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Update README.md (#8900)
* Update README.md Adding the handbook page documenting Slack + Zendesk process * Update README.md
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@ -146,6 +146,39 @@ I wanted to personally apologize for our mistake and let you know we're looking
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Thank you for trying Fleet!"
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### Customer support workflow for Slack + Zendesk
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#### This section outlines both the automated workflows and manual triggers associated with Fleet's Slack integration to Zendesk. The purpose of this integration is to:
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- Provide Fleet with better service level agreement (SLA) tracking on requests (especially those submitted outside of business hours)
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- Better track threads for issues that require advanced troubleshooting
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- Consolidate support requests into a single-source, searchable system for faster issue resolution in the future
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#### There are three different situations when a customer support request could result in a ticket being created in Zendesk. They are as follows:
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1. When a request has been submitted outside of business hours via Slack automation
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2. When a Fleet staff member has flagged an issue that requires advanced troubleshooting and determines that they want to move it into Zendesk for management
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3. When any Fleet user submits a support request via email
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#### Workflow when a request is submitted outside of business hours:
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1. A new message is posted in any Slack channel
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2. (Zapier filter) The automation will continue if the message is:
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- Not from a Fleet team member
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- Posted outside of Fleet’s business hours
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- In a specific customer channel (manually designated by Customer Success)
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3. (Zendesk) Search for an existing Zendesk ticket by the Slack thread ID or create one if it does not exist.
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4. (Slack) If a new Zendesk ticket was created, reply to the Slack message in a thread.
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- Hi @username, it's currently outside Fleet's support hours. (6am - 4pm PT). We've created a support ticket based on your message, and a Fleet team member will respond as soon as possible. If you have more questions or comments, feel free to reply in this thread, and we'll add them to the ticket.
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5. (Zendesk) If an existing Zendesk ticket was found by the search, add the Slack message to the existing ticket as a new comment.
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#### Things to note:
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- New customer channels that the automation will run in must be configured manually. Submit requests for additions during automation office hours.
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- New tickets created from thread replies will contain a link to the slack thread, but will only have the new message.
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- This zap does not support file uploads and attachments. Tickets created for messages with images attached will not have the attachments, and the automation will not run if someone uploads a file without a message.
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#### Workflow when a request is submitted outside of business hours:
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## Customer requests
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Locate the relevant issue or create it if it doesn't already exist (to avoid duplication, be creative when searching GitHub for issues - it can often take a couple of tries with different keywords to find an existing issue).
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