Setting up and working in projects

Find out how work types can help your team organize and manage different kinds of work.

Find out how workflows can help your team track progress in Customer Service Management.

Use reports to get a clear, visual way to see how your team is doing and spot trends in your support work.

Find out how versioning lets you update and test your customer service agent before making changes live for your customers.

Find out how to create and edit SLAs and SLA calendars to keep track of your team’s performance.

Find out how to forward work items so that you can make sure the right team is handling each request.

Find out how to manage access and security in Customer Service Management projects.

Find out how customer satisfaction surveys can help you find areas for improvement and track team performance.

Find out how to set up notifications for your team, so that they stay up to date on the progress of work items.