Proactive Issues
Initiate conversations from Pylon to customers proactively
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Initiate conversations from Pylon to customers proactively
Last updated
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Create a tracked issue from Pylon by clicking the Create Issue button in the top right of the issues page.
Once you select where to create the issue and fine tune your message (details below), click the "Create Issue" button again in the top right to finalize and post.
Create an issue that is only visible internally to your team. Manually set the account of the issue as the customer account to attribute work to the proper customer.
This is best used when:
Tracking work from a customer call
Tracking fully internal work on behalf of a customer, i.e. requests made from internal team members
Kick off an email to a customer or set of customers that will be tracked as an issue in Pylon. Use CC and BCC to loop in relevant additional stakeholders.
Kick off a proactive issue into a shared Slack channel. This will post a message into your configured shared channel with the customer and start an issue tracked in Pylon.
Kick off a proactive issue into a Teams channel. This will post a message into your configured Teams channel with the customer and start an issue tracked in Pylon.
Kick off a proactive issue to a user over chat. This will pop your message out from the user's chat, allowing them to click and respond.
Use our to programmatically create a proactive issue in any channel!
