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

2. 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.

3. 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

4. Close a request

• Drag and drop the card to "closed"