Customer portal workflows

Customer portal workflows#

With the help of workflows, you can make Allegra automatically escalate items and send reminder emails. For items created by email, you can also assign a responsible depending 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 for your customers in the portal

  • sign-in for access to the portal

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

  • form-based entry of support requests

  • display of the current processing status for each support request

  • support requests by email with optional automatic registration

  • knowledge base

  • language- and topic-dependent assignment of support requests to a responsible

  • workflow automation

  • mapping of SLAs with escalation capability

  • option to integrate an existing customer database

  • a wide range of evaluation options

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

Give your support team a user level of “Full User” or “Intermediate User”. See Managing regular users for more details.