Sep 18, 2024

Oct 1, 2024

Oct 1, 2024

Auto-mark customer requests as “Done”

Image showing thread marked as Done in Plain

Today we’re shipping another status update to help tidy up your support queue. Now, customer requests are automatically marked as Done after a set number of days have passed (you choose how many). 

Sometimes customers find their own answers or simply don’t respond. This update helps keep your queue clear of requests that no longer need your team’s attention.

To introduce this new automation to your support workflow, just head to the workflow section of your workspace settings, and choose how many days you’d like to wait before your threads are automatically marked as done. 

This means that if you set threads to automatically move to waiting for customer when you reply directly in Slack, those threads will now also auto-mark as Done – meaning your queue starts to manage itself over time. 

We’ve also worked on some stellar quality of life updates to the Plain app, check them out below 👇

What's new

  • Introduced HubSpot sync. Bring customer and company data from HubSpot into Plain in just a few clicks – giving you the information you need, where you need it.

  • Added a custom date range picker to your Insights, allowing more control over your reporting. This is available on our Grow and Scale pricing tiers. 

  • If you pause a thread for later, it will now go back to its previous status when the pause duration runs out

  • When you search for a Company, you’ll now see the count and status of their open threads from the search view

  • You can now set an “Ignored” status to threads that don’t actually need support. Once a thread is ignored, any additional messages in the thread will have no effect on it's status. “Ignored” threads will be removed from Insights – this work should be completed in the following days.

Improvements

  • We now allow you to create custom companies where we don't find the domain in our companies provider. This means that a customer gets in touch from a domain we can't automatically resolve company details for, we'll still create a company now instead of leaving it as not set.

  • Adding/removing company from customer or tier will now update all of their threads – regardless of their status 

  • You can set/unset a Tier directly from a thread – either in the thread details card in the sidebar, or by hitting CMD+K

  • You can now delete a customer directly from the right hand side menu next to the customer's name. If you do not see this option it means you do not have the relevant permissions

  • If you add two SLAs with overlapping priorities for FRT (first response time) or NRT (next response time), we will now show an error rather than allowing it to happen

  • You can now invite multiple users to Plain at once

Designed, built and written by

Preslav Mihaylov

Engineering

Jesús Hernández

Engineering

Elise Bach

Engineering

David Leyland

Engineering