STAGE NAME | AUTOMATIONS | MANUAL ACTIONS | OUTCOME | OWNER |
|---|---|---|---|---|
Validating | Set Company Tier and Owner, and create a task for ops Stamp Conversation Thread ID on ticket create AI Categorize request and Extract initial data from Client message | Gather all the information required Add information to the ticket Send email to client | ||
Clarifying | Wait for client response | |||
Delivering | Solve the issue or Elevate | |||
Elevating | ||||
DEPRECATED - Resolved - Update Client | Move to "Closed" one day after ticket entered "Resolved - Update Client" | |||
Closed (Resolved) | ||||
Closed (Unresolved) | Communicate to Client - Temporarily disabled |
Other Automations not linked to Status change: