eDesk automation · runs daily
Triage new eDesk tickets with AI
Marketplace messages land in New Tickets all night, and every morning someone opens each one to read it, pick an owner and add a tag before anybody can start answering.
Cotlet does it in your own eDesk account with list_tickets, list_users, list_tags, get_ticket, update_ticket and add_internal_note, called by your AI agent, an n8n workflow or a script.
Hosted · nothing to install or maintain
Can eDesk do this on its own?
eDesk triages by rule (checked 20 Oct 2026). Message Rules match conditions such as ticket language, ticket type, channel, order value or product title, then assign an owner, tags or a status. A rule reads those fields, not what the customer wrote. The REST API can set owner, tags and status too, but only on the Enterprise plan.
How you do it in eDesk today
- In the Mailbox, an agent opens New Tickets, the tickets nobody has responded to yet, and reads each one; Ticket information shows its type and the sidebar shows the channel and order.
- From the ticket options the agent clicks Assign owner and picks a teammate, then Add tag. A ticket takes one owner at a time.
- For a batch, the agent switches to List view, ticks the tickets and uses the bulk actions Assign owner, Add tags or Mark as Spam.
- An admin with Message Rules access can automate part of it under Settings > Smart Tools > Message Rules, with actions such as Assign Tags and Assign ticket owner by Users (round robin).
- Whatever no rule condition describes stays in New Tickets until a person reads it.
How to triage new eDesk tickets with AI
Go through new eDesk tickets. Assign returns to Marco and delivery questions to Priya, add the matching tag, and leave a one-line internal note with the reason. Mark obvious spam. Leave unclear ones for me. - 01
Read the queue once
list_tickets with status new returns every ticket nobody has answered. The agent follows next_cursor to the end, so a long weekend is triaged as one batch, and skips tickets that already have an owner.
- 02
Learn your people and tags
list_users and list_tags run once per run. The agent assigns only to users who exist and tags only with names from your list, so it never invents a tag or an owner.
- 03
Read each ticket
get_ticket gives the full message and the order panel. The agent matches your rule against what the customer wrote, for example "asks to send an item back" for returns, and notes the ticket type eDesk already set.
- 04
Set owner and tag
update_ticket sets one owner and adds the tag. A ticket that is clearly spam gets status spam. Each call asks for your OK until you switch confirmation off for update_ticket.
- 05
Leave the reason
add_internal_note writes one line, such as "Return request, cracked lid, assigned to Marco". Teammates see it in the thread, customers never do.
- 06
Keep the doubtful ones
A ticket that fits no rule, or mixes a return with a billing question, stays untouched in New Tickets and goes on your list with a short reason.
What you get back
New tickets: 18
Assigned and tagged 13: 6 returns to Marco (Returns), 4 delivery questions to Priya (Delivery), 3 French tickets to Lena
Marked as spam 2
Left for you 3:
- #48230 asks about a return and an invoice
- #48233 is a one-word message Other ways to ask
- Every morning at 8, assign anything from the eBay channel to Marco and tag it eBay.
- Tag tickets that mention a damaged item with Damaged and mention Priya on each one.
- List new tickets with what you would assign and tag, and change nothing.
- Assign new tickets in French to Lena and the rest by round robin between Marco and Priya.
What eDesk allows, and what to know first
- An eDesk ticket has one owner at a time, so a second assignment replaces the first.
- A user without permission to manage tags can still add them to tickets, so an Agent account can run this job.
- A Message Rule can carry the option Stop processing further rules if conditions are matched, so run the agent on what is still in New Tickets after the rules ran.
- A Resolved ticket reopens and goes back to To Do when the customer writes again, and a ticket marked Spam sits in the Spam section.
- eDesk ticket types such as Cancellation, Return request and Negative feedback are set by eDesk itself, so the agent can use them in your rule.
update_ticket and add_internal_note ask for your OK by default. To run it daily without you, switch confirmation off for those tools in your dashboard.
Sources: eDesk Help: Assigning tickets in eDesk · eDesk Help: Bulk edit tickets · eDesk Help: Message Rules · eDesk Help: Common uses of Message Rules · eDesk Help: Ticket statuses in eDesk · eDesk Help: Role permissions
Call update_ticket from a script
curl -X PATCH https://cotlet.dev/api/v1/edesk/tickets/48212 \
-H "Authorization: Bearer $COTLET_API_KEY" \
-H "Content-Type: application/json" \
-d '{"owner_id":3105,"add_tags":["Returns"]}' {
"ticket_id": 48212,
"status": "to_do",
"owner": {
"user_id": 3105,
"name": "Marco Silva"
},
"tags": [
"Returns"
],
"mentioned": [],
"snoozed_until": null
} MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is edesk_write → update_ticket. Example data.
Schedule it in n8n, Make, Zapier or croneDesk tools this automation uses
| Tool | Parameters |
|---|---|
| list_tickets | status, query, type, channel_id, owner_id, tag, updated_before, limit, cursor |
| list_users | query |
| list_tags | none |
| get_ticket | ticket_id |
| update_ticket | ticket_id, status, owner_id, add_tags, mention_user_id, snooze_until |
| add_internal_note | ticket_id, body |
Frequently asked questions
Is it safe to connect eDesk to Cotlet?
Yes. You sign in to eDesk yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get eDesk once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.
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