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    JHarlowe
    JHarloweConnector

    Allow Workflows to create a net-new linked ticket without converting or reopening the source conversationSubmitted

    ProblemThe current "Send Ticket Form" action in Workflows does not create a separate, independent ticket. It converts the existing conversation into a ticket and reopens it. Fin support confirmed this behavior when we raised it directly. For use cases where a follow-up needs its own trackable record while the original conversation stays closed and attributed to the original agent, this is a hard blocker. There is no way to keep the source conversation closed, preserve metrics, and maintain accurate CSAT attribution using the current ticket actions available in Workflows. Use CaseWe are building a CSAT escalation workflow. When a customer submits a low rating, they are prompted to opt in to a manager follow-up. If they opt in, the goal is to generate a separate escalation ticket routed to a manager inbox, with the original closed conversation left completely untouched. With the current behavior, "Send Ticket Form" converts and reopens the source conversation instead. This creates three problems that compound on each other:The original conversation is no longer closed, inflating case age and ticket volume metrics. CSAT attribution shifts from the original agent to whoever handles the reopened record. The conversation then needs to be manually reassigned back to restore accurate attribution, adding overhead and introducing further attribution risk. Requested FeatureA Workflow action that generates a genuinely independent, net-new ticket linked to the source conversation, without converting, reopening, or modifying the source in any way. The source conversation should remain exactly as it was: closed, assigned to its original agent, and intact for reporting. The new ticket would carry a reference to the originating conversation, be assignable to a team or teammate at creation time, and support pre-population of ticket attributes from the source conversation where available. Current WorkaroundThere is no supported path that achieves this without either modifying the source conversation or requiring manual cleanup afterward. The "Convert to Ticket" action has the same limitation. Both available ticket actions in Workflows operate on the existing record rather than creating a new one. Business ImpactEnables escalation and follow-up workflows that need a separate trackable record without affecting the source conversation's metrics or attribution. Removes the need for manual reassignment steps to restore CSAT and case ownership accuracy after a workflow fires. Unlocks post-resolution follow-up scenarios, including manager callbacks triggered by a negative CSAT, that are not currently achievable without metric side effects.

    Ed MorrellNew Participant

    Preserve and restore conversation ownership after Fin AI Agent involvementSubmitted

    When a human agent takes ownership of a case, particularly for complex, multi-step issues like repair bookings or courier collections, and Fin subsequently handles part of that conversation (e.g. answering a status update, running a procedure), there is currently no native way to automatically return the conversation to the original owning agent once Fin's involvement ends or escalates. Our agents handle cases that span multiple touchpoints. An agent may book a scooter collection or repair, making them the case owner with full context. If the customer later contacts us again, Fin may handle the interaction but when Fin escalates or the conversation needs human attention again, it lands in an unassigned team queue. The original agent loses the case unless they find it or it gets manually reassigned to them. The only current workarounds I can think of:Agent name tags + a workflow branch per agent (brittle, requires maintenance as the team changes) Creating a new custom attribute (however, we've exhausted our attribute allowance on reporting-critical fields)None of these are clean solutions, they all require ongoing manual maintenance or sacrifice something else.The ask: A native "Case Owner" concept at the conversation level, separate from the current assignee, that: Can be set by an agent when they take ownership of a case Is preserved throughout Fin's involvement in the conversation Automatically reassigns the conversation back to the case owner when Fin escalates, hands off, or the conversation leaves the bot inbox Alternatively, a workflow trigger condition of "previous human assignee" that can be used to route conversations back to whoever held the conversation before Fin took over. As teams adopt Fin more deeply particularly on email channels where conversations reopen and span days or weeks, case continuity becomes critical. Fin is excellent at triaging and answering, but the handoff back to a human needs to be intelligent, not just "drop it in the team queue." This feature would allow teams to confidently expand Fin's scope without sacrificing the accountability and context that comes with named case ownership. This would affect any teams using Fin on email or async channels with multi-touchpoint cases, repairs, logistics, complaints, or anything requiring follow-up over time. ThanksEd