diff --git a/handbook/customer-success/README.md b/handbook/customer-success/README.md index 36ab13f319..a8b6cb0e9a 100644 --- a/handbook/customer-success/README.md +++ b/handbook/customer-success/README.md @@ -63,6 +63,20 @@ When on call, CSEs/CSAs will start their day by following these steps to gather 2. Search GitHub issues for `label:bug` and `label:customer-codename`. 3. Debrief with any internal resources in order to gather information if needed, and be prepared to provide a status update. +### Perform morning triage + +The first CSE to sign on for the day is responsible for triaging new support issues that were reported after hours. The following actions are a general guideline for what should be checked during morning triage: +1. Look at all new support requests and immediately respond to any urgent or high-priority issues. +2. Check the osquery Slack channel/Unthread for support issues. +3. Check the MacAdmins Slack channel for support issues. + > FYI: MacAdmins Slack messages are not populated in Unthread. +4. Check the "Unassigned" queue in Unthread and re-assign any issues from after hours to the appropriate resource. +5. Check the "All" queue in Unthread for potential after-hours mis-assigned issues and re-assign them to the appropriate resource. +6. Look at all customer meetings for the day to check that they can be attended by a CSE/CSA and that there are no scheduling conflicts. +7. Update the [#help-customers](https://fleetdm.slack.com/archives/C062D0THVV1) Slack channel that morning triage is complete. Report any escalations or conflicts with customer meetings to the [Manager of Customer Success and Solutions Architecture](https://fleetdm.com/handbook/customer-success#team). + +Other CSEs that sign on after morning triage has been completed should check the morning triage thread in the #help-customers Slack channel to learn what items are still outstanding. + ### Invite new customer DRI