Workflows define Statuses, Status Triggers, and Custom Fields available for each of your Services.
Statuses For Managing Your Work Efficiently
Create Statuses that can indicate the state of each Request. Each Workflow can have a unique set of Statuses.
Statuses are also a great way to inform clients about the progress of their request.
Custom Fields​ For Storing Important Information
Each Workflow can have an unlimited number of Custom Fields. They can be used, for example, to track progress or gather additional information about a Request or a customer. You can choose between four distinct types of fields:
Text Field
Single-Select
URL
Multi-Select
Status Triggers For Automating Your Work
Status Triggers are based on system events and can change statuses automatically.
You don’t have to remember to change the Status when, for example, a new quote is sent or a payment has been made.
Follow Up Message
Workflows have a follow-up feature. You can define a default message sent to a customer as an automatic reply to their initial message.
In-Depth Visibility
Define if assigned Agents, Watchers, or Statuses should be visible to your customers.
Alter Notifications
Prevent Zendo from notifying customers of status change. This is helpful when you want to use Statuses for internal purposes.
(function() {
// Global page view and session tracking for UAEL Modal Popup feature
try {
// Session tracking: increment if this is a new session
// Check if any popup on this page uses current page tracking
var hasCurrentPageTracking = false;
var currentPagePopups = [];
// Check all modal popups on this page for current page tracking
if (typeof jQuery !== 'undefined') {
jQuery('.uael-modal-parent-wrapper').each(function() {
var scope = jQuery(this).data('page-views-scope');
var enabled = jQuery(this).data('page-views-enabled');
var popupId = jQuery(this).attr('id').replace('-overlay', '');
if (enabled === 'yes' && scope === 'current') {
hasCurrentPageTracking = true;
currentPagePopups.push(popupId);
}
});
}
// Global tracking: ALWAYS increment if ANY popup on the site uses global tracking
// Current page tracking: increment per-page counters
if (hasCurrentPageTracking && currentPagePopups.length > 0) {
var currentUrl = window.location.href;
var urlKey = 'uael_page_views_' + btoa(currentUrl).replace(/[^a-zA-Z0-9]/g, '').substring(0, 50);
var currentPageViews = parseInt(localStorage.getItem(urlKey) || '0');
currentPageViews++;
localStorage.setItem(urlKey, currentPageViews.toString());
// Store URL mapping for each popup
for (var i = 0; i < currentPagePopups.length; i++) {
var popupUrlKey = 'uael_popup_' + currentPagePopups[i] + '_url_key';
localStorage.setItem(popupUrlKey, urlKey);
}
}
} catch (e) {
// Silently fail if localStorage is not available
}
})();
