SAC 360º Service Automation - Start Bulk Cases with "Waiting" status

With SprintHub, it is possible to start mass attendances for all Leads with the status "awaiting". In addition, attendances can be directed to one or more users, ensuring greater efficiency and continuity in the attendance process.

To do this, follow the steps below:

1. Create an Automation:

• Access your support: Through “Find Services”. Or just type the name, and the feature appears.

• Go to the Automations section.

• Start creation: Click "Create Automation" using the "+" button.

1. Configure and Save:

• Enter a Title: Give the automation a descriptive name.

• Configure the Trigger: "The time of day is".

• Configure the Condition: You can use one or more conditions of your choice.

But note: without using triggers, it will be necessary to enable condition checks. These checks will occur at varying time intervals, which can range from minutes to hours, depending on the number of automations and leads in your instance.

• Choose the Action: "Start the attendance" and also "change attendance status".

• Configure the Action.

• Describe exactly what the action will do.

• Save the Automation: After configuring, save the automation.

CONCLUSION

The automation to start mass attendances for Leads in the "awaiting" status is a strategic solution that streamlines the workflow and accelerates engagement with customers. This approach ensures prompt contact, reduces delays and enables efficient team management, since attendances can be automatically distributed to the appropriate responsible parties. By integrating this functionality, companies not only gain productivity, but also improve the customer experience, increasing the chances of conversion and loyalty.