Request Management: Thena Web App

Use Request Management from the Thena Web App

Manage Requests from Customers

Another way to manage incoming requests is using the Thena Web App

Request Management using the Thena Web App

  1. Take a customer request

    • You can take a request by assigning it to yourself in the web app
  1. Assign a request

  • In order to assign a request to someone else, you use the same workflow above but instead of “Assign to Me” you assign to a colleague.
  1. Create a ticket to re-route to a ticketing platform

  • To create a ticket, just click on the “+” and Thena will create a record in your ticketing platform of choice
  1. Close a request

  • Drag and drop the card to "closed"