Fluxos de trabalho sugeridos

Compartilhando o trabalho em um chamado

Some tickets require attention from more than one agent (or even more than one department!). In these cases, there are three ways to assign the work to the right people:

1. If a ticket is really about two different problems, you can split it in two, then assign each ticket to its respective “group” (department).

2. If you’ve done all you can on a ticket and it’s now another agent’s (or department’s) responsibility, reassign it to a new owner (or group).

3. If you just need another agent’s input on something, you can @mention them. (And if you want to get notifications for someone else’s ticket, use the subscribe button.)

Reassigning tickets

Reatribua um chamado (com o campo Grupo ou Proprietário) para notificar os colegas de que a sua parte do trabalho está pronta.

Suponha que uma chamada entre no departamento de vendas. Um represente de vendas atende, cria um chamado e pesquisa alguns preços para o cliente. Depois de fazer algumas anotações, o representante decide que o chamado precisa ser transferido para o serviço de atendimento ao consumidor.

Nosso representante de venda pode simplesmente remover o seu nome do campo proprietário do chamado e atribuí-lo para o grupo Serviço de Atendimento ao Consumidor. Todos os agentes deste grupo serão notificados do novo chamado e o primeiro agente disponível pode assumir o chamado de onde o representante de vendas parou.

Dica

Tenha certeza de que deixo notas no chamado com tanta informação quanto possível para o próximo agente!

@mentions & the Subscribe Button

Now suppose you’ve reassigned the ticket to customer service. You won’t receive notifications for this ticket anymore, but maybe this is a really important contract, and you want to make sure they have an A+ experience from start to finish.

To enable notifications for a ticket that doesn’t belong to you, simply click the Subscribe button at the bottom of the ticket pane:

A list of all tickets you’re subscribed to can be found in the My mentioned Tickets overview.

Or, suppose you don’t want to reassign the ticket to customer service—you just have one quick question for them, and then you can take it from there.

To start sending someone else notifications for your own ticket, type @@ in the message composer and select their name from the pop-up menu:

@mentioning a colleague in a message will automatically subscribe them to your ticket.

Dica

⚙️ Check your Perfil e configurações to customize how you receive notifications.

Nota

😖 A colleague @mentioned me, but I don’t see the ticket!

Is the ticket assigned to a group that you don’t belong to? @mentions and subscriptions only work for tickets that you already have access to.