Implementation Session 5 Agenda

In this session, we’ll cover Substatuses, which show not only where an issue is in the process but can also indicate who is currently responsible for it. You'll also learn how automations can work behind the scenes to triage issues, assign them to agents, update Substatuses based on events, and use time-based triggers to remind users of their responsibilities, update issue details, and send customized messages based on issue criteria.


Substatus

Automation

Quick Notes

Key Takeaways

After this session, you should be able to:

  • Build the susbstatuses that you need to add
  • Start to build the automations you need
  • Determine any prepopulated messaging you may need

Additional Resources