Hey Rotem, Shaq from the Support Engineering team here
There’s not a direct way to create a view like that with filters as there is no filter “waiting on customer”, currently. But you could achieve this with a little bit of workaround:
Step to achieve this
In the Settings menu -> Tags, create a new tag, e.g. Waiting on customer
Create a workflow with the trigger Customer has been unresponsive. Select a time period how long you want to wait, e.g. 30 minutes. And workflow itself is as simple as this - simply tag the conversation with your newly created tag
Now when you create the Inbox view, select to include there all conversations with the tag Waiting on customer
And that's it
You will have the automation (workflow) that will automatically tag conversations when customer does not reply in X amount of time, and these conversations will be placed in the Inbox view. Likewise you can create am Automation to remove the tag once a reply is sent.
More information on creating views can be found here.
More information on creating workflows can be found here.
I hope this helps! Let me know if any questions come up while setting this up.
B
Hey Rotem, Shaq from the Support Engineering team here
There’s not a direct way to create a view like that with filters as there is no filter “waiting on customer”, currently. But you could achieve this with a little bit of workaround:
Step to achieve this
In the Settings menu -> Tags, create a new tag, e.g. Waiting on customer
Create a workflow with the trigger Customer has been unresponsive. Select a time period how long you want to wait, e.g. 30 minutes. And workflow itself is as simple as this - simply tag the conversation with your newly created tag
Now when you create the Inbox view, select to include there all conversations with the tag Waiting on customer
And that's it
You will have the automation (workflow) that will automatically tag conversations when customer does not reply in X amount of time, and these conversations will be placed in the Inbox view. Likewise you can create am Automation to remove the tag once a reply is sent.
More information on creating views can be found here.
More information on creating workflows can be found here.
I hope this helps! Let me know if any questions come up while setting this up.
Brilliant - thanks so much!
So a few questions:
- It won’t do it for retro, correct? only from the point I’ve created it, correct?
- Is it applicable for both tickets and conversations or just one of them?