Workflows, SLAs and office hours
Workflows automate routing and first responses in Support. SLA policies set first-response and resolution targets, measured against your office hours.
Workflows
- Automations built as a list of steps: a trigger, conditions and actions
- Conditions on country, language, plan, ticket type, message keywords or conversation attributes
- Actions that send customer-facing messages, wait on timers, call webhooks, apply macros and set attributes
- Trigger for identified visitors opening a page you choose
- Templates, dry runs before going live, and a version history for every change
- Drag to reorder workflows within a trigger group and set which one matches first
- Workflow effectiveness in reports
SLAs and office hours
- One office-hours schedule with holidays, with customers shown when you'll be back
- SLA policies for first response and for resolution that respect office hours and holidays
- Countdown on each conversation in the inbox
- Inbox sort that puts breaches first
- SLA attainment in reports
Improvements
- Quick switches to close spam automatically and apply a baseline SLA
- Notes posted by a workflow are labelled with that workflow's name
- Waiting steps stop when the customer replies or the conversation closes
Availability: Turn on Support in Settings > General. Workflows are in Settings > AI & Automation > Workflows, and office hours and SLA policies are in Settings > Support > Office hours and Settings > Support > SLA policies.
