Customer Portal Workflows#

With the help of workflows, you can get Allegra to automatically escalate items and send reminder emails. You can also assign a responsible person for items created via email based on the subject or language of the email. Allegra can also automatically close items that have been open for a very long time.

Functions

A complete customer portal solution with Allegra offers the following functions:

  • (Self-) Registration and password management of your customers on the portal

  • Registration for portal access

  • Inclusion of any pages of your standard web presence in the portal

  • Form-based submission of support requests

  • Display of the current processing status for each support request

  • Support requests via email with optional automatic registration

  • Knowledge database

  • Language- and topic-dependent assignment of support requests to responsible persons

  • Workflow automation

  • Mapping of SLAs with escalation possibility

  • Ability to integrate an existing customer database

  • Numerous evaluation options

Add your support team members as regular users to the system. Switch to the “Administration” perspective and click on the main menu “People”.

Give your support team a user level of “Full User” or “Intermediate User”. See:ref:managingUsers for more details.