - Type         │
│  - Product      │
│  - Skill needed │
└────────┬────────┘
         ▼
┌─────────────────┐
│  Route & Assign │
│  - Team         │
│  - Agent        │
│  - Priority     │
└────────┬────────┘
         ▼
┌─────────────────┐
│  Auto-Response  │
│  (if applicable)│
└─────────────────┘

2. Routing Rules

routing_rules:
  - name: billing_issues
    conditions:
      - field: subject
        contains: ["billing", "invoice", "charge", "refund", "payment"]
      - field: tags
        includes: ["billing"]
    actions:
      - set_group: billing_team
      - set_priority: high
      - add_tags: ["billing_routed"]
  
  - name: technical_support
    conditions:
      - field: subject
        contains: ["error", "bug", "not working", "crash"]
      - field: product
        equals: "software"
    actions:
      - set_group: tech_support
      - set_priority: normal
      - add_tags: ["technical"]
  
  - name: enterprise_escalation
    conditions:
      - field: organization
        tier: enterprise
      - field: priority
        equals: urgent
    actions:
      - set_group: enterprise_team
      - set_priority: urgent
      - notify: slack_channel

3. Priority Matrix

| Customer Tier | Issue Type | Response SLA | Resolution SLA |

|--------------|------------|--------------|----------------|

| Enterprise | Critical | 15 minutes | 4 hours |

| Enterprise | High | 1 hour | 8 hours |

| Business | Critical | 1 hour | 8 hours |

| Business | Normal | 4 hours | 24 hours |

| Standard | All | 8 hours | 48 hours |

Auto-Response Templates

Common Issue Responses

auto_responses:
  password_reset:
    trigger:
      keywords: ["password", "reset", "forgot", "login"]
    response: |
      Hi {{ticket.requester.name}},
      
      I understand you're having trouble accessing your account. 
      Here's how to reset your password:
      
      1. Go to {{settings.login_url}}/forgot-password
      2. Enter your email address
      3. Check your inbox for the reset link
      4. Create a new password
      
      If you don't receive the email within 5 minutes, 
      please check your spam folder.
      
      Let me know if you need any further assistance!
    
    actions:
      - add_tags: ["auto_replied", "password_reset"]
      - set_status: pending

  shipping_inquiry:
    trigger:
      keywords: ["shipping", "tracking", "delivery", "order status"]
    response: |
      Hi {{ticket.requester.name}},
      
      Thanks for reaching out about your order!
      
      I've looked up your recent order and here's the status:
      {{#if order.tracking_number}}
      - Order #: {{order.id}}
      - Status: {{order.status}}
      - Tracking: {{order.tracking_number}}
      - Estimated Delivery: {{order.estimated_delivery}}
      {{else}}
      Your order is being processed and tracking information 
      will be available within 24 hours.
      {{/if}}
      
      Is there anything else I can help with?

Ticket Management

Macro Library

macros:
  - name: request_more_info
    actions:
      - add_comment: |
          Thank you for contacting us. To better assist you, 
          could you please provide:
          1. Your account email
          2. Steps to reproduce the issue
          3. Any error messages you're seeing
          4. Screenshots if possible
      - set_status: pending
      - add_tags: ["awaiting_info"]

  - name: escalate_to_engineering
    actions:
      - add_internal_note: "Escalated to engineering team"
      - set_group: engineering
      - set_priority: high
      - add_tags: ["escalated", "engineering"]
      - notify: engineering_slack

  - name: close_resolved
    actions:
      - add_comment: |
          I'm glad we could resolve this for you! 
          
          If you have any other questions, feel free to 
          reach out anytime. We're here to help.
          
          Have a great day!
      - set_status: solved
      - add_tags: ["resolved"]

Bulk Operations

bulk_actions:
  - name: close_stale_tickets
    schedule: "0 0 * * *"  # Daily
    conditions:
      - status: pending
      - last_update_days: 7
    actions:
      - add_comment: "Closing due to no response. Please reopen if needed."
      - set_status: solved
      - add_tags: ["auto_closed"]

  - name: escalate_breaching_sla
    schedule: "*/15 * * * *"  # Every 15 min
    conditions:
      - sla_breach_in_minutes: 30
    actions:
      - set_priority: urgent
      - notify: team_lead
      - add_tags: ["sla_at_risk"]

SLA Management

SLA Policies

sla_policies:
  - name: enterprise_sla
    conditions:
      organization_tag: enterprise
    targets:
      first_reply:
        urgent: 15  # minutes
        high: 60
        normal: 240
      resolution:
        urgent: 240
        high: 480
        normal: 1440

  - name: standard_sla
    conditions:
      default: true
    targets:
      first_reply:
        urgent: 60
        high: 240
        normal: 480
      resolution:
        urgent: 480
        high: 1440
        normal: 2880

SLA Dashboard

SLA PERFORMANCE - THIS WEEK
═══════════════════════════════════════

First Reply SLA:
Enterprise  ████████████████████ 98% ✓
Business    ██████████████████░░ 94% ✓
Standard    █████████████████░░░ 89% ⚠

Resolution SLA:
Enterprise  ████████████████████ 96% ✓
Business    █████████████████░░░ 91% ✓
Standard    ████████████████░░░░ 85% ⚠

TICKETS AT RISK:
┌──────────┬──────────┬───────────┐
│ Ticket   │ Customer │ Time Left │
├──────────┼──────────┼───────────┤
│ #45231   │ Acme Corp│ 12 min    │
│ #45198   │ TechStart│ 28 min    │
│ #45156   │ DataFlow │ 45 min    │
└──────────┴──────────┴───────────┘

AI-Powered Features

Sentiment Analysis

sentiment_analysis:
  enabled: true
  actions:
    negative:
      - add_tags: ["negative_sentiment"]
      - set_priority: +1  # Increase priority
      - notify: team_lead
    
    frustrated:
      - add_tags: ["frustrated_customer"]
      - route_to: senior_agents
      - add_internal_note: "Customer appears frustrated"

Intent Detection

intent_detection:
  categories:
    - name: billing_inquiry
      keywords: ["charge", "invoice", "refund", "bill"]
      confidence_threshold: 0.8
    
    - name: technical_issue
      keywords: ["error", "bug", "broken", "crash"]
      confidence_threshold: 0.75
    
    - name: feature_request
      keywords: ["wish", "would be nice", "suggest", "feature"]
      confidence_threshold: 0.7
    
    - name: cancellation
      keywords: ["cancel", "stop", "end subscription"]
      confidence_threshold: 0.85
      actions:
        - route_to: retention_team
        - set_priority: high

Integration Workflows

Slack Integration

slack_integration:
  notifications:
    - trigger: new_urgent_ticket
      channel: "#support-urgent"
      message: "🚨 New urgent ticket: {{ticket.subject}}"
    
    - trigger: sla_warning
      channel: "#support-alerts"
      message: "⚠️ Ticket #{{ticket.id}} approaching SLA breach"
    
    - trigger: negative_csat
      channel: "#support-feedback"
      message: "📉 Low CSAT received for ticket #{{ticket.id}}"

JIRA Integration

jira_integration:
  sync_rules:
    - zendesk_tag: bug_confirmed
      create_jira:
        project: DEV
        issue_type: Bug
        priority_map:
          urgent: Highest
          high: High
          normal: Medium
        sync_fields:
          - description
          - attachments
        link_back: true

Analytics & Reporting

Key Metrics

SUPPORT METRICS DASHBOARD
═══════════════════════════════════════

Volume:
Today's Tickets: 156 (+12% vs avg)
Open Tickets: 234
Backlog: 45

Performance:
Avg First Reply: 42 min (target: 60 min) ✓
Avg Resolution: 4.2 hrs (target: 8 hrs) ✓
One-Touch Resolution: 34%

Satisfaction:
CSAT Score: 4.6/5.0 ⭐
NPS: +45
Response Quality: 92%

Agent Performance:
┌────────────┬────────┬──────────┬──────┐
│ Agent      │ Solved │ Avg Time │ CSAT │
├────────────┼────────┼──────────┼──────┤
│ Sarah      │ 28     │ 3.1 hrs  │ 4.8  │
│ Mike       │ 25     │ 3.5 hrs  │ 4.7  │
│ Lisa       │ 22     │ 4.0 hrs  │ 4.6  │
└────────────┴────────┴──────────┴──────┘

Best Practices

  • Quick First Response: Acknowledge tickets quickly, even if resolution takes longer
  • Use Macros Wisely: Personalize templated responses
  • Tag Consistently: Enable better routing and reporting
  • Monitor SLAs: Set up alerts before breaches
  • Capture Feedback: Send CSAT surveys after resolution
  • Regular Training: Update agents on common issues

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How to use it

Copy the folder

Take claude-office-skills/zendesk automation from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

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