Customers
Automatic progress updates
Tell customers where their request stands, without anyone writing it.
- Open Settings, then Messages, then Nudges and messages. Turn on "Progress updates" and choose the spaces.
- Choose how many working days may pass without a reply ("Send after"). The default is 3.
- Edit the message. "Add a detail" can add the steps done, who it waits on, since when and the expected date.
- Updates go out only while the request waits on your team, another team or a vendor, and at most once a day.
- Every update appears on the request as a public comment from the app.
What you should see
Eligible requests receive a public progress comment from the app.
If something is not right
A request gets no update. Check the waiting party, elapsed working days and whether an update was already sent today.
Still stuck? See Troubleshooting, or write to [email protected].