Customer portal
Assign the internal follow-up of portal incidents
Depending on the type of incident reported in the portal, creates tasks and notifies the team. Neo provides context for customer support; this template does not send a reply to the customer.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Customer portal |
| Starts with | Incident reported from the portal |
| Integrations used | Slack |
| Steps | 8 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Switch | By incident type | |
| 2 | Post a message | Notify the workshop | › branch 1 |
| 3 | Create task | Open the assessment | › branch 1 |
| 4 | Post a message | Notify the warehouse | › branch 2 |
| 5 | Create task | Open the shipment | › branch 2 |
| 6 | Create task | Open the replacement | › branch 3 |
| 7 | Ask the AI | Ask Neo for context | |
| 8 | Post a message | Pass the context to support |
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