We’re introducing @Mentions in ticket conversations, making it easier than ever for Internal and External Advisors to notify and engage the right people at the right moment.
image
With this enhancement, simply type @ in a ticket to see a list of Advisors. As you continue typing, the list automatically filters so you can quickly find the person you need. Selecting an Advisor sends them a notification directly linked to the ticket.
Mentioned Advisors will receive an alert under the bell icon, where notifications can be marked as read or unread.
@ Mentions work in both public and private notes and are supported in text and email chat inputs. This update does not change any existing communication behavior for Advisors or Customers; everything continues to function as it does today.
Available on both Web and Mobile apps.
Value
  • Improves internal collaboration and response time
  • Helps ensure important messages aren’t missed
  • Supports coaching, escalation, and task delegation
Web Screenshots:
image
image
Mobile Screenshots:
image
image