diff --git a/.gitignore b/.gitignore index 9d3993f..1ebdb56 100644 --- a/.gitignore +++ b/.gitignore @@ -13,7 +13,10 @@ build/ # Large binary files embeddings.npy +*.npy faiss_index/ +cache*/ +*.pkl data/ # Jupyter diff --git a/embed_corpus.py b/embed_corpus.py new file mode 100644 index 0000000..0b3e7d1 --- /dev/null +++ b/embed_corpus.py @@ -0,0 +1,113 @@ +""" +Embed the corpus with OpenAI text-embedding-3-large via LiteLLM proxy, +saving progress incrementally. Resumable — run multiple times if interrupted. + +Prerequisites: + 1. aws sso login --profile dev + 2. kubectl port-forward -n llm-gateway service/llm-gateway 4000:80 + 3. Set LITELLM_KEY in .env + +Usage: python embed_corpus.py +Then run: python hybrid_search.py +""" + +import os +import time +from pathlib import Path + +import numpy as np +from datasets import load_dataset +from dotenv import load_dotenv +from openai import OpenAI +from tqdm import tqdm + +load_dotenv() +client = OpenAI( + api_key=os.getenv("LITELLM_KEY"), + base_url="http://localhost:4000/v1", +) + +EMBED_MODEL = "openai/text-embedding-3-large" +EMBED_DIM = 3072 +BATCH_SIZE = 10 +CACHE_DIR = Path("cache") +CACHE_DIR.mkdir(exist_ok=True) + +PROGRESS_FILE = CACHE_DIR / "embed_progress.npy" +DONE_FILE = CACHE_DIR / "embeddings.npy" +COUNTER_FILE = CACHE_DIR / "embed_batch_idx.txt" + + +def main(): + if DONE_FILE.exists(): + emb = np.load(DONE_FILE) + print(f"Embeddings already complete: {emb.shape}") + return + + print("Loading corpus...") + corpus = load_dataset("devrev/search", "knowledge_base")["corpus"] + doc_combined = [f"{item['title']}\n\n{item['text']}" for item in corpus] + n = len(doc_combined) + print(f" {n} documents") + + n_batches = (n + BATCH_SIZE - 1) // BATCH_SIZE + + if PROGRESS_FILE.exists(): + embeddings = np.load(PROGRESS_FILE, allow_pickle=True) + start_batch = int(open(COUNTER_FILE).read().strip()) if COUNTER_FILE.exists() else 0 + print(f" Resuming from batch {start_batch}/{n_batches} ({start_batch * BATCH_SIZE} docs)") + else: + embeddings = np.zeros((n, EMBED_DIM), dtype=np.float32) + start_batch = 0 + print(f" Starting fresh: {n_batches} batches") + + for batch_idx in tqdm(range(start_batch, n_batches), initial=start_batch, total=n_batches, + desc="Embedding"): + i = batch_idx * BATCH_SIZE + batch = doc_combined[i:i + BATCH_SIZE] + + for attempt in range(8): + try: + response = client.embeddings.create( + model=EMBED_MODEL, + input=batch, + ) + for j, item in enumerate(response.data): + embeddings[i + j] = item.embedding + break + except Exception as e: + if "429" in str(e) or "rate" in str(e).lower(): + wait = min(2 ** (attempt + 1), 65) + print(f"\n Rate limited (attempt {attempt+1}), waiting {wait}s...") + time.sleep(wait) + else: + print(f"\n Error: {e}") + if attempt >= 3: + print(f" Saving progress at batch {batch_idx}.") + np.save(PROGRESS_FILE, embeddings) + with open(COUNTER_FILE, "w") as f: + f.write(str(batch_idx)) + return + time.sleep(5) + + if (batch_idx + 1) % 50 == 0: + np.save(PROGRESS_FILE, embeddings) + with open(COUNTER_FILE, "w") as f: + f.write(str(batch_idx + 1)) + print(f"\n Progress saved: {(batch_idx + 1) * BATCH_SIZE}/{n} docs") + + norms = np.linalg.norm(embeddings, axis=1, keepdims=True) + norms[norms == 0] = 1 + embeddings = (embeddings / norms).astype(np.float32) + + np.save(DONE_FILE, embeddings) + if PROGRESS_FILE.exists(): + os.remove(PROGRESS_FILE) + if COUNTER_FILE.exists(): + os.remove(COUNTER_FILE) + + print(f"\nDone! Embeddings saved: {DONE_FILE} — shape {embeddings.shape}") + + +if __name__ == "__main__": + main() diff --git a/hybrid_search.py b/hybrid_search.py new file mode 100644 index 0000000..d5e0ad4 --- /dev/null +++ b/hybrid_search.py @@ -0,0 +1,403 @@ +""" +Hybrid Search — DevRev Enterprise Search Challenge + +Pipeline: BM25 + Dense (OpenAI text-embedding-3-large) + HyDE + Multi-Query + → Weighted RRF → Neighbor Expansion → Cohere Rerank v3.5 → Top-10 + +Prerequisites: + 1. aws sso login --profile dev + 2. kubectl port-forward -n llm-gateway service/llm-gateway 4000:80 + 3. Set LITELLM_KEY and COHERE_API_KEY in .env + 4. Run embed_corpus.py first to generate document embeddings +""" + +import json +import os +import pickle +import re +import time +from pathlib import Path + +import cohere +import faiss +import numpy as np +from datasets import load_dataset +from dotenv import load_dotenv +from openai import OpenAI +from rank_bm25 import BM25Okapi +from tqdm import tqdm + +load_dotenv() +litellm_client = OpenAI( + api_key=os.getenv("LITELLM_KEY"), + base_url="http://localhost:4000/v1", +) +cohere_client = cohere.Client(api_key=os.getenv("COHERE_API_KEY")) + +EMBED_MODEL = "openai/text-embedding-3-large" +GENERATIVE_MODEL = "vertex_ai/gemini-2.5-flash" +COHERE_RERANK_MODEL = "rerank-v3.5" + +BM25_TOP_K = 100 +DENSE_TOP_K = 100 +RERANK_POOL = 200 +FINAL_TOP_K = 10 +RRF_K = 40 +BM25_WEIGHT = 2.0 +DENSE_WEIGHT = 1.3 +HYDE_DENSE_WEIGHT = 1.0 +MULTI_QUERY_WEIGHT = 0.7 +NEIGHBOR_TOP_FRACTION = 0.5 + +CACHE_DIR = Path("cache") +CACHE_DIR.mkdir(exist_ok=True) + +STOPWORDS = set("a an the is are was were be been being have has had do does did " + "will would shall should may might can could of in to for on with " + "at by from as into through during before after above below between " + "and but or nor not no so yet both either neither each every all any " + "few more most other some such than too very it its this that these " + "those i me my we our you your he him his she her they them their " + "what which who whom how when where why".split()) + + +def load_disk_cache(name): + path = CACHE_DIR / f"{name}.pkl" + if path.exists(): + with open(path, "rb") as f: + cache = pickle.load(f) + print(f" Loaded {len(cache)} cached {name} entries") + return cache + return {} + + +def save_disk_cache(name, cache): + with open(CACHE_DIR / f"{name}.pkl", "wb") as f: + pickle.dump(cache, f) + + +def load_data(): + print("Loading datasets...") + annotated = load_dataset("devrev/search", "annotated_queries")["train"] + test = load_dataset("devrev/search", "test_queries")["test"] + corpus = load_dataset("devrev/search", "knowledge_base")["corpus"] + print(f" Annotated: {len(annotated)} Test: {len(test)} Corpus: {len(corpus)}") + return annotated, test, corpus + + +def prepare_corpus(corpus): + doc_ids, doc_titles, doc_texts, doc_combined = [], [], [], [] + for item in corpus: + doc_ids.append(item["id"]) + doc_titles.append(item["title"]) + doc_texts.append(item["text"]) + doc_combined.append(f"{item['title']}\n\n{item['text']}") + return doc_ids, doc_titles, doc_texts, doc_combined + + +def build_neighbor_map(doc_ids): + id_to_idx = {did: i for i, did in enumerate(doc_ids)} + neighbor_map = {} + for i, did in enumerate(doc_ids): + neighbors = set() + if "_KNOWLEDGE_NODE-" in did: + parts = did.rsplit("-", 1) + base, chunk_num = parts[0], int(parts[1]) + for offset in [-1, 1]: + nid = f"{base}-{chunk_num + offset}" + if nid in id_to_idx: + neighbors.add(id_to_idx[nid]) + neighbor_map[i] = neighbors + return neighbor_map + + +def tokenize_bm25(text): + text = re.sub(r'[^a-z0-9\s]', ' ', text.lower()) + return [t for t in text.split() if t not in STOPWORDS and len(t) > 1] + + +def build_bm25_index(doc_combined): + cache_path = CACHE_DIR / "bm25_index.pkl" + if cache_path.exists(): + print("Loading cached BM25 index...") + with open(cache_path, "rb") as f: + return pickle.load(f) + print("Building BM25 index...") + tokenized = [tokenize_bm25(doc) for doc in tqdm(doc_combined, desc="Tokenizing")] + bm25 = BM25Okapi(tokenized) + with open(cache_path, "wb") as f: + pickle.dump(bm25, f) + return bm25 + + +def bm25_search(bm25, query, top_k=100): + scores = bm25.get_scores(tokenize_bm25(query)) + top_indices = np.argsort(scores)[::-1][:top_k] + return top_indices, scores[top_indices] + + +query_embed_cache = load_disk_cache("query_embed_cache") + + +def embed_query(query_text): + if query_text in query_embed_cache: + return query_embed_cache[query_text] + for attempt in range(10): + try: + response = litellm_client.embeddings.create( + model=EMBED_MODEL, + input=[query_text], + ) + emb = np.array(response.data[0].embedding, dtype=np.float32) + emb = emb / (np.linalg.norm(emb) + 1e-10) + query_embed_cache[query_text] = emb + return emb + except Exception as e: + wait = min(2 ** (attempt + 1), 60) + print(f"\n Embed error (attempt {attempt+1}): {e}\n Retrying in {wait}s...") + time.sleep(wait) + raise ConnectionError(f"Failed to embed after 10 attempts: {query_text[:50]}") + + +def build_dense_index(): + embeddings_path = CACHE_DIR / "embeddings.npy" + index_path = CACHE_DIR / "faiss.index" + if index_path.exists(): + print("Loading cached FAISS index...") + index = faiss.read_index(str(index_path)) + print(f" Loaded: {index.ntotal} vectors") + return index + if not embeddings_path.exists(): + raise FileNotFoundError("Run embed_corpus.py first to generate embeddings!") + print("Building FAISS index from cached embeddings...") + embeddings = np.load(embeddings_path) + dim = embeddings.shape[1] + index = faiss.IndexFlatIP(dim) + index.add(embeddings) + faiss.write_index(index, str(index_path)) + print(f" Index built: {index.ntotal} vectors, dim={dim}") + return index + + +def dense_search(index, query_text, top_k=100): + emb = embed_query(query_text) + scores, indices = index.search(emb.reshape(1, -1), top_k) + return indices[0], scores[0] + + +def generate_hyde_doc(query, hyde_cache): + if query in hyde_cache: + return hyde_cache[query] + try: + response = litellm_client.chat.completions.create( + model=GENERATIVE_MODEL, + messages=[{ + "role": "user", + "content": ( + "Write a short knowledge base article (2-3 sentences) that would perfectly " + "answer this enterprise software support query. Write ONLY the article content.\n\n" + f"Query: {query}" + ), + }], + ) + result = response.choices[0].message.content.strip() + except Exception: + result = None + hyde_cache[query] = result + return result + + +def generate_multi_queries(query, mq_cache): + if query in mq_cache: + return mq_cache[query] + try: + response = litellm_client.chat.completions.create( + model=GENERATIVE_MODEL, + messages=[{ + "role": "user", + "content": ( + "Rewrite this enterprise software search query in 3 different ways to improve " + "search recall. Return ONLY the 3 queries, one per line, no numbering.\n\n" + f"Original: {query}" + ), + }], + ) + result = [q.strip() for q in response.choices[0].message.content.strip().split("\n") if q.strip()][:3] + except Exception: + result = [] + mq_cache[query] = result + return result + + +def reciprocal_rank_fusion(results_list, weights=None, k=60): + if weights is None: + weights = [1.0] * len(results_list) + fused = {} + for (indices, _scores), w in zip(results_list, weights): + for rank, idx in enumerate(indices): + idx = int(idx) + fused[idx] = fused.get(idx, 0.0) + w / (k + rank + 1) + return sorted(fused.items(), key=lambda x: x[1], reverse=True) + + +def cohere_rerank(query, candidate_indices, doc_combined, top_k=10): + if not candidate_indices: + return [] + documents = [doc_combined[idx] for idx in candidate_indices] + for attempt in range(5): + try: + response = cohere_client.rerank( + model=COHERE_RERANK_MODEL, + query=query, + documents=documents, + top_n=top_k, + ) + return [(candidate_indices[r.index], r.relevance_score) for r in response.results] + except Exception as e: + if "429" in str(e) or "rate" in str(e).lower(): + time.sleep(min(2 ** (attempt + 1), 30)) + else: + raise + return [] + + +def main(): + annotated, test, corpus = load_data() + doc_ids, doc_titles, doc_texts, doc_combined = prepare_corpus(corpus) + neighbor_map = build_neighbor_map(doc_ids) + bm25 = build_bm25_index(doc_combined) + dense_index = build_dense_index() + hyde_cache = load_disk_cache("hyde_cache") + mq_cache = load_disk_cache("mq_cache") + + def hybrid_search(query, top_k=FINAL_TOP_K): + bm25_idx, bm25_sc = bm25_search(bm25, query, BM25_TOP_K) + d_idx, d_sc = dense_search(dense_index, query, DENSE_TOP_K) + results = [(bm25_idx, bm25_sc), (d_idx, d_sc)] + weights = [BM25_WEIGHT, DENSE_WEIGHT] + + hyde_doc = generate_hyde_doc(query, hyde_cache) + if hyde_doc: + h_idx, h_sc = dense_search(dense_index, hyde_doc, DENSE_TOP_K) + results.append((h_idx, h_sc)) + weights.append(HYDE_DENSE_WEIGHT) + + alt_queries = generate_multi_queries(query, mq_cache) + for alt_q in alt_queries: + a_idx, a_sc = dense_search(dense_index, alt_q, DENSE_TOP_K) + results.append((a_idx, a_sc)) + weights.append(MULTI_QUERY_WEIGHT / max(len(alt_queries), 1)) + + fused = reciprocal_rank_fusion(results, weights, RRF_K) + + n_hi = max(1, int(min(len(fused), RERANK_POOL) * NEIGHBOR_TOP_FRACTION)) + thresh = fused[min(n_hi, len(fused) - 1)][1] if fused else 0 + candidates, seen = [], set() + for idx, score in fused[:RERANK_POOL]: + if idx not in seen: + candidates.append(idx) + seen.add(idx) + if score >= thresh: + for nb in neighbor_map.get(idx, set()): + if nb not in seen: + candidates.append(nb) + seen.add(nb) + candidates = candidates[:RERANK_POOL] + + reranked = cohere_rerank(query, candidates, doc_combined, top_k) + return [idx for idx, _ in reranked] + + print("\n" + "=" * 60) + print(" EVALUATION — ANNOTATED QUERIES (291)") + print("=" * 60) + + checkpoint_path = CACHE_DIR / "eval_checkpoint.json" + if checkpoint_path.exists(): + with open(checkpoint_path) as f: + checkpoint = json.load(f) + eval_results = checkpoint["results"] + start_idx = checkpoint["next_idx"] + print(f" Resuming evaluation from query {start_idx}/291") + else: + eval_results = [] + start_idx = 0 + + ks = [5, 10, 25, 50] + for i in tqdm(range(start_idx, len(annotated)), + initial=start_idx, total=len(annotated), desc="Eval"): + item = annotated[i] + query = item["query"] + gold_ids = set(r["id"] for r in item["retrievals"]) + retrieved = [doc_ids[idx] for idx in hybrid_search(query, max(ks))] + row = {} + for k in ks: + hits = len(gold_ids & set(retrieved[:k])) + row[str(k)] = hits / len(gold_ids) if gold_ids else 0 + eval_results.append(row) + + if (i + 1) % 10 == 0: + save_disk_cache("hyde_cache", hyde_cache) + save_disk_cache("mq_cache", mq_cache) + save_disk_cache("query_embed_cache", query_embed_cache) + with open(checkpoint_path, "w") as f: + json.dump({"next_idx": i + 1, "results": eval_results}, f) + + save_disk_cache("hyde_cache", hyde_cache) + save_disk_cache("mq_cache", mq_cache) + save_disk_cache("query_embed_cache", query_embed_cache) + + print(f"\n{'=' * 60}") + print(f" HYBRID (OpenAI Embed + HyDE + MultiQuery + Cohere Rerank)") + print(f"{'=' * 60}") + for k in ks: + mean_recall = np.mean([r[str(k)] for r in eval_results]) * 100 + print(f" Recall@{k:<3}: {mean_recall:6.2f}%") + print(f"{'=' * 60}") + + recall_10 = np.mean([r["10"] for r in eval_results]) * 100 + + print("\n--- Generating test query results ---") + test_checkpoint_path = CACHE_DIR / "test_checkpoint.json" + if test_checkpoint_path.exists(): + with open(test_checkpoint_path) as f: + test_checkpoint = json.load(f) + test_results = test_checkpoint["results"] + test_start = test_checkpoint["next_idx"] + print(f" Resuming test queries from {test_start}/92") + else: + test_results = [] + test_start = 0 + + for i in tqdm(range(test_start, len(test)), + initial=test_start, total=len(test), desc="Test queries"): + item = test[i] + qid, q = item["query_id"], item["query"] + idxs = hybrid_search(q, FINAL_TOP_K) + test_results.append({ + "query_id": qid, + "query": q, + "retrievals": [{"id": doc_ids[idx], "text": doc_texts[idx], "title": doc_titles[idx]} + for idx in idxs], + }) + if (i + 1) % 10 == 0: + save_disk_cache("hyde_cache", hyde_cache) + save_disk_cache("mq_cache", mq_cache) + with open(test_checkpoint_path, "w") as f: + json.dump({"next_idx": i + 1, "results": test_results}, f) + + out = "test_queries_results.json" + with open(out, "w") as f: + json.dump(test_results, f, indent=2) + + if checkpoint_path.exists(): + os.remove(checkpoint_path) + if test_checkpoint_path.exists(): + os.remove(test_checkpoint_path) + + print(f"\nResults saved to {out}") + print(f" {len(test_results)} queries, {FINAL_TOP_K} retrievals each") + print(f" Estimated Recall@10: {recall_10:.2f}%") + + +if __name__ == "__main__": + main() diff --git a/requirements.txt b/requirements.txt index b196bf1..75f6061 100644 --- a/requirements.txt +++ b/requirements.txt @@ -6,3 +6,6 @@ faiss-cpu numpy tqdm pyarrow +rank-bm25 +python-dotenv +cohere diff --git a/test_queries_results.json b/test_queries_results.json index 74c199a..5d32e0e 100644 --- a/test_queries_results.json +++ b/test_queries_results.json @@ -8,50 +8,50 @@ "text": "conversation of which you are not the owner, let the owner know to respond. It's beneficial to retain the same point of contact for the duration of the conversation unless the owner refers some another user.\\n* If the conversation has a customer org that's unidentified or is new, add yourself (the customer experience engineer) as the owner of the ticket. Try to find the appropriate owner for the customer org and update the customer record accordingly.\\n* Change the stage of the conversation to", "title": "Support best practices | Computer for Support Teams | DevRev" }, + { + "id": "ART-1953_KNOWLEDGE_NODE-29", + "text": "[support@yourdomain.com](mailto:support@yourdomain.com)\\n* **Subject**: \"You are missing messages from \"\\n\\nReply to the customer on a ticket\\n---------------------------------\\n\\n* **Trigger**: When a reply is made to a customer on a ticket.\\n* **Action**: The system sends out a notification to the customer with the reply message.\\n* **Sender**: {Company\\\\_Name} [support@yourdomain.com](mailto:support@yourdomain.com)\\n* **Subject**: \"[{Company\\\\_Name}] Update on TKT-XXX\"\\n\\nTicket", + "title": "Customer email notifications | Computer by DevRev | DevRev" + }, { "id": "ART-1981_KNOWLEDGE_NODE-34", "text": "ticket.\\n* Make sure all tickets have the customer org field populated.\\n* Cancel any internal ticket without a customer org that has been created by a developer. Ask them to create an issue instead.\\n* If a customer raises a feature request that aligns with the product strategy, but needs significant development effort and will not be delivered in the near future, move it to the *accepted* stage, rather than keeping the ticket open. Inform the customer accordingly.\\n* If a customer reports a", "title": "Support best practices | Computer for Support Teams | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-30", - "text": "linked to a conversation\\n-------------------------------\\n\\n* **Trigger**: A ticket is linked to an existing conversation.\\n* **Action**: The system sends out a notification with the linked ticket number.\\n* **Sender**: {Company\\\\_Name} [support@yourdomain.com](mailto:support@yourdomain.com)\\n* **Subject**: \"\"\\n\\n![]()\\n\\nThis email is only sent to the organizations with [Convergence snap-in](https://docs.devrev.ai/automations/converge)\\n\\nChange of", - "title": "Customer email notifications | Computer by DevRev | DevRev" + "id": "ART-1981_KNOWLEDGE_NODE-28", + "text": "new conversation. Respond within 1 hour to new messages on existing conversations. Change the stage of conversation to *awaiting customer response* as soon as you have responded.\\n* In **Updates**, filter by **Type** > **Mentioned**. Respond to those updates first.\\n* Create a ticket if you aren't able to resolve the conversation in 20 minutes. As soon as the ticket is opened, move it to the *escalate* stage. The owner of the ticket is the owner of the customer org where the conversation", + "title": "Support best practices | Computer for Support Teams | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-29", - "text": "[support@yourdomain.com](mailto:support@yourdomain.com)\\n* **Subject**: \"You are missing messages from \"\\n\\nReply to the customer on a ticket\\n---------------------------------\\n\\n* **Trigger**: When a reply is made to a customer on a ticket.\\n* **Action**: The system sends out a notification to the customer with the reply message.\\n* **Sender**: {Company\\\\_Name} [support@yourdomain.com](mailto:support@yourdomain.com)\\n* **Subject**: \"[{Company\\\\_Name}] Update on TKT-XXX\"\\n\\nTicket", - "title": "Customer email notifications | Computer by DevRev | DevRev" + "id": "ART-2002_KNOWLEDGE_NODE-25", + "text": "about the customer initiating the conversation. Similarly, tickets on DevRev can capture who the ticket was reported by (or reported for).\\n\\nConcepts\\n--------\\n\\nCustomer identity in DevRev includes the following important constructs:\\n\\n* **External User/contact**: Your end user or customer or users associated with organization Accounts or Workspaces.\\n* **Account/workspace**: Any logical grouping that an external user is part of. It could represent a customer account for your B2B product", + "title": "Contacts | Computer for Growth Teams | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", + "id": "ART-1953_KNOWLEDGE_NODE-32", + "text": "\\xe2\\x80\\x9cUpdate on your Conversation with {Company\\\\_Name}\"\\n\\n![]()\\n\\nThis email is only sent to organizations that have installed [Convergence snap-in](https://docs.devrev.ai/automations/converge).\\n\\nCSAT survey for conversation/ticket\\n-----------------------------------\\n\\n* **Trigger**: A CSAT survey is sent for a conversation or ticket.\\n* **Action**: The system sends out a notification with the ticket/conversation number and CSAT form.\\n* **Sender**: DevRev", "title": "Customer email notifications | Computer by DevRev | DevRev" }, - { - "id": "ART-1979_KNOWLEDGE_NODE-63", - "text": "support tickets on behalf of customers\\xe2\\x80\\x94without granting customers access to these tickets. This feature enables internal collaboration while keeping the ticket invisible to the customer until explicitly made external.\\n\\nEven if a ticket contains customer-related information (such as the customer workspace or the **Reported by** field), it remains inaccessible to the customer unless it is explicitly converted into an external ticket. The **Customer Messages** tab is unavailable for", - "title": "Tickets | Computer for Support Teams | DevRev" - }, { "id": "ART-1978_KNOWLEDGE_NODE-44", "text": "URL and not on the support portal of some other customer.\\n* Customer admin isn't able to see all the tickets of the organization.\\n\\n + This could happen if the customer isn't logged in on the correct URL. If the customer is logged in on the correct URL, then check if there are any tickets that are reported by the other customers in that organization or not. Check if the customer is added as a customer admin or not by logging in to your DevRev application.\\n* You are not able to add customer", "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-36", - "text": "conversation](#ticket-linked-to-a-conversation)\\n* [Change of stage of a ticket/conversation](#change-of-stage-of-a-ticketconversation)\\n* [CSAT survey for conversation/ticket](#csat-survey-for-conversationticket)\\n* [Auto customer reply](#auto-customer-reply)\\n* [Auto reply on email](#auto-reply-on-email)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about it.\\n\\n![]()](/blog/soc-compliance)\\n\\nComputer\\n\\n* [Meet Computer](/meet-computer)\\n* [How Computer", + "id": "ART-1953_KNOWLEDGE_NODE-27", + "text": "conversation, ensuring seamless and continuous communication.\\n\\nBy default, notifications are sent from [notifications@devrev.ai](mailto:notifications@devrev.ai). However, this setting can be overridden to use the organization\\xe2\\x80\\x99s primary email address as the sender, or notifications can be turned off entirely.\\n\\nTo configure the notifications setting, under [**Settings** > **Snap-ins** > **Email Integration**](https://app.devrev.ai/devrev/settings/snap-ins/email-with-tickets), go to", "title": "Customer email notifications | Computer by DevRev | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-24", - "text": "conversation](#reply-to-the-customer-on-a-conversation)\\n* [Reply to the customer on a ticket](#reply-to-the-customer-on-a-ticket)\\n* [Ticket linked to a conversation](#ticket-linked-to-a-conversation)\\n* [Change of stage of a ticket/conversation](#change-of-stage-of-a-ticketconversation)\\n* [CSAT survey for conversation/ticket](#csat-survey-for-conversationticket)\\n* [Auto customer reply](#auto-customer-reply)\\n* [Auto reply on email](#auto-reply-on-email)\\n\\n1. [Documentation](/docs)\\n3.", - "title": "Customer email notifications | Computer by DevRev | DevRev" + "id": "ART-2040_KNOWLEDGE_NODE-27", + "text": "| \\xe2\\x9c\\x85 | \\xe2\\x9c\\x85 |\\n| Category/Status of Ticket | State/Stage of Ticket | \\xe2\\x9c\\x85 | \\xe2\\x9c\\x85 |\\n| Attachments on Ticket | Attachments on Ticket | \\xe2\\x9c\\x85 | \\xe2\\x9c\\x85 |\\n| Tag on Ticket | Tag on Ticket | \\xe2\\x9c\\x85 | \\xe2\\x9d\\x8c |\\n| Organization | Account | \\xe2\\x9c\\x85 | \\xe2\\x9d\\x8c |\\n| Agent | DevUser | \\xe2\\x9c\\x85 | \\xe2\\x9d\\x8c |\\n| End User | Contact | \\xe2\\x9c\\x85 | \\xe2\\x9d\\x8c |\\n| Chat | Conversation | \\xe2\\x9d\\x8c | \\xe2\\x9d\\x8c |\\n| Conversation |", + "title": "Zendesk AirSync | AirSync | Snap-ins | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-31", - "text": "stage of a ticket/conversation\\n----------------------------------------\\n\\n* **Trigger**: When there\\'s a change of stage in a ticket or conversation.\\n* **Action**: The system sends out a notification detailing the Ticket/Conversation number and stage change.\\n* **Sender**: {Company\\\\_Name} [support@yourdomain.com](mailto:support@yourdomain.com)\\n* **Subject**:\\n + For ticket: \"[{Company\\\\_Name}] Update on TKT-XXX - Ticket Title\"\"\"\\n + For conversations:", - "title": "Customer email notifications | Computer by DevRev | DevRev" + "id": "ART-6174_KNOWLEDGE_NODE-27", + "text": "happens automatically:\\n\\n* The original conversation moves to *Archived* stage and cannot be reopened.\\n* A new ticket is created with:\\n + All internal discussions and customer messages copied from the conversation\\n + Equivalent metadata as the conversation, including source channel, customer account information, and external members added as **reported by** on the ticket\\n + An AI-generated ticket title and description based on customer messages\\n\\nConvert conversations to", + "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" } ] }, @@ -60,24 +60,19 @@ "query": "Android SDK session generated with Unknown user", "retrievals": [ { - "id": "ART-2898_KNOWLEDGE_NODE-10", - "text": "identification\\n\\nThe anonymous identification method allows you to create an anonymous user with an optional or random user identifier, ensuring that no other data is stored or associated with the user.\\n\\n###### Kotlin\\n\\n###### Java\\n\\n[code]\\n\\n 1| DevRev.identifyAnonymousUser( \\n ---|--- \\n 2| userId: String \\n 3| )\\n[/code] \\n \\n### Unverified identification\\n\\nThe unverified identification method identifies users with a unique identifier, but it does not verify their", - "title": "Android integration \u2014 DevRev | Docs" - }, - { - "id": "ART-15513_KNOWLEDGE_NODE-1", - "text": "[Exchange your AAT for a session token](/sdks/android/features#exchange-your-aat-for-a-session-token)\\n* [Identify the verified user](/sdks/android/features#identify-the-verified-user)\\n* [Updating the user](/sdks/android/features#updating-the-user)\\n* [Logout](/sdks/android/features#logout)\\n* [Identity model](/sdks/android/features#identity-model)\\n* [Properties](/sdks/android/features#properties)\\n* [User traits](/sdks/android/features#user-traits)\\n* [Organization", + "id": "ART-15513_KNOWLEDGE_NODE-0", + "text": "b'Features | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\nOn this page\\n\\n* [Identification](/sdks/android/features#identification)\\n* [Identify an anonymous user](/sdks/android/features#identify-an-anonymous-user)\\n* [Identify an unverified user](/sdks/android/features#identify-an-unverified-user)\\n* [Identify a verified user](/sdks/android/features#identify-a-verified-user)\\n* [Generate an AAT](/sdks/android/features#generate-an-aat)\\n*", "title": "Features | DevRev | Docs" }, { - "id": "ART-2898_KNOWLEDGE_NODE-1", - "text": "identification](/public/sdks/mobile/android#unverified-identification)\\n * [Update user information](/public/sdks/mobile/android#update-user-information)\\n * [PLuG support chat](/public/sdks/mobile/android#plug-support-chat)\\n * [Analytics](/public/sdks/mobile/android#analytics)\\n * [Session analytics](/public/sdks/mobile/android#session-analytics)\\n * [Opt in or out](/public/sdks/mobile/android#opt-in-or-out)\\n * [Session recording](/public/sdks/mobile/android#session-recording)\\n *", - "title": "Android integration \u2014 DevRev | Docs" + "id": "ART-12462_KNOWLEDGE_NODE-0", + "text": "b'[](/public/sdks/cordova/troubleshooting)\\n\\nPublic\\n\\nOn this page\\n\\n * [Troubleshooting](/public/sdks/cordova/troubleshooting#troubleshooting)\\n\\n[SDKs](/public/sdks)[DevRev SDK for Cordova](/public/sdks/cordova/quickstart)\\n\\n#\\n\\nTroubleshooting\\n\\n * **Issue** : Support chat won\\xe2\\x80\\x99t show. **Solution** : Ensure you have correctly called one of the identification methods: `DevRev.identifyUnverifiedUser(...)`, `DevRev.identifyVerifiedUser(...)`, or", + "title": "Troubleshooting \u2014 DevRev | Docs" }, { - "id": "ART-15506_KNOWLEDGE_NODE-29", - "text": "window.plugSDK.shutdown(); |\\n| 6 | } |\\n| 7 | window.plugSDK.init({ |\\n| 8 | app_id: appId, |\\n| 9 | |\\n| 10 | // Pass the session details |\\n| 11 | session_recording_options: { |\\n| 12 | sessionDetails: { |\\n| 13 | sessionId: sessionId, |\\n| 14 | tabId: tabId, |\\n| 15 | }, |\\n| 16 | }, |\\n| 17 | |\\n| 18 | // With session token |\\n| 19 | session_token: sessionToken, |\\n| 20 | // Or without session token |\\n| 21 | identity: {}, |\\n| 22 | }); |\\n```\\n\\nWas this page", - "title": "Identify your users with Plug | DevRev | Docs" + "id": "ART-15507_KNOWLEDGE_NODE-7", + "text": "DevRev SDK will automatically create an anonymous user for you immediately after the SDK is configured.\\n\\n##### \\n\\nThe `Identity` structure allows for custom fields in the user, organization, and account traits. These fields must be configured through the DevRev app before they can be used. For more information, refer to [Object customization](https://devrev.ai/docs/product/object-customization).\\n\\nYou can select from the following methods to identify users within your application:\\n\\n###", + "title": "Features | DevRev | Docs" }, { "id": "ART-4255_KNOWLEDGE_NODE-10", @@ -85,29 +80,34 @@ "title": "DevRev SDK for Android \u2014 DevRev | Docs" }, { - "id": "ART-15506_KNOWLEDGE_NODE-4", - "text": "RevUser Session Token(5) Return Session Token(6) Call plugSDK.init() with token\\n\\nGenerate an application access token\\n------------------------------------\\n\\n1. In DevRev, go to **Settings > Support > Plug Tokens** through the settings icon on the top-left corner.\\n2. Under the **Application access tokens** panel, click **New token** and copy the token that\\xe2\\x80\\x99s displayed.\\n\\n##### \\n\\nEnsure you copy your access token, as you cannot view it again.\\n\\nGenerate a session", - "title": "Identify your users with Plug | DevRev | Docs" + "id": "ART-15507_KNOWLEDGE_NODE-11", + "text": "**Settings** page.\\n2. Open the **Plug Tokens** page.\\n3. Under the **Application access tokens** panel, click **New token** and copy the token that\\xe2\\x80\\x99s displayed.\\n\\n##### \\n\\nEnsure that you copy the generated application access token, as you cannot view it again.\\n\\n#### Exchange your AAT for a session token\\n\\nTo proceed with identifying the user, you need to exchange your AAT for a session token. This step helps you identify a user of your own system within the DevRev", + "title": "Features | DevRev | Docs" }, { - "id": "ART-4255_KNOWLEDGE_NODE-1", - "text": "information](/public/sdks/android#update-user-information)\\n * [PLuG support chat](/public/sdks/android#plug-support-chat)\\n * [Analytics](/public/sdks/android#analytics)\\n * [Session analytics](/public/sdks/android#session-analytics)\\n * [Opt in or out](/public/sdks/android#opt-in-or-out)\\n * [Session recording](/public/sdks/android#session-recording)\\n * [Session properties](/public/sdks/android#session-properties)\\n * [Timers](/public/sdks/android#timers)\\n * [Screen", - "title": "DevRev SDK for Android \u2014 DevRev | Docs" + "id": "ART-15515_KNOWLEDGE_NODE-5", + "text": "page\\n\\nIdentification\\n--------------\\n\\nTo access certain features of the DevRev SDK, user identification is required.\\n\\nThe identification function should be placed appropriately in your app after the user logs in. If you have the user information available at app launch, call the function after the `DevRev.configure(appID:)` method.\\n\\n##### \\n\\nIf you haven\\xe2\\x80\\x99t previously identified the user, the DevRev SDK will automatically create an anonymous user for you immediately after the", + "title": "Features | DevRev | Docs" }, { - "id": "ART-4255_KNOWLEDGE_NODE-33", - "text": "\\n**Solution** : Confirm that user identification is performed before using the `showSupport()` function or XML button.\\n\\n * **Issue** : Incorrect operation due to `App ID` and `secret` misconfiguration. \\n**Solution** : Ensure correct functionality by double-checking that both `App ID` and `secret` values are accurately configured in your application or sample app.\\n\\nWas this page helpful?YesNo\\n\\n[DevRev SDK for iOSUp Next](/public/sdks/ios)\\n\\n[Built", - "title": "DevRev SDK for Android \u2014 DevRev | Docs" + "id": "ART-15507_KNOWLEDGE_NODE-0", + "text": "b'Features | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\nOn this page\\n\\n* [Identification](/sdks/react-native/features#identification)\\n* [Identify an anonymous user](/sdks/react-native/features#identify-an-anonymous-user)\\n* [Identify an unverified user](/sdks/react-native/features#identify-an-unverified-user)\\n* [Identify a verified user](/sdks/react-native/features#identify-a-verified-user)\\n* [Generate an", + "title": "Features | DevRev | Docs" }, { - "id": "ART-4255_KNOWLEDGE_NODE-8", - "text": "Identification\\n\\nTo use certain features of the DevRev SDK, user identification is required. You can select from the following methods to identify users within your application:\\n\\n#####\\n\\nThe identification function should be placed appropriately in your app after the user logs in. If you have the user information available at app launch, call the function after the `DevRev.configure(context, appID)` method.\\n\\n#####\\n\\nThe `Identity` structure allows for custom fields in the user,", + "id": "ART-4255_KNOWLEDGE_NODE-9", + "text": "organization, and account traits. These fields must be configured through the DevRev app before they can be utilized. For more information, refer to [Object customization](https://devrev.ai/docs/product/object-customization).\\n\\n### Anonymous identification\\n\\nThe anonymous identification method allows you to create an anonymous user with an optional or random user identifier, ensuring that no other data is stored or associated with the user.\\n\\n###### Kotlin\\n\\n###### Java\\n\\n[code]\\n\\n 1|", "title": "DevRev SDK for Android \u2014 DevRev | Docs" }, { - "id": "ART-2898_KNOWLEDGE_NODE-9", - "text": "in your app after the user logs in. If you have the user information available at app launch, call the function after the `DevRev.configure(context, appID)` method.\\n\\n#####\\n\\nThe `Identity` structure allows for custom fields in the user, organization, and account traits. These fields must be configured through the DevRev app before they can be utilized. For more information, refer to [Object customization](https://devrev.ai/docs/product/object-customization).\\n\\n### Anonymous", - "title": "Android integration \u2014 DevRev | Docs" + "id": "ART-12456_KNOWLEDGE_NODE-7", + "text": "create an anonymous user for you immediately after the SDK is configured.\\n\\n#####\\n\\nThe `Identity` structure allows for custom fields in the user, organization, and account traits. These fields must be configured through the DevRev app before they can be used. For more information, refer to [Object customization](https://devrev.ai/docs/product/object-customization).\\n\\nYou can select from the following methods to identify users within your application:\\n\\n### Anonymous identification\\n\\nThe", + "title": "Features \u2014 DevRev | Docs" + }, + { + "id": "ART-15506_KNOWLEDGE_NODE-4", + "text": "RevUser Session Token(5) Return Session Token(6) Call plugSDK.init() with token\\n\\nGenerate an application access token\\n------------------------------------\\n\\n1. In DevRev, go to **Settings > Support > Plug Tokens** through the settings icon on the top-left corner.\\n2. Under the **Application access tokens** panel, click **New token** and copy the token that\\xe2\\x80\\x99s displayed.\\n\\n##### \\n\\nEnsure you copy your access token, as you cannot view it again.\\n\\nGenerate a session", + "title": "Identify your users with Plug | DevRev | Docs" } ] }, @@ -121,24 +121,24 @@ "title": "Customer email notifications | Computer by DevRev | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-36", - "text": "contact](https://docs.devrev.ai/product/plug) must be created first for any emails to be added as subscribers.\\n* **Needs response**: Set to true whenever a new customer message is received on the ticket to ensure that no customer messages are missed. If a particular customer message does not need a response, the **Needs response** toggle can be turned off by the user. Turning off the **Needs response** toggle does not affect the SLA metrics.\\n\\nThese attributes can be effectively used in", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-2027_KNOWLEDGE_NODE-27", + "text": "track interactions (**Support > Inbox** for conversations and **Support > Tickets** for tickets). All replies are sent from your organization\\xe2\\x80\\x99s own email addresses, maintaining a professional and personalized customer experience that strengthens your brand and fosters better engagement. This method builds trust with mailbox providers and recipients across any email service, reducing spam flags and protecting your brand identity by adhering to DMARC standards.\\n\\nYou can choose for an", + "title": "Email | Integrate | Snap-ins | DevRev" }, { - "id": "ART-1986_KNOWLEDGE_NODE-37", - "text": "a customer * The ticket was created by a customer experience engineer but reported by a customer | A new comment on the ticket by the customer after the customer experience engineer replied | * The agent added a comment to the customer chat * The ticket is moved to Awaiting Customer Response, or the ticket is closed | | |\\n| Full resolution time | * Ticket created by a customer * The ticket was created by a customer experience engineer but reported by a customer | Ticket created | The", - "title": "Service-level agreement | Computer for Support Teams | DevRev" + "id": "ART-1978_KNOWLEDGE_NODE-43", + "text": "with that email or not.\\n + This could also be because your customer hasn't logged in.\\n* Customer isn't able to view the tickets they have created.\\n\\n + Check if there are any reported tickets by that customer. You can do so by logging into your DevRev app and then going into the tickets section. Here you can filter based on **reported by** and see if any tickets have been reported by the customer who isn't able to view the tickets.\\n + Check if the customer has logged in on the correct", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-61", - "text": "following scenarios can lead to the creation of follow up ticket:\\n\\n* Customers communicated on an archived/immutable ticket from any channel such as email.\\n* Customer communicated on a merged ticket and the primary ticket is also archived.\\n\\nAfter creation of a follow up ticket the customer messages will reflect only on the new followup ticket and the customer will continue to see response on the same thread in channels like email & slack. The user can continue responding on the new follow", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-2027_KNOWLEDGE_NODE-32", + "text": "**Subscribers** field.\\n\\n *Is able to:* View the ticket on DevRev and receive in-app notifications.\\n* Without DevRev account\\n\\n *Added to:* **Email members** field as subscriber.\\n\\n *Is able to:* Reply to the ticket via email.\\n\\nEmail deliverability status\\n\\nThe sender of an email is able to view the status of an email. Additionally, the sender can view if their email has bounced, along with details about the bounce event.\\n\\nBelow are the various possible states of an email.\\n\\n* *In", + "title": "Email | Integrate | Snap-ins | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Customer email notifications | Computer by DevRev | DevRev" + "id": "ART-2027_KNOWLEDGE_NODE-30", + "text": "or @mentioned in the DevRev app.\\n\\n *Is able to:* View the ticket on the portal and reply via email as an email member.\\n* A customer admin for the same workspace\\n\\n *Added to:* **Customer Admins** group.\\n\\n *Is able to:* View the ticket on the portal once their workspace is updated on the ticket.\\n* An end user outside original sender's organization\\n\\n *Added to:* **To** or **CC** fields in the email thread, or mentioned in the DevRev app (adds them to **CC**).\\n\\n *Is able to:* Reply", + "title": "Email | Integrate | Snap-ins | DevRev" }, { "id": "ART-2027_KNOWLEDGE_NODE-36", @@ -146,24 +146,24 @@ "title": "Email | Integrate | Snap-ins | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-24", - "text": "conversation](#reply-to-the-customer-on-a-conversation)\\n* [Reply to the customer on a ticket](#reply-to-the-customer-on-a-ticket)\\n* [Ticket linked to a conversation](#ticket-linked-to-a-conversation)\\n* [Change of stage of a ticket/conversation](#change-of-stage-of-a-ticketconversation)\\n* [CSAT survey for conversation/ticket](#csat-survey-for-conversationticket)\\n* [Auto customer reply](#auto-customer-reply)\\n* [Auto reply on email](#auto-reply-on-email)\\n\\n1. [Documentation](/docs)\\n3.", - "title": "Customer email notifications | Computer by DevRev | DevRev" + "id": "ART-2027_KNOWLEDGE_NODE-31", + "text": "to the ticket via email. They cannot view the ticket on the portal, as they are added to the **Email members** field but not to the **Reported by** field.\\n\\nEmployees\\n\\n* With DevRev account (added to email thread)\\n\\n *Added to:* **To**, **CC**, or **Email members** field.\\n\\n *Is able to:* View the ticket on DevRev, reply via email, and receive in-app notifications. If they make changes to ticket attributes, they remain subscribers.\\n* Manually added subscribers\\n\\n *Added to:*", + "title": "Email | Integrate | Snap-ins | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-52", - "text": "don\\xe2\\x80\\x99t forget to give \\xf0\\x9f\\x91\\x8d on the suggestion if you like it or \\xf0\\x9f\\x91\\x8e to dislike it.\\n\\n![]()\\n\\nDuplicate ticket merging\\n------------------------\\n\\nDuplicate tickets in a support system pose a significant challenge by creating inefficiencies, increasing the workload for support agents, and negatively impacting user experience. These tickets often result from user frustration or misunderstandings of the resolution process, leading to confusion and disrupting", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-2027_KNOWLEDGE_NODE-29", + "text": "your communication requirements.\\n\\nThe visibility and interaction capabilities with a ticket in DevRev are determined by the user's role and how they were added to the email thread.\\n\\nEnd users\\n\\n* Original sender\\n\\n *Added to:* **Reported by** or **Email members** field.\\n\\n *Is able to:* View the ticket on the portal and reply via email.\\n* An end user in the same organization\\n\\n *Added to:* **To** or **CC** fields in the email thread; **Reported by** field, **Email members** field,", + "title": "Email | Integrate | Snap-ins | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-35", - "text": "installed [Auto-reply snap-in](https://docs.devrev.ai/automations/auto-reply).\\n\\n[PreviousUpdates](/docs/product/updates)[NextRoles](/docs/product/roles)\\n\\n#### On this page\\n\\n* [White-label customer email notifications](#whitelabel-customer-email-notifications)\\n* [Reply to the customer on a conversation](#reply-to-the-customer-on-a-conversation)\\n* [Reply to the customer on a ticket](#reply-to-the-customer-on-a-ticket)\\n* [Ticket linked to a", + "id": "ART-1953_KNOWLEDGE_NODE-24", + "text": "conversation](#reply-to-the-customer-on-a-conversation)\\n* [Reply to the customer on a ticket](#reply-to-the-customer-on-a-ticket)\\n* [Ticket linked to a conversation](#ticket-linked-to-a-conversation)\\n* [Change of stage of a ticket/conversation](#change-of-stage-of-a-ticketconversation)\\n* [CSAT survey for conversation/ticket](#csat-survey-for-conversationticket)\\n* [Auto customer reply](#auto-customer-reply)\\n* [Auto reply on email](#auto-reply-on-email)\\n\\n1. [Documentation](/docs)\\n3.", "title": "Customer email notifications | Computer by DevRev | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-47", - "text": "validate the fix with the user and then to *resolved*. If the user wants to cancel the ticket then the stage moves to *canceled*.\\n\\n**Closed**\\n\\n* *Canceled* (C)\\n\\n The ticket is determined to be invalid either by the user or the customer experience engineer. In certain scenarios, a ticket may have been created by accident and may be canceled by the creator. In other scenarios, garbage tickets may be created through automation or because of spam. Automation or the customer experience", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-2027_KNOWLEDGE_NODE-43", + "text": "recipients in the **To** or **Cc**\\n\\nThreading\\n---------\\n\\nEmail integration preserves threading by using the **References** and **In-Reply-To** email headers and by correlating the email **Subject** field and the ticket title. If either the ticket title or the email subject is changed at any point after ticket creation, follow up emails may cause a new ticket to be created.\\n\\n![]()\\n\\nOnce a ticket is created from an email, it is recommended to avoid changing the email subject or the", + "title": "Email | Integrate | Snap-ins | DevRev" } ] }, @@ -171,54 +171,54 @@ "query_id": "4d9878e8-f746-4df5-8bf6-f9444989b385", "query": "manage access and privileges in DevRev", "retrievals": [ + { + "id": "ART-1948_KNOWLEDGE_NODE-31", + "text": "can configure what access a certain group has, by assigning and revoking roles for a group.\\n\\n1. To assign/revoke roles for a group, go to [**User Management > Groups**](https://app.devrev.ai/devrev/settings/groups), and click the group in which you want to make changes.\\n2. Click the **Privileges** tab and select your target object or category (Support, Build, Grow, Analytics).\\n\\n**Currently, available targets are:**\\n\\n* Ticket\\n* Issue\\n* Opportunity\\n* Account\\n* Workspaces\\n*", + "title": "Groups | Computer by DevRev | DevRev" + }, { "id": "ART-1958_KNOWLEDGE_NODE-24", "text": "policies](#mfz-policies)\\n* [Sharing](#sharing)\\n* [Vista privileges](#vista-privileges)\\n\\n1. [Documentation](/docs)\\n3. [Computer by DevRev](/docs/intro)\\n[Access control](/docs/product/access-control)\\n\\nAccess control\\n==============\\n\\nAccess control in DevRev is a system that authorizes an actor to perform actions on different targets within the application. In this context, an actor is any entity that interacts with the app, such as an organization member, a customer, a system user, or a", "title": "Access control | Computer by DevRev | DevRev" }, { - "id": "ART-1955_KNOWLEDGE_NODE-46", - "text": "admins on revus.\\n\\n Privileges: revu object ['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *devo Admin:* Contains privileges for admins on devos.\\n\\n Privileges: devo object ['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *flow Admin:* Contains privileges for admins on flows.\\n\\n Privileges: flow object ['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *webhook Admin:* Contains privileges for admins on webhooks.\\n\\n Privileges: webhook object ['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *product Admin:*", + "id": "ART-1955_KNOWLEDGE_NODE-80", + "text": "team, includes privileges to manage customer inquiries and escalations.\\n\\n**Privileges:**\\n\\n* *Group Reader:* Contains read privileges on all groups.\\n\\n Privileges: group object ['READ']\\n* *Ticket Interactor:* Contains privileges on tickets for default group 'Support'.\\n\\n Privileges: ticket object ['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *Conversation Admin:* Contains privileges on conversations.\\n\\n Privileges: conversation object ['READ', 'UPDATE', 'DELETE',", "title": "Default privileges by group | Roles | Computer by DevRev | DevRev" }, { - "id": "ART-1963_KNOWLEDGE_NODE-1", - "text": "[Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access control](/docs/product/access-control)\\n +", - "title": "Accessing DevRev | Computer by DevRev | DevRev" - }, - { - "id": "ART-1958_KNOWLEDGE_NODE-23", - "text": "2025](/docs/changelog/_2025-06-01)\\n + [May 2025](/docs/changelog/_2025-05-01)\\n + [March and April 2025](/docs/changelog/_2025-04-01)\\n + [February 2025](/docs/changelog/_2025-02-01)\\n* [Developer \\xe2\\x86\\x97\\xef\\xb8\\x8f](https://developer.devrev.ai/)\\n* [DevRevU \\xe2\\x86\\x97\\xef\\xb8\\x8f](/docs/DevRevU)\\n\\n + [Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Privilege determination](#privilege-determination)\\n* [Granting access permissions](#granting-access-permissions)\\n* [MFZ", - "title": "Access control | Computer by DevRev | DevRev" + "id": "ART-1956_KNOWLEDGE_NODE-25", + "text": "role\\n\\n1. In [**Settings > User Management > Roles**](https://app.devrev.ai/devrev/settings/user-roles), select **+ Create new**.\\n2. Enter the role name and description.\\n3. Select an object, such as **Ticket** or **Inbox**, to assign permissions.\\n4. To restrict permissions, select **+ Add condition** and create a custom\\n condition.\\n5. To apply privileges to all subtypes of the object, select **Apply to all\\n subtypes**.\\n6. To configure privileges for specific subtypes:\\n 1. In the", + "title": "Roles | Computer by DevRev | DevRev" }, { - "id": "ART-1955_KNOWLEDGE_NODE-66", - "text": "Privileges: devu object ['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *revu Admin:* Contains privileges for admins on revus.\\n\\n Privileges: revu object ['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *devo Admin:* Contains privileges for admins on devos.\\n\\n Privileges: devo object ['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *flow Admin:* Contains privileges for admins on flows.\\n\\n Privileges: flow object ['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *webhook Admin:* Contains privileges for admins on", + "id": "ART-1955_KNOWLEDGE_NODE-62", + "text": "Credits Manager:* Contains workspace commerce admin privileges for credit request objects.\\n\\n Privileges: credit object ['CREATE', 'READ', 'UPDATE']\\n* *DevOrg Commerce Admin RevOrgCommerceDetails Creator:* Contains workspace commerce admin privileges for revOrgCommerceDetails objects.\\n\\n Privileges: revo\\\\_config object ['READ', 'UPDATE']\\n* *Ticket Interactor:* Contains privileges on tickets for default group 'Support'.\\n\\n Privileges: ticket object ['CREATE', 'READ', 'UPDATE',", "title": "Default privileges by group | Roles | Computer by DevRev | DevRev" }, { - "id": "ART-1955_KNOWLEDGE_NODE-93", - "text": "Teams](/for-support-teams)\\n* [For Builders](/for-builders)\\n* [For Customers](/for-customers)\\n* [For User Insights](/for-user-insights)\\n* [Marketplace](https://marketplace.devrev.ai/)\\n\\nResources\\n\\n* [Blog](/blog)\\n* [Our Customers](/case-study)\\n* [Snap-In Extensions](https://developer.devrev.ai/public/snapin-development/concepts)\\n* [DevRevU training](/docs/DevRevU)\\n* [Documentation](https://docs.devrev.ai/)\\n* [API References](https://docs.devrev.ai/api/)\\n\\nCompany\\n\\n*", - "title": "Default privileges by group | Roles | Computer by DevRev | DevRev" + "id": "ART-1948_KNOWLEDGE_NODE-27", + "text": "default.\\n\\nAdmins have the authority to configure access for different user groups by assigning or revoking roles. These roles determine the level of permissions and privileges granted to a group, allowing them to perform particular tasks or access specific features.\\n\\nOnly an admin can grant admin privileges to another user.\\n\\nCreating a new group\\n--------------------\\n\\nYou need to be an admin to create a group.\\n\\n1. Go to [**Settings > User Management >", + "title": "Groups | Computer by DevRev | DevRev" }, { - "id": "ART-1955_KNOWLEDGE_NODE-29", - "text": "revUsers for revUsers to view there revUsers with same email.\\n\\n Privileges: revu object ['READ']\\n* *RevUser License Viewer:* A role that enables a user to view licenses assigned to them.\\n\\n Privileges: license\\\\_assignment object ['READ']\\n\\n\\xe2\\x80\\x9cPlatform Users\\xe2\\x80\\x9d group\\n----------------------\\n\\nGroup for all internal employees, includes default privileges to do common operations.\\n\\n**Privileges:**\\n\\n* *Devu Self Interactor:* Contains privileges on user for members of", - "title": "Default privileges by group | Roles | Computer by DevRev | DevRev" + "id": "ART-1958_KNOWLEDGE_NODE-25", + "text": "service account.\\n\\nWhen an actor attempts to carry out an action, such as creating an issue, the access control system checks the actor\\'s role to determine if the actor has the necessary privileges to perform the desired action.\\n\\nPrivilege determination\\n-----------------------\\n\\nEach role consists of two essential parts: caveats and privileges. *Caveats* represent specific conditions that must be met for the role to be applicable. *Privileges* outline the actions or operations that the", + "title": "Access control | Computer by DevRev | DevRev" }, { - "id": "ART-1955_KNOWLEDGE_NODE-87", - "text": "['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *credit revuser admin:* Contains workspace billing admin privileges for credit.\\n\\n Privileges: credit object ['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *RevOrg Billing Admin AccountCommerceDetails Manager:* Contains workspace billing admin privileges for accountCommerceDetails objects.\\n\\n Privileges: account\\\\_commerce\\\\_details object ['READ', 'UPDATE']\\n* *RevOrg Billing Admin License Assignment Manager:* Contains workspace billing admin privileges", - "title": "Default privileges by group | Roles | Computer by DevRev | DevRev" + "id": "ART-1958_KNOWLEDGE_NODE-23", + "text": "2025](/docs/changelog/_2025-06-01)\\n + [May 2025](/docs/changelog/_2025-05-01)\\n + [March and April 2025](/docs/changelog/_2025-04-01)\\n + [February 2025](/docs/changelog/_2025-02-01)\\n* [Developer \\xe2\\x86\\x97\\xef\\xb8\\x8f](https://developer.devrev.ai/)\\n* [DevRevU \\xe2\\x86\\x97\\xef\\xb8\\x8f](/docs/DevRevU)\\n\\n + [Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Privilege determination](#privilege-determination)\\n* [Granting access permissions](#granting-access-permissions)\\n* [MFZ", + "title": "Access control | Computer by DevRev | DevRev" }, { - "id": "ART-1955_KNOWLEDGE_NODE-95", - "text": "Status](/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.\"", - "title": "Default privileges by group | Roles | Computer by DevRev | DevRev" + "id": "ART-1956_KNOWLEDGE_NODE-28", + "text": "Create a customer role\\n\\n1. In [**Settings > Customer Management > Roles**](https://app.devrev.ai/devrev/settings/customer-roles), select **+ Create new**.\\n2. Enter the role name and description.\\n3. Select an object, such as **Ticket** or **Inbox**, to assign permissions.\\n4. To restrict permissions, select **+ Add condition** and create a custom\\n condition.\\n5. To apply privileges to all subtypes of the object, select **Apply to all\\n subtypes**.\\n6. To configure privileges for", + "title": "Roles | Computer by DevRev | DevRev" }, { - "id": "ART-1955_KNOWLEDGE_NODE-55", - "text": "Contact Admin field access role\\n\\n Privileges: revu object None\\n* *Vista Creator:* A role that allows a user to create a vista\\n\\n Privileges: vista object ['CREATE']\\n* *Vista Owner:* A role that allows the creator to view, edit and delete a vista\\n\\n Privileges: vista object ['READ', 'UPDATE', 'DELETE']\\n* *Issue Admin Field Access:* Issue admin field access role\\n\\n Privileges: issue object None\\n* *Dashboard Admin:* A role that allows CRUDL operations to admins\\n\\n Privileges:", + "id": "ART-1955_KNOWLEDGE_NODE-58", + "text": "app\\\\_fragment object ['CREATE']\\n* *Command Interactor:* Contains CRUD privileges on commands\\n\\n Privileges: command object ['READ', 'CREATE', 'UPDATE', 'DELETE']\\n* *Article Admin Field Access:* Article field access role for admin users\\n\\n Privileges: article object None\\n* *Devu Admin Field Access:* Devu Admin field access role\\n\\n Privileges: devu object None\\n* *Org Preferences Update:* A role that allows a user to update org preferences.\\n\\n Privileges: org\\\\_preferences object", "title": "Default privileges by group | Roles | Computer by DevRev | DevRev" } ] @@ -228,53 +228,53 @@ "query": "SSO setup SAML IDP metadata connection string Google Workspace", "retrievals": [ { - "id": "ART-1966_KNOWLEDGE_NODE-39", - "text": "authentication methods to enforce SSO-only login. This is commonly done to ensure all users authenticate through your organization\\'s identity provider.\\n\\n**Common scenario**: If users were previously logging in with Google OAuth and you\\'ve now enabled SSO, you can disable Google authentication to force all users to use SSO.\\n\\nFirst, get the Google OAuth connection ID:\\n\\n```\\n```\\n1 curl --location --request GET \\'https://api.devrev.ai/dev-orgs.auth-connections.list\\' \\\\\\n\\n\\n\\n2 --header", + "id": "ART-1966_KNOWLEDGE_NODE-29", + "text": "are some common examples:\\n\\nAzure ADGoogle WorkspaceJump CloudOkta\\n\\n1. Log in to Azure Active Directory and select **Enterprise applications > + New application**.\\n2. Search for \"Azure AD SAML Toolkit\" in the **Browse Azure AD Gallery** and select it.\\n3. Enter DevRev as the name and click **Create**.\\n4. Select **Single sign-on > SAML**.\\n5. Edit the **Basic SAML Configuration** and enter the following parameters.\\n\\n * **Identifier** (Entity ID):", "title": "External identity provider setup | Computer by DevRev | DevRev" }, { - "id": "ART-1005_KNOWLEDGE_NODE-13", - "text": "model\\n\\n\\nWhat did we choose?\\nGoogle Workspace (Gsuite)\\n\\nWhy did we choose this?\\nAs mentioned in the IdP section above, I\\xe2\\x80\\x99ve worked a lot with Exchange, Sharepoint, and other Microsoft products and I like the simplicity of the Google Workspace solution. Does it have all of the features of Microsoft 360? No, but it gives us enough of what we need and integrates beautifully with Okta. If we had gone Azure AD on the IdP front, that obviously would have impacted this choice.\\n\\nWhat", - "title": "Choosing the Right Systems For Your Startup" + "id": "ART-16086_KNOWLEDGE_NODE-6", + "text": "bases\\n\\n8. Conclusion\\n\\nThe SSO Setup Agent offers a fully guided, interactive setup for configuring SSO, with support for both SAML and OIDC. It includes validation, previews, and uses workflow-based skills to automate the process with minimal user intervention.'", + "title": "Single Sign On Configuration 3P Node" }, { - "id": "ART-1966_KNOWLEDGE_NODE-29", - "text": "are some common examples:\\n\\nAzure ADGoogle WorkspaceJump CloudOkta\\n\\n1. Log in to Azure Active Directory and select **Enterprise applications > + New application**.\\n2. Search for \"Azure AD SAML Toolkit\" in the **Browse Azure AD Gallery** and select it.\\n3. Enter DevRev as the name and click **Create**.\\n4. Select **Single sign-on > SAML**.\\n5. Edit the **Basic SAML Configuration** and enter the following parameters.\\n\\n * **Identifier** (Entity ID):", - "title": "External identity provider setup | Computer by DevRev | DevRev" + "id": "ART-16086_KNOWLEDGE_NODE-2", + "text": "and back-and-forth coordination The absence of a guided experience adds unnecessary friction to an otherwise smooth onboarding process. The proposed agentic skill aims to eliminate these barriers with a step-by-step SSO setup flow embedded directly within DevRev.\\n\\n3.System Specifications\\n\\nSupports both SAML and OIDC connection types.\\n\\nInteractive, step-by-step setup via agent conversation.\\n\\nCollects essential inputs from the user based on the selected connection type:-For SAML: sign-in", + "title": "Single Sign On Configuration 3P Node" }, { - "id": "ART-1966_KNOWLEDGE_NODE-20", - "text": "Datacenter AirSync](/docs/integrations/confluence-datacenter)\\n - [Google Docs](/docs/integrations/google-doc)\\n - [Google Drive](/docs/integrations/google-drive)\\n - [Gmail AirSync](/docs/integrations/gmail-airdrop)\\n - [Monday.com AirSync](/docs/integrations/monday)\\n - [Intercom AirSync](/docs/integrations/intercom)\\n - [Figma AirSync](/docs/integrations/figma-airdrop)\\n - [ServiceNow AirSync](/docs/integrations/servicenow)\\n - [ServiceNow KB", - "title": "External identity provider setup | Computer by DevRev | DevRev" + "id": "ART-16086_KNOWLEDGE_NODE-4", + "text": "connection post-creation via a toggle.\\n\\nProvides contextual guidance and error handling throughout the setup flow.\\n\\n4. Architecture\\n\\nPlease refer the below attachment\\n\\n5. Detailed Design\\n\\nPlease refer the below attachment\\n\\n6.API Endpoints\\n\\nEndpoint\\n\\nMethod\\n\\nInclude Internal\\n\\nDescription\\n\\n/auth-tokens.create\\n\\nPost\\n\\nNo\\n\\nCreates an auth token\\n\\n/auth-connections.create\\n\\nPost\\n\\nNo\\n\\nCreates a new SSO connection (SAML or", + "title": "Single Sign On Configuration 3P Node" }, { - "id": "ART-1966_KNOWLEDGE_NODE-35", - "text": "false,\\n\\n\\n\\n6 \"type\": \"samlp\",\\n\\n\\n\\n7 \"sign_in_endpoint\": \"\",\\n\\n\\n\\n8 \"connection_name\": \"\",\\n\\n\\n\\n9 }\\n\\n\\n\\n10 }\\n```\\n\\nShow more\\n```\\n\\nImportant\\n\\n* The connection\\\\_name must follow the naming pattern described earlier.\\n* Save the id field from the response\\xe2\\x80\\x94you need it for the next step.\\n* The connection is created with enabled: false by default for security.\\n\\n### Step 2: Enable the authentication connection\\n\\nAfter", + "id": "ART-1966_KNOWLEDGE_NODE-26", + "text": "setup](/docs/product/sso-saml)\\n\\nExternal identity provider setup\\n================================\\n\\nDevRev can be configured to use external identity providers for SSO.\\n\\n![]()\\n\\nIf you want DevRev to use an external identity provider, follow the instructions for your organization\\xe2\\x80\\x99s provider.\\n\\nBefore you begin\\n----------------\\n\\nTo register DevRev as a SAML 2.0 application, you need the slug for your dev org.\\n\\nTo get the dev\\\\_oid and slug, run the following", "title": "External identity provider setup | Computer by DevRev | DevRev" }, { - "id": "ART-1966_KNOWLEDGE_NODE-34", - "text": "application/json\\' \\\\\\n\\n\\n\\n4 --data-raw \\'{\\n\\n\\n\\n5 \"type\": \"samlp\",\\n\\n\\n\\n6 \"sign_in_endpoint\": \"\",\\n\\n\\n\\n7 \"signing_cert\": \"\",\\n\\n\\n\\n8 \"connection_name\": \"\",\\n\\n\\n\\n9 \"display_name\": \"\"\\n\\n\\n\\n10 }\\'\\n```\\n\\nShow more\\n```\\n\\n**Expected successful response:**\\n\\n```\\n```\\n1 {\\n\\n\\n\\n2 \"auth_connection\": {\\n\\n\\n\\n3 \"id\": \"con_12345678\",\\n\\n\\n\\n4 \"display_name\": \"\",\\n\\n\\n\\n5 \"enabled\":", - "title": "External identity provider setup | Computer by DevRev | DevRev" + "id": "ART-16086_KNOWLEDGE_NODE-0", + "text": "b'1. Overview\\n\\nSingle Sign-On (SSO) is a critical part of onboarding enterprise customers to DevRev. To streamline and automate this process, the SSO Setup Agent has been introduced as a conversational skill within the Implementation Agent. Instead of walking users through manual steps, the agent collects key configuration details\\xe2\\x80\\x94such as the preferred protocol (SAML or OIDC) and relevant credentials\\xe2\\x80\\x94and uses DevRev\\xe2\\x80\\x99s public APIs to complete the setup", + "title": "Single Sign On Configuration 3P Node" }, { - "id": "ART-1966_KNOWLEDGE_NODE-30", - "text": "urn:auth0:tf-devrev-prod:\\n * **Reply URL** (Assertion Consumer Service URL): https://auth.devrev.ai/login/callback?connection=\\n * **Sign on URL**: https://app.devrev.ai/\\n\\n ![]()\\n\\n The must be the same in both parameters and follow the naming pattern described earlier.\\n6. Go to **Copy > SAML Certificates** and save the **App Federation Metadata URL**.\\n7. In the Azure portal, go to the application named", - "title": "External identity provider setup | Computer by DevRev | DevRev" + "id": "ART-1963_KNOWLEDGE_NODE-32", + "text": "\\\\*\\\\*text\\\\*\\\\*\\n* Italicize: \\\\*text\\\\*\\n* Horizontal rule: ---\\n* Task list: [ ] or [x]\\n* Heading 1: #\\n* Heading 2: ##\\n* Heading 3: ###\\n\\n[PreviousTemplates](/docs/product/template)[NextExternal identity provider setup](/docs/product/sso-saml)\\n\\n#### On this page\\n\\n* [Keyboard shortcuts](#keyboard-shortcuts)\\n* [Text editor keyboard shortcuts](#text-editor-keyboard-shortcuts)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about", + "title": "Accessing DevRev | Computer by DevRev | DevRev" }, { - "id": "ART-4275_KNOWLEDGE_NODE-27", - "text": "Documentation](https://support.google.com/cloudidentity/answer/10070793).\\n* Enable contact sharing in directory settings, following guidelines provided by Google.\\n* Ensure the following scopes are added:\\n\\n + https://www.googleapis.com/auth/cloud-identity.groups.readonly: Required\\n for groups and group members.\\n + https://www.googleapis.com/auth/directory.readonly: Required for the People\\n API.\\n\\nThese steps are necessary only if a non-admin initiates the import before an\\nadmin", + "id": "ART-4275_KNOWLEDGE_NODE-3", + "text": "- [Workflow nodes](/docs/product/workflow-nodes)\\n - [Troubleshooting](/docs/product/troubleshooting-workflows)\\n + [Templates](/docs/product/template)\\n + [Accessing DevRev](/docs/product/ui)\\n + [External identity provider setup](/docs/product/sso-saml)\\n + [Remote MCP server](/docs/product/remote-mcp)\\n* [Computer for Support Teams](/docs/product/support)\\n\\n + [Inbox](/docs/product/inbox)\\n + [Support analytics](/docs/product/support-analytics)\\n\\n - [Conversation", "title": "Google Docs | AirSync | Snap-ins | DevRev" }, { - "id": "ART-15369_KNOWLEDGE_NODE-3", - "text": "encapsulating the configuration parameters for a Google Apps\\nauthentication connection.\\n\\nShow 5 properties\\n\\nOR\\n\\noidcobjectRequired\\n\\nObject encapsulating the configuration parameters for an OIDC\\nauthentication connection.\\n\\nShow 5 properties\\n\\nOR\\n\\noktaobjectRequired\\n\\nObject encapsulating the configuration parameters for an Okta\\nauthentication connection.\\n\\nShow 5 properties\\n\\nOR\\n\\nsamlpobjectRequired\\n\\nObject encapsulating the configuration parameters for a", - "title": "Create Dev Orgs Auth Connection | DevRev | Docs" + "id": "ART-4277_KNOWLEDGE_NODE-3", + "text": "- [Workflow nodes](/docs/product/workflow-nodes)\\n - [Troubleshooting](/docs/product/troubleshooting-workflows)\\n + [Templates](/docs/product/template)\\n + [Accessing DevRev](/docs/product/ui)\\n + [External identity provider setup](/docs/product/sso-saml)\\n + [Remote MCP server](/docs/product/remote-mcp)\\n* [Computer for Support Teams](/docs/product/support)\\n\\n + [Inbox](/docs/product/inbox)\\n + [Support analytics](/docs/product/support-analytics)\\n\\n - [Conversation", + "title": "Google Drive | AirSync | Snap-ins | DevRev" }, { - "id": "ART-1966_KNOWLEDGE_NODE-40", - "text": "\\'Authorization: Bearer \\'\\n```\\n```\\n\\nLook for the Google OAuth connection in the response and note its id field.\\n\\nDisable Google authentication:\\n\\n```\\n```\\n1 curl --location --request POST \\'https://api.devrev.ai/dev-orgs.auth-connections.toggle\\' \\\\\\n\\n\\n\\n2 --header \\'Authorization: Bearer \\' \\\\\\n\\n\\n\\n3 --header \\'Content-Type: application/json\\' \\\\\\n\\n\\n\\n4 --data-raw \\'{\\n\\n\\n\\n5 \"id\": \"\",\\n\\n\\n\\n6 \"toggle\": \"disable\"\\n\\n\\n\\n7", + "id": "ART-1966_KNOWLEDGE_NODE-3", + "text": "management](/docs/product/workflow-management)\\n - [Workflow nodes](/docs/product/workflow-nodes)\\n - [Troubleshooting](/docs/product/troubleshooting-workflows)\\n + [Templates](/docs/product/template)\\n + [Accessing DevRev](/docs/product/ui)\\n + [External identity provider setup](/docs/product/sso-saml)\\n + [Remote MCP server](/docs/product/remote-mcp)\\n* [Computer for Support Teams](/docs/product/support)\\n\\n + [Inbox](/docs/product/inbox)\\n + [Support", "title": "External identity provider setup | Computer by DevRev | DevRev" } ] @@ -284,54 +284,54 @@ "query": "restrict users from linking opportunities and meetings", "retrievals": [ { - "id": "ART-15404_KNOWLEDGE_NODE-7", - "text": "Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/links/list-post)[#### Count Meetings\\n\\nNext](/api-reference/meetings/count)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Replace Links | DevRev | Docs" - }, - { - "id": "ART-13009_KNOWLEDGE_NODE-3", - "text": "meeting.\\n\\nlinks.targetstringOptional`format: \"id\"`\\n\\nFilters for target id in links associated with the meeting.\\n\\nlinks.target_object_typestringOptional`format: \"text\"`\\n\\nFilters for target object type in links associated with the meeting.\\n\\nmemberslist of stringsOptional\\n\\nFilter for meeting on specified Member Ids.\\n\\nmodeenumOptional\\n\\nThe iteration mode to use, otherwise if not set, then \\xe2\\x80\\x9cafter\\xe2\\x80\\x9d is used.\\n\\nAllowed values: afterbefore\\n\\norganizerlist of", - "title": "List Meetings \u2014 DevRev | Docs" + "id": "ART-3197_KNOWLEDGE_NODE-11", + "text": "by `created_by`, `name`, and `sync_metadata` fields to [`/groups.list`](/beta/api-reference/groups/list-post)\\n\\n### Links\\n\\n* Added `custom_link_type` property to link objects in [`/links.create`](/beta/api-reference/links/create) and related endpoints\\n\\n### Meetings\\n\\n* Added `sync_metadata` property to meeting objects in [`/meetings.create`](/beta/api-reference/meetings/create) and related endpoints\\n\\n### Opportunities\\n\\n* Added `contacts` property to opportunity objects in work-related", + "title": "Changelog | DevRev | Docs" }, { - "id": "ART-3008_KNOWLEDGE_NODE-2", - "text": "meeting.\\n\\nlinks.targetstringOptional`format: \"id\"`\\n\\nFilters for target id in links associated with the meeting.\\n\\nlinks.target_object_typestringOptional`format: \"text\"`\\n\\nFilters for target object type in links associated with the meeting.\\n\\nmemberslist of stringsOptional\\n\\nFilter for meeting on specified Member Ids.\\n\\nmodeenumOptional\\n\\nThe iteration mode to use, otherwise if not set, then \\xe2\\x80\\x9cafter\\xe2\\x80\\x9d is used.\\n\\nAllowed values: afterbefore\\n\\norganizerlist of", - "title": "List Meetings (Beta) \u2014 DevRev | Docs" + "id": "ART-12471_KNOWLEDGE_NODE-5", + "text": "by `created_by`, `name`, and `sync_metadata` fields to [`/groups.list`](/beta/api-reference/groups/list-post)\\n\\n### Links\\n\\n* Added `custom_link_type` property to link objects in [`/links.create`](/beta/api-reference/links/create) and related endpoints\\n\\n### Meetings\\n\\n* Added `sync_metadata` property to meeting objects in [`/meetings.create`](/beta/api-reference/meetings/create) and related endpoints\\n\\n### Opportunities\\n\\n* Added `contacts` property to opportunity objects in work-related", + "title": "May 19, 2025 | DevRev | Docs" }, { "id": "ART-13009_KNOWLEDGE_NODE-2", "text": "stringsOptional\\n\\nFilters for meetings created by the specified user(s).\\n\\ncursorstringOptional`format: \"text\"`\\n\\nThe cursor to resume iteration from. If not provided, then iteration starts from the beginning.\\n\\nexternal_reflist of stringsOptional\\n\\nFilters for meetings with the provided external_ref(s).\\n\\nlimitintegerOptional\\n\\nThe maximum number of meetings to return.\\n\\nlinks.link_typestringOptional`format: \"text\"`\\n\\nFilters for link type in links associated with the", "title": "List Meetings \u2014 DevRev | Docs" }, - { - "id": "ART-15422_KNOWLEDGE_NODE-5", - "text": "return.\\n\\nlinks.link\\\\_typestringOptional`format: \"text\"`\\n\\nFilters for link type in links associated with the meeting.\\n\\nlinks.targetstringOptional`format: \"id\"`\\n\\nFilters for target id in links associated with the meeting.\\n\\nlinks.target\\\\_object\\\\_typestringOptional`format: \"text\"`\\n\\nFilters for target object type in links associated with the meeting.\\n\\nmemberslist of stringsOptional\\n\\nFilter for meeting on specified Member Ids.\\n\\nmodeenumOptional\\n\\nThe iteration mode to use,", - "title": "List Meetings | DevRev | Docs" - }, - { - "id": "ART-1834_KNOWLEDGE_NODE-456", - "text": "set, then \"after\" is used.\\nAllowed values: after before\\nopportunity.account string Optional\\nFilters for opportunities belonging to any of the provided accounts.\\nopportunity.contacts string Optional\\nFilters for opportunities with any of the provided contacts.\\nopportunity.subtype string Optional\\nFilters for opportunity with any of the provided subtypes.\\nowned_by string Optional\\nFilters for work owned by any of these users.\\nreported_by string Optional\\nFilters for work reported by any of", - "title": "Delete \u2014 DevRev | Docs" - }, { "id": "ART-3008_KNOWLEDGE_NODE-1", "text": "user(s).\\n\\ncursorstringOptional`format: \"text\"`\\n\\nThe cursor to resume iteration from. If not provided, then iteration starts from the beginning.\\n\\ncustom_fieldsobjectOptional\\n\\nFilters for meeting on custom fields.\\n\\nexternal_reflist of stringsOptional\\n\\nFilters for meetings with the provided external_ref(s).\\n\\nlimitintegerOptional\\n\\nThe maximum number of meetings to return.\\n\\nlinks.link_typestringOptional`format: \"text\"`\\n\\nFilters for link type in links associated with the", "title": "List Meetings (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-1575_KNOWLEDGE_NODE-449", - "text": "opportunities with any of the provided contacts.\\nopportunity.subtype string Optional\\nFilters for opportunity with any of the provided subtypes.\\nowned_by string Optional\\nFilters for work owned by any of these users.\\nreported_by string Optional\\nFilters for work reported by any of these users.\\nsort_by string Optional\\nFields to sort the work items by and the direction to sort them.\\nstage.name string Optional\\nFilters for records in the provided stage(s) by name.\\nstaged_info.is_staged", - "title": "Delete \u2014 DevRev | Docs" - }, - { - "id": "ART-1821_KNOWLEDGE_NODE-446", - "text": "opportunities with any of the provided contacts.\\nopportunity.subtype string Optional\\nFilters for opportunity with any of the provided subtypes.\\nowned_by string Optional\\nFilters for work owned by any of these users.\\nreported_by string Optional\\nFilters for work reported by any of these users.\\nsort_by string Optional\\nFields to sort the work items by and the direction to sort them.\\nstage.name string Optional\\nFilters for records in the provided stage(s) by name.\\nstaged_info.is_staged", - "title": "Delete \u2014 DevRev | Docs" + "id": "ART-3003_KNOWLEDGE_NODE-1", + "text": "user(s).\\n\\ncustom_fieldsobjectOptional\\n\\nFilters for meeting on custom fields.\\n\\nexternal_reflist of stringsOptional\\n\\nFilters for meetings with the provided external_ref(s).\\n\\nlinks.link_typestringOptional`format: \"text\"`\\n\\nFilters for link type in links associated with the meeting.\\n\\nlinks.targetstringOptional`format: \"id\"`\\n\\nFilters for target id in links associated with the meeting.\\n\\nlinks.target_object_typestringOptional`format: \"text\"`\\n\\nFilters for target object type in links", + "title": "Count Meetings (Beta) \u2014 DevRev | Docs" }, { "id": "ART-15416_KNOWLEDGE_NODE-2", "text": "created by the specified user(s).\\n\\nexternal\\\\_reflist of stringsOptional\\n\\nFilters for meetings with the provided external\\\\_ref(s).\\n\\nlinks.link\\\\_typestringOptional`format: \"text\"`\\n\\nFilters for link type in links associated with the meeting.\\n\\nlinks.targetstringOptional`format: \"id\"`\\n\\nFilters for target id in links associated with the meeting.\\n\\nlinks.target\\\\_object\\\\_typestringOptional`format: \"text\"`\\n\\nFilters for target object type in links associated with the", "title": "Count Meetings | DevRev | Docs" + }, + { + "id": "ART-1566_KNOWLEDGE_NODE-517", + "text": "used.\\n\\nAllowed values: after before\\nopportunity.account string Optional\\n\\nFilters for opportunities belonging to any of the provided accounts.\\n\\nopportunity.contacts string Optional\\n\\nFilters for opportunities with any of the provided contacts.\\n\\nopportunity.subtype string Optional\\n\\nFilters for opportunity with any of the provided subtypes.\\n\\nowned_by string Optional\\n\\nFilters for work owned by any of these users.\\n\\nreported_by string Optional\\n\\nFilters for work reported by any of", + "title": "Transition (Beta) \u2014 DevRev | Docs" + }, + { + "id": "ART-1560_KNOWLEDGE_NODE-517", + "text": "used.\\n\\nAllowed values: after before\\nopportunity.account string Optional\\n\\nFilters for opportunities belonging to any of the provided accounts.\\n\\nopportunity.contacts string Optional\\n\\nFilters for opportunities with any of the provided contacts.\\n\\nopportunity.subtype string Optional\\n\\nFilters for opportunity with any of the provided subtypes.\\n\\nowned_by string Optional\\n\\nFilters for work owned by any of these users.\\n\\nreported_by string Optional\\n\\nFilters for work reported by any of", + "title": "Assign (Beta) \u2014 DevRev | Docs" + }, + { + "id": "ART-1545_KNOWLEDGE_NODE-515", + "text": "used.\\n\\nAllowed values: after before\\nopportunity.account string Optional\\n\\nFilters for opportunities belonging to any of the provided accounts.\\n\\nopportunity.contacts string Optional\\n\\nFilters for opportunities with any of the provided contacts.\\n\\nopportunity.subtype string Optional\\n\\nFilters for opportunity with any of the provided subtypes.\\n\\nowned_by string Optional\\n\\nFilters for work owned by any of these users.\\n\\nreported_by string Optional\\n\\nFilters for work reported by any of", + "title": "Create (Beta) \u2014 DevRev | Docs" + }, + { + "id": "ART-1837_KNOWLEDGE_NODE-456", + "text": "set, then \"after\" is used.\\nAllowed values: after before\\nopportunity.account string Optional\\nFilters for opportunities belonging to any of the provided accounts.\\nopportunity.contacts string Optional\\nFilters for opportunities with any of the provided contacts.\\nopportunity.subtype string Optional\\nFilters for opportunity with any of the provided subtypes.\\nowned_by string Optional\\nFilters for work owned by any of these users.\\nreported_by string Optional\\nFilters for work reported by any of", + "title": "Update \u2014 DevRev | Docs" } ] }, @@ -339,24 +339,29 @@ "query_id": "15acf954-22c2-4860-8fbb-e7e6dcc5c8c8", "query": "connect WhatsApp Business with DevRev", "retrievals": [ + { + "id": "ART-2029_KNOWLEDGE_NODE-27", + "text": "work with 360dialog for WhatsApp Integration. If you have an existing WhatsApp for Business Account, follow the steps to [migrate to 360dialog](https://docs.360dialog.com/partner/account-setup/migrating-phone-numbers).\\n\\nInstalling the WhatsApp snap-in\\n-------------------------------\\n\\nTo use this snap-in, you\\'ll need to connect your WhatsApp with Business API with DevRev.\\n\\n1. Install [WhatsApp](/marketplace/whatsapp) from the DevRev marketplace.\\n2. Select the workspace to install the", + "title": "WhatsApp | Integrate | Snap-ins | DevRev" + }, { "id": "ART-2029_KNOWLEDGE_NODE-25", "text": "for you to manage all your customer conversations in one place. By adding WhatsApp to DevRev, you can streamline your support and offer a smoother experience to your customers.\\n\\nFor detailed information about WhatsApp for Business, refer to [WhatsApp Business Platform - Documentation](https://developers.facebook.com/docs/whatsapp/overview)\\n\\nPrerequisites\\n-------------\\n\\n1. **Create a business account:** Ensure you have a [Business Account](https://business.facebook.com/overview) in Meta", "title": "WhatsApp | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2029_KNOWLEDGE_NODE-30", - "text": "phone number to sync WhatsApp messages sent to the business with DevRev Inbox.\\n4. **Register for WhatsApp webhook:** In the **Discussion** tab, enter **/whatsapp** to register to the WhatsApp webhook URL to receive WhatsApp messages in the DevRev Inbox.\\n5. **Use template messages:** As per WhatsApp policies, template messages are required to communicate with customers once 24 hours have passed since their last message. To ensure continuity in customer conversations, the following template", + "id": "ART-2029_KNOWLEDGE_NODE-24", + "text": "[Limitations](#limitations)\\n* [Set up the snap-in](#set-up-the-snapin)\\n\\n1. [Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Integrate](/docs/integrate)\\n[WhatsApp](/docs/integrations/whatsapp)\\n\\nWhatsApp\\n========\\n\\nUsing DevRev, you can connect with your customers through WhatsApp. This new communication channel allows your customers to reach out with their questions and concerns directly on WhatsApp. The messages from WhatsApp seamlessly appear in your DevRev Inbox, making it easy", "title": "WhatsApp | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2029_KNOWLEDGE_NODE-27", - "text": "work with 360dialog for WhatsApp Integration. If you have an existing WhatsApp for Business Account, follow the steps to [migrate to 360dialog](https://docs.360dialog.com/partner/account-setup/migrating-phone-numbers).\\n\\nInstalling the WhatsApp snap-in\\n-------------------------------\\n\\nTo use this snap-in, you\\'ll need to connect your WhatsApp with Business API with DevRev.\\n\\n1. Install [WhatsApp](/marketplace/whatsapp) from the DevRev marketplace.\\n2. Select the workspace to install the", + "id": "ART-2029_KNOWLEDGE_NODE-30", + "text": "phone number to sync WhatsApp messages sent to the business with DevRev Inbox.\\n4. **Register for WhatsApp webhook:** In the **Discussion** tab, enter **/whatsapp** to register to the WhatsApp webhook URL to receive WhatsApp messages in the DevRev Inbox.\\n5. **Use template messages:** As per WhatsApp policies, template messages are required to communicate with customers once 24 hours have passed since their last message. To ensure continuity in customer conversations, the following template", "title": "WhatsApp | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2029_KNOWLEDGE_NODE-24", - "text": "[Limitations](#limitations)\\n* [Set up the snap-in](#set-up-the-snapin)\\n\\n1. [Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Integrate](/docs/integrate)\\n[WhatsApp](/docs/integrations/whatsapp)\\n\\nWhatsApp\\n========\\n\\nUsing DevRev, you can connect with your customers through WhatsApp. This new communication channel allows your customers to reach out with their questions and concerns directly on WhatsApp. The messages from WhatsApp seamlessly appear in your DevRev Inbox, making it easy", + "id": "ART-2029_KNOWLEDGE_NODE-29", + "text": "Install the WhatsApp snap-in from the marketplace as mentioned above.\\n2. **Create a connection:** In the **Connections** tab, add your existing connection or create a new connection.\\n * Give your connection a name, and ensure that you completed the required steps in the prerequisites.\\n * Click **Connect**.\\n * Open the dialog and follow the process to finish creating a connection.\\n\\n ![]()\\n3. **Configure business phone number:** In the **Configuration** tab, enter the business", "title": "WhatsApp | Integrate | Snap-ins | DevRev" }, { @@ -365,9 +370,9 @@ "title": "WhatsApp | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2029_KNOWLEDGE_NODE-29", - "text": "Install the WhatsApp snap-in from the marketplace as mentioned above.\\n2. **Create a connection:** In the **Connections** tab, add your existing connection or create a new connection.\\n * Give your connection a name, and ensure that you completed the required steps in the prerequisites.\\n * Click **Connect**.\\n * Open the dialog and follow the process to finish creating a connection.\\n\\n ![]()\\n3. **Configure business phone number:** In the **Configuration** tab, enter the business", - "title": "WhatsApp | Integrate | Snap-ins | DevRev" + "id": "ART-15716_KNOWLEDGE_NODE-20", + "text": "them, reach out to DevRev support with details (article titles, migration date, etc.) for assistance.\\n\\nSupport for Incoming Text Messages (SMS and WhatsApp)\\n\\nYes, DevRev does allow for incoming text messages\\xe2\\x80\\x94if you use a supported SMS integration.\\n\\nThe main provider currently supported is Exotel. When you connect your Exotel account to DevRev, customers can send SMS to your Exotel number, and those messages will show up as conversations in your DevRev inbox.\\n\\nWhatsApp is also", + "title": "Support queries related playbook" }, { "id": "ART-2029_KNOWLEDGE_NODE-26", @@ -375,14 +380,9 @@ "title": "WhatsApp | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2029_KNOWLEDGE_NODE-23", - "text": "2025](/docs/changelog/_2025-06-01)\\n + [May 2025](/docs/changelog/_2025-05-01)\\n + [March and April 2025](/docs/changelog/_2025-04-01)\\n + [February 2025](/docs/changelog/_2025-02-01)\\n* [Developer \\xe2\\x86\\x97\\xef\\xb8\\x8f](https://developer.devrev.ai/)\\n* [DevRevU \\xe2\\x86\\x97\\xef\\xb8\\x8f](/docs/DevRevU)\\n\\n + [Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Prerequisites](#prerequisites)\\n* [Installing the WhatsApp snap-in](#installing-the-whatsapp-snapin)\\n*", - "title": "WhatsApp | Integrate | Snap-ins | DevRev" - }, - { - "id": "ART-2029_KNOWLEDGE_NODE-0", - "text": "b'WhatsApp | Integrate | Snap-ins | DevRev\\n\\n* Computer\\n* Resources\\n* [Our Customers](/case-study)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\nComputer\\n\\nResources\\n\\n[Our Customers](/case-study)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\nSearch\\n\\n`CTRL`\\xc2\\xa0+\\xc2\\xa0`K`\\n\\n* [Introduction](/docs)\\n* [Computer by DevRev](/docs/intro)\\n\\n + [Core concepts](/docs/product/core)\\n + [Apps](/docs/product/apps)\\n +", - "title": "WhatsApp | Integrate | Snap-ins | DevRev" + "id": "ART-2002_KNOWLEDGE_NODE-35", + "text": "integrations like [Slack](/marketplace/slack), [Email for conversations](https://marketplace.devrev.ai/marketplace/devrev-plug-with-email), [WhatsApp](/marketplace/whatsapp) are additional channels available with DevRev's omnichannel support offering.\\nIntegrating these channels automatically brings customer identity to DevRev.\\n\\n[PreviousOpportunities](/docs/product/opportunity)[NextAccount and contact import](/docs/product/account-contact-import)\\n\\n#### On this page\\n\\n*", + "title": "Contacts | Computer for Growth Teams | DevRev" }, { "id": "ART-2002_KNOWLEDGE_NODE-27", @@ -396,52 +396,52 @@ "query": "API for Incident Ticket creation", "retrievals": [ { - "id": "ART-4127_KNOWLEDGE_NODE-0", - "text": "b'Create Incident | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nBeta\\n\\nBeta\\n\\nBeta\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/beta/api-reference/accounts/create)[incidents](/beta/api-reference/incidents/create)\\n\\nCreate Incident\\n===============\\n\\nBeta\\n\\nCopy page\\n\\nPOST\\n\\nhttps://api.devrev.ai/incidents.create\\n\\nPOST\\n\\n/incidents.create\\n\\ncURL\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl -X POST https://api.devrev.ai/incidents.create \\\\ |\\n| > | -H \"Authorization: Bearer", - "title": "Create Incident | DevRev | Docs" + "id": "ART-1785_KNOWLEDGE_NODE-163", + "text": "owner.\\nResponse.\\n\\nThis endpoint returns an object.\\ngroup object\\nShow 11 properties\\nAPI Reference operate Incidents Create.\\n\\nPOST https:// api.devrev.ai / incidents.create\\nCreates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\ntitle string Required\\nTitle of the incident.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts list of strings Optional\\nParts to which the incident is applicable to.\\nartifacts list of strings", + "title": "Create \u2014 DevRev | Docs" }, { - "id": "ART-4127_KNOWLEDGE_NODE-1", - "text": "\" \\\\ |\\n| > | -H \"Content-Type: application/json\" \\\\ |\\n| > | -d \\'{ |\\n| > | \"title\": \"string\" |\\n| > | }\\' |\\n```\\n\\n[Try it](/beta/api-reference/incidents/create?explorer=true)\\n\\n201Created\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"incident\": { |\\n| 3 | \"id\": \"string\", |\\n| 4 | \"title\": \"string\", |\\n| 5 | \"acknowledged_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 6 | \"actual_close_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 7 | \"applies_to_parts\": [ |\\n| 8 | { |\\n| 9 | \"display_id\":", - "title": "Create Incident | DevRev | Docs" + "id": "ART-1545_KNOWLEDGE_NODE-244", + "text": "owner.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ngroup object\\nShow 11 properties\\nAPI Reference operate Incidents Create.\\n\\nPOST https://api.devrev.ai / incidents.create\\n\\nCreates an incident.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\ntitle string Required\\n\\nTitle of the incident.\\n\\nacknowledged_date datetime Optional\\n\\nTimestamp when the incident was acknowledged.\\n\\napplies_to_parts list of strings Optional\\n\\nParts to which the incident is applicable to.\\n\\nartifacts", + "title": "Create (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-12390_KNOWLEDGE_NODE-29", - "text": "Ticket | Creates a new ticket in DevRev. | * Ticket details like title, body, applies\\\\_to\\\\_part, etc. * subtype: (Optional) Ticket subtype * apps: (Optional) Related apps * app\\\\_custom\\\\_fields: (Optional) Custom fields | Created ticket object |\\n| Convert Conversation To Ticket | Converts a conversation to a ticket. | * conversation\\\\_id: ID of the conversation to convert | ticket\\\\_id: ID of the created ticket |\\n\\nObject retrieval\\n----------------\\n\\n| Operation | Description | Input", - "title": "Workflow action library | Workflows | Computer by DevRev | DevRev" + "id": "ART-1300_KNOWLEDGE_NODE-166", + "text": "Create.\\n\\nPOST https:// api.devrev.ai / incidents.create\\nCreates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\ntitle string Required\\nTitle of the incident.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts list of strings Optional\\nParts to which the incident is applicable to.\\nartifacts list of strings Optional\\nArtifacts attached to the incident.\\nbody string Optional\\nBody of the incident.\\ncustom_fields map from strings to", + "title": "Create \u2014 DevRev | Docs" }, { - "id": "ART-4126_KNOWLEDGE_NODE-0", - "text": "b'Get Incident (POST) | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nBeta\\n\\nBeta\\n\\nBeta\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/beta/api-reference/accounts/create)[incidents](/beta/api-reference/incidents/create)\\n\\nGet Incident (POST)\\n===================\\n\\nBeta\\n\\nCopy page\\n\\nPOST\\n\\nhttps://api.devrev.ai/incidents.get\\n\\nPOST\\n\\n/incidents.get\\n\\ncURL\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl -X POST https://api.devrev.ai/incidents.get \\\\ |\\n| > | -H \"Authorization: Bearer", - "title": "Get Incident (POST) | DevRev | Docs" + "id": "ART-1308_KNOWLEDGE_NODE-166", + "text": "owner.\\nResponse.\\n\\nThis endpoint returns an object.\\ngroup object\\nShow 11 properties\\nAPI Reference operate Incidents Create.\\n\\nPOST https:// api.devrev.ai / incidents.create\\nCreates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\ntitle string Required\\nTitle of the incident.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts list of strings Optional\\nParts to which the incident is applicable to.\\nartifacts list of strings", + "title": "Update \u2014 DevRev | Docs" }, { - "id": "ART-4127_KNOWLEDGE_NODE-15", - "text": "\"string\" |\\n| 258 | } |\\n| 259 | ], |\\n| 260 | \"target_close_date\": \"2023-01-01T12:00:00.000Z\" |\\n| 261 | } |\\n| 262 | } |\\n```\\n\\nCreates an incident.\\n\\n### Headers\\n\\nAuthorizationstringRequired\\n\\nBearer authentication of the form `Bearer `, where token is your auth token.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\ntitlestringRequired`format: \"text\"`\\n\\nTitle of the incident.\\n\\nacknowledged\\\\_datestringOptional`format: \"date-time\"`\\n\\nTimestamp when the incident was", - "title": "Create Incident | DevRev | Docs" + "id": "ART-1792_KNOWLEDGE_NODE-167", + "text": "owner.\\nResponse.\\n\\nThis endpoint returns an object.\\ngroup object\\nShow 11 properties\\nAPI Reference operate Incidents Create.\\n\\nPOST https:// api.devrev.ai / incidents.create\\nCreates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\ntitle string Required\\nTitle of the incident.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts list of strings Optional\\nParts to which the incident is applicable to.\\nartifacts list of strings", + "title": "Update \u2014 DevRev | Docs" }, { - "id": "ART-4133_KNOWLEDGE_NODE-0", - "text": "b'Update Incident | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nBeta\\n\\nBeta\\n\\nBeta\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/beta/api-reference/accounts/create)[incidents](/beta/api-reference/incidents/create)\\n\\nUpdate Incident\\n===============\\n\\nBeta\\n\\nCopy page\\n\\nPOST\\n\\nhttps://api.devrev.ai/incidents.update\\n\\nPOST\\n\\n/incidents.update\\n\\ncURL\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl -X POST https://api.devrev.ai/incidents.update \\\\ |\\n| > | -H \"Authorization: Bearer", - "title": "Update Incident | DevRev | Docs" + "id": "ART-1801_KNOWLEDGE_NODE-168", + "text": "Create.\\n\\nPOST https:// api.devrev.ai / incidents.create\\nCreates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\ntitle string Required\\nTitle of the incident.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts list of strings Optional\\nParts to which the incident is applicable to.\\nartifacts list of strings Optional\\nArtifacts attached to the incident.\\nbody string Optional\\nBody of the incident.\\ncustom_fields map from strings to", + "title": "Get \u2014 DevRev | Docs" }, { - "id": "ART-2033_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Instabug | Integrate | Snap-ins | DevRev" + "id": "ART-1551_KNOWLEDGE_NODE-244", + "text": "owner.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ngroup object\\nShow 11 properties\\nAPI Reference operate Incidents Create.\\n\\nPOST https://api.devrev.ai / incidents.create\\n\\nCreates an incident.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\ntitle string Required\\n\\nTitle of the incident.\\n\\nacknowledged_date datetime Optional\\n\\nTimestamp when the incident was acknowledged.\\n\\napplies_to_parts list of strings Optional\\n\\nParts to which the incident is applicable to.\\n\\nartifacts", + "title": "Update (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-1801_KNOWLEDGE_NODE-168", - "text": "Create.\\n\\nPOST https:// api.devrev.ai / incidents.create\\nCreates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\ntitle string Required\\nTitle of the incident.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts list of strings Optional\\nParts to which the incident is applicable to.\\nartifacts list of strings Optional\\nArtifacts attached to the incident.\\nbody string Optional\\nBody of the incident.\\ncustom_fields map from strings to", - "title": "Get \u2014 DevRev | Docs" + "id": "ART-1564_KNOWLEDGE_NODE-244", + "text": "owner.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ngroup object\\nShow 11 properties\\nAPI Reference operate Incidents Create.\\n\\nPOST https://api.devrev.ai / incidents.create\\n\\nCreates an incident.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\ntitle string Required\\n\\nTitle of the incident.\\n\\nacknowledged_date datetime Optional\\n\\nTimestamp when the incident was acknowledged.\\n\\napplies_to_parts list of strings Optional\\n\\nParts to which the incident is applicable to.\\n\\nartifacts", + "title": "List (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-4128_KNOWLEDGE_NODE-0", - "text": "b'Get Incident | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nBeta\\n\\nBeta\\n\\nBeta\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/beta/api-reference/accounts/create)[incidents](/beta/api-reference/incidents/create)\\n\\nGet Incident\\n============\\n\\nBeta\\n\\nCopy page\\n\\nGET\\n\\nhttps://api.devrev.ai/incidents.get\\n\\nGET\\n\\n/incidents.get\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl -G https://api.devrev.ai/incidents.get \\\\ |\\n| > | -H \"Authorization: Bearer \" \\\\ |\\n| > | -d id=id", - "title": "Get Incident | DevRev | Docs" + "id": "ART-1789_KNOWLEDGE_NODE-166", + "text": "Create.\\n\\nPOST https:// api.devrev.ai / incidents.create\\nCreates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\ntitle string Required\\nTitle of the incident.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts list of strings Optional\\nParts to which the incident is applicable to.\\nartifacts list of strings Optional\\nArtifacts attached to the incident.\\nbody string Optional\\nBody of the incident.\\ncustom_fields map from strings to", + "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-1803_KNOWLEDGE_NODE-167", + "id": "ART-1781_KNOWLEDGE_NODE-164", "text": "Create.\\n\\nPOST https:// api.devrev.ai / incidents.create\\nCreates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\ntitle string Required\\nTitle of the incident.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts list of strings Optional\\nParts to which the incident is applicable to.\\nartifacts list of strings Optional\\nArtifacts attached to the incident.\\nbody string Optional\\nBody of the incident.\\ncustom_fields map from strings to", "title": "List \u2014 DevRev | Docs" } @@ -452,34 +452,34 @@ "query": "mark fields as readable from backend", "retrievals": [ { - "id": "ART-17232_KNOWLEDGE_NODE-8", - "text": "fields |\\n\\n### Custom and stock fields transformation methods\\n\\n| Method | Description | Requirements |\\n| --- | --- | --- |\\n| `use_rich_text` | Produces a rich text field | External field must be of type `rich_text` |\\n\\n### Constructed custom fields transformation methods\\n\\n| Method | Description | Requirements |\\n| --- | --- | --- |\\n| `construct_text_field` | Produces a text field | External field must be of type text |\\n\\n### Universal transformation method\\n\\n| Method | Description |", - "title": "Mapping reasons | DevRev | Docs" + "id": "ART-17219_KNOWLEDGE_NODE-28", + "text": "to a ticket.\\nAssigning a `reference_type` helps AirSync correctly handle such fields in case the end-user\\ndecides to filter some of the parent records out.\\n\\n[8](/airsync/metadata-extraction#define-field-attributes)\\n\\n### Define field attributes\\n\\nExternal system fields that shouldn\\xe2\\x80\\x99t be mapped in reverse should be marked as `is_read_only`.\\nDepending on their purpose, you can also mark fields as `is_indexed`, `is_identifier`, `is_filterable`,\\n`is_write_only`, etc. By default,", + "title": "Metadata extraction | DevRev | Docs" }, { - "id": "ART-17230_KNOWLEDGE_NODE-0", - "text": "b'Rich text fields | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\nOn this page\\n\\n* [Rich text mentions](/airsync/data-model/rich-text-fields#rich-text-mentions)\\n* [Importing articles](/airsync/data-model/rich-text-fields#importing-articles)\\n* [Managing permissions](/airsync/data-model/rich-text-fields#managing-permissions)\\n* [Inline attachments](/airsync/data-model/rich-text-fields#inline-attachments)\\n* [Links to other", - "title": "Rich text fields | DevRev | Docs" + "id": "ART-17219_KNOWLEDGE_NODE-18", + "text": "|\\n| 13 | \"category\":\"issue\" |\\n| 14 | }, |\\n| 15 | \"comments\":{ |\\n| 16 | \"name\":\"Comment\" |\\n| 17 | } |\\n| 18 | }, |\\n| 19 | \"record_type_categories\":{ |\\n| 20 | \"issue\":{ |\\n| 21 | \"are_record_type_conversions_possible\":true |\\n| 22 | } |\\n| 23 | } |\\n| 24 | } |\\n```\\n\\n[5](/airsync/metadata-extraction#mark-record-types-as-loadable)\\n\\n### Mark record types as loadable\\n\\nThe record types that will be used in a 2-way sync must be marked with `is_loadable`.\\nThis will allow AirSync to load", + "title": "Metadata extraction | DevRev | Docs" }, { - "id": "ART-15510_KNOWLEDGE_NODE-17", - "text": "server. Input views such as password text fields are automatically masked.\\n\\nWhile the auto-masking feature is sufficient for most situations, you can manually mark or unmark additional views as sensitive.\\n\\nTo mark elements as sensitive inside a web view (`WebView`), apply the `devrev-mask` CSS class. To unmark them, use `devrev-unmask`.\\n\\n* Mark an element as masked:\\n\\n ```\\n | | |\\n | --- | --- |\\n | 1 | |\\n ```\\n* Mark an element as", + "id": "ART-15513_KNOWLEDGE_NODE-36", + "text": "Input views such as text fields, text views, and web views are automatically masked.\\n\\nWhile the auto-masking feature may be sufficient for most situations, you can manually mark/unmark additional views as sensitive.\\n\\nThe SDK provides two approaches to manually mask or unmask your views, using a set of predefined tags or using the API methods.\\n\\n#### Mask using predefined tags\\n\\n##### \\n\\nUse the tag method only when you don\\xe2\\x80\\x99t have any other tag already applied to your UI", "title": "Features | DevRev | Docs" }, { - "id": "ART-17230_KNOWLEDGE_NODE-5", - "text": "about products, services, and processes.\\nThey support both Markdown and HTML formats.\\n\\nArticles can include mentions to artifacts and other articles. Inline attachments must map to artifacts,\\nand article links must map to articles.\\n\\n### Managing permissions\\n\\nArticle permissions are managed through the `shared_with` field, which can reference users, groups, and platform groups.\\nRefer to the [permissions](/public/airsync/data-model/permissions) for more details.\\n\\n### Inline", - "title": "Rich text fields | DevRev | Docs" + "id": "ART-12453_KNOWLEDGE_NODE-23", + "text": "provides an auto-masking feature that masks data before sending to the server. Input views such as text fields, text views, and web views are automatically masked.\\n\\nWhile the auto-masking feature may be sufficient for most situations, you can manually mark additional views as sensitive using the following method:\\n\\n[code]\\n\\n 1| DevRev.markSensitiveViews(_:) \\n ---|---\\n[/code] \\n \\nIf any previously masked views need to be unmasked, you can use the following method:\\n\\n[code]\\n\\n", + "title": "Features \u2014 DevRev | Docs" }, { - "id": "ART-17230_KNOWLEDGE_NODE-14", - "text": "\\xe2\\x80\\x9cdocuments\\xe2\\x80\\x9d).\\nThe platform replaces the mention with the corresponding DevRev article ID and adds the appropriate href attribute.\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/airsync/supported-object-types)[#### Permissions\\n\\nNext](/airsync/data-model/permissions)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Rich text fields | DevRev | Docs" + "id": "ART-12460_KNOWLEDGE_NODE-18", + "text": "ends, use the following method:\\n\\n[code]\\n\\n 1| DevRev.clearSessionProperties(successCallback, errorCallback) \\n ---|---\\n[/code] \\n \\n### Masking sensitive data\\n\\nTo protect sensitive data, the DevRev SDK provides an auto-masking feature that masks data before sending to the server. Input views such as text fields, text views, and web views are automatically masked.\\n\\nWhile the auto-masking feature may be sufficient for most situations, you can manually mark additional views as", + "title": "Features \u2014 DevRev | Docs" }, { - "id": "ART-12453_KNOWLEDGE_NODE-23", - "text": "provides an auto-masking feature that masks data before sending to the server. Input views such as text fields, text views, and web views are automatically masked.\\n\\nWhile the auto-masking feature may be sufficient for most situations, you can manually mark additional views as sensitive using the following method:\\n\\n[code]\\n\\n 1| DevRev.markSensitiveViews(_:) \\n ---|---\\n[/code] \\n \\nIf any previously masked views need to be unmasked, you can use the following method:\\n\\n[code]\\n\\n", - "title": "Features \u2014 DevRev | Docs" + "id": "ART-15513_KNOWLEDGE_NODE-42", + "text": "mask on it using a modifier.\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | modifier = Modifier.markAsMaskedLocation(\"VIEW_NAME_OR_ID\") |\\n```\\n\\nFor example:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | TextField( |\\n| 2 | modifier = Modifier |\\n| 3 | .markAsMaskedLocation(\"myTextField\") |\\n| 4 | .padding(horizontal = 20.dp) |\\n| 5 | .onGloballyPositioned { coordinates = it }, |\\n| 6 | value = input, |\\n| 7 | onValueChange = { input = it } |\\n| 8 | ) |\\n```\\n\\n#### Mask elements inside web views\\n\\nMasking", + "title": "Features | DevRev | Docs" }, { "id": "ART-12456_KNOWLEDGE_NODE-18", @@ -487,19 +487,19 @@ "title": "Features \u2014 DevRev | Docs" }, { - "id": "ART-17230_KNOWLEDGE_NODE-7", - "text": "src=\"don:core:dvrv-us-1:devo/0:artifact/1\" alt=\"Alt Text\"/> |\\n```\\n\\nThe following Markdown example shows an inline attachment:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | ![Alt Text](don:core:dvrv-us-1:devo/0:artifact/1) |\\n```\\n\\nLet\\xe2\\x80\\x99s say the content of your external system looks like this:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 |

|\\n| 2 | This is an article with one image. |\\n| 3 |

|\\n| 4 |

|\\n| 5 | OTP: 12345 |\\n ```\\n* Mark an element as", + "title": "Features | DevRev | Docs" }, { - "id": "ART-15513_KNOWLEDGE_NODE-36", - "text": "Input views such as text fields, text views, and web views are automatically masked.\\n\\nWhile the auto-masking feature may be sufficient for most situations, you can manually mark/unmark additional views as sensitive.\\n\\nThe SDK provides two approaches to manually mask or unmask your views, using a set of predefined tags or using the API methods.\\n\\n#### Mask using predefined tags\\n\\n##### \\n\\nUse the tag method only when you don\\xe2\\x80\\x99t have any other tag already applied to your UI", - "title": "Features | DevRev | Docs" + "id": "ART-17219_KNOWLEDGE_NODE-23", + "text": "fields\\xe2\\x80\\x99 set of possible values can often be customizable.\\nA good practice is to retrieve the set of possible values for all enum fields from the external\\nsystem\\xe2\\x80\\x99s APIs in each sync run. You can mark specific enum values as deprecated using the `is_deprecated` property.\\n\\n**`ID` (primary key) of the record, `created_date`, and `modified_date` must not be declared.**\\n\\nExample:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"schema_version\": \"v0.2.0\", |\\n| 3 |", + "title": "Metadata extraction | DevRev | Docs" } ] }, @@ -518,43 +518,43 @@ "title": "Turing AI agent | Computer for Support Teams | DevRev" }, { - "id": "ART-1987_KNOWLEDGE_NODE-28", - "text": "Computer either creates a ticket or routes the conversation using the relevant routing rule.\\n\\n![]()\\n\\nGoal-oriented mode (Beta)\\n-------------------------\\n\\nThe goal-oriented agent allows users to create complete workflows triggered by their actions.\\n\\nGoal-oriented mode is currently in beta. Contact our support team for more information.\\n\\n[PreviousCollections](/docs/product/collection)[NextBest practices for documentation that supports AI](/docs/product/writing-bp)\\n\\n#### On this", - "title": "Turing AI agent | Computer for Support Teams | DevRev" + "id": "ART-1966_KNOWLEDGE_NODE-6", + "text": "+ [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best practices for documentation that supports AI](/docs/product/writing-bp)\\n + [Commands](/docs/product/commands)\\n + [Service-level agreement](/docs/product/sla)\\n + [Operational-level agreement](/docs/product/ola)\\n + [Support snap-ins](/docs/product/snapins-support)\\n* [Computer for Builders](/docs/product/build)\\n\\n + [Issues](/docs/product/issues)\\n + [Now, Next, Later](/docs/product/nnl)\\n + [Sprint", + "title": "External identity provider setup | Computer by DevRev | DevRev" }, { - "id": "ART-1987_KNOWLEDGE_NODE-23", - "text": "2025](/docs/changelog/_2025-06-01)\\n + [May 2025](/docs/changelog/_2025-05-01)\\n + [March and April 2025](/docs/changelog/_2025-04-01)\\n + [February 2025](/docs/changelog/_2025-02-01)\\n* [Developer \\xe2\\x86\\x97\\xef\\xb8\\x8f](https://developer.devrev.ai/)\\n* [DevRevU \\xe2\\x86\\x97\\xef\\xb8\\x8f](/docs/DevRevU)\\n\\n + [Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Suggest-only mode](#suggestonly-mode)\\n* [Content-powered mode](#contentpowered-mode)\\n* [Goal-oriented mode", + "id": "ART-1987_KNOWLEDGE_NODE-28", + "text": "Computer either creates a ticket or routes the conversation using the relevant routing rule.\\n\\n![]()\\n\\nGoal-oriented mode (Beta)\\n-------------------------\\n\\nThe goal-oriented agent allows users to create complete workflows triggered by their actions.\\n\\nGoal-oriented mode is currently in beta. Contact our support team for more information.\\n\\n[PreviousCollections](/docs/product/collection)[NextBest practices for documentation that supports AI](/docs/product/writing-bp)\\n\\n#### On this", "title": "Turing AI agent | Computer for Support Teams | DevRev" }, { - "id": "ART-1987_KNOWLEDGE_NODE-0", - "text": "b\"Turing AI agent | Computer for Support Teams | DevRev\\n\\n* Computer\\n* Resources\\n* [Our Customers](/case-study)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\nComputer\\n\\nResources\\n\\n[Our Customers](/case-study)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\nSearch\\n\\n`CMD`\\xc2\\xa0+\\xc2\\xa0`K`\\n\\n* [Introduction](/docs)\\n* [Computer by DevRev](/docs/intro)\\n\\n + [Core concepts](/docs/product/core)\\n + [Apps](/docs/product/apps)\\n +", - "title": "Turing AI agent | Computer for Support Teams | DevRev" + "id": "ART-12391_KNOWLEDGE_NODE-27", + "text": "workflow.\\n\\nNow, your workflow runs whenever a conversation or a ticket gets created and it\\nassigns it to an AI agent, which handles the conversation. No brittle rules.\\n\\nFind below a detailed explanation of all the fields needed to configure in the\\n\"Talk to Agent\" Step\\n\\n| Parameter | Type | Description |\\n| --- | --- | --- |\\n| agent | String | ID of the AI agent to use. Use the dropdown to select one. |\\n| object | String | ID of the conversation or ticket where the agent operate.s |\\n|", + "title": "Conversational workflows | Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-1987_KNOWLEDGE_NODE-12", - "text": "Node](/docs/automations/search-node)\\n - [Sentiment evaluator](/docs/automations/sentiment-evaluator)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Real-time sentiment evaluator](/docs/automations/realtime-sentiment-evaluator)\\n - [Send customized emails](/docs/automations/send-emails)\\n - [StageFlow automator](/docs/automations/stageflow-automator)\\n - [Smart issue creator](/docs/automations/smart-issue-creator)\\n - [Set user preference for", - "title": "Turing AI agent | Computer for Support Teams | DevRev" + "id": "ART-1984_KNOWLEDGE_NODE-25", + "text": "supports AI\\n=================================================\\n\\nComputer works best when articles and QnAs in the knowledge base adhere to certain guidelines. The old computing adage of \\xe2\\x80\\x9cgarbage in, garbage out\\xe2\\x80\\x9d applies to AI as much as to earlier technologies. Most of these guidelines are typical for professional/technical writing, especially content that has requirements for accessibility and localization.\\n\\nTo enable searching through the knowledge base, Computer", + "title": "Best practices for documentation that supports AI | Turing AI agent | Computer for Support Teams | DevRev" }, { - "id": "ART-1987_KNOWLEDGE_NODE-29", - "text": "page\\n\\n* [Suggest-only mode](#suggestonly-mode)\\n* [Content-powered mode](#contentpowered-mode)\\n* [Goal-oriented mode (Beta)](#goaloriented-mode-beta)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about it.\\n\\n![]()](/blog/soc-compliance)\\n\\nComputer\\n\\n* [Meet Computer](/meet-computer)\\n* [How Computer works](/how-computer-works)\\n\\nApps\\n\\n* [For Support Teams](/for-support-teams)\\n* [For Builders](/for-builders)\\n* [For Customers](/for-customers)\\n* [For User", - "title": "Turing AI agent | Computer for Support Teams | DevRev" + "id": "ART-4206_KNOWLEDGE_NODE-20", + "text": "occurred |\\n| 49 | sendToClient(conversationId, { |\\n| 50 | type: \"agent_error\", |\\n| 51 | error: event.payload.ai_agent_response.error.error, |\\n| 52 | }); |\\n| 53 | } |\\n| 54 | |\\n| 55 | res.status(200).send(\"OK\"); |\\n| 56 | }); |\\n```\\n\\n##### \\n\\nUsing WebSockets or Server-Sent Events can provide real-time updates to your\\nUI as events are received.\\n\\n### Talk to agent node in workflows\\n\\n##### \\n\\nThis is in early access, please contact support to have it enabled for you.\\n\\nIf", + "title": "Agents async API | DevRev | Docs" }, { - "id": "ART-1987_KNOWLEDGE_NODE-25", - "text": "Knowledge base, while keeping a support agent subscribed to conversations. If it cannot answer a certain query or you request it to connect to the team, it will redirect it to the default owner of the conversation.\\n\\nWhen looking for a source to inform its answer, it will prioritize the QA pairs, which are intended to serve as definitive answers to commonly repeated questions.\\n\\n![]()\\n\\nFor Computer to suggest articles, you need to add articles to your DevRev instance. Refer to", - "title": "Turing AI agent | Computer for Support Teams | DevRev" + "id": "ART-12391_KNOWLEDGE_NODE-25", + "text": "customer support conversations with our\\nworkflow engine. You can either build an AI agent handle to handle all or parts\\nof your customer support conversations, or you can also create deterministic\\nbutton-based flows.\\n\\nAI agents in your conversational workflow\\n-----------------------------------------\\n\\n![]()\\n\\nTo enable AI agents for customer support, please contact us through the\\nchat widget.\\n\\n### AI agents for conversations or tickets\\n\\n1. Set the trigger for workflow to start", + "title": "Conversational workflows | Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-1987_KNOWLEDGE_NODE-31", - "text": "Program](/partners)\\n* [Startups Program](/startups)\\n* [Gr.ai.ce](/graice)\\n\\n* [Security](https://security.devrev.ai/)\\n* [SLA](/legal/sla)\\n* [DPA](/legal/dpa)\\n* [Subprocessors](/security/sub-processors)\\n* [Cookie Policy](/legal/cookie-policy)\\n* [Privacy Policy](/legal/privacy-policy)\\n* [Terms of Service](/legal/terms-of-service)\\n\\n[System Status](/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.\\n\\n![]()\"", - "title": "Turing AI agent | Computer for Support Teams | DevRev" + "id": "ART-1984_KNOWLEDGE_NODE-30", + "text": "names.\\n\\n[PreviousTuring AI agent](/docs/product/conversational-bot)[NextCommands](/docs/product/commands)\\n\\n#### On this page\\n\\n* [Multiple mediums/modalities](#multiple-mediumsmodalities)\\n* [Structure](#structure)\\n* [Chunking](#chunking)\\n* [Style](#style)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about it.\\n\\n![]()](/blog/soc-compliance)\\n\\nComputer\\n\\n* [Meet Computer](/meet-computer)\\n* [How Computer works](/how-computer-works)\\n\\nApps\\n\\n* [For Support", + "title": "Best practices for documentation that supports AI | Turing AI agent | Computer for Support Teams | DevRev" }, { - "id": "ART-1987_KNOWLEDGE_NODE-30", - "text": "Insights](/for-user-insights)\\n* [Marketplace](https://marketplace.devrev.ai/)\\n\\nResources\\n\\n* [Blog](/blog)\\n* [Our Customers](/case-study)\\n* [Snap-In Extensions](https://developer.devrev.ai/public/snapin-development/concepts)\\n* [DevRevU training](/docs/DevRevU)\\n* [Documentation](https://docs.devrev.ai/)\\n* [API References](https://docs.devrev.ai/api/)\\n\\nCompany\\n\\n* [About](/about)\\n* [Events](/events)\\n* [Careers](/careers)\\n* [What Why How](/what-why-how)\\n\\nInitiatives\\n\\n* [Partner", + "id": "ART-1987_KNOWLEDGE_NODE-5", + "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", "title": "Turing AI agent | Computer for Support Teams | DevRev" } ] @@ -564,54 +564,54 @@ "query": "how to make MIS report with available data on DevRev", "retrievals": [ { - "id": "ART-1963_KNOWLEDGE_NODE-15", - "text": "[Custom field migration](/docs/automations/custom-field-migration)\\n - [Slack scraper](/docs/automations/slack-scraper)\\n - [Slack Broadcaster](/docs/automations/slack-broadcaster)\\n - [Reported by enricher](/docs/automations/ticket-reported-by)\\n - [Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n - [Ticket linked issues comment sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n", - "title": "Accessing DevRev | Computer by DevRev | DevRev" + "id": "ART-1952_KNOWLEDGE_NODE-27", + "text": "bring in data from other sources as well.\\n\\nDiscover\\n--------\\n\\nTo get started, click the \\xe2\\x9a\\xa1 button on a vista. The following options are available:\\n\\n* Create New Report\\n* View Past Reports: Created by me or shared with me\\n\\nYou can also search for reports and find more on the **Explore** page.\\n\\n![]()\\n\\n### Create\\n\\nYou can create your own reports by adding a name, description, and creating widgets. Here, you'll also be able to preview your report and make any necessary", + "title": "Vista Reports | Vistas | Computer by DevRev | DevRev" }, { - "id": "ART-1963_KNOWLEDGE_NODE-4", - "text": "insights](/docs/dashboards/conversation-insights)\\n - [Conversation-SLA Analytics](/docs/dashboards/conversation-sla-analytics)\\n - [Conversation-Team Performance](/docs/dashboards/conversation-team-performance)\\n - [Ticket insights](/docs/dashboards/ticket-insights)\\n - [Ticket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n - [Ticket-Team Performance](/docs/dashboards/ticket-team-performance)\\n + [Conversations](/docs/product/conversation)\\n\\n - [Conversation to", - "title": "Accessing DevRev | Computer by DevRev | DevRev" + "id": "ART-1952_KNOWLEDGE_NODE-33", + "text": "can see a real-time representation of the data or elements you have chosen. This feature provides you with an opportunity to review and make any necessary adjustments to ensure everything is perfectly set up. It serves as a preventive measure to help avoid mistakes or misunderstandings, ultimately saving you time and effort in the long run. Utilize the **Preview** button effectively to maintain the quality and accuracy of your reports.\\n\\n### Filters\\n\\n* **Vista Filters**: Most or all of the", + "title": "Vista Reports | Vistas | Computer by DevRev | DevRev" }, { - "id": "ART-2046_KNOWLEDGE_NODE-15", - "text": "[Operational SLA Metrics](/docs/automations/operational-sla-metrics)\\n - [Custom field migration](/docs/automations/custom-field-migration)\\n - [Slack scraper](/docs/automations/slack-scraper)\\n - [Slack Broadcaster](/docs/automations/slack-broadcaster)\\n - [Reported by enricher](/docs/automations/ticket-reported-by)\\n - [Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n - [Ticket linked issues comment", - "title": "DevRev for Jira app | Jira Software AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-1958_KNOWLEDGE_NODE-30", + "text": "do not, by default, have permission to read any datasets besides their own. Admins are responsible for granting read permissions to all or a subset of datasets, which platform users can then utilize in building dashboards or reports.\\n\\n### Sharing\\n\\nThe share functionality allows dashboard or report editors to grant read or update permissions to other users.\\n\\n1. Select **Share** from the actions drop-down.\\n2. Search for the desired user, assign them a role (Editor or Viewer), then click", + "title": "Access control | Computer by DevRev | DevRev" }, { - "id": "ART-15792_KNOWLEDGE_NODE-9", - "text": "information sharing and reporting by converging support, product and user data in one shared view.\\n\\nAutomated knowledge base management: AI agents remember successful resolutions and instantly apply them to future issues, reducing customer wait time.\\n\\nSource: [DevRev Support](https://devrev.ai/support)BuildWhat is DevRev Build?\\n\\nDevRev Build is a full-featured product development platform built for modern businesses and trusted by leading organizations\\n\\nKey Features:\\n\\nAuto-generate", - "title": "DevRev Products and Agents" + "id": "ART-1958_KNOWLEDGE_NODE-32", + "text": "**Create**: Build a dashboard or report. A user must have dashboard create permissions and dataset read permissions to create a dashboard or report.\\n* **Update**: Modify an existing dashboard or report. A user must have dashboard update permissions and dataset read permissions to modify a dashboard or report.\\n* **Share**: Allows a user to share an existing dashboard or report with other users. A user must have dashboard update permissions to share a dashboard or report.\\n\\n[PreviousDefault", + "title": "Access control | Computer by DevRev | DevRev" }, { - "id": "ART-1952_KNOWLEDGE_NODE-27", - "text": "bring in data from other sources as well.\\n\\nDiscover\\n--------\\n\\nTo get started, click the \\xe2\\x9a\\xa1 button on a vista. The following options are available:\\n\\n* Create New Report\\n* View Past Reports: Created by me or shared with me\\n\\nYou can also search for reports and find more on the **Explore** page.\\n\\n![]()\\n\\n### Create\\n\\nYou can create your own reports by adding a name, description, and creating widgets. Here, you'll also be able to preview your report and make any necessary", + "id": "ART-1952_KNOWLEDGE_NODE-35", + "text": "well.\\n\\n### Save\\n\\nAdd measures, dimensions, and filters. Experiment with arranging them, preview your changes, and remember to **Save** your widget. This ensures the widget appears on the dashboard.\\n\\n### Custom fields\\n\\nYou can also create reports based on custom fields by creating them via Object Customization. You\\xe2\\x80\\x99ll be able to utilize these custom fields in report generation, as they can be used in measures, dimensions, and filters.\\n\\n### Cross-entity", "title": "Vista Reports | Vistas | Computer by DevRev | DevRev" }, { - "id": "ART-3208_KNOWLEDGE_NODE-31", - "text": "Select the import you want to view.\\n3. Select the context menu (\\xe2\\x8b\\xae) > **View Report**.\\n\\n### Periodic sync\\n\\nAfter successfully importing to DevRev, you have the option to enable a periodic sync. This allows for automatic synchronization with DevRev on a regular basis. By default, the sync occurs once an hour.\\n\\nTo configure periodic sync, follow these steps:\\n\\n1. Go to **Settings** > **Integrations** > **AirSyncs**.\\n2. Locate the previously imported project.\\n3. Select the", - "title": "DevRev AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-15602_KNOWLEDGE_NODE-30", + "text": "and previous AirSyncs from various sources, do the following:\\n\\n1. Go to **Settings** > **Integrations** > **AirSyncs**.\\n2. Select the import you want to view.\\n3. Select the context menu (\\xe2\\x8b\\xae) > **View Report**.\\n\\n### Periodic sync\\n\\nAfter successfully importing to DevRev, you have the option to enable a periodic sync. This allows for automatic synchronization with DevRev on a regular basis. By default, the sync occurs once an hour.\\n\\nTo configure periodic sync, follow these", + "title": "Freshdesk historical ticket import | AirSync | Snap-ins | DevRev" }, { - "id": "ART-2046_KNOWLEDGE_NODE-4", - "text": "analytics](/docs/product/support-analytics)\\n\\n - [Conversation insights](/docs/dashboards/conversation-insights)\\n - [Conversation-SLA Analytics](/docs/dashboards/conversation-sla-analytics)\\n - [Conversation-Team Performance](/docs/dashboards/conversation-team-performance)\\n - [Ticket insights](/docs/dashboards/ticket-insights)\\n - [Ticket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n - [Ticket-Team Performance](/docs/dashboards/ticket-team-performance)\\n +", - "title": "DevRev for Jira app | Jira Software AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-1952_KNOWLEDGE_NODE-36", + "text": "joins\\n\\nDevRev\\xe2\\x80\\x99s data model is a reflection of Computer's powerful Memory. Leveraging the data model is key to getting answers to key questions and obtaining strategic insights. Here\\xe2\\x80\\x99s the data model you\\xe2\\x80\\x99d need for constructing widgets and answer questions around a vista. For example, ticket-based vista.\\n\\nYou don\\xe2\\x80\\x99t have to worry about these join paths, as DevRev identifies the entity relationships and populate them for you. You just need to search", + "title": "Vista Reports | Vistas | Computer by DevRev | DevRev" }, { - "id": "ART-738_KNOWLEDGE_NODE-8", - "text": "purchase a product, you consider the need, cost, runway, future needs, etc.\\n\\nNow, say you want to prioritize which work you should focus on and deliver in the next sprint. You\\xe2\\x80\\x99d need information about other items in-flight, staff workload, customer impact of items, dependent opportunities, and a lot of additional data.\\n\\nWith DevRev, we have the full context and can use that to feed into the models. With the other point systems, you\\xe2\\x80\\x99d need to consolidate somewhere", - "title": "DevRev | Built for AI (not by AI... yet)" + "id": "ART-1952_KNOWLEDGE_NODE-30", + "text": "specified as measures are meant to represent measurable or numerical types of data. These columns are most likely to be placed on the y-axis in a chart. For example, number\\\\_of\\\\_tickets.\\n* Columns specified as dimensions are meant to represent categorical, groupable, or date-type data. These columns are most likely to be placed on the x-axis in a chart. For example, stage.\\n\\n**Visualization**\\n\\nA visualization specifies the type of chart along with the related metadata.\\n\\n###", + "title": "Vista Reports | Vistas | Computer by DevRev | DevRev" }, { - "id": "ART-15687_KNOWLEDGE_NODE-26", - "text": "For example, to find opportunities data, search for opportunity and select the dim\\\\_opportunity dataset.\\n4. Write a SQL query and run it.\\n\\nTesting your query in Notebook ensures you have the correct dataset for your visualization.\\n\\n* **Access the widget builder**:\\n\\nGo to the widget builder by modifying your DevRev workspace URL. For example, your\\\\_workspace\\\\_slug/widget-preview.\\nThe builder provides a boilerplate code that you can modify.\\n\\n![]()\\n\\n* **Define your dataset (Oasis", - "title": "Dashboards | Computer by DevRev | DevRev" + "id": "ART-1952_KNOWLEDGE_NODE-28", + "text": "adjustments before finalizing it.\\n\\nWidget builder\\n--------------\\n\\nWith the widget builder, you can create custom widgets for your vista reports. You can define the widget's data source, construct measures, dimensions, and pick a suitable visualization. The widget builder offers a range of tools and options to help you create the ideal widget for your report.\\n\\nWidgets represent the building blocks of DevRev Dashboards. They are the leaf-level data visualizations which are composed", + "title": "Vista Reports | Vistas | Computer by DevRev | DevRev" }, { - "id": "ART-15792_KNOWLEDGE_NODE-11", - "text": "to maintain visibility of resource allocation even as you scale\\n\\nProduct 360 Analytics: Enhance customer experience, product velocity, and developer productivity with robust Product 360 analytics\\n\\nCustomer-focused Development: Make development customer-focused with sprints that adapt to customer requirements\\n\\nSource: [DevRev Build](https://devrev.ai/build)User ObservabilityWhat is DevRev User Observability?\\n\\nDevRev User Observability helps you gain a clear window into your user journeys", - "title": "DevRev Products and Agents" + "id": "ART-1952_KNOWLEDGE_NODE-29", + "text": "together to form a dashboard.\\n\\n**Data source**\\n\\nA data source specifies the backing data that powers the widget. You don\\xe2\\x80\\x99t need to worry about the data source, as it\\xe2\\x80\\x99s all auto-populated.\\n\\n**Measures & Dimensions:**\\n\\nMeasures & Dimensions provide additional details about the required columns from the base SQL-constructed view.\\n\\n* Each column that needs to be part of the visualization in the chart must be specified as either a measure or a dimension.\\n* Columns", + "title": "Vista Reports | Vistas | Computer by DevRev | DevRev" } ] }, @@ -625,49 +625,49 @@ "title": "Snap-in triggered by a DevRev event | DevRev | Docs" }, { - "id": "ART-1265_KNOWLEDGE_NODE-9", - "text": "timeline of an issue/ticket using the `timeline-entries.create` API with different visibilities. You can now use this to create comments on timeline using automation or manually based on your use case.\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/guides/webhooks)[#### Object customization\\n\\nNext](/guides/object-customization)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)\\n\\n![]()'", - "title": "Restricted messages on a timeline | DevRev | Docs" + "id": "ART-1485_KNOWLEDGE_NODE-10", + "text": "invoke the snap-in, two distinct triggers are implemented:\\n\\n 1. **Creation of work item** : This trigger is activated when new objects of type **Issue** or **Ticket** are created in DevRev.\\n\\n 2. **Text command** : This manual trigger is achieved by utilizing a slash command in the **Discussions** tab of the objects that support this feature.\\n\\n#### Action\\n\\nTo implement the desired action of adding a comment to the object timeline, it is essential to identify the appropriate [API] for", + "title": "Snap-in triggered by a DevRev event \u2014 DevRev | Docs" }, { - "id": "ART-1425_KNOWLEDGE_NODE-2", - "text": "id=don:core:dvrv-us-1:devo/example:ticket/123:comment/comment-id\\n[/code] \\n \\nTry it\\n\\n200getExample\\n\\n[code]\\n\\n 1| { \\n ---|--- \\n 2| \"timeline_entry\": { \\n 3| \"created_by\": { \\n 4| \"display_id\": \"foo\", \\n 5| \"id\": \"foo\", \\n 6| \"display_name\": \"foo\", \\n 7| \"display_picture\": { \\n 8| \"display_id\": \"foo\", \\n 9| \"id\": \"foo\", \\n 10| \"file\": { \\n 11| \"type\": \"foo\", \\n 12|", - "title": "Get Timeline Entry \u2014 DevRev | Docs" + "id": "ART-1649_KNOWLEDGE_NODE-419", + "text": "\" tag \" : { 3 \" created_date \" : \" 2023-01-01T12:00:00Z \" , 4 \" display_id \" : \" display_id \" , 5 \" id \" : \" id \" , 6 \" modified_date \" : \" 2023-01-01T12:00:00Z \" , 7 \" allowed_values \" : [ 8 \" allowed_values \" 9 ] , 10 \" description \" : \" description \" , 11 \" name \" : \" name \" 12 } 13 }\\nAPI Reference timeline-entries Create.\\n\\nPOST https:// api.devrev.ai / timeline-entries.create\\nCreates a new entry on an object\\'s timeline.\\nRequest.\\n\\nThis endpoint expects an object.\\nTimeline Comment", + "title": "Create \u2014 DevRev | Docs" }, { - "id": "ART-1471_KNOWLEDGE_NODE-9", - "text": "}\\n[/code] \\n \\nYou can check the object to which you sent a message in the UI. It\\xe2\\x80\\x99s visible to the creator and the users you added in `private_to`.\\n\\n## Summary\\n\\nIn this tutorial, you learned how to post a comment on the timeline of an issue/ticket using the `timeline-entries.create` API with different visibilities. You can now use this to create comments on timeline using automation or manually based on your use case.\\n\\nWas this page helpful?YesNo\\n\\n[SDKsUp", - "title": "Restricted messages on a timeline \u2014 DevRev | Docs" + "id": "ART-1485_KNOWLEDGE_NODE-33", + "text": "19| const body = { \\n 20| object: workCreated, \\n 21| type: \"timeline_comment\", \\n 22| body: bodyComment, \\n 23| }; \\n 24| \\n 25| // Sending the request to create the timeline entry comment \\n 26| const response = await devrevSDK.timelineEntriesCreate(body as any); \\n 27| \\n 28| // Returning the response from the DevRev SDK \\n 29| return response; \\n 30| }\\n[/code] \\n", + "title": "Snap-in triggered by a DevRev event \u2014 DevRev | Docs" }, { - "id": "ART-4184_KNOWLEDGE_NODE-28", - "text": "relationships.\\n\\n![]()\\n\\n* Comments synchronize only between directly linked items.\\n* Editing a comment after synchronization does not update the synchronized copies.\\n* Ticket threads are not fully supported yet. DevRev supports only one level of nesting; threaded comments in tickets are supported as flat items.\\n\\n[PreviousTicket approval workflow](/docs/automations/ticket-approval-workflow)[NextSlack message agent](/docs/automations/slack-message-agent)\\n\\n#### On this page\\n\\n* [Key", - "title": "Ticket linked issues comment sync | Automate | Snap-ins | DevRev" + "id": "ART-1827_KNOWLEDGE_NODE-421", + "text": "object\\'s timeline.\\nRequest.\\n\\nThis endpoint expects an object.\\nTimeline Comment Show 14 properties\\nResponse.\\n\\nThis endpoint returns an object.\\ntimeline_entry object\\nShow 2 variants\\nPOST / timeline-entries.create\\ncURL\\n$ curl -X POST https://api.devrev.ai/timeline-entries.create \\\\ > -H \" Authorization: Bearer \" \\\\ > -H \" Content-Type: application/json \" \\\\ > -d \\' { > \"type\": \"timeline_comment\", > \"object\": \"string\" > } \\'\\n200 Successful 1 { 2 \" timeline_entry \" : { 3 \" type", + "title": "Update \u2014 DevRev | Docs" }, { - "id": "ART-1227_KNOWLEDGE_NODE-6", - "text": "|\\n```\\n\\nCreates a new entry on an object\\'s timeline.\\n\\n### Headers\\n\\nAuthorizationstringRequired\\n\\nBearer authentication of the form `Bearer `, where token is your auth token.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\ntimeline\\\\_commentobjectRequired\\n\\nShow 9 properties\\n\\n### Response\\n\\nThe response to creating a timeline entry for an object.\\n\\ntimeline\\\\_entryobject\\n\\nShow 1 variants\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized", - "title": "Create Timeline Entry | DevRev | Docs" + "id": "ART-1832_KNOWLEDGE_NODE-429", + "text": "timeline-entries.update\\nUpdates an entry on an object\\'s timeline.\\nRequest.\\n\\nThis endpoint expects an object.\\nTimeline Comment Show 8 properties\\nResponse.\\n\\nThis endpoint returns an object.\\ntimeline_entry object\\nShow 2 variants\\nPOST / timeline-entries.update\\ncURL\\n$ curl -X POST https://api.devrev.ai/timeline-entries.update \\\\ > -H \" Authorization: Bearer \" \\\\ > -H \" Content-Type: application/json \" \\\\ > -d \\' { > \"type\": \"timeline_comment\", > \"id\": \"string\" > } \\'\\n200", + "title": "Create \u2014 DevRev | Docs" }, { - "id": "ART-4184_KNOWLEDGE_NODE-13", - "text": "creator](/docs/automations/smart-issue-creator)\\n - [Set user preference for group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field", - "title": "Ticket linked issues comment sync | Automate | Snap-ins | DevRev" + "id": "ART-1485_KNOWLEDGE_NODE-29", + "text": "38| object: workCreated.id, \\n 39| type: \"timeline_comment\", \\n 40| body: bodyComment, \\n 41| }; \\n 42| const response = await devrevSDK.timelineEntriesCreate(body as any); \\n 43| \\n 44| // Returning the response from the DevRev SDK \\n 45| return response; \\n 46| }\\n[/code] \\n \\nThis function illustrates the process of handling events, extracting necessary information from the payload, and utilizing the DevRev SDK to create a timeline", + "title": "Snap-in triggered by a DevRev event \u2014 DevRev | Docs" }, { - "id": "ART-4184_KNOWLEDGE_NODE-24", - "text": "[Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Key features](#key-features)\\n* [Installation and configuration](#installation-and-configuration)\\n* [Prerequisites](#prerequisites)\\n* [Setup steps](#setup-steps)\\n\\n1. [Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Ticket linked issues comment sync](/docs/automations/ticket-linked-issues-comment-sync)\\n\\nTicket linked issues comment sync\\n=================================\\n\\nThe **Ticket Linked", - "title": "Ticket linked issues comment sync | Automate | Snap-ins | DevRev" + "id": "ART-1471_KNOWLEDGE_NODE-1", + "text": "timeline of an object by using the `timeline-entries-create` API. These messages are only visible to the specific users you give access to.\\n\\nThe [timeline entries](/public/api-reference/timeline-entries/create) API is used to create discussions (comments) on the timeline of an object such as a ticket or issue. These messages can be sent by users or by a bot. You can use this to send any information about a customer like their last logged in date and time, the last page they visited, or an", + "title": "Restricted messages on a timeline \u2014 DevRev | Docs" }, { - "id": "ART-1227_KNOWLEDGE_NODE-1", - "text": "\\\\ |\\n| > | -H \"Authorization: Bearer \" \\\\ |\\n| > | -H \"Content-Type: application/json\" \\\\ |\\n| > | -d \\'{}\\' |\\n```\\n\\n[Try it](/api-reference/timeline-entries/create?explorer=true)\\n\\n201Created\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"timeline_entry\": { |\\n| 3 | \"created_by\": { |\\n| 4 | \"display_id\": \"string\", |\\n| 5 | \"id\": \"string\", |\\n| 6 | \"display_name\": \"string\", |\\n| 7 | \"display_picture\": { |\\n| 8 | \"display_id\": \"string\", |\\n| 9 | \"id\": \"string\", |\\n| 10 | \"file\": {", - "title": "Create Timeline Entry | DevRev | Docs" + "id": "ART-1277_KNOWLEDGE_NODE-23", + "text": "= event.input_data.global_values.input_field_array; |\\n| 28 | |\\n| 29 | // Appending extra comments to the body if requested |\\n| 30 | if (extraComment) { |\\n| 31 | for (let comment of extraComments) { |\\n| 32 | bodyComment = bodyComment + \" \" + comment; |\\n| 33 | } |\\n| 34 | } |\\n| 35 | |\\n| 36 | // Creating the timeline entry comment using DevRev SDK |\\n| 37 | const body = { |\\n| 38 | object: workCreated.id, |\\n| 39 | type: \"timeline_comment\", |\\n| 40 | body: bodyComment, |\\n| 41 | }; |\\n|", + "title": "Snap-in triggered by a DevRev event | DevRev | Docs" }, { - "id": "ART-1435_KNOWLEDGE_NODE-2", - "text": "\"Content-Type: application/json\" \\\\ \\n >| -d \\'{ \\n >| \"id\": \"don:core:dvrv-us-1:devo/example:ticket/123:comment/comment-id\" \\n >| }\\'\\n[/code] \\n \\nTry it\\n\\n200timelineEntriesGetPostExample\\n\\n[code]\\n\\n 1| { \\n ---|--- \\n 2| \"timeline_entry\": { \\n 3| \"created_by\": { \\n 4| \"display_id\": \"foo\", \\n 5| \"id\": \"foo\", \\n 6| \"display_name\": \"foo\", \\n 7| \"display_picture\": { \\n 8| \"display_id\": \"foo\", \\n", - "title": "Get Timeline Entry (POST) \u2014 DevRev | Docs" + "id": "ART-1265_KNOWLEDGE_NODE-9", + "text": "timeline of an issue/ticket using the `timeline-entries.create` API with different visibilities. You can now use this to create comments on timeline using automation or manually based on your use case.\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/guides/webhooks)[#### Object customization\\n\\nNext](/guides/object-customization)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)\\n\\n![]()'", + "title": "Restricted messages on a timeline | DevRev | Docs" } ] }, @@ -676,54 +676,54 @@ "query": "DevRev Bot groups created from airdrops", "retrievals": [ { - "id": "ART-1591_KNOWLEDGE_NODE-149", + "id": "ART-1649_KNOWLEDGE_NODE-149", "text": "groups based on the group type.\\nAllowed values: dynamic static\\ningestion_source \"airdrop\" or \"scim\" Optional\\nFilter groups by ingestion source(s).\\nAllowed values: airdrop scim\\nis_default boolean Optional\\nWhether to fetch default or custom groups.\\nlimit integer Optional\\nThe maximum number of groups to return. The default is \\'50\\'.\\nmember_type \"dev_user\" or \"rev_user\" Optional\\nFilters the groups on basis of member type.\\nAllowed values: dev_user rev_user\\nmode \"after\" or \"before\"", "title": "Create \u2014 DevRev | Docs" }, { - "id": "ART-1605_KNOWLEDGE_NODE-149", + "id": "ART-1822_KNOWLEDGE_NODE-149", "text": "groups based on the group type.\\nAllowed values: dynamic static\\ningestion_source \"airdrop\" or \"scim\" Optional\\nFilter groups by ingestion source(s).\\nAllowed values: airdrop scim\\nis_default boolean Optional\\nWhether to fetch default or custom groups.\\nlimit integer Optional\\nThe maximum number of groups to return. The default is \\'50\\'.\\nmember_type \"dev_user\" or \"rev_user\" Optional\\nFilters the groups on basis of member type.\\nAllowed values: dev_user rev_user\\nmode \"after\" or \"before\"", "title": "Create \u2014 DevRev | Docs" }, { - "id": "ART-1649_KNOWLEDGE_NODE-149", + "id": "ART-1605_KNOWLEDGE_NODE-149", "text": "groups based on the group type.\\nAllowed values: dynamic static\\ningestion_source \"airdrop\" or \"scim\" Optional\\nFilter groups by ingestion source(s).\\nAllowed values: airdrop scim\\nis_default boolean Optional\\nWhether to fetch default or custom groups.\\nlimit integer Optional\\nThe maximum number of groups to return. The default is \\'50\\'.\\nmember_type \"dev_user\" or \"rev_user\" Optional\\nFilters the groups on basis of member type.\\nAllowed values: dev_user rev_user\\nmode \"after\" or \"before\"", "title": "Create \u2014 DevRev | Docs" }, { - "id": "ART-1651_KNOWLEDGE_NODE-149", + "id": "ART-1832_KNOWLEDGE_NODE-149", "text": "groups based on the group type.\\nAllowed values: dynamic static\\ningestion_source \"airdrop\" or \"scim\" Optional\\nFilter groups by ingestion source(s).\\nAllowed values: airdrop scim\\nis_default boolean Optional\\nWhether to fetch default or custom groups.\\nlimit integer Optional\\nThe maximum number of groups to return. The default is \\'50\\'.\\nmember_type \"dev_user\" or \"rev_user\" Optional\\nFilters the groups on basis of member type.\\nAllowed values: dev_user rev_user\\nmode \"after\" or \"before\"", "title": "Create \u2014 DevRev | Docs" }, { - "id": "ART-1822_KNOWLEDGE_NODE-149", + "id": "ART-1591_KNOWLEDGE_NODE-149", "text": "groups based on the group type.\\nAllowed values: dynamic static\\ningestion_source \"airdrop\" or \"scim\" Optional\\nFilter groups by ingestion source(s).\\nAllowed values: airdrop scim\\nis_default boolean Optional\\nWhether to fetch default or custom groups.\\nlimit integer Optional\\nThe maximum number of groups to return. The default is \\'50\\'.\\nmember_type \"dev_user\" or \"rev_user\" Optional\\nFilters the groups on basis of member type.\\nAllowed values: dev_user rev_user\\nmode \"after\" or \"before\"", "title": "Create \u2014 DevRev | Docs" }, { - "id": "ART-1832_KNOWLEDGE_NODE-149", - "text": "groups based on the group type.\\nAllowed values: dynamic static\\ningestion_source \"airdrop\" or \"scim\" Optional\\nFilter groups by ingestion source(s).\\nAllowed values: airdrop scim\\nis_default boolean Optional\\nWhether to fetch default or custom groups.\\nlimit integer Optional\\nThe maximum number of groups to return. The default is \\'50\\'.\\nmember_type \"dev_user\" or \"rev_user\" Optional\\nFilters the groups on basis of member type.\\nAllowed values: dev_user rev_user\\nmode \"after\" or \"before\"", - "title": "Create \u2014 DevRev | Docs" + "id": "ART-4078_KNOWLEDGE_NODE-7", + "text": "[Marketplace](https://marketplace.devrev.ai/)\\n\\nPlatform\\n\\n * [Airdrop](https://devrev.ai/airdrop)\\n * [Analytics](https://devrev.ai/analytics)\\n * [Workflow Engine](https://devrev.ai/workflow-engine)\\n * [Turing AI](https://devrev.ai/turing-ai)\\n\\nResources\\n\\n * [Pricing](https://devrev.ai/pricing/support)\\n * [Blog](https://devrev.ai/blog)\\n * [Events](https://devrev.ai/events)\\n * [News](https://devrev.ai/blog?category=news)\\n * [Case Studies](https://devrev.ai/case-study)\\n *", + "title": "Create Group \u2014 DevRev | Docs" }, { - "id": "ART-1300_KNOWLEDGE_NODE-153", - "text": "iteration starts from the beginning.\\ngroup_type \"dynamic\" or \"static\" Optional\\nFilters the groups based on the group type.\\nAllowed values: dynamic static\\ningestion_source \"airdrop\" or \"scim\" Optional\\nFilter groups by ingestion source(s).\\nAllowed values: airdrop scim\\nis_default boolean Optional\\nWhether to fetch default or custom groups.\\nlimit integer Optional\\nThe maximum number of groups to return. The default is \\'50\\'.\\nmember_type \"dev_user\" or \"rev_user\" Optional\\nFilters the", - "title": "Create \u2014 DevRev | Docs" + "id": "ART-1948_KNOWLEDGE_NODE-20", + "text": "Drive](/docs/integrations/google-drive)\\n - [Gmail AirSync](/docs/integrations/gmail-airdrop)\\n - [Monday.com AirSync](/docs/integrations/monday)\\n - [Intercom AirSync](/docs/integrations/intercom)\\n - [Figma AirSync](/docs/integrations/figma-airdrop)\\n - [ServiceNow AirSync](/docs/integrations/servicenow)\\n - [ServiceNow KB AirSync](/docs/integrations/servicenow-kb)\\n - [Notion AirSync](/docs/integrations/notion)\\n - [SharePoint AirSync](/docs/integrations/sharepoint)\\n", + "title": "Groups | Computer by DevRev | DevRev" }, { - "id": "ART-1637_KNOWLEDGE_NODE-149", - "text": "groups based on the group type.\\nAllowed values: dynamic static\\ningestion_source \"airdrop\" or \"scim\" Optional\\nFilter groups by ingestion source(s).\\nAllowed values: airdrop scim\\nis_default boolean Optional\\nWhether to fetch default or custom groups.\\nlimit integer Optional\\nThe maximum number of groups to return. The default is \\'50\\'.\\nmember_type \"dev_user\" or \"rev_user\" Optional\\nFilters the groups on basis of member type.\\nAllowed values: dev_user rev_user\\nmode \"after\" or \"before\"", - "title": "Delete \u2014 DevRev | Docs" + "id": "ART-8442_KNOWLEDGE_NODE-27", + "text": "**Integrations** > **Airdrops**\\n\\n * URL: https://app.devrev.ai/(org-name)/settings/airdrops\\n\\nWe have implemented automatic redirects, so any bookmarked links or references to the previous URL will automatically redirect to the new location. All existing functionality for managing data imports, syncs, and migrations remains unchanged.\\n\\n * Added support for creating **Chat** objects in Airdrop. These objects facilitate capturing communication in group and direct messaging", + "title": "January 2025 | Changelog | DevRev" }, { - "id": "ART-1821_KNOWLEDGE_NODE-149", - "text": "groups based on the group type.\\nAllowed values: dynamic static\\ningestion_source \"airdrop\" or \"scim\" Optional\\nFilter groups by ingestion source(s).\\nAllowed values: airdrop scim\\nis_default boolean Optional\\nWhether to fetch default or custom groups.\\nlimit integer Optional\\nThe maximum number of groups to return. The default is \\'50\\'.\\nmember_type \"dev_user\" or \"rev_user\" Optional\\nFilters the groups on basis of member type.\\nAllowed values: dev_user rev_user\\nmode \"after\" or \"before\"", - "title": "Delete \u2014 DevRev | Docs" + "id": "ART-4983_KNOWLEDGE_NODE-1", + "text": "called _native snap-ins_.\\n\\nSometimes, a specific native snap-in may not be available for a given external system. This is why DevRev enables creation of external snap-ins by third-party developers, allowing them to integrate with DevRev\\xe2\\x80\\x99s Airdrop and develop their own Airdrop snap-ins. These community-developed snap-ins can offer the same functionality as native snap-ins.\\n\\nYou can learn more about Airdrop in the [general", + "title": "Airdrop \u2014 DevRev | Docs" }, { - "id": "ART-1824_KNOWLEDGE_NODE-149", - "text": "groups based on the group type.\\nAllowed values: dynamic static\\ningestion_source \"airdrop\" or \"scim\" Optional\\nFilter groups by ingestion source(s).\\nAllowed values: airdrop scim\\nis_default boolean Optional\\nWhether to fetch default or custom groups.\\nlimit integer Optional\\nThe maximum number of groups to return. The default is \\'50\\'.\\nmember_type \"dev_user\" or \"rev_user\" Optional\\nFilters the groups on basis of member type.\\nAllowed values: dev_user rev_user\\nmode \"after\" or \"before\"", - "title": "Delete \u2014 DevRev | Docs" + "id": "ART-4079_KNOWLEDGE_NODE-7", + "text": "[Marketplace](https://marketplace.devrev.ai/)\\n\\nPlatform\\n\\n * [Airdrop](https://devrev.ai/airdrop)\\n * [Analytics](https://devrev.ai/analytics)\\n * [Workflow Engine](https://devrev.ai/workflow-engine)\\n * [Turing AI](https://devrev.ai/turing-ai)\\n\\nResources\\n\\n * [Pricing](https://devrev.ai/pricing/support)\\n * [Blog](https://devrev.ai/blog)\\n * [Events](https://devrev.ai/events)\\n * [News](https://devrev.ai/blog?category=news)\\n * [Case Studies](https://devrev.ai/case-study)\\n *", + "title": "Get Group \u2014 DevRev | Docs" } ] }, @@ -731,29 +731,24 @@ "query_id": "a15290e1-d40b-4422-b5ea-170576843e89", "query": "SLA for Next Response stop when stage is moved back to Awaiting Customer", "retrievals": [ - { - "id": "ART-1974_KNOWLEDGE_NODE-28", - "text": "transitions from *new* to *waiting on user*. When a customer responds back to support, the stage transitions to *needs response*.\\n\\n Towards the end of the conversation when the resolution is expected to be valid, the customer experience engineer asks the customer to acknowledge their concerns have been resolved. When the customer experience engineer asks this question the stage transitions to *waiting on user*, and if they validate it moves to *needs response* for the customer experience", - "title": "Conversations | Computer for Support Teams | DevRev" - }, { "id": "ART-1979_KNOWLEDGE_NODE-43", "text": "*awaiting customer response* until the customer responds.\\n\\n In certain scenarios, the customer experience engineer may be able to resolve the customer's concern. If that's the case, they would ask the customer if their resolution has resolved their concern and the stage would move to the *awaiting customer response*. Once the concern is resolved and the customer acknowledges the resolution, the stage may move to *resolved*. If the concern isn't resolved, the stage may change back to *work in", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1974_KNOWLEDGE_NODE-32", - "text": "have been completed the stage transitions to *needs response* to bring to the customer experience engineer's attention. Upon review they may put the conversation back on *hold* to re-escalate the item. If the dependencies seem to be resolved the customer experience engineer responds to the customer and the stage transitions to *waiting on user*.\\n\\n**Closed**\\n\\n* *Resolved* (R)\\n\\n The final target stage for conversations. It means that the customer's concerns which led to the conversation", - "title": "Conversations | Computer for Support Teams | DevRev" + "id": "ART-1986_KNOWLEDGE_NODE-36", + "text": "conversations:\\n\\n**Tickets**\\n\\n| Metric | Default conditions | Start event | End event | Pause event | Resume event |\\n| --- | --- | --- | --- | --- | --- |\\n| First response time | * Ticket created by a customer * The ticket was created by a customer experience engineer but reported by a customer | Ticket created | * The agent added a comment to the customer chat * The ticket is moved to Awaiting Customer Response, or the ticket is closed | | |\\n| Next response time | * Ticket created by", + "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1974_KNOWLEDGE_NODE-30", - "text": "stage.\\n* *Needs response* (NR)\\n\\n The customer has responded; the customer experience engineer needs to review the item and respond or resolve the issue if the user requests or validates the fix. When a customer experience engineer responds the stage transitions to *waiting on user*.\\n\\n In certain cases it may be necessary to escalate the item internally where the conversation may depend on tickets, issues, or a response from someone other than themselves. In this case the stage", - "title": "Conversations | Computer for Support Teams | DevRev" + "id": "ART-1979_KNOWLEDGE_NODE-46", + "text": "resolved the customer's concern the stage can move to *resolved*.\\n* Awaiting development (AD)\\n\\n The issues on which the user's concern relies for resolution are planned but not active, when development on the issue begins the stage transitions to *In development*.\\n* In development (ID)\\n\\n The issues on which the user's concern relies for resolution are actively being worked on. Once the development process begins, the stage may go from *in development* to *awaiting customer response* to", + "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1986_KNOWLEDGE_NODE-40", - "text": "conversation moves to any stage except Waiting on User |\\n\\nViewing SLAs\\n------------\\n\\nThe SLA targets applied to a particular conversation can be viewed in the **Inbox** and the **Conversation Detailed** view. For a ticket in any of the ticket vistas.\\n\\nWhen there are two active metrics, vista displays the one closest to the breach. In the case of a conversation where both the first response and full resolution metrics are active, and the first response is due in five minutes but the full", + "id": "ART-1986_KNOWLEDGE_NODE-34", + "text": "target defined in the policy.\\n* *Breached*: The time spent by the SLA metric is greater than or equal to the breach target defined in the policy.\\n* *Paused*: The metric is currently paused based on some conditions. For example, when a ticket moves to awaiting customer response.\\n* *Completed*: The conversation or ticket has reached the completion condition.\\n\\nBased on business hours defined for an organization, *Active/Close to breach/Breached* metrics can change schedules. Metrics move out", "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { @@ -762,24 +757,29 @@ "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1986_KNOWLEDGE_NODE-41", - "text": "resolution is due in one day, the vista displays five minutes. In the case where the first response isn't provided within five minutes, the timer displays negative values (such as -10m), which indicates that it's been 10 minutes since the first response was due. Conversations or tickets can also be grouped by SLA stages.\\n\\nIn the **Detailed View**, all metrics applied to the ticket or conversation can be viewed along with their current stage.\\n\\nFiltering tickets by Next SLA", + "id": "ART-1986_KNOWLEDGE_NODE-37", + "text": "a customer * The ticket was created by a customer experience engineer but reported by a customer | A new comment on the ticket by the customer after the customer experience engineer replied | * The agent added a comment to the customer chat * The ticket is moved to Awaiting Customer Response, or the ticket is closed | | |\\n| Full resolution time | * Ticket created by a customer * The ticket was created by a customer experience engineer but reported by a customer | Ticket created | The", "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1981_KNOWLEDGE_NODE-27", - "text": "Periodically group the **Inbox** by stage and make sure there conversations only in *hold* or *awaiting customer response* stages.\\n* Let the customer know when a ticket linked to a conversation is closed and request their verification.\\n* Once all tickets of a conversation are resolved and the customer is satisfied, resolve the conversation.\\n* Move new tickets to the *awaiting product assist* stage.\\n\\nRespond to conversations\\n------------------------\\n\\n* Respond as fast as possible to any", - "title": "Support best practices | Computer for Support Teams | DevRev" + "id": "ART-1979_KNOWLEDGE_NODE-45", + "text": "a user. In certain cases where the ticket depends on some fix (issues) the stage may go from *in development* to *awaiting customer response* when the corresponding issues have been resolved and the fix needs to be validated with the user.\\n\\n In certain cases, the customer experience engineer may be able to solve directly (without any required issues) which may change the stage from *work in progress* to *awaiting customer response* to validate they have solved the problem. If either has", + "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1986_KNOWLEDGE_NODE-39", - "text": "marked as spam | | |\\n| Next response time | | A new message on the conversation with the customer after the customer experience engineer replied | * The agent replied to the conversation * The conversation is moved to Waiting on User/Resolved * The conversation is marked as spam | | |\\n| Full resolution time | | Conversation created | * The conversation has moved to the Resolved/Archived * The conversation is marked as spam | The conversation is moved to Waiting on User | The", + "id": "ART-1986_KNOWLEDGE_NODE-40", + "text": "conversation moves to any stage except Waiting on User |\\n\\nViewing SLAs\\n------------\\n\\nThe SLA targets applied to a particular conversation can be viewed in the **Inbox** and the **Conversation Detailed** view. For a ticket in any of the ticket vistas.\\n\\nWhen there are two active metrics, vista displays the one closest to the breach. In the case of a conversation where both the first response and full resolution metrics are active, and the first response is due in five minutes but the full", "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-44", - "text": "progress* as the customer experience engineer continues to work on it.\\n* *Awaiting product assist* (APA)\\n\\n The customer experience engineer is waiting for a response or feedback from someone internally. They may need to escalate the ticket. There may be a corresponding [issue](./issues) created to fix the defect, which would transition the stage to *awaiting development*.\\n* Awaiting customer response (ACR)\\n\\n The customer experience engineer requires more detail or another response from", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-1974_KNOWLEDGE_NODE-28", + "text": "transitions from *new* to *waiting on user*. When a customer responds back to support, the stage transitions to *needs response*.\\n\\n Towards the end of the conversation when the resolution is expected to be valid, the customer experience engineer asks the customer to acknowledge their concerns have been resolved. When the customer experience engineer asks this question the stage transitions to *waiting on user*, and if they validate it moves to *needs response* for the customer experience", + "title": "Conversations | Computer for Support Teams | DevRev" + }, + { + "id": "ART-1986_KNOWLEDGE_NODE-39", + "text": "marked as spam | | |\\n| Next response time | | A new message on the conversation with the customer after the customer experience engineer replied | * The agent replied to the conversation * The conversation is moved to Waiting on User/Resolved * The conversation is marked as spam | | |\\n| Full resolution time | | Conversation created | * The conversation has moved to the Resolved/Archived * The conversation is marked as spam | The conversation is moved to Waiting on User | The", + "title": "Service-level agreement | Computer for Support Teams | DevRev" } ] }, @@ -787,55 +787,55 @@ "query_id": "3cb75fc1-7ba2-447f-be4a-5bc6c5a58198", "query": "workflow send message on Slack operation execution failed Something went wrong", "retrievals": [ + { + "id": "ART-2035_KNOWLEDGE_NODE-51", + "text": "Slack.\\n\\nFor example:\\n\\n* /devrev view TKT-#\\n* /devrev view ISS-#\\n\\nThese commands open the specific object mentioned in the command.\\n\\nCreating custom workflows\\n-------------------------\\n\\nThe users can configure their own workflows around Slack using DevRev's workflow engine.\\n\\n| Workflow Action | Description | Inputs | Outputs |\\n| --- | --- | --- | --- |\\n| Send message on Slack | - Use this workflow node to send a message to any Slack channel as long as the DevRev app has access to", + "title": "Slack | Integrate | Snap-ins | DevRev" + }, { "id": "ART-10697_KNOWLEDGE_NODE-28", "text": "'Send Slack Message' workflow node to include a DevRev object.\\n* Dependent field support in slack\\n\\n![]()\\xc2\\xa0For more information about *Channels*, refer to the following articles: \\xe2\\x80\\xa3 [WhatsApp | Integrate | Snap-ins](/docs/integrations/whatsapp) \\xe2\\x80\\xa3 [Slack | Integrate | Snap-ins](/docs/integrations/slack) \\xe2\\x80\\xa3 [SLA status change Slack notifier | Automate | Snap-ins](/docs/automations/sla-change-notifier)\\n\\n![]()\\n\\n### Slack App\\n\\nMulti-region Slack support", "title": "February 2025 | Changelog | DevRev" }, { - "id": "ART-2017_KNOWLEDGE_NODE-12", - "text": "sync](/docs/automations/org-tags-sync)\\n - [Search Node](/docs/automations/search-node)\\n - [Sentiment evaluator](/docs/automations/sentiment-evaluator)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Real-time sentiment evaluator](/docs/automations/realtime-sentiment-evaluator)\\n - [Send customized emails](/docs/automations/send-emails)\\n - [StageFlow automator](/docs/automations/stageflow-automator)\\n - [Smart issue", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" - }, - { - "id": "ART-2017_KNOWLEDGE_NODE-16", - "text": "sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n + [Integrate](/docs/integrate)\\n\\n - [Bitbucket](/docs/integrations/bitbucket)\\n - [Calendly](/docs/integrations/calendly)\\n - [Coralogix security integration](/docs/integrations/coralogix)\\n - [Datadog](/docs/integrations/datadog)\\n - [Google Calendar AirSync](/docs/integrations/google-calendar-airdrop)\\n - [Email](/docs/integrations/email)\\n\\n", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" - }, - { - "id": "ART-2035_KNOWLEDGE_NODE-48", - "text": "channel.\\n\\n1. **Sync messages with the thread (for incidents created from Slack)**\\n\\n* Works only for incidents created from Slack.\\n* It syncs messages with the originating thread, similar to ticket and issue work items.\\n\\n1. **Sync messages with the notification thread**\\n\\n* Syncs with the thread of the incident notification sent on the channel mentioned in the **Channel ID to send incident notifications** configuration.\\n* Works for all incidents irrespective of source channel or", + "id": "ART-2035_KNOWLEDGE_NODE-54", + "text": "given DevRev user - Can be used to later send direct messages to the user on the Slack using Send message to Slack node. | - Slack connection - DevRev user id | - Slack user id |\\n| Start Thread Sync | - Set up 2 way message synchronization between a Slack thread and a DevRev object discussion. | - Slack connection - DevRev Object ID - Slack channel ID - Slack thread ID (message ID of parent message, returned by send message to Slack workflow node) | N/A |\\n| Start Channel Sync | -", "title": "Slack | Integrate | Snap-ins | DevRev" }, { - "id": "ART-4199_KNOWLEDGE_NODE-13", - "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", + "id": "ART-4199_KNOWLEDGE_NODE-3", + "text": "- [Workflow nodes](/docs/product/workflow-nodes)\\n - [Troubleshooting](/docs/product/troubleshooting-workflows)\\n + [Templates](/docs/product/template)\\n + [Accessing DevRev](/docs/product/ui)\\n + [External identity provider setup](/docs/product/sso-saml)\\n + [Remote MCP server](/docs/product/remote-mcp)\\n* [Computer for Support Teams](/docs/product/support)\\n\\n + [Inbox](/docs/product/inbox)\\n + [Support analytics](/docs/product/support-analytics)\\n\\n - [Conversation", "title": "Slack message agent | Automate | Snap-ins | DevRev" }, { - "id": "ART-4199_KNOWLEDGE_NODE-10", - "text": "data](/docs/automations/bulk-delete)\\n - [Bulk work item uploader](/docs/automations/bulk-upload)\\n - [Commands surface expander](/docs/automations/commands-surface-expander)\\n - [Convergence](/docs/automations/converge)\\n - [Conversation reminder](/docs/automations/conversation-reminder)\\n - [CSAT on conversation](/docs/automations/csat-conv)\\n - [CSAT on ticket](/docs/automations/csat-tickets)\\n - [CSV work item uploader](/docs/automations/csv-work-item-uploader)\\n -", - "title": "Slack message agent | Automate | Snap-ins | DevRev" + "id": "ART-12393_KNOWLEDGE_NODE-15", + "text": "[Custom field migration](/docs/automations/custom-field-migration)\\n - [Slack scraper](/docs/automations/slack-scraper)\\n - [Slack Broadcaster](/docs/automations/slack-broadcaster)\\n - [Reported by enricher](/docs/automations/ticket-reported-by)\\n - [Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n - [Ticket linked issues comment sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n", + "title": "Troubleshooting | Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-4199_KNOWLEDGE_NODE-28", - "text": "**Trigger URL** that is displayed.\\n6. Paste the Trigger URL under **Enable Events** in the custom Slack bot.\\n\\n[PreviousTicket linked issues comment sync](/docs/automations/ticket-linked-issues-comment-sync)[NextIntegrate](/docs/integrate)\\n\\n#### On this page\\n\\n* [Install](#install)\\n* [Configure the custom Slack bot](#configure-the-custom-slack-bot)\\n* [Configure DevRev](#configure-devrev)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about", - "title": "Slack message agent | Automate | Snap-ins | DevRev" + "id": "ART-2035_KNOWLEDGE_NODE-52", + "text": "the channel. - Private channels are supported only if the DevRev app is a member of the channel. | - Slack connection - Slack channel id - Text message to send - Objects to mention with message - If any object is added here, a summary card of that object is sent with the message. | Slack message ID |\\n| Create new Slack channel | Use this workflow node to create a new Slack channel. | - Slack connection - Channel name Make sure this is unique. It is recommended to create this name", + "title": "Slack | Integrate | Snap-ins | DevRev" }, { - "id": "ART-4199_KNOWLEDGE_NODE-17", - "text": "[Slack](/docs/integrations/slack)\\n - [WhatsApp](/docs/integrations/whatsapp)\\n - [GitHub](/docs/integrations/github)\\n - [GitLab](/docs/integrations/gitlab)\\n - [Harness](/docs/integrations/harness)\\n - [Marker.io](/docs/integrations/marker-io)\\n - [Instabug](/docs/integrations/instabug)\\n - [Qase](/docs/integrations/qase)\\n - [Tracxn Integration](/docs/integrations/tracxn-integration)\\n - [Twilio](/docs/integrations/twilio)\\n - [Glean](/docs/integrations/glean)\\n", + "id": "ART-12393_KNOWLEDGE_NODE-13", + "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", + "title": "Troubleshooting | Workflows | Computer by DevRev | DevRev" + }, + { + "id": "ART-4199_KNOWLEDGE_NODE-2", + "text": "[Object customization](/docs/product/object-customization)\\n + [Glossary \\xe2\\x86\\x97\\xef\\xb8\\x8f](https://support.devrev.ai/devrev/article/ART-16784-glossary)\\n + [Search](/docs/product/search)\\n + [Workflows](/docs/product/workflow-engine)\\n\\n - [Workflow action library](/docs/product/action-library)\\n - [Triggers](/docs/product/trigger-library)\\n - [Conversational workflows](/docs/product/conversational-workflows)\\n - [Workflow management](/docs/product/workflow-management)\\n", "title": "Slack message agent | Automate | Snap-ins | DevRev" }, { - "id": "ART-2017_KNOWLEDGE_NODE-25", - "text": "ticket\\'s owner and subscribers, when a ticket\\'s resolution time SLA changes into the *Warning* or *Breached* stage.\\n\\n![]()\\n\\nFor more information, refer to the\\n[SLA status change Slack notifier snap-in](/marketplace/sla-status-change-slack-notifier) on the DevRev\\nmarketplace.\\n\\nInstallation\\n------------\\n\\n1. Create a Slack app for your workspace in .\\n2. In App features, generate bot token in **OAuth & Permissions**.\\n3. Grant the app bot the following", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" + "id": "ART-12395_KNOWLEDGE_NODE-3", + "text": "- [Workflow nodes](/docs/product/workflow-nodes)\\n - [Troubleshooting](/docs/product/troubleshooting-workflows)\\n + [Templates](/docs/product/template)\\n + [Accessing DevRev](/docs/product/ui)\\n + [External identity provider setup](/docs/product/sso-saml)\\n + [Remote MCP server](/docs/product/remote-mcp)\\n* [Computer for Support Teams](/docs/product/support)\\n\\n + [Inbox](/docs/product/inbox)\\n + [Support analytics](/docs/product/support-analytics)\\n\\n - [Conversation", + "title": "Slack Broadcaster | Automate | Snap-ins | DevRev" }, { - "id": "ART-4199_KNOWLEDGE_NODE-27", - "text": "message.channels.\\n7. Add this custom app and the **DevRev Slack Bot** into the Slack channel from which you want to create the DevRev object.\\n\\nConfigure DevRev\\n----------------\\n\\n1. Add the Slack Signing Secret and Slack Bot Token copied from the custom Slack bot app.\\n2. Add the channel IDs for either incidents, tickets or issues.\\n3. Click the respective buttons to enable the sync between threads.\\n4. Select the part ID to associate a particular part.\\n5. Click **Save** and copy the", - "title": "Slack message agent | Automate | Snap-ins | DevRev" + "id": "ART-12393_KNOWLEDGE_NODE-24", + "text": "DevRev](/docs/intro)\\n[Workflows](/docs/product/workflow-engine)\\n[Troubleshooting](/docs/product/troubleshooting-workflows)\\n\\nTroubleshooting\\n===============\\n\\nDevRev's workflow engine provides you detailed information for your workflow executions so you can debug what is happening and what went wrong.\\n\\nWorkflow runs\\n-------------\\n\\n1. Go to the workflow under settings page you want to troubleshoot.\\n2. Click the **Runs** tab at the top of workflow canvas.\\n3. You see a list of runs,", + "title": "Troubleshooting | Workflows | Computer by DevRev | DevRev" } ] }, @@ -843,55 +843,55 @@ "query_id": "04caf277-77d6-4bab-9409-739686bb6a63", "query": "change and customize chat design", "retrievals": [ - { - "id": "ART-12974_KNOWLEDGE_NODE-2", - "text": "{ \\n ---|--- \\n 2| \"chat\": { \\n 3| \"type\": \"foo\" \\n 4| } \\n 5| }\\n[/code] \\n \\n[Create Code ChangeUp Next](/public/api-reference/code-changes/create)\\n\\n[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)\\n\\n[Enterprise grade security to protect customer dataLearn more about it.](https://devrev.ai/blog/soc-compliance)\\n\\nProduct\\n\\n * [Build](https://devrev.ai/build)\\n *", - "title": "Update Chat \u2014 DevRev | Docs" - }, - { - "id": "ART-15306_KNOWLEDGE_NODE-3", - "text": "Change\\n\\nNext](/api-reference/code-changes/create)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Update Chat | DevRev | Docs" - }, { "id": "ART-2059_KNOWLEDGE_NODE-5", "text": "Jul 06 to Jul 19, 2023 Jun 20 to Jul 05, 2023 Jun 05 to Jun 19, 2023 May 22 to Jun 05, 2023 Apr 22 to May 22, 2023\\n\\nDeveloper DevRevU\\n\\nOn this page\\nIntegration code Unique app ID Setup for HTML Setup for React\\nInstall PLuG chat on your website.\\n\\nThere are two primary methods to customize PLuG chat. The easiest way is to do so through the app by navigating to Settings > Support > PLuG Settings > Configuration, Styling and Layout Tabs.. For detailed descriptions of the parameters, refer", "title": "Install PLuG chat on your website" }, { - "id": "ART-15306_KNOWLEDGE_NODE-0", - "text": "b'Update Chat | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[chats](/api-reference/chats/create)\\n\\nUpdate Chat\\n===========\\n\\nCopy page\\n\\nPOST\\n\\nhttps://api.devrev.ai/chats.update\\n\\nPOST\\n\\n/chats.update\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl -X POST https://api.devrev.ai/chats.update \\\\ |\\n| > | -H \"Authorization: Bearer \" \\\\ |\\n| > | -H \"Content-Type: application/json\" \\\\ |\\n|", - "title": "Update Chat | DevRev | Docs" + "id": "ART-2059_KNOWLEDGE_NODE-6", + "text": "to the Customize documentation.\\n\\nAlternatively, for the most comprehensive customizations, refer to our SDK functions here.\\n\\nIntegration code.\\n\\nTo get the PLuG chat widget to appear on your website and web app, copy and paste the snippet below on every page where you want the widget to appear for website visitors.\\n\\nUnique app ID.\\n\\nMake sure to replace the app ID with your app ID which identifies your PLuG chat widget. You can access your app ID from your DevRev account by following", + "title": "Install PLuG chat on your website" + }, + { + "id": "ART-3109_KNOWLEDGE_NODE-29", + "text": "go to **Settings > Support > Plug Chat > Layout** through the settings icon on the top-left corner.\\n2. Select **Add a Card** and enter a title, description, image, and redirect URL.\\n3. Click **Save and Publish** in the top-right corner. The new card is visible in your Plug widget.\\n\\nWant to add more personalization to your Plug widget? Create your own. Visit [SDK Methods and Customization](https://developer.devrev.ai/sdks/web/customize) to create your own Plug from the ground", + "title": "Plug widget customization | Computer for Your Customers | DevRev" }, { - "id": "ART-12971_KNOWLEDGE_NODE-3", - "text": ">| ] \\n >| }\\'\\n[/code] \\n \\nTry it\\n\\n201chatsCreateExample\\n\\n[code]\\n\\n 1| { \\n ---|--- \\n 2| \"chat\": { \\n 3| \"type\": \"foo\" \\n 4| } \\n 5| }\\n[/code] \\n \\n[Get ChatUp Next](/public/api-reference/chats/get)\\n\\n[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)\\n\\n[Enterprise grade security to protect customer dataLearn more about it.](https://devrev.ai/blog/soc-compliance)\\n\\nProduct\\n\\n *", - "title": "Create Chat \u2014 DevRev | Docs" + "id": "ART-3109_KNOWLEDGE_NODE-25", + "text": "Plug widget to reflect your unique identity truly.\\n\\nTo configure the appearance of your Plug widget, open your DevRev app and navigate to **Settings > Support > Plug Chat > Configuration, Styling, and Layout**.\\n\\n### Configuration\\n\\n* Hide Plug widget: Hide the Plug Widget on specific URLs by clicking **+ Rule** and adding the URLs you want to configure.\\n\\n### Styling\\n\\n* Launcher logo: The image that's visible as your widget icon. A 20-pixel square image is recommended.\\n* Alignment: The", + "title": "Plug widget customization | Computer for Your Customers | DevRev" }, { - "id": "ART-12974_KNOWLEDGE_NODE-9", - "text": "demo](https://devrev.ai/request-a-demo)\\n\\n'", + "id": "ART-12974_KNOWLEDGE_NODE-0", + "text": "b'[](/public/api-reference/chats/update)\\n\\nPublic\\n\\n[API Reference](/public/api-reference/getting-started)[Chats](/public/api-reference/chats/create)\\n\\n# Update Chat\\n\\nPOST\\n\\nhttps://api.devrev.ai/chats.update\\n\\nTry it\\n\\nUpdates a chat\\xe2\\x80\\x99s information.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\ndm\\n\\nShow 8 properties\\n\\nOR\\n\\nnone\\n\\nShow 6 properties\\n\\n### Response\\n\\nSuccess.\\n\\nchatobject\\n\\nShow property\\n\\n### Errors\\n\\n400\\n\\nBad Request", "title": "Update Chat \u2014 DevRev | Docs" }, { - "id": "ART-15301_KNOWLEDGE_NODE-3", - "text": "with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Create Chat | DevRev | Docs" + "id": "ART-2898_KNOWLEDGE_NODE-15", + "text": "to tailor its appearance to your application\\xe2\\x80\\x99s design.\\n\\n[code]\\n\\n 1| android:src=\"@your_drawable_here\" \\n ---|---\\n[/code] \\n \\nand\\n\\n[code]\\n\\n 1| android:backgroundTint=\"@your_background_color\" \\n ---|---\\n[/code] \\n \\nAt this stage, your app is fully configured to utilize all functionalities of the DevRev PLuG SDK. Pressing the support button directs the user to the chat interface, enabling effective interaction and support.\\n\\n## Analytics\\n\\nThe DevRev SDK", + "title": "Android integration \u2014 DevRev | Docs" }, { - "id": "ART-3109_KNOWLEDGE_NODE-29", - "text": "go to **Settings > Support > Plug Chat > Layout** through the settings icon on the top-left corner.\\n2. Select **Add a Card** and enter a title, description, image, and redirect URL.\\n3. Click **Save and Publish** in the top-right corner. The new card is visible in your Plug widget.\\n\\nWant to add more personalization to your Plug widget? Create your own. Visit [SDK Methods and Customization](https://developer.devrev.ai/sdks/web/customize) to create your own Plug from the ground", - "title": "Plug widget customization | Computer for Your Customers | DevRev" + "id": "ART-15509_KNOWLEDGE_NODE-10", + "text": "`dark`.\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | window.plugSDK.toggleTheme(\\'light | dark\\'); |\\n```\\n\\nCalling `toggleTheme()` switches between the current themes. Specifying a theme as a parameter allows you to toggle directly to that specific theme.\\n\\n##### \\n\\nThe theme specified in this method takes precedence over the theme configured in the Plug settings in your DevRev app.\\n\\nToggle widget\\n-------------\\n\\nThe `toggleWidget` method allows you to control the visibility of the Plug chat", + "title": "Methods | DevRev | Docs" }, { - "id": "ART-2897_KNOWLEDGE_NODE-7", - "text": "button text for new tickets and conversations, conversation user text, and more. It must be a valid hex color code, such as `#f0f0f0`.| String \\n`session_recording_options`| Options for recording observability sessions.| Refer to [Session recording options](https://devrev.ai/docs/plug/session-recording) \\n`accent_color`| The accent color of the PLuG affects the launcher, new ticket and conversation buttons, conversation user text, and more.| String \\n`custom_launcher_selector`| A CSS", - "title": "Methods \u2014 DevRev | Docs" + "id": "ART-12974_KNOWLEDGE_NODE-2", + "text": "{ \\n ---|--- \\n 2| \"chat\": { \\n 3| \"type\": \"foo\" \\n 4| } \\n 5| }\\n[/code] \\n \\n[Create Code ChangeUp Next](/public/api-reference/code-changes/create)\\n\\n[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)\\n\\n[Enterprise grade security to protect customer dataLearn more about it.](https://devrev.ai/blog/soc-compliance)\\n\\nProduct\\n\\n * [Build](https://devrev.ai/build)\\n *", + "title": "Update Chat \u2014 DevRev | Docs" + }, + { + "id": "ART-2665_KNOWLEDGE_NODE-31", + "text": "interactions occurring within the chat widget and search agent should be captured or not. | True |\\n| sessionDetails.sessionId | Field to pass session ID of the previous session to link. | null |\\n| sessionDetails.tabId | Field to pass the tab ID of the previous session to link. | null |\\n| maskTextFn | An option to customize the logic for masking sensitive text during session recording. This function accepts a callback that receives the text content and allows you to define how the text should", + "title": "Session recording options | Session analytics | Computer for Your Customers | DevRev" }, { - "id": "ART-12971_KNOWLEDGE_NODE-9", - "text": "Status](https://devrev.ai/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.\\n\\n'", - "title": "Create Chat \u2014 DevRev | Docs" + "id": "ART-2059_KNOWLEDGE_NODE-4", + "text": "PLuG chat on your website Install PLuG search on your website Identify your users with PLuG Customize Nudges SDK\\n\\nChangelog\\n\\nSeptember 01 to September 30 August 01 to August 31 July 01 to July 31, 2024 June 01 to June 28, 2024 May 01 to May 31, 2024 April 01 to April 29, 2024 Mar 01 to Mar 29, 2024 Feb 10 to Feb 29, 2024 Jan 09, 2024 to Feb 09, 2024 Dec 08, 2023 to Jan 08, 2024 Nov 10 to Dec 07, 2023 Oct 13 to Nov 09, 2023 Sep 15 to Oct 12, 2023 Aug 17 to Sep 14, 2023 Jul 20 to Aug 16, 2023", + "title": "Install PLuG chat on your website" } ] }, @@ -904,40 +904,40 @@ "text": "bar.\\n\\n![]()\\n\\nTo export vistas to CSV or JSON, click **Actions** and select the format in which you want to export the vista. This allows you to export this data with the filters applied (segmented by owners or some filters). Cross-functional teams can collaborate on this data or import it into other platforms.\\n\\nDelete a vista\\n--------------\\n\\n1. Select the vista you want to delete from **My list** and click the edit button next to the name of your vista.\\n2. Click **Remove access**.\\n3.", "title": "Vistas | Computer by DevRev | DevRev" }, - { - "id": "ART-15481_KNOWLEDGE_NODE-6", - "text": "not set, then no later elements exist.\\n\\nprev\\\\_cursorstring or null`format: \"text\"`\\n\\nThe cursor used to iterate preceding results in accordance to the\\nsort order. If not set, then no prior elements exist.\\n\\nvista\\\\_grouplist of objects or null\\n\\nList of vista group items.\\n\\nShow 3 variants\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable", - "title": "List Vistas Groups | DevRev | Docs" - }, { "id": "ART-1302_KNOWLEDGE_NODE-161", "text": "will always be returned in the specified sort-by order.\\nsort_by list of strings Optional\\nComma-separated fields to sort the groups by.\\nResponse.\\n\\nThis endpoint returns an object.\\ngroups list of objects\\nThe list of groups.\\nShow 11 properties\\nnext_cursor string Optional\\nThe cursor used to iterate subsequent results in accordance to the sort order. If not set, then no later elements exist.\\nprev_cursor string Optional\\nThe cursor used to iterate preceding results in accordance to the", "title": "Export \u2014 DevRev | Docs" }, + { + "id": "ART-1652_KNOWLEDGE_NODE-150", + "text": "Optional\\nThe iteration mode to use, otherwise if not set, then \"after\" is used.\\nAllowed values: after before\\nsort_by string Optional\\nComma-separated fields to sort the groups by.\\nResponse.\\n\\nThis endpoint returns an object.\\ngroups list of objects\\nThe list of groups.\\nShow 11 properties\\nnext_cursor string Optional\\nThe cursor used to iterate subsequent results in accordance to the sort order. If not set, then no later elements exist.\\nprev_cursor string Optional\\nThe cursor used to", + "title": "Export \u2014 DevRev | Docs" + }, + { + "id": "ART-1652_KNOWLEDGE_NODE-153", + "text": "iteration mode to use. If \"after\", then entries after the provided cursor will be returned, or if no cursor is provided, then from the beginning. If \"before\", then entries before the provided cursor will be returned, or if no cursor is provided, then from the end. Entries will always be returned in the specified sort-by order.\\nsort_by list of strings Optional\\nComma-separated fields to sort the groups by.\\nResponse.\\n\\nThis endpoint returns an object.\\ngroups list of objects\\nThe list of", + "title": "Export \u2014 DevRev | Docs" + }, { "id": "ART-15481_KNOWLEDGE_NODE-5", "text": "stringsOptional\\n\\nComma-separated fields to sort the objects by.\\n\\nstatelist of enumsOptional\\n\\nDenotes the state of the vista group item.\\n\\nAllowed values:activecompletedplanned\\n\\ntypelist of enumsOptional\\n\\nFilters for vista group items of the specific type.\\n\\nAllowed values:curateddynamic\\n\\n### Response\\n\\nThe response to listing the vistas group items.\\n\\nnext\\\\_cursorstring or null`format: \"text\"`\\n\\nThe cursor used to iterate subsequent results in accordance to the\\nsort order. If", "title": "List Vistas Groups | DevRev | Docs" }, { - "id": "ART-15481_KNOWLEDGE_NODE-1", - "text": "it](/api-reference/vistas/groups-list?explorer=true)\\n\\n200Retrieved\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"next_cursor\": \"string\", |\\n| 3 | \"prev_cursor\": \"string\", |\\n| 4 | \"vista_group\": [ |\\n| 5 | { |\\n| 6 | \"end_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 7 | \"id\": \"string\", |\\n| 8 | \"name\": \"string\", |\\n| 9 | \"parent\": { |\\n| 10 | \"type\": \"string\", |\\n| 11 | \"display_id\": \"string\", |\\n| 12 | \"flavor\": \"nnl\", |\\n| 13 | \"id\": \"VISTA-12345\", |\\n| 14 | \"name\": \"string\" |\\n| 15 | },", + "id": "ART-15481_KNOWLEDGE_NODE-6", + "text": "not set, then no later elements exist.\\n\\nprev\\\\_cursorstring or null`format: \"text\"`\\n\\nThe cursor used to iterate preceding results in accordance to the\\nsort order. If not set, then no prior elements exist.\\n\\nvista\\\\_grouplist of objects or null\\n\\nList of vista group items.\\n\\nShow 3 variants\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable", "title": "List Vistas Groups | DevRev | Docs" }, { - "id": "ART-15479_KNOWLEDGE_NODE-1", - "text": "|\\n```\\n\\n[Try it](/api-reference/vistas/groups-get?explorer=true)\\n\\n200Retrieved\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"vista_group\": { |\\n| 3 | \"end_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 4 | \"id\": \"string\", |\\n| 5 | \"name\": \"string\", |\\n| 6 | \"parent\": { |\\n| 7 | \"type\": \"string\", |\\n| 8 | \"display_id\": \"string\", |\\n| 9 | \"flavor\": \"nnl\", |\\n| 10 | \"id\": \"VISTA-12345\", |\\n| 11 | \"name\": \"string\" |\\n| 12 | }, |\\n| 13 | \"start_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 14 | \"state\":", - "title": "Get Vistas Group | DevRev | Docs" - }, - { - "id": "ART-15463_KNOWLEDGE_NODE-1", - "text": "|\\n| > | -H \"Content-Type: application/json\" \\\\ |\\n| > | -d \\'{ |\\n| > | \"id\": \"string\" |\\n| > | }\\' |\\n```\\n\\n[Try it](/api-reference/vistas/groups-get-post?explorer=true)\\n\\n200Successful\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"vista_group\": { |\\n| 3 | \"end_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 4 | \"id\": \"string\", |\\n| 5 | \"name\": \"string\", |\\n| 6 | \"parent\": { |\\n| 7 | \"type\": \"string\", |\\n| 8 | \"display_id\": \"string\", |\\n| 9 | \"flavor\": \"nnl\", |\\n| 10 | \"id\": \"VISTA-12345\", |\\n|", - "title": "Get Vistas Group (POST) | DevRev | Docs" + "id": "ART-1303_KNOWLEDGE_NODE-155", + "text": "Optional\\nThe iteration mode to use, otherwise if not set, then \"after\" is used.\\nAllowed values: after before\\nsort_by string Optional\\nComma-separated fields to sort the groups by.\\nResponse.\\n\\nThis endpoint returns an object.\\ngroups list of objects\\nThe list of groups.\\nShow 11 properties\\nnext_cursor string Optional\\nThe cursor used to iterate subsequent results in accordance to the sort order. If not set, then no later elements exist.\\nprev_cursor string Optional\\nThe cursor used to", + "title": "Export Post \u2014 DevRev | Docs" }, { - "id": "ART-15465_KNOWLEDGE_NODE-6", - "text": "values:afterbefore\\n\\nmodified\\\\_dateobjectOptional\\n\\nProvides ways to specify date ranges on objects.\\n\\nShow 2 variants\\n\\nparent\\\\_idlist of stringsOptional\\n\\nParent ID of the vista group item.\\n\\nsort\\\\_bylist of stringsOptional\\n\\nComma-separated fields to sort the objects by.\\n\\nstart\\\\_dateobjectOptional\\n\\nProvides ways to specify date ranges on objects.\\n\\nShow 2 variants\\n\\nstatelist of enumsOptional\\n\\nDenotes the state of the vista group item.\\n\\nAllowed", - "title": "List Vistas Groups (POST) | DevRev | Docs" + "id": "ART-1639_KNOWLEDGE_NODE-150", + "text": "Optional\\nThe iteration mode to use, otherwise if not set, then \"after\" is used.\\nAllowed values: after before\\nsort_by string Optional\\nComma-separated fields to sort the groups by.\\nResponse.\\n\\nThis endpoint returns an object.\\ngroups list of objects\\nThe list of groups.\\nShow 11 properties\\nnext_cursor string Optional\\nThe cursor used to iterate subsequent results in accordance to the sort order. If not set, then no later elements exist.\\nprev_cursor string Optional\\nThe cursor used to", + "title": "Export Post \u2014 DevRev | Docs" }, { "id": "ART-15465_KNOWLEDGE_NODE-5", @@ -945,9 +945,9 @@ "title": "List Vistas Groups (POST) | DevRev | Docs" }, { - "id": "ART-15465_KNOWLEDGE_NODE-1", - "text": "\" \\\\ |\\n| > | -H \"Content-Type: application/json\" \\\\ |\\n| > | -d \\'{}\\' |\\n```\\n\\n[Try it](/api-reference/vistas/groups-list-post?explorer=true)\\n\\n200Successful\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"next_cursor\": \"string\", |\\n| 3 | \"prev_cursor\": \"string\", |\\n| 4 | \"vista_group\": [ |\\n| 5 | { |\\n| 6 | \"end_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 7 | \"id\": \"string\", |\\n| 8 | \"name\": \"string\", |\\n| 9 | \"parent\": { |\\n| 10 | \"type\": \"string\", |\\n| 11 | \"display_id\": \"string\",", - "title": "List Vistas Groups (POST) | DevRev | Docs" + "id": "ART-15483_KNOWLEDGE_NODE-8", + "text": "values\\n\\nshared\\\\_with.memberstringOptional`format: \"id\"`\\n\\nID of the group/member with whom the item is shared.\\n\\nshared\\\\_with.rolestringOptional`format: \"id\"`\\n\\nRole ID of the group/member with whom the item is shared.\\n\\nskip\\\\_itemsbooleanOptional\\n\\nDenotes whether to skip items of vista\\\\_group\\\\_item in response.\\n\\nsort\\\\_bylist of stringsOptional\\n\\nFields to sort the vistas by and the direction to sort them.\\n\\nstatelist of enumsOptional\\n\\nDenotes the state of the vista group", + "title": "List Vistas | DevRev | Docs" } ] }, @@ -956,54 +956,54 @@ "query": "accounts.export API filter by created date after", "retrievals": [ { - "id": "ART-1254_KNOWLEDGE_NODE-7", - "text": "\"date-time\"`\\n\\nFilters for objects created after the provided timestamp (inclusive).\\n\\nmodified\\\\_date.beforestringOptional`format: \"date-time\"`\\n\\nFilters for objects created before the provided timestamp\\n(inclusive).\\n\\nsort\\\\_bylist of stringsOptional\\n\\nFields to sort the accounts by and the direction to sort them in.\\n\\nstagelist of stringsOptional\\n\\nFilters for accounts on specified stages.\\n\\ntierlist of stringsOptional\\n\\nTier of the accounts to be filtered.\\n\\nwebsiteslist of", - "title": "Export Accounts | DevRev | Docs" + "id": "ART-1302_KNOWLEDGE_NODE-8", + "text": "\" : \" value \" 3 }\\nAPI Reference accounts Export.\\n\\nGET https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nQuery parameters.\\n\\ncreated_by string Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date.after datetime Optional\\nFilters for objects created after the provided timestamp (inclusive).\\ncreated_date.before datetime Optional\\nFilters for objects created before the provided timestamp (inclusive).\\ncustom_fields map from strings to any", + "title": "Export \u2014 DevRev | Docs" }, { - "id": "ART-1254_KNOWLEDGE_NODE-6", - "text": "provided timestamp (inclusive).\\n\\ncreated\\\\_date.beforestringOptional`format: \"date-time\"`\\n\\nFilters for objects created before the provided timestamp\\n(inclusive).\\n\\ndisplay\\\\_namelist of stringsOptional\\n\\nArray of display names of accounts to be filtered.\\n\\nexternal\\\\_refslist of stringsOptional\\n\\nArray of references of accounts to be filtered.\\n\\nfirstintegerOptional`>=1``<=500`\\n\\nThe number of accounts to return. The default is \\'50\\'.\\n\\nmodified\\\\_date.afterstringOptional`format:", - "title": "Export Accounts | DevRev | Docs" + "id": "ART-1592_KNOWLEDGE_NODE-3", + "text": "delete.\\nResponse.\\n\\nThis endpoint returns a map from strings to any.\\nAPI Reference accounts Export.\\n\\nGET https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nQuery parameters.\\n\\ncreated_by string Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date.after datetime Optional\\nFilters for objects created after the provided timestamp (inclusive).\\ncreated_date.before datetime Optional\\nFilters for objects created before the provided timestamp", + "title": "Update \u2014 DevRev | Docs" }, { - "id": "ART-1449_KNOWLEDGE_NODE-2", - "text": "user(s).\\n\\ncreated_date.afterstringOptional`format: \"date-time\"`\\n\\nFilters for objects created after the provided timestamp (inclusive).\\n\\ncreated_date.beforestringOptional`format: \"date-time\"`\\n\\nFilters for objects created before the provided timestamp (inclusive).\\n\\ndisplay_namelist of stringsOptional\\n\\nArray of display names of accounts to be filtered.\\n\\nexternal_refslist of stringsOptional\\n\\nArray of references of accounts to be filtered.\\n\\nfirstintegerOptional`>=1``<=500`\\n\\nThe", - "title": "Export Accounts \u2014 DevRev | Docs" + "id": "ART-1792_KNOWLEDGE_NODE-3", + "text": "delete.\\nResponse.\\n\\nThis endpoint returns a map from strings to any.\\nAPI Reference accounts Export.\\n\\nGET https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nQuery parameters.\\n\\ncreated_by string Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date.after datetime Optional\\nFilters for objects created after the provided timestamp (inclusive).\\ncreated_date.before datetime Optional\\nFilters for objects created before the provided timestamp", + "title": "Update \u2014 DevRev | Docs" }, { - "id": "ART-1652_KNOWLEDGE_NODE-12", - "text": "objects created after the provided timestamp (inclusive).\\nmodified_date.before datetime Optional\\nFilters for objects created before the provided timestamp (inclusive).\\nowned_by string Optional\\nFilters for accounts owned by the specified user(s).\\nsort_by string Optional\\nFields to sort the accounts by and the direction to sort them in.\\nstage string Optional\\nFilters for accounts on specified stages.\\ntags string Optional\\nList of tags to be filtered.\\nResponse.\\n\\nThis endpoint returns an", - "title": "Export \u2014 DevRev | Docs" + "id": "ART-1636_KNOWLEDGE_NODE-3", + "text": "delete.\\nResponse.\\n\\nThis endpoint returns a map from strings to any.\\nAPI Reference accounts Export.\\n\\nGET https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nQuery parameters.\\n\\ncreated_by string Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date.after datetime Optional\\nFilters for objects created after the provided timestamp (inclusive).\\ncreated_date.before datetime Optional\\nFilters for objects created before the provided timestamp", + "title": "Update \u2014 DevRev | Docs" }, { - "id": "ART-1303_KNOWLEDGE_NODE-6", - "text": "exported accounts.\\nShow 18 properties\\nGET / accounts.export\\n$ curl -G https://api.devrev.ai/accounts.export \\\\ > -H \" Authorization: Bearer \" \\\\ > --data-urlencode created_date.after=2023-01-01T12:00:00Z \\\\ > --data-urlencode created_date.before=2023-01-01T12:00:00Z \\\\ > --data-urlencode modified_date.after=2023-01-01T12:00:00Z \\\\ > --data-urlencode modified_date.before=2023-01-01T12:00:00Z\\n200 Retrieved 1 { 2 \" accounts \" : [ 3 { 4 \" created_date \" : \" 2023-01-01T12:00:00Z \" , 5 \"", - "title": "Export Post \u2014 DevRev | Docs" + "id": "ART-1301_KNOWLEDGE_NODE-8", + "text": "\" : \" value \" 3 }\\nAPI Reference accounts Export.\\n\\nGET https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nQuery parameters.\\n\\ncreated_by string Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date.after datetime Optional\\nFilters for objects created after the provided timestamp (inclusive).\\ncreated_date.before datetime Optional\\nFilters for objects created before the provided timestamp (inclusive).\\ncustom_fields map from strings to any", + "title": "Delete \u2014 DevRev | Docs" }, { - "id": "ART-1652_KNOWLEDGE_NODE-10", - "text": "Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date.after datetime Optional\\nFilters for objects created after the provided timestamp (inclusive).\\ncreated_date.before datetime Optional\\nFilters for objects created before the provided timestamp (inclusive).\\ncursor string Optional\\nThe cursor to resume iteration from. If not provided, then iteration starts from the beginning.\\ncustom_fields map from strings to any Optional\\nFilters for custom fields.\\ndisplay_name", + "id": "ART-1302_KNOWLEDGE_NODE-11", + "text": "accounts.export\\n$ curl -G https://api.devrev.ai/accounts.export \\\\ > -H \" Authorization: Bearer \" \\\\ > --data-urlencode created_date.after=2023-01-01T12:00:00Z \\\\ > --data-urlencode created_date.before=2023-01-01T12:00:00Z \\\\ > --data-urlencode modified_date.after=2023-01-01T12:00:00Z \\\\ > --data-urlencode modified_date.before=2023-01-01T12:00:00Z\\n200 Retrieved 1 { 2 \" accounts \" : [ 3 { 4 \" created_date \" : \" 2023-01-01T12:00:00Z \" , 5 \" display_id \" : \" display_id \" , 6 \" id \" : \"", "title": "Export \u2014 DevRev | Docs" }, { - "id": "ART-1303_KNOWLEDGE_NODE-15", - "text": "Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date.after datetime Optional\\nFilters for objects created after the provided timestamp (inclusive).\\ncreated_date.before datetime Optional\\nFilters for objects created before the provided timestamp (inclusive).\\ncursor string Optional\\nThe cursor to resume iteration from. If not provided, then iteration starts from the beginning.\\ncustom_fields map from strings to any Optional\\nFilters for custom fields.\\ndisplay_name", - "title": "Export Post \u2014 DevRev | Docs" + "id": "ART-1652_KNOWLEDGE_NODE-3", + "text": "delete.\\nResponse.\\n\\nThis endpoint returns a map from strings to any.\\nAPI Reference accounts Export.\\n\\nGET https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nQuery parameters.\\n\\ncreated_by string Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date.after datetime Optional\\nFilters for objects created after the provided timestamp (inclusive).\\ncreated_date.before datetime Optional\\nFilters for objects created before the provided timestamp", + "title": "Export \u2014 DevRev | Docs" }, { - "id": "ART-1639_KNOWLEDGE_NODE-10", - "text": "Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date.after datetime Optional\\nFilters for objects created after the provided timestamp (inclusive).\\ncreated_date.before datetime Optional\\nFilters for objects created before the provided timestamp (inclusive).\\ncursor string Optional\\nThe cursor to resume iteration from. If not provided, then iteration starts from the beginning.\\ncustom_fields map from strings to any Optional\\nFilters for custom fields.\\ndisplay_name", - "title": "Export Post \u2014 DevRev | Docs" + "id": "ART-1509_KNOWLEDGE_NODE-3", + "text": "delete.\\nResponse.\\n\\nThis endpoint returns a map from strings to any.\\nAPI Reference accounts Export.\\n\\nGET https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nQuery parameters.\\n\\ncreated_by string Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date.after datetime Optional\\nFilters for objects created after the provided timestamp (inclusive).\\ncreated_date.before datetime Optional\\nFilters for objects created before the provided timestamp", + "title": "Prepare \u2014 DevRev | Docs" }, { - "id": "ART-1303_KNOWLEDGE_NODE-17", - "text": "objects created after the provided timestamp (inclusive).\\nmodified_date.before datetime Optional\\nFilters for objects created before the provided timestamp (inclusive).\\nowned_by string Optional\\nFilters for accounts owned by the specified user(s).\\nsort_by string Optional\\nFields to sort the accounts by and the direction to sort them in.\\nstage string Optional\\nFilters for accounts on specified stages.\\ntags string Optional\\nList of tags to be filtered.\\nResponse.\\n\\nThis endpoint returns an", - "title": "Export Post \u2014 DevRev | Docs" + "id": "ART-1804_KNOWLEDGE_NODE-3", + "text": "delete.\\nResponse.\\n\\nThis endpoint returns a map from strings to any.\\nAPI Reference accounts Export.\\n\\nGET https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nQuery parameters.\\n\\ncreated_by string Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date.after datetime Optional\\nFilters for objects created after the provided timestamp (inclusive).\\ncreated_date.before datetime Optional\\nFilters for objects created before the provided timestamp", + "title": "Self \u2014 DevRev | Docs" }, { - "id": "ART-1639_KNOWLEDGE_NODE-12", - "text": "objects created after the provided timestamp (inclusive).\\nmodified_date.before datetime Optional\\nFilters for objects created before the provided timestamp (inclusive).\\nowned_by string Optional\\nFilters for accounts owned by the specified user(s).\\nsort_by string Optional\\nFields to sort the accounts by and the direction to sort them in.\\nstage string Optional\\nFilters for accounts on specified stages.\\ntags string Optional\\nList of tags to be filtered.\\nResponse.\\n\\nThis endpoint returns an", - "title": "Export Post \u2014 DevRev | Docs" + "id": "ART-1785_KNOWLEDGE_NODE-3", + "text": "delete.\\nResponse.\\n\\nThis endpoint returns a map from strings to any.\\nAPI Reference accounts Export.\\n\\nGET https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nQuery parameters.\\n\\ncreated_by string Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date.after datetime Optional\\nFilters for objects created after the provided timestamp (inclusive).\\ncreated_date.before datetime Optional\\nFilters for objects created before the provided timestamp", + "title": "Create \u2014 DevRev | Docs" } ] }, @@ -1012,54 +1012,54 @@ "query": "Sales One App not visible after login", "retrievals": [ { - "id": "ART-17569_KNOWLEDGE_NODE-1", - "text": "message in the UI if they try to access an uninstalled app: \\xe2\\x80\\x9cWe can\\xe2\\x80\\x99t authorize you because of an OAuth error. For more information, contact your Salesforce administrator.\\xe2\\x80\\x9d and the OAUTH_APPROVAL_ERROR_GENERIC message.\"\\n\\nDue to this, customers may experience issues when trying to create a new Salesforce connection and install the DevRev app on their Salesforce instance.\\n\\nRead more about this on the shared article above. Follow the next steps to enable the", + "id": "ART-17569_KNOWLEDGE_NODE-2", + "text": "connection:\\n\\nOpen a Support Case w/ SFDC Support.\\n\\nAsk to have the API Access Control feature enabled\\n\\nOnce enabled, go to the system user in SFDC and select the appropriate profle/permission set and go to System Permissions.\\n\\nCheck the box that says \"Use Any API client\"\\n\\nThis is a setting that wouldn\\'t be available without the API Access Control feature.\\n\\nRetry creating the connection after you\\'ve completed the previous steps.'", "title": "Issues with Salesforce OAuth connection" }, { - "id": "ART-2019_KNOWLEDGE_NODE-0", - "text": "b'Product\\nPlatform\\nSolutions\\nMarketplace\\nCompany\\nResources\\nPricing\\n\\nLogin Book a demo\\n\\nProduct\\n\\nPlatform\\n\\nSolutions\\n\\nMarketplace\\n\\nCompany\\n\\nResources\\n\\nPricing\\n\\nLogin Book a demo\\nSearch\\nCTRL + K\\n\\nIntroduction\\nAgentOS platform\\n\\nCore concepts\\nApps\\nGroups\\nParts & trails\\nVistas\\n\\nVista Reports\\n\\nTasks\\nUpdates\\nCustomer email notifications\\nRoles\\n\\nDefault privileges by group\\n\\nAccess control\\nObject customization\\nGlossary\\nSearch\\nWorkflow\\nTemplates\\nAccessing", - "title": "Smart sprint | Automate | Snap-ins | DevRev" + "id": "ART-17569_KNOWLEDGE_NODE-0", + "text": "b'\"Starting in early September 2025, Salesforce will restrict the use of uninstalled connected apps. This usage restriction will block end users from using uninstalled connected apps. This change is part of Salesforce\\'s commitment to making our products and services secure-by-default.\"\\n\\n[Prepare for Connected App Usage Restrictions Change](https://help.salesforce.com/s/articleView?id=005132365&type=1)\\n\\n\"If API Access control isn\\xe2\\x80\\x99t enabled, end users see the following error", + "title": "Issues with Salesforce OAuth connection" }, { - "id": "ART-1947_KNOWLEDGE_NODE-1", - "text": "[Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access control](/docs/product/access-control)\\n +", - "title": "Apps | Computer by DevRev | DevRev" + "id": "ART-17569_KNOWLEDGE_NODE-1", + "text": "message in the UI if they try to access an uninstalled app: \\xe2\\x80\\x9cWe can\\xe2\\x80\\x99t authorize you because of an OAuth error. For more information, contact your Salesforce administrator.\\xe2\\x80\\x9d and the OAUTH_APPROVAL_ERROR_GENERIC message.\"\\n\\nDue to this, customers may experience issues when trying to create a new Salesforce connection and install the DevRev app on their Salesforce instance.\\n\\nRead more about this on the shared article above. Follow the next steps to enable the", + "title": "Issues with Salesforce OAuth connection" }, { - "id": "ART-12458_KNOWLEDGE_NODE-1", - "text": "__\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\nOn this page\\n\\n * [Troubleshooting](/public/sdks/react-native/troubleshooting#troubleshooting)\\n\\n[SDKs](/public/sdks)[DevRev SDK for React Native and Expo](/public/sdks/react-native/quickstart)\\n\\n#\\n\\nTroubleshooting\\n\\n * **Issue** : Support chat won\\xe2\\x80\\x99t show. **Solution** : Ensure you have correctly called one of the identification methods:", - "title": "Troubleshooting \u2014 DevRev | Docs" + "id": "ART-15512_KNOWLEDGE_NODE-0", + "text": "b'Troubleshooting | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[SDKs](/sdks)[DevRev SDK for Cordova](/sdks/cordova/quickstart)\\n\\nTroubleshooting\\n===============\\n\\nCopy page\\n\\n* **Issue**: Support chat won\\xe2\\x80\\x99t show.\\n **Solution**: Ensure you have correctly called one of the identification methods: `DevRev.identifyUnverifiedUser(...)`, `DevRev.identifyVerifiedUser(...)`, or `DevRev.identifyAnonymousUser(...)`.\\n* **Issue**:", + "title": "Troubleshooting | DevRev | Docs" }, { - "id": "ART-3109_KNOWLEDGE_NODE-1", - "text": "[Apps](/docs/product/apps)\\n + [Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access", - "title": "Plug widget customization | Computer for Your Customers | DevRev" + "id": "ART-15508_KNOWLEDGE_NODE-0", + "text": "b'Troubleshooting | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[SDKs](/sdks)[DevRev SDK for React Native and Expo](/sdks/react-native/quickstart)\\n\\nTroubleshooting\\n===============\\n\\nCopy page\\n\\n* **Issue**: Support chat doesn\\xe2\\x80\\x99t show.\\n **Solution**: Ensure you have correctly called one of the identification methods: `DevRev.identifyUnverifiedUser(...)`, `DevRev.identifyVerifiedUser(...)`, or", + "title": "Troubleshooting | DevRev | Docs" }, { - "id": "ART-1968_KNOWLEDGE_NODE-1", - "text": "[Apps](/docs/product/apps)\\n + [Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access", - "title": "Conversation insights | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-15661_KNOWLEDGE_NODE-1", + "text": "from Salesforce.'", + "title": "Salesforce permissions requirements" }, { - "id": "ART-16263_KNOWLEDGE_NODE-37", - "text": "Confluence links (anonymous content cannot be tracked or mapped)\\n\\nEnabling the upload app button\\n------------------------------\\n\\nIf you do not see the **Upload App** button in Confluence Datacenter, it may be due to permission restrictions or feature disablement by your admin. To enable it:\\n\\n1. Ensure you are logged in as a **Confluence Administrator**.\\n2. Go to **Administration > Add-ons > Upload App**.\\n3. If the button is still not available:\\n * Contact your system administrator", - "title": "Confluence Datacenter AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-1978_KNOWLEDGE_NODE-43", + "text": "with that email or not.\\n + This could also be because your customer hasn't logged in.\\n* Customer isn't able to view the tickets they have created.\\n\\n + Check if there are any reported tickets by that customer. You can do so by logging into your DevRev app and then going into the tickets section. Here you can filter based on **reported by** and see if any tickets have been reported by the customer who isn't able to view the tickets.\\n + Check if the customer has logged in on the correct", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-2059_KNOWLEDGE_NODE-0", - "text": "b'Product Platform Solutions Marketplace Company Resources Pricing\\n\\nLogin Book a demo\\nProduct Platform Solutions Marketplace Company Resources Pricing\\nLogin Book a demo\\nSearch CTRL + K\\n\\nIntroduction AgentOS platform\\n\\nCore concepts Apps Groups Parts & trails Vistas Vista Reports\\nTasks Updates Customer email notifications Roles Default privileges by group\\nAccess control Object customization Glossary Search People insights Workflow Templates Accessing DevRev External identity provider", - "title": "Install PLuG chat on your website" + "id": "ART-2047_KNOWLEDGE_NODE-29", + "text": "editions include **Enterprise**, **Unlimited**, **Developer**, and **Performance**. Additionally, the **Professional** edition is supported if API access has been purchased as an add-on.\\n\\n![]()\\n\\nTo ensure a successful import, it\\'s important to verify that the Salesforce user has \"View All Data\" permissions, not to be confused with the \"View All\" permissions for individual objects.\\n\\n1. Go to **Settings** > **Integrations** > **AirSyncs** and select **AirSync** (or **Start AirSync** if", + "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" }, { - "id": "ART-4186_KNOWLEDGE_NODE-1", - "text": "[Apps](/docs/product/apps)\\n + [Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access", - "title": "Computer for User Insights | Session analytics | Computer for Your Customers | DevRev" + "id": "ART-1978_KNOWLEDGE_NODE-42", + "text": "linkage**: Users can also be linked to an existing account to ensure they are granted the appropriate user permissions upon login.\\n\\nTroubleshooting\\n---------------\\n\\n* The customer isn't able to log in to the customer portal.\\n\\n + This could be because the email address from which you are trying to log in isn't registered as a customer on the DevRev application. You can check if the email address is registered or not by logging into your DevRev account and searching if a customer exists", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1477_KNOWLEDGE_NODE-20", - "text": "it.](https://devrev.ai/blog/soc-compliance)\\n\\nProduct\\n\\n * [Build](https://devrev.ai/build)\\n * [Support](https://devrev.ai/support)\\n * [Search](https://devrev.ai/search)\\n * [PLuG - User Engagement](https://devrev.ai/plug-user-engagement)\\n * [PLuG - User Observability](https://devrev.ai/plug-observability)\\n * [Marketplace](https://marketplace.devrev.ai/)\\n\\nPlatform\\n\\n * [Airdrop](https://devrev.ai/airdrop)\\n * [Analytics](https://devrev.ai/analytics)\\n * [Workflow", - "title": "Snap-in V1 manifest \u2014 DevRev | Docs" + "id": "ART-15516_KNOWLEDGE_NODE-1", + "text": "errors in the console using Apple\\xe2\\x80\\x99s Unified Logging System. Look for error messages in the subsystem `ai.devrev.sdk`.\\n* **Issue**: Support chat doesn\\xe2\\x80\\x99t show.\\n **Solution**: Ensure you have correctly called one of the identification methods: `DevRev.identifyUnverifiedUser(...)` or `DevRev.identifyAnonymousUser(...)`.\\n* **Issue**: Not receiving push notifications.\\n **Solution**: Ensure that your app is configured to receive push notifications and that your device is", + "title": "Troubleshooting | DevRev | Docs" } ] }, @@ -1067,11 +1067,31 @@ "query_id": "a03f6885-a997-4546-bd74-be98466da2d9", "query": "linking tickets and issues for analytics", "retrievals": [ + { + "id": "ART-1975_KNOWLEDGE_NODE-28", + "text": "conversations against standalone tickets.\\n* **Tickets linked to issues**\\n\\n The percentage of tickets linked to product issues.\\n* **Active tickets by owner**\\n\\n The number of Open or In Progress tickets grouped by owner.\\n* **Tickets created vs. closed**\\n\\n The trend of tickets created against those closed.\\n\\nCustomer satisfaction (CSAT)\\n----------------------------\\n\\n* **CSAT score distribution**\\n\\n A distribution of customer satisfaction scores on tickets.\\n\\nTime spent per", + "title": "Ticket insights | Support analytics | Computer for Support Teams | DevRev" + }, + { + "id": "ART-1947_KNOWLEDGE_NODE-36", + "text": "Conversations can be immediately linked to a ticket, a ticket to an issue and subsequently to a part (product capabilities and features).\\n\\n| Link | Control |\\n| --- | --- |\\n| Conversation \\xe2\\x86\\x92 Ticket | Open the conversation and click **Tickets > + Link tickets**. Either create a new ticket or select an existing ticket. |\\n| Ticket \\xe2\\x86\\x92 Issue | Open the ticket and click **Issues > + Link issues**. Either create a new issue or select an existing issue. |\\n| Issue \\xe2\\x86\\x92", + "title": "Apps | Computer by DevRev | DevRev" + }, { "id": "ART-4184_KNOWLEDGE_NODE-4", "text": "analytics](/docs/product/support-analytics)\\n\\n - [Conversation insights](/docs/dashboards/conversation-insights)\\n - [Conversation-SLA Analytics](/docs/dashboards/conversation-sla-analytics)\\n - [Conversation-Team Performance](/docs/dashboards/conversation-team-performance)\\n - [Ticket insights](/docs/dashboards/ticket-insights)\\n - [Ticket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n - [Ticket-Team Performance](/docs/dashboards/ticket-team-performance)\\n +", "title": "Ticket linked issues comment sync | Automate | Snap-ins | DevRev" }, + { + "id": "ART-4184_KNOWLEDGE_NODE-25", + "text": "Issues Comment Sync** snap-in automatically synchronizes comments between linked tickets and issues in DevRev. When a comment is added to a ticket, it is automatically replicated to all linked issues, maintaining context and ensuring all stakeholders have access to the same information.\\n\\nKey features\\n------------\\n\\n* **Comment synchronization**: Comments from tickets are automatically replicated to linked issues with preserved context.\\n* **Context preservation**: Each synchronized comment", + "title": "Ticket linked issues comment sync | Automate | Snap-ins | DevRev" + }, + { + "id": "ART-1975_KNOWLEDGE_NODE-16", + "text": "sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n + [Integrate](/docs/integrate)\\n\\n - [Bitbucket](/docs/integrations/bitbucket)\\n - [Calendly](/docs/integrations/calendly)\\n - [Coralogix security integration](/docs/integrations/coralogix)\\n - [Datadog](/docs/integrations/datadog)\\n - [Google Calendar AirSync](/docs/integrations/google-calendar-airdrop)\\n - [Email](/docs/integrations/email)\\n\\n", + "title": "Ticket insights | Support analytics | Computer for Support Teams | DevRev" + }, { "id": "ART-1972_KNOWLEDGE_NODE-16", "text": "sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n + [Integrate](/docs/integrate)\\n\\n - [Bitbucket](/docs/integrations/bitbucket)\\n - [Calendly](/docs/integrations/calendly)\\n - [Coralogix security integration](/docs/integrations/coralogix)\\n - [Datadog](/docs/integrations/datadog)\\n - [Google Calendar AirSync](/docs/integrations/google-calendar-airdrop)\\n - [Email](/docs/integrations/email)\\n\\n", @@ -1083,39 +1103,19 @@ "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-15664_KNOWLEDGE_NODE-17", - "text": "exhaustive list.\\n\\n### Links from tickets\\n\\nLinks from tickets\\n\\ntarget\\n\\nsource\\n\\nis dependent on\\n\\nis related to\\n\\nis related to\\n\\nis parent of\\n\\nis merged into\\n\\nticket\\n\\nissue\\n\\nticket\\n\\narticle\\n\\n##### \\n\\nOnly ticket \\xe2\\x86\\x92 issue is allowed for creating a link with \\xe2\\x80\\x9cis dependent on\\xe2\\x80\\x9d. Creating the link in reverse (issue \\xe2\\x86\\x92 ticket) is not possible; however, you can swap the source and target objects to achieve the same result.\\n\\n### Links", + "id": "ART-15664_KNOWLEDGE_NODE-16", + "text": "\\'https://api.devrev.ai/link-types.custom.update\\' \\\\ |\\n| > | --header \\'Content-Type: application/json\\' \\\\ |\\n| > | --header \\'Authorization: Bearer \\' \\\\ |\\n| > | --data \\'{ |\\n| > | \"id\": \"don:core:dvrv-us-1:devo/demo:custom_link_type/1\", |\\n| > | \"is_deprecated\": true |\\n| > | }\\' |\\n```\\n\\nQuick reference: links from tickets, and issues\\n-----------------------------------------------\\n\\n##### \\n\\nThis section lists common links you can create from tickets and issues. It is not an", "title": "Links | DevRev | Docs" }, { - "id": "ART-1002_KNOWLEDGE_NODE-3", - "text": "systems being used for engineering work are commonly abused by sales, marketing and support teams. For example, a sales rep may create an issue for a developer for a customer request. In the case of support, you\\xe2\\x80\\x99ll commonly see a ton of duplicate issues when only one was really necessary. This leads to a lot of noise for developers, and devalues the notion of an \\xe2\\x80\\x9cissue\\xe2\\x80\\x9d. By keeping a clear line between tickets and issues, we ensure the following:\\n\\n\\n issues", - "title": "Tickets, Issues: When to Use Each" - }, - { - "id": "ART-4184_KNOWLEDGE_NODE-15", - "text": "[Operational SLA Metrics](/docs/automations/operational-sla-metrics)\\n - [Custom field migration](/docs/automations/custom-field-migration)\\n - [Slack scraper](/docs/automations/slack-scraper)\\n - [Slack Broadcaster](/docs/automations/slack-broadcaster)\\n - [Reported by enricher](/docs/automations/ticket-reported-by)\\n - [Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n - [Ticket linked issues comment", - "title": "Ticket linked issues comment sync | Automate | Snap-ins | DevRev" - }, - { - "id": "ART-2012_KNOWLEDGE_NODE-4", - "text": "Analytics](/docs/dashboards/ticket-sla-analytics?)\\n * [Ticket-Team Performance](/docs/dashboards/ticket-team-performance?)\\n\\n * [Conversations](/docs/product/conversation?)\\n\\n * [Convert Conversations to Tickets](/docs/product/Conversation-Tickets?)\\n\\n * [Tickets](/docs/product/tickets?)\\n * [Routing](/docs/product/routing?)\\n * [Support best practices](/docs/product/support-bp?)\\n * [Customer portal](/docs/product/support-portal?)\\n * [Questions &", - "title": "Follow-up ticket | Automate | Snap-ins | DevRev" - }, - { - "id": "ART-1975_KNOWLEDGE_NODE-28", - "text": "conversations against standalone tickets.\\n* **Tickets linked to issues**\\n\\n The percentage of tickets linked to product issues.\\n* **Active tickets by owner**\\n\\n The number of Open or In Progress tickets grouped by owner.\\n* **Tickets created vs. closed**\\n\\n The trend of tickets created against those closed.\\n\\nCustomer satisfaction (CSAT)\\n----------------------------\\n\\n* **CSAT score distribution**\\n\\n A distribution of customer satisfaction scores on tickets.\\n\\nTime spent per", - "title": "Ticket insights | Support analytics | Computer for Support Teams | DevRev" - }, - { - "id": "ART-15664_KNOWLEDGE_NODE-14", - "text": "> | \"leaf_type\": \"issue\", |\\n| > | \"subtype\": \"social_media\" |\\n| > | } |\\n| > | ], |\\n| > | \"target_types\": [ |\\n| > | { |\\n| > | \"leaf_type\": \"ticket\" |\\n| > | } |\\n| > | ], |\\n| > | \"forward_name\": \"is related to\", |\\n| > | \"backward_name\": \"is related to\" |\\n| > | }\\' |\\n```\\n\\nThis configuration:\\n\\n* Allows issues of subtype \\xe2\\x80\\x9csocial\\\\_media\\xe2\\x80\\x9d to be linked to tickets\\n* Rejects attempts to link issues with no subtype or with other subtypes\\n\\n##### \\n\\nThe subtype", + "id": "ART-15664_KNOWLEDGE_NODE-17", + "text": "exhaustive list.\\n\\n### Links from tickets\\n\\nLinks from tickets\\n\\ntarget\\n\\nsource\\n\\nis dependent on\\n\\nis related to\\n\\nis related to\\n\\nis parent of\\n\\nis merged into\\n\\nticket\\n\\nissue\\n\\nticket\\n\\narticle\\n\\n##### \\n\\nOnly ticket \\xe2\\x86\\x92 issue is allowed for creating a link with \\xe2\\x80\\x9cis dependent on\\xe2\\x80\\x9d. Creating the link in reverse (issue \\xe2\\x86\\x92 ticket) is not possible; however, you can swap the source and target objects to achieve the same result.\\n\\n### Links", "title": "Links | DevRev | Docs" }, { - "id": "ART-4184_KNOWLEDGE_NODE-5", - "text": "[Conversations](/docs/product/conversation)\\n\\n - [Conversation to ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n", - "title": "Ticket linked issues comment sync | Automate | Snap-ins | DevRev" + "id": "ART-1947_KNOWLEDGE_NODE-25", + "text": "systems, important details that help define the *why* behind work is lost.\\n\\n\\xf0\\x9f\\x8e\\xa5 Video: Convergence: Bringing work together\\n\\nBy linking work items\\xe2\\x80\\x94conversations and tickets for support, issues and enhancements for build\\xe2\\x80\\x94together, DevRev preserves context. That context defines the problem and requirements for anyone who works on this issue. Moreover, both tickets and issues are always associated with [parts](/docs/product/parts), tying them to the overall", + "title": "Apps | Computer by DevRev | DevRev" } ] }, @@ -1124,39 +1124,44 @@ "query": "Data residency compliance for international customers", "retrievals": [ { - "id": "ART-888_KNOWLEDGE_NODE-42", - "text": "spaces under your sole control.How we transfer information we collect internationallyInternational transfers of information we collectWe collect information globally and may transfer, process and store your information outside of your country of residence, to wherever we or our third-party service providers operate for the purpose of providing you the Services. Whenever we transfer your information, we take steps to protect it.International transfers within the DevRev Companies: To facilitate", - "title": "Privacy Policy" + "id": "ART-12476_KNOWLEDGE_NODE-1", + "text": "designed to meet GDPR and SOC 2 compliance requirements, with controls in place to support your data privacy needs.\\n\\nAdvanced enterprise login: Seamless SAML compliance for all enterprise logins regardless of your SSO provider.\\n\\nRegional data residency options: We offer data residency options in Europe, Australia, US East (Virginia), and India, with logical data isolation and access control features.\\n\\nSelf-serve user management: Easily add or remove users from your workspace and manage", + "title": "The Future of Sessions - Powered By DevRev" }, { - "id": "ART-4174_KNOWLEDGE_NODE-11", - "text": "(EEA) is adequately protected, even when transferred to countries that may not offer an equivalent level of data protection.\\n\\n### UK-Specific Clauses\\n\\nFollowing Brexit, we also apply tailored safeguards for personal data transferred from the United Kingdom. We leverage the UK\\xe2\\x80\\x99s International Data Transfer Addendum to the EU SCCs, which ensures compliance with UK-specific data transfer requirements and aligns with the standards established by the UK\\xe2\\x80\\x99s Information", - "title": "Data Processing Agreement | DevRev" + "id": "ART-15620_KNOWLEDGE_NODE-19", + "text": "Customers Facing Scale Issues : Organizations outgrowing Intercom\\'s capabilities and experiencing costly upgrade requirements\\n\\nEnterprise Prospects : Companies needing data residency options beyond US/EU/AU limitations\\n\\nAI-Forward Organizations : Teams seeking sophisticated AI capabilities beyond basic chatbot functionality\\n\\nCost-Conscious SMBs : Smaller companies frustrated with Intercom\\'s expensive per-resolution pricing\\n\\nTechnical Product Companies : Organizations needing deep", + "title": "Intercom - Competitive - for the PLuG on website" + }, + { + "id": "ART-888_KNOWLEDGE_NODE-44", + "text": "protection clauses, which have been largely adopted by countries worldwide or other appropriate legal mechanisms to safeguard the transfer.International transfers to third parties: Some of the third parties described in this privacy policy, which provide services to us under contract, are based in other countries that may not have equivalent privacy and data protection laws to the country in which you reside. When we share information of customers in the European Economic Area, the UK, or", + "title": "Privacy Policy" }, { - "id": "ART-4174_KNOWLEDGE_NODE-12", - "text": "Commissioner\\xe2\\x80\\x99s Office (ICO).\\n\\n### United States Data Transfer Mechanisms\\n\\nFor personal data transfers to the United States, DevRev employs recognized contractual frameworks and implements additional measures, as necessary, to safeguard your information in accordance with evolving U.S. data protection guidelines. We work to align with relevant standards and best practices to address regulatory considerations around cross-border data transfers.\\n\\n### What about Personal Data use", + "id": "ART-4174_KNOWLEDGE_NODE-9", + "text": "behalf, as well as explanations on how such parties safeguard your data.\\n* **Standard Contractual clauses and other country specific clauses:** Our DPA also includes the EU Commission's Standard Contractual clausesand other country specific clauses for transferring and processing data outside of the EEA, UK and USA.\\n\\n### How does DevRev handle International Data transfers?\\n\\nAt DevRev, we understand the importance of securely managing international data transfers in compliance with global", "title": "Data Processing Agreement | DevRev" }, { - "id": "ART-4183_KNOWLEDGE_NODE-1", - "text": "More](https://cdn.sanity.io/files/umrbtih2/development/8c3ab1aef7fee37a816c3116a89b08b5db2ba541.pdf)\\n\\nDeveloping and maintaining an incident response plan that includes subprocessors\\xe2\\x80\\x99 roles in managing data breaches.\\n\\n![]()\\n\\nChoose another country or region to see content specific to your location.\\n\\n\\xf0\\x9f\\x8c\\x8e English\\xf0\\x9f\\x87\\xaf\\xf0\\x9f\\x87\\xb5 Japanese\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about", - "title": "Security Subprocessors - GDPR Compliance | DevRev" + "id": "ART-15620_KNOWLEDGE_NODE-15", + "text": "Mature partner ecosystem and app marketplace development\\n\\nIntercom Weakness : Limited data residency options (US, EU, AU only) restricting BFSI adoption\\n\\nDevRev Opportunity : Address geographic compliance requirements Intercom cannot serve Scalability Comparison\\n\\nIntercom Challenge : Users report scaling difficulties requiring costly upgrades and custom development\\n\\nDevRev Advantage : Unlimited scale and customizability providing enterprise flexibility\\n\\nMarket Perception : Intercom\\'s", + "title": "Intercom - Competitive - for the PLuG on website" }, { - "id": "ART-4174_KNOWLEDGE_NODE-10", - "text": "data privacy laws. To support this commitment, we use industry-standard frameworks and legal instruments to facilitate the lawful and secure transfer of personal data across borders.\\n\\n### EU Standard Contractual Clauses (SCCs)\\n\\nFor data transfers involving EU-based users, DevRev relies on the EU Standard Contractual Clauses (SCCs). These clauses, approved by the European Commission, provide contractual safeguards to ensure that personal data transferred outside the European Economic Area", + "id": "ART-4174_KNOWLEDGE_NODE-16", + "text": "protection office will be happy to help you and can be reached at [dpo@devrev.ai](mailto:dpo@devrev.ai)\\n\\nChoose another country or region to see content specific to your location.\\n\\n\\xf0\\x9f\\x8c\\x8e English\\xf0\\x9f\\x87\\xaf\\xf0\\x9f\\x87\\xb5 Japanese\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about it.\\n\\n![]()](/blog/soc-compliance)\\n\\nComputer\\n\\n* [Meet Computer](/meet-computer)\\n* [How Computer works](/how-computer-works)\\n\\nApps\\n\\n* [For Support", "title": "Data Processing Agreement | DevRev" }, { - "id": "ART-888_KNOWLEDGE_NODE-43", - "text": "our global operations, we transfer information globally and allow access to that information from countries in which the DevRev owned or operated companies and have operations for the purposes described in this policy. These countries may not have equivalent privacy and data protection laws to the laws of many of the countries where our customers and users are based. When we share information about you within and among DevRev corporate affiliates, we make use of standard contractual data", + "id": "ART-888_KNOWLEDGE_NODE-42", + "text": "spaces under your sole control.How we transfer information we collect internationallyInternational transfers of information we collectWe collect information globally and may transfer, process and store your information outside of your country of residence, to wherever we or our third-party service providers operate for the purpose of providing you the Services. Whenever we transfer your information, we take steps to protect it.International transfers within the DevRev Companies: To facilitate", "title": "Privacy Policy" }, { - "id": "ART-4174_KNOWLEDGE_NODE-9", - "text": "behalf, as well as explanations on how such parties safeguard your data.\\n* **Standard Contractual clauses and other country specific clauses:** Our DPA also includes the EU Commission's Standard Contractual clausesand other country specific clauses for transferring and processing data outside of the EEA, UK and USA.\\n\\n### How does DevRev handle International Data transfers?\\n\\nAt DevRev, we understand the importance of securely managing international data transfers in compliance with global", - "title": "Data Processing Agreement | DevRev" + "id": "ART-4169_KNOWLEDGE_NODE-11", + "text": "your location.\\n\\n\\xf0\\x9f\\x8c\\x8e English\\xf0\\x9f\\x87\\xaf\\xf0\\x9f\\x87\\xb5 Japanese\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about it.\\n\\n![]()](/blog/soc-compliance)\\n\\nComputer\\n\\n* [Meet Computer](/meet-computer)\\n* [How Computer works](/how-computer-works)\\n\\nApps\\n\\n* [For Support Teams](/for-support-teams)\\n* [For Builders](/for-builders)\\n* [For Customers](/for-customers)\\n* [For User Insights](/for-user-insights)\\n*", + "title": "DevRev For Startups" }, { "id": "ART-4174_KNOWLEDGE_NODE-8", @@ -1164,14 +1169,9 @@ "title": "Data Processing Agreement | DevRev" }, { - "id": "ART-4174_KNOWLEDGE_NODE-15", - "text": "the GDPR as well as any other specific local legal requirements.\\n\\n### What about data security?\\n\\nWe have implemented industry standard organisational and other security like SOC-II certification to keep your data safe.\\n\\nYou can find out more about the security measures we employ by following this [link](https://security.devrev.ai/).\\n\\n### Reach out to us with any additional questions.\\n\\nShould you have any additional questions about privacy and data processing at DevRev, our data", - "title": "Data Processing Agreement | DevRev" - }, - { - "id": "ART-4183_KNOWLEDGE_NODE-4", - "text": "Policy](/legal/cookie-policy)\\n* [Privacy Policy](/legal/privacy-policy)\\n* [Terms of Service](/legal/terms-of-service)\\n\\n[System Status](/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.'", - "title": "Security Subprocessors - GDPR Compliance | DevRev" + "id": "ART-4172_KNOWLEDGE_NODE-18", + "text": "to your location.\\n\\n\\xf0\\x9f\\x8c\\x8e English\\xf0\\x9f\\x87\\xaf\\xf0\\x9f\\x87\\xb5 Japanese\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about it.\\n\\n![]()](/blog/soc-compliance)\\n\\nComputer\\n\\n* [Meet Computer](/meet-computer)\\n* [How Computer works](/how-computer-works)\\n\\nApps\\n\\n* [For Support Teams](/for-support-teams)\\n* [For Builders](/for-builders)\\n* [For Customers](/for-customers)\\n* [For User Insights](/for-user-insights)\\n*", + "title": "DevRev Service Level Agreement" } ] }, @@ -1179,55 +1179,55 @@ "query_id": "9f3be4d0-e1ae-46c5-be4f-b02edea516fb", "query": "declarative pathing within the bot", "retrievals": [ - { - "id": "ART-1950_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Parts & trails | Computer by DevRev | DevRev" - }, { "id": "ART-12391_KNOWLEDGE_NODE-6", "text": "+ [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best practices for documentation that supports AI](/docs/product/writing-bp)\\n + [Commands](/docs/product/commands)\\n + [Service-level agreement](/docs/product/sla)\\n + [Operational-level agreement](/docs/product/ola)\\n + [Support snap-ins](/docs/product/snapins-support)\\n* [Computer for Builders](/docs/product/build)\\n\\n + [Issues](/docs/product/issues)\\n + [Now, Next, Later](/docs/product/nnl)\\n + [Sprint", "title": "Conversational workflows | Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-1996_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Roadmap | Computer for Builders | DevRev" + "id": "ART-17649_KNOWLEDGE_NODE-4", + "text": "sophisticated routing mechanisms\\n* Custom views and dashboards for different stakeholders\\n* Deterministic bot flow to guide customers through support experiences\\n* Comprehensive e2e testing to ensure reliability\\n\\n#### *We needed different instances on different paths of our website with separate memory and appearances. DevRev's architecture made this possible through multiple dev organizations.*\\xe2\\x80\\x9d\\n\\nThe impact\\n----------\\n\\n### Multiple customized support channels\\n\\nDevRev", + "title": "Leading APAC fintech transforms support with multi-instance AI solution" }, { - "id": "ART-1987_KNOWLEDGE_NODE-28", - "text": "Computer either creates a ticket or routes the conversation using the relevant routing rule.\\n\\n![]()\\n\\nGoal-oriented mode (Beta)\\n-------------------------\\n\\nThe goal-oriented agent allows users to create complete workflows triggered by their actions.\\n\\nGoal-oriented mode is currently in beta. Contact our support team for more information.\\n\\n[PreviousCollections](/docs/product/collection)[NextBest practices for documentation that supports AI](/docs/product/writing-bp)\\n\\n#### On this", - "title": "Turing AI agent | Computer for Support Teams | DevRev" + "id": "ART-17649_KNOWLEDGE_NODE-3", + "text": "both agents and customers\\n* Complex requirements spanned agent, customer, and manager experiences\\n* Need for sophisticated routing, views, dashboards, and deterministic bot flows\\n\\nThe solution: switching to DevRev\\n---------------------------------\\n\\nThe company chose DevRev for its Computer capabilities and customization features:\\n\\n* Implementation of multiple dev organizations within DevRev\\n* Complete replacement of their previous Intercom-based support system\\n* Implementation of", + "title": "Leading APAC fintech transforms support with multi-instance AI solution" }, { - "id": "ART-1950_KNOWLEDGE_NODE-6", - "text": "practices for documentation that supports AI](/docs/product/writing-bp)\\n + [Commands](/docs/product/commands)\\n + [Service-level agreement](/docs/product/sla)\\n + [Operational-level agreement](/docs/product/ola)\\n + [Support snap-ins](/docs/product/snapins-support)\\n* [Computer for Builders](/docs/product/build)\\n\\n + [Issues](/docs/product/issues)\\n + [Now, Next, Later](/docs/product/nnl)\\n + [Sprint mode](/docs/product/sprint)\\n + [Enhancements](/docs/product/enhancements)\\n +", - "title": "Parts & trails | Computer by DevRev | DevRev" + "id": "ART-12391_KNOWLEDGE_NODE-24", + "text": "[Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [AI agents in your conversational workflow](#ai-agents-in-your-conversational-workflow)\\n* [AI agents for conversations or tickets](#ai-agents-for-conversations-or-tickets)\\n\\n1. [Documentation](/docs)\\n3. [Computer by DevRev](/docs/intro)\\n[Workflows](/docs/product/workflow-engine)\\n[Conversational workflows](/docs/product/conversational-workflows)\\n\\nConversational workflows\\n========================\\n\\nIn DevRev, you can automate your", + "title": "Conversational workflows | Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-12394_KNOWLEDGE_NODE-6", - "text": "+ [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best practices for documentation that supports AI](/docs/product/writing-bp)\\n + [Commands](/docs/product/commands)\\n + [Service-level agreement](/docs/product/sla)\\n + [Operational-level agreement](/docs/product/ola)\\n + [Support snap-ins](/docs/product/snapins-support)\\n* [Computer for Builders](/docs/product/build)\\n\\n + [Issues](/docs/product/issues)\\n + [Now, Next, Later](/docs/product/nnl)\\n + [Sprint", - "title": "Workflow management | Workflows | Computer by DevRev | DevRev" + "id": "ART-1954_KNOWLEDGE_NODE-35", + "text": "determined by the type of action, rather than solely by the actor performing the action.\\n\\nExamples:\\n\\n* If mentions are set to **Important** and a bot's notifications are set to **Others**, then bot mentions will only appear in the **Others** tab.\\n* If mentions are set to **Important** and a bot's notifications are also set to **Important**, then bot mentions will appear in the **Important** tab.\\n* If mentions are set to **Others** and a bot's notifications are set to **Important**, then", + "title": "Updates | Computer by DevRev | DevRev" }, { - "id": "ART-12391_KNOWLEDGE_NODE-29", - "text": "type that causes the agent to pause (for example, DevUser). |\\n| additional\\\\_context (optional) | String | Additional context you want to pass to the agent for more personalized responses. You can also use variables from previous steps here. |\\n\\n![]()\\n\\n* Each button creates a corresponding output port in the workflow.\\n* When a button is clicked, the original message is updated to remove the\\n buttons.\\n* A confirmation message is added showing which option was", - "title": "Conversational workflows | Workflows | Computer by DevRev | DevRev" + "id": "ART-4199_KNOWLEDGE_NODE-23", + "text": "2025](/docs/changelog/_2025-06-01)\\n + [May 2025](/docs/changelog/_2025-05-01)\\n + [March and April 2025](/docs/changelog/_2025-04-01)\\n + [February 2025](/docs/changelog/_2025-02-01)\\n* [Developer \\xe2\\x86\\x97\\xef\\xb8\\x8f](https://developer.devrev.ai/)\\n* [DevRevU \\xe2\\x86\\x97\\xef\\xb8\\x8f](/docs/DevRevU)\\n\\n + [Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Install](#install)\\n* [Configure the custom Slack bot](#configure-the-custom-slack-bot)\\n* [Configure", + "title": "Slack message agent | Automate | Snap-ins | DevRev" }, { - "id": "ART-12390_KNOWLEDGE_NODE-6", - "text": "+ [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best practices for documentation that supports AI](/docs/product/writing-bp)\\n + [Commands](/docs/product/commands)\\n + [Service-level agreement](/docs/product/sla)\\n + [Operational-level agreement](/docs/product/ola)\\n + [Support snap-ins](/docs/product/snapins-support)\\n* [Computer for Builders](/docs/product/build)\\n\\n + [Issues](/docs/product/issues)\\n + [Now, Next, Later](/docs/product/nnl)\\n + [Sprint", - "title": "Workflow action library | Workflows | Computer by DevRev | DevRev" + "id": "ART-1961_KNOWLEDGE_NODE-34", + "text": "button toolbar.\\n4. Set your triggers. You can have multiple triggers within a single workflow.\\n5. To configure your workflow, utilize the data reference pane to select values from previous nodes.\\n6. Connect steps with multiple paths as needed, allowing for the management of complex workflows on one canvas.\\n7. To add conditional logic, use a control step.\\n\\n Select a value for the LHS; select the appropriate operator; and enter or select a value for the RHS, which can be a literal value", + "title": "Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-1950_KNOWLEDGE_NODE-12", - "text": "Node](/docs/automations/search-node)\\n - [Sentiment evaluator](/docs/automations/sentiment-evaluator)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Real-time sentiment evaluator](/docs/automations/realtime-sentiment-evaluator)\\n - [Send customized emails](/docs/automations/send-emails)\\n - [StageFlow automator](/docs/automations/stageflow-automator)\\n - [Smart issue creator](/docs/automations/smart-issue-creator)\\n - [Set user preference for", - "title": "Parts & trails | Computer by DevRev | DevRev" + "id": "ART-12391_KNOWLEDGE_NODE-29", + "text": "type that causes the agent to pause (for example, DevUser). |\\n| additional\\\\_context (optional) | String | Additional context you want to pass to the agent for more personalized responses. You can also use variables from previous steps here. |\\n\\n![]()\\n\\n* Each button creates a corresponding output port in the workflow.\\n* When a button is clicked, the original message is updated to remove the\\n buttons.\\n* A confirmation message is added showing which option was", + "title": "Conversational workflows | Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-1950_KNOWLEDGE_NODE-25", - "text": "be recursively made of smaller parts. Events and work items must be related to parts. In general, parts are the core objects that almost all other objects are linked to, which helps enforce the notion of tying everything back to the product or service.\\n\\n\\xf0\\x9f\\x8e\\xa5 Video: Trails\\n\\n*Trails* is an extensible interface that allows you to view and manage your part hierarchy and related items. Think of it like a graph canvas that\\'s rendering linkages among items\\xe2\\x80\\x94including", - "title": "Parts & trails | Computer by DevRev | DevRev" + "id": "ART-4199_KNOWLEDGE_NODE-26", + "text": "and copy the signing secret.\\n3. Go to **OAuth & Permissions** and add the following scopes under **Bot Token Scopes**.\\n * channels:history\\n * chat:write\\n * files:read\\n * metadata.message:read\\n * team:read\\n * usergroups:read\\n * users:read\\n * users:read.email\\n4. Once the scopes are updated, copy the **Bot User OAuth Token** and click the button below it.\\n5. Go to **Event Subscriptions** and click **Enable Events**.\\n6. Under **Subscribe to bot events**, add", + "title": "Slack message agent | Automate | Snap-ins | DevRev" + }, + { + "id": "ART-15716_KNOWLEDGE_NODE-14", + "text": "AI Bot \\xe2\\x80\\x93 Turing\\n\\nYes! DevRev offers an AI-powered assistant called Turing , which can answer questions, suggest articles, summarize conversations, and more. You can read more about it in the documentation: [https://docs.devrev.ai/product/conversational-bot](https://docs.devrev.ai/product/conversational-bot)\\n\\n4.\\xe2\\x80\\x82Difference Between Runnables and Features\\n\\nA feature is a unit of configuration or capability in the product, often representing a user-facing function or", + "title": "Support queries related playbook" } ] }, @@ -1236,49 +1236,49 @@ "query": "resolution time grouped by Priority and Customer segment", "retrievals": [ { - "id": "ART-1986_KNOWLEDGE_NODE-41", - "text": "resolution is due in one day, the vista displays five minutes. In the case where the first response isn't provided within five minutes, the timer displays negative values (such as -10m), which indicates that it's been 10 minutes since the first response was due. Conversations or tickets can also be grouped by SLA stages.\\n\\nIn the **Detailed View**, all metrics applied to the ticket or conversation can be viewed along with their current stage.\\n\\nFiltering tickets by Next SLA", - "title": "Service-level agreement | Computer for Support Teams | DevRev" + "id": "ART-15716_KNOWLEDGE_NODE-36", + "text": "the Dashboards section.\\n\\nAdd a widget for \\xe2\\x80\\x9cTicket Resolution Time\\xe2\\x80\\x9d or \\xe2\\x80\\x9cAverage Time to Resolution.\\xe2\\x80\\x9d\\n\\nConfigure the widget to display data by agent, team, or time period.\\n\\nUse filters to focus on specific ticket types, priorities, or customer segments.\\n\\nFor more granular analysis, use a table or chart widget with custom SQL or filters.\\n\\nThis will help you monitor and improve your team\\xe2\\x80\\x99s responsiveness.5. Configuring branding of the", + "title": "Support queries related playbook" }, { - "id": "ART-1003_KNOWLEDGE_NODE-20", - "text": "AverageResolutionTime\\nFROM tickets t\\nWHERE t.status = 'resolved'\\nAND EXTRACT(@period FROM t.created_at) = EXTRACT(@period FROM CURRENT_DATE);\\n-- NOTE: Replace @period with 'DAY', 'WEEK', 'MONTH', or 'QUARTER'.\\n\\n\\nCustomer Satisfaction Score (CSAT)\\n\\n\\n Definition\\n \\n A metric that gauges customer satisfaction with the support provided, typically collected through surveys.\\n \\n \\n Calculation\\n \\n (Number of satisfied responses) / (Total number of responses) * 100\\n", - "title": "Understanding a Support Lead's Pain Points and KPIs" + "id": "ART-15716_KNOWLEDGE_NODE-35", + "text": "filters\\n\\nYou can create a simple report by clicking on the Smart Icon at the top right corner and selecting \\'Create New report.\\' Create a dashboard and a widget by giving a name. Select the dimensions and measures and finalize the visualization of the widget and click on the preview widget to test it out.\\n\\nEach widget can be customized with filters, groupings, and visualizations (charts, tables, etc.)4. Create a dashboard for tracking ticket resolution time\\n\\nCreate a new dashboard in", + "title": "Support queries related playbook" }, { - "id": "ART-1039_KNOWLEDGE_NODE-3", - "text": "high-quality video experiences became undeniable.\\n\\nThe Challenge\\n-------------\\n\\nProviding exceptional customer support means connecting with your customers wherever they are, in real-time. As companies scale, it becomes increasingly difficult to provide the same high standard of service to a growing number of customers \\xe2\\x80\\x94 without breaking the bank. In today\\xe2\\x80\\x99s crowded marketplace where it\\xe2\\x80\\x99s possible to get a SaaS company up and running in less than a day,", - "title": "100ms delivers differentiated customer support through a unified channel" + "id": "ART-1003_KNOWLEDGE_NODE-19", + "text": "t.created_at) = EXTRACT(@period FROM CURRENT_DATE);\\n-- NOTE: Replace @period with 'DAY', 'WEEK', 'MONTH', or 'QUARTER'.\\n\\n\\nAverage Resolution Time (ART)\\n\\n\\n Definition\\n \\n The average time it takes to resolve a customer issue from the moment it\\xe2\\x80\\x99s reported.\\n \\n \\n Calculation\\n \\n (Sum of resolution times for all resolved tickets) / (Total number of resolved tickets)\\n \\n \\n\\n\\nSELECT AVG(TIMESTAMPDIFF(MINUTE, t.created_at, t.resolved_at)) AS", + "title": "Understanding a Support Lead's Pain Points and KPIs" }, { - "id": "ART-1039_KNOWLEDGE_NODE-15", - "text": "[SLA](/legal/sla)\\n* [DPA](/legal/dpa)\\n* [Subprocessors](/security/sub-processors)\\n* [Cookie Policy](/legal/cookie-policy)\\n* [Privacy Policy](/legal/privacy-policy)\\n* [Terms of Service](/legal/terms-of-service)\\n\\n[System Status](/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.'", - "title": "100ms delivers differentiated customer support through a unified channel" + "id": "ART-1003_KNOWLEDGE_NODE-8", + "text": "calculate these things manually\\n Make sure there is automation to keep these numbers up to date and don\\xe2\\x80\\x99t rely on a human to calculate\\n Manual/human-based calculations will always be out of date and error prone.\\n \\n \\n\\n\\nKPIs to track:\\n\\n\\n First Response Time\\n Average Resolution Time\\n Customer Satisfaction Score\\n Net Promoter Score\\n Escalation Rate\\n\\n\\nCustomer satisfaction (CSAT)\\n\\nTechnically this should be at the top of the list as this is all that", + "title": "Understanding a Support Lead's Pain Points and KPIs" }, { - "id": "ART-1986_KNOWLEDGE_NODE-39", - "text": "marked as spam | | |\\n| Next response time | | A new message on the conversation with the customer after the customer experience engineer replied | * The agent replied to the conversation * The conversation is moved to Waiting on User/Resolved * The conversation is marked as spam | | |\\n| Full resolution time | | Conversation created | * The conversation has moved to the Resolved/Archived * The conversation is marked as spam | The conversation is moved to Waiting on User | The", - "title": "Service-level agreement | Computer for Support Teams | DevRev" + "id": "ART-1870_KNOWLEDGE_NODE-13", + "text": "stakeholders see issue status in real time\\n* Teams consistently meet resolution time targets\\n* Customers receive faster resolutions and clearer communication\\n* Support operations grow smoothly with the business\\n\\nWe're a DevRev client, and it has been a game-changer for us.\\n\\n![]()\\n\\nTasso ArgyrosFounder & CEO, ActionIQ\\n\\nThe results\\n\\nSummary\\n\\nRapid resolution time\\n\\nBetter alignment between engineering and support teams cut median incident resolution times by 67% and reduced", + "title": "Unifying teams: How ActionIQ transformed support with integration" }, { - "id": "ART-1039_KNOWLEDGE_NODE-5", - "text": "problem was interacting with our customers and really understanding the urgency of every conversation. We had over 300 Slack Connect channels for our users. The conversations could go from design discussions to finding bugs to architecture, and there was no way to delineate these conversations from ones where a customer is saying, \\xe2\\x80\\x98I\\xe2\\x80\\x99m having an outage right now. I need urgent help\\xe2\\x80\\x9d.\\n\\nManaging and prioritizing customer conversations and requests in Slack was a", - "title": "100ms delivers differentiated customer support through a unified channel" + "id": "ART-2695_KNOWLEDGE_NODE-27", + "text": "**Metrics**. Install the [OLA metrics for issues](https://marketplace.devrev.ai/ola-metric-on-issues) snap-in as prompted to access the **Issue Resolution Time** metric, see [Defining OLA Metrics](#defining-ola-metrics) for details.\\n3. Click **Continue**.\\n\\nYou can set breach and warning targets for **Issue Resolution Time** by selecting between calendar or business hours for calculation. Multiple policies can be created within an OLA, and they are applied based on priority if an issue meets", + "title": "Operational-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-2133_KNOWLEDGE_NODE-21", - "text": "customer at a much deeper level.\\n\\nTime Travel Establishing the history of a customer \\xe2\\x80\\x93 events, changes to records, versions, time logs\\xe2\\x80\\xa6 essentially traveling back in time \\xe2\\x80\\x93 is one of the hardest things in customer relationship management. Support, product management, and other business-to-business conversations\\n\\nPage 7 of 16\\n\\nThe Essential Methodology\\n\\nLess But Better\\n\\nare otherwise mostly point-in- time, with a lot of recency bias that results in", - "title": "The Essential Methodology: Less but Better" + "id": "ART-1986_KNOWLEDGE_NODE-41", + "text": "resolution is due in one day, the vista displays five minutes. In the case where the first response isn't provided within five minutes, the timer displays negative values (such as -10m), which indicates that it's been 10 minutes since the first response was due. Conversations or tickets can also be grouped by SLA stages.\\n\\nIn the **Detailed View**, all metrics applied to the ticket or conversation can be viewed along with their current stage.\\n\\nFiltering tickets by Next SLA", + "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1003_KNOWLEDGE_NODE-19", - "text": "t.created_at) = EXTRACT(@period FROM CURRENT_DATE);\\n-- NOTE: Replace @period with 'DAY', 'WEEK', 'MONTH', or 'QUARTER'.\\n\\n\\nAverage Resolution Time (ART)\\n\\n\\n Definition\\n \\n The average time it takes to resolve a customer issue from the moment it\\xe2\\x80\\x99s reported.\\n \\n \\n Calculation\\n \\n (Sum of resolution times for all resolved tickets) / (Total number of resolved tickets)\\n \\n \\n\\n\\nSELECT AVG(TIMESTAMPDIFF(MINUTE, t.created_at, t.resolved_at)) AS", - "title": "Understanding a Support Lead's Pain Points and KPIs" + "id": "ART-1970_KNOWLEDGE_NODE-26", + "text": "Conversations with SLA breaches with breach type for ticket owners.\\n* **SLA breaches w.r.t. Customer Tier**\\n\\n Number of Conversations with SLA breaches per owner.\\n* **Average Resolution Time**\\n\\n Indicates the average time taken to resolve requests for each conversation owner.\\n\\n[PreviousConversation-SLA Analytics](/docs/dashboards/conversation-sla-analytics)[NextTicket insights](/docs/dashboards/ticket-insights)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about", + "title": "Conversation-Team Performance | Support analytics | Computer for Support Teams | DevRev" }, { - "id": "ART-970_KNOWLEDGE_NODE-47", - "text": "customers, including their support interactions, engagements, and product usage.\\n Consider the possibilities of identifying and prioritizing high-impact items based on their revenue implications.\\n\\n\\nSupport Engineer:\\n\\n\\n How would your approach change if you knew about potential opportunities or deals with the customer?\\n Imagine not having to engage in the tedious task of copying and pasting between engineering issues and your tickets.\\n What if you could effortlessly track the status", - "title": "The Story" + "id": "ART-1870_KNOWLEDGE_NODE-14", + "text": "customer ticket resolution times by 50%.\\n\\nFaster follow-up responses\\n\\nWith DevRev, ActionIQ has achieved a 60% reduction in turnaround time for responses to customer tickets.\\n\\nIncreased agent productivity\\n\\nImproved organization of work items, combined with workflow automation through Snap-Ins, drove a 68% increase in the number of incidents closed within Level 1 Support (per agent, per month) and an overall 18% increase in the number of incidents closed (per agent, per month).\\n\\n###", + "title": "Unifying teams: How ActionIQ transformed support with integration" }, { "id": "ART-1004_KNOWLEDGE_NODE-7", @@ -1291,34 +1291,14 @@ "query_id": "9f26f4e6-a8e5-4813-ba95-36771c04c066", "query": "add attributes in MSAT snap-in", "retrievals": [ - { - "id": "ART-1846_KNOWLEDGE_NODE-8", - "text": "example of a snap-kit JSON:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"snap_kit_body\": { |\\n| 3 | \"body\": { |\\n| 4 | \"snaps\": [ |\\n| 5 | { |\\n| 6 | \"elements\": [ |\\n| 7 | { |\\n| 8 | \"action_id\": \"user_snap_kit_action\", |\\n| 9 | \"action_type\": \"remote\", |\\n| 10 | \"elements\": [ |\\n| 11 | { |\\n| 12 | \"element\": { |\\n| 13 | \"action_id\": \"select\", |\\n| 14 | \"action_type\": \"client\", |\\n| 15 | \"initial_selected_option\": { |\\n| 16 | \"text\": { |\\n| 17 | \"text\": \"Ticket\", |\\n| 18 | \"type\":", - "title": "Customizing snap-in configuration | DevRev | Docs" - }, - { - "id": "ART-1278_KNOWLEDGE_NODE-6", - "text": "discussion tab of the specified Product\\nsection. The configuration for this action can be customized through the input\\nparameters of the snap-in.\\n\\n[2](/snapin-development/tutorials/triggered-external-source#creating-the-snap-in)\\n\\n### Creating the snap-in\\n\\n#### Updating the manifest\\n\\nTo outline the structure of the snap-in, the initial step is to define key\\nattributes in the snap-in\\xe2\\x80\\x99s manifest. Begin by specifying the name, description,\\nand account display name for the", - "title": "Snap-in triggered by an external source | DevRev | Docs" - }, - { - "id": "ART-1846_KNOWLEDGE_NODE-19", - "text": "change in future updates.\\n\\nFor more details on the snap-kit JSON format and available elements, refer to the [DevRev Snap-kit documentation](/snapin-development/references/snapkit).\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/snapin-development/references/snap-in-resources)[#### Development best practices\\n\\nNext](/snapin-development/best-practices)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Customizing snap-in configuration | DevRev | Docs" - }, - { - "id": "ART-1847_KNOWLEDGE_NODE-9", - "text": "JSON:\\n\\n[code]\\n\\n 1| { \\n ---|--- \\n 2| \"snap_kit_body\": { \\n 3| \"body\": { \\n 4| \"snaps\": [ \\n 5| { \\n 6| \"elements\": [ \\n 7| { \\n 8| \"action_id\": \"user_snap_kit_action\", \\n 9| \"action_type\": \"remote\", \\n 10| \"elements\": [ \\n 11| { \\n 12| \"element\": { \\n 13| \"action_id\": \"select\", \\n 14|", - "title": "Customizing snap-in configuration \u2014 DevRev | Docs" - }, { "id": "ART-1473_KNOWLEDGE_NODE-9", "text": "displaying them on the discussion tab of the specified Product section. The configuration for this action can be customized through the input parameters of the snap-in.\\n\\n[2](/public/snapin-development/tutorials/triggered-external-source#creating-the-snap-in)\\n\\n### Creating the snap-in\\n\\n#### Updating the manifest\\n\\nTo outline the structure of the snap-in, the initial step is to define key attributes in the snap-in\\xe2\\x80\\x99s manifest. Begin by specifying the name, description, and", "title": "Snap-in triggered by an external source \u2014 DevRev | Docs" }, { - "id": "ART-1846_KNOWLEDGE_NODE-1", - "text": "(beta)](/snapin-development/references/customizing-snap-in-configuration#update-snap-in-inputs-beta)\\n* [Request payload](/snapin-development/references/customizing-snap-in-configuration#request-payload)\\n* [Response](/snapin-development/references/customizing-snap-in-configuration#response)\\n* [Success response](/snapin-development/references/customizing-snap-in-configuration#success-response)\\n* [Error", + "id": "ART-1846_KNOWLEDGE_NODE-13", + "text": "defined in the snap-in configuration.\\n\\nExample payload:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"id\": \"snap_in_id\", |\\n| 3 | \"inputs_values\": { |\\n| 4 | \"part_picker\": \"don:core:dvrv-us-1:devo/XXXX/product:XXXX\", |\\n| 5 | \"enum_list_picker\": [\"value-1\", \"value-2\"] |\\n| 6 | } |\\n| 7 | } |\\n```\\n\\nIn the example above, the `part_picker` and `enum_list_picker` are the input names defined in the snap-in configuration, and their corresponding values are provided in the `inputs_values`", "title": "Customizing snap-in configuration | DevRev | Docs" }, { @@ -1332,14 +1312,34 @@ "title": "Using a snap-in to perform an external action \u2014 DevRev | Docs" }, { - "id": "ART-1847_KNOWLEDGE_NODE-2", - "text": "(beta)](/public/snapin-development/references/customizing-snap-in-configuration#update-snap-in-inputs-beta)\\n * [Request payload](/public/snapin-development/references/customizing-snap-in-configuration#request-payload)\\n * [Response](/public/snapin-development/references/customizing-snap-in-configuration#response)\\n * [Success response](/public/snapin-development/references/customizing-snap-in-configuration#success-response)\\n * [Error", - "title": "Customizing snap-in configuration \u2014 DevRev | Docs" + "id": "ART-1846_KNOWLEDGE_NODE-9", + "text": "\"plain_text\" |\\n| 19 | }, |\\n| 20 | \"value\": \"ticket\" |\\n| 21 | }, |\\n| 22 | \"options\": [ |\\n| 23 | { |\\n| 24 | \"text\": { |\\n| 25 | \"text\": \"Ticket\", |\\n| 26 | \"type\": \"plain_text\" |\\n| 27 | }, |\\n| 28 | \"value\": \"ticket\" |\\n| 29 | }, |\\n| 30 | { |\\n| 31 | \"text\": { |\\n| 32 | \"text\": \"Conversation\", |\\n| 33 | \"type\": \"plain_text\" |\\n| 34 | }, |\\n| 35 | \"value\": \"conversation\" |\\n| 36 | } |\\n| 37 | ], |\\n| 38 | \"type\": \"static_select\" |\\n| 39 | }, |\\n| 40 | \"type\": \"input_layout\" |\\n| 41 | }", + "title": "Customizing snap-in configuration | DevRev | Docs" + }, + { + "id": "ART-2911_KNOWLEDGE_NODE-28", + "text": "**Save** and **Install**.\\n\\nDeduplicate accounts\\n--------------------\\n\\n1. Enter /add\\\\_tags in the Discussion section of snap-in to start adding tags\\n to primary and secondary account.\\n\\n ![]()\\n\\n If the timeline entry remains unchanged for an extended period, use /add\\\\_tags stop to change the status from \"running\" to \"stop\". To reset the script completely, use /add\\\\_tags reset, which removes the checkpoints that allow the script to continue from a specific point. After adding", + "title": "Account deduplication | Automate | Snap-ins | DevRev" + }, + { + "id": "ART-1846_KNOWLEDGE_NODE-8", + "text": "example of a snap-kit JSON:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"snap_kit_body\": { |\\n| 3 | \"body\": { |\\n| 4 | \"snaps\": [ |\\n| 5 | { |\\n| 6 | \"elements\": [ |\\n| 7 | { |\\n| 8 | \"action_id\": \"user_snap_kit_action\", |\\n| 9 | \"action_type\": \"remote\", |\\n| 10 | \"elements\": [ |\\n| 11 | { |\\n| 12 | \"element\": { |\\n| 13 | \"action_id\": \"select\", |\\n| 14 | \"action_type\": \"client\", |\\n| 15 | \"initial_selected_option\": { |\\n| 16 | \"text\": { |\\n| 17 | \"text\": \"Ticket\", |\\n| 18 | \"type\":", + "title": "Customizing snap-in configuration | DevRev | Docs" }, { - "id": "ART-1296_KNOWLEDGE_NODE-9", - "text": "changed. Any existing function can be removed. A new function can be added. |\\n| Commands | For existing commands: - All properties can be changed. Any existing command can be removed. A new command can be added. |\\n| Snap-kit actions | For existing snap-kit-actions: - The description can be changed. - The function can be changed. Any existing snap-kit-action can be removed. A new snap-kit-action can be added. |\\n| Service account | The display name of the service", - "title": "Upgrade snap-ins | DevRev | Docs" + "id": "ART-1846_KNOWLEDGE_NODE-12", + "text": "snap-in configuration.\\n\\n**Note: This endpoint is currently in beta and may be subject to change in the future. Reach out to us via Plug to subscribe to changes to beta endpoints.**\\n\\n### Request payload\\n\\nThe request payload should be a JSON object with the following properties:\\n\\n* `id` (string, required): The ID of the snap-in to update.\\n* `inputs_values` (object, required): An object containing the input values to update. The properties of this object should match the input names", + "title": "Customizing snap-in configuration | DevRev | Docs" + }, + { + "id": "ART-3207_KNOWLEDGE_NODE-57", + "text": "connection](#1-create-a-new-connection)\\n* [2. Configure email integration snap-in](#2-configure-email-integration-snapin)\\n* [Next steps for configuration of the snap-in](#next-steps-for-configuration-of-the-snapin)\\n* [Step 1: Add a Primary Email Address](#step-1-add-a-primary-email-address)\\n* [Step 2: Define the Primary Use Case](#step-2-define-the-primary-use-case)\\n* [Step 3: Add Additional Support Emails](#step-3-add-additional-support-emails)\\n* [Step 4: Set the Default Part and", + "title": "Email snap-in configuration | Email | Integrate | Snap-ins | DevRev" + }, + { + "id": "ART-1846_KNOWLEDGE_NODE-14", + "text": "object.\\n\\n### Response\\n\\n#### Success response\\n\\n* Status Code: 200 OK\\n* Content-Type: application/json\\n\\nResponse body:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"data\": {}, |\\n| 3 | \"message\": \"Snap-in updated successfully\", |\\n| 4 | \"success\": true |\\n| 5 | } |\\n```\\n\\n#### Error response\\n\\nIf an error occurs while updating the snap-in, the response has the following format:\\n\\n* Status Code: 4xx or 5xx\\n* Content-Type: application/json\\n\\nResponse body:\\n\\n```\\n| | |\\n| --- |", + "title": "Customizing snap-in configuration | DevRev | Docs" } ] }, @@ -1348,54 +1348,54 @@ "query": "Slack bot not working after multiple test tickets", "retrievals": [ { - "id": "ART-4021_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Slack scraper | Automate | Snap-ins | DevRev" + "id": "ART-4199_KNOWLEDGE_NODE-28", + "text": "**Trigger URL** that is displayed.\\n6. Paste the Trigger URL under **Enable Events** in the custom Slack bot.\\n\\n[PreviousTicket linked issues comment sync](/docs/automations/ticket-linked-issues-comment-sync)[NextIntegrate](/docs/integrate)\\n\\n#### On this page\\n\\n* [Install](#install)\\n* [Configure the custom Slack bot](#configure-the-custom-slack-bot)\\n* [Configure DevRev](#configure-devrev)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about", + "title": "Slack message agent | Automate | Snap-ins | DevRev" }, { - "id": "ART-12395_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Slack Broadcaster | Automate | Snap-ins | DevRev" + "id": "ART-2035_KNOWLEDGE_NODE-36", + "text": "Slack Channel ID in the **Channel ID to send conversation notifications** snap-in configuration as the target to post notifications.\\n\\n* Any new message within tickets in the customer messages panel is also subjected to the same automation.\\n* To prevent notification overload, each conversation or ticket is subject to a five minute cooldown period between notifications. Multiple consecutive messages within this window will not trigger additional notifications.\\n* Notification threads are not", + "title": "Slack | Integrate | Snap-ins | DevRev" }, { - "id": "ART-4199_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Slack message agent | Automate | Snap-ins | DevRev" + "id": "ART-2035_KNOWLEDGE_NODE-41", + "text": "Slack threads, all the messages from both Slack threads reach only the primary ticket in DevRev, while messages from DevRev only sync to the primary ticket\\xe2\\x80\\x99s Slack thread.\\n* If only one ticket has a syncing Slack thread, that thread syncs with the primary ticket.\\n* No messages from the duplicate ticket sync to Slack.\\n* If a ticket is immutable but receives a new customer message in its Slack thread, a follow-up ticket is automatically created for future discussions.\\n\\n### New", + "title": "Slack | Integrate | Snap-ins | DevRev" }, { - "id": "ART-4199_KNOWLEDGE_NODE-28", - "text": "**Trigger URL** that is displayed.\\n6. Paste the Trigger URL under **Enable Events** in the custom Slack bot.\\n\\n[PreviousTicket linked issues comment sync](/docs/automations/ticket-linked-issues-comment-sync)[NextIntegrate](/docs/integrate)\\n\\n#### On this page\\n\\n* [Install](#install)\\n* [Configure the custom Slack bot](#configure-the-custom-slack-bot)\\n* [Configure DevRev](#configure-devrev)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about", - "title": "Slack message agent | Automate | Snap-ins | DevRev" + "id": "ART-1979_KNOWLEDGE_NODE-54", + "text": "already raised in the primary ticket. Duplicate tickets often arise from customers submitting multiple requests through different channels (email, portal, Slack). All duplicate tickets become *immutable* after merging.\\n\\n**Primary ticket**\\n\\nA primary ticket is the main record that consolidates all relevant information from duplicate tickets. It serves as the primary source of communication for all merged duplicate tickets, ensuring that all customer interactions, updates, and resolutions are", + "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-2035_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Slack | Integrate | Snap-ins | DevRev" + "id": "ART-4199_KNOWLEDGE_NODE-25", + "text": "DevRev.\\n\\n![]()\\n\\nFor more information, refer to the [Slack message agent](https://marketplace.devrev.ai/slack-message-agent) on the DevRev marketplace.\\n\\nInstall\\n-------\\n\\n1. Install the DevRev [Slack app](/docs/integrations/slack).\\n2. Install the Slack message agent in your org.\\n\\nConfigure the custom Slack bot\\n------------------------------\\n\\n1. Go to [Slack API](https://api.slack.com/apps) and create a new app **From scratch**.\\n2. Go to *Basic Information*\\\\* > **App Credentials**", + "title": "Slack message agent | Automate | Snap-ins | DevRev" }, { - "id": "ART-12395_KNOWLEDGE_NODE-13", - "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", - "title": "Slack Broadcaster | Automate | Snap-ins | DevRev" + "id": "ART-2017_KNOWLEDGE_NODE-26", + "text": "permissions: channel-read, groups-read, user.profile:read, users:read, users.read:email, chat-write, and userGroup-read.\\n4. Invite the bot to the workspace.\\n5. Save the bot access token as connection (snap-in secret) in DevRev app.\\n6. Invite the bot to the channels where the messages will be sent.\\n7. In the DevRev app, setup the connection in **Settings** > **Snap-ins** > **Connections** on top.\\n\\n * Search and choose an existing connection or create a new one by clicking **+", + "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" }, { - "id": "ART-12395_KNOWLEDGE_NODE-14", - "text": "Immutability](/docs/automations/ticket-immutability)\\n - [Ticket email notifier](/docs/automations/ticket-email-notifier)\\n - [Task tracker](/docs/automations/task-tracker)\\n - [Ticket Tagger](/docs/automations/ticket-tagger)\\n - [Tracxn sync](/docs/automations/tracxn-sync)\\n - [User group validator](/docs/automations/user-group-validator)\\n - [Work duration](/docs/automations/work-duration)\\n - [Operational SLA Metrics](/docs/automations/operational-sla-metrics)\\n -", - "title": "Slack Broadcaster | Automate | Snap-ins | DevRev" + "id": "ART-4199_KNOWLEDGE_NODE-26", + "text": "and copy the signing secret.\\n3. Go to **OAuth & Permissions** and add the following scopes under **Bot Token Scopes**.\\n * channels:history\\n * chat:write\\n * files:read\\n * metadata.message:read\\n * team:read\\n * usergroups:read\\n * users:read\\n * users:read.email\\n4. Once the scopes are updated, copy the **Bot User OAuth Token** and click the button below it.\\n5. Go to **Event Subscriptions** and click **Enable Events**.\\n6. Under **Subscribe to bot events**, add", + "title": "Slack message agent | Automate | Snap-ins | DevRev" }, { - "id": "ART-4199_KNOWLEDGE_NODE-14", - "text": "Immutability](/docs/automations/ticket-immutability)\\n - [Ticket email notifier](/docs/automations/ticket-email-notifier)\\n - [Task tracker](/docs/automations/task-tracker)\\n - [Ticket Tagger](/docs/automations/ticket-tagger)\\n - [Tracxn sync](/docs/automations/tracxn-sync)\\n - [User group validator](/docs/automations/user-group-validator)\\n - [Work duration](/docs/automations/work-duration)\\n - [Operational SLA Metrics](/docs/automations/operational-sla-metrics)\\n -", + "id": "ART-4199_KNOWLEDGE_NODE-27", + "text": "message.channels.\\n7. Add this custom app and the **DevRev Slack Bot** into the Slack channel from which you want to create the DevRev object.\\n\\nConfigure DevRev\\n----------------\\n\\n1. Add the Slack Signing Secret and Slack Bot Token copied from the custom Slack bot app.\\n2. Add the channel IDs for either incidents, tickets or issues.\\n3. Click the respective buttons to enable the sync between threads.\\n4. Select the part ID to associate a particular part.\\n5. Click **Save** and copy the", "title": "Slack message agent | Automate | Snap-ins | DevRev" }, { - "id": "ART-4199_KNOWLEDGE_NODE-13", - "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", - "title": "Slack message agent | Automate | Snap-ins | DevRev" + "id": "ART-2035_KNOWLEDGE_NODE-28", + "text": "maintain one public connection per DevRev organization. Within an organization, one Slack connection can be used across multiple snap-ins and workflows. Creating multiple connections may disrupt existing integrations.\\n* Connecting with Slack enterprise workspace is currently in limited availability. If you have a Slack Enterprise account, please contact DevRev Support to be whitelisted before attempting setup.\\n\\n1. Search and open [Slack](https://marketplace.devrev.ai/one-slack) in the DevRev", + "title": "Slack | Integrate | Snap-ins | DevRev" }, { - "id": "ART-4021_KNOWLEDGE_NODE-13", - "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", - "title": "Slack scraper | Automate | Snap-ins | DevRev" + "id": "ART-2017_KNOWLEDGE_NODE-25", + "text": "ticket\\'s owner and subscribers, when a ticket\\'s resolution time SLA changes into the *Warning* or *Breached* stage.\\n\\n![]()\\n\\nFor more information, refer to the\\n[SLA status change Slack notifier snap-in](/marketplace/sla-status-change-slack-notifier) on the DevRev\\nmarketplace.\\n\\nInstallation\\n------------\\n\\n1. Create a Slack app for your workspace in .\\n2. In App features, generate bot token in **OAuth & Permissions**.\\n3. Grant the app bot the following", + "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" } ] }, @@ -1403,55 +1403,55 @@ "query_id": "17d61e6f-209e-43f7-bac4-61f02c5a63f1", "query": "customizar severity de los tickets", "retrievals": [ + { + "id": "ART-1979_KNOWLEDGE_NODE-29", + "text": "**Severity**: The importance of the ticket. Severity can be set to low, medium, blocker, or high.\\n* **Stage**: The current state of the issue. The stage attribute is used to track the progress of the issue through its lifecycle. For more information on stages, see [stages](#stages).\\n* **Part**: The part of the company or product that the issue is related to. For more information on parts, see [parts](./parts).\\n* **Created by**: The user who created the ticket.\\n* **Created date**: The date", + "title": "Tickets | Computer for Support Teams | DevRev" + }, + { + "id": "ART-1959_KNOWLEDGE_NODE-29", + "text": "in:title crm |\\n| - | Acts as an exclusion in search results. \"-\" can be used for the same purpose. | type:issue -crm type:issue in:title -crm |\\n| state | Filters results based on the stage: open, closed, or in\\\\_progress. | state:open state:closed state:in\\\\_progress |\\n| severity | Filters out tickets with the desired severity level. Supports: blocker, high, medium, low. | severity:high type:ticket -severity:low (filters all tickets excluding the ones with low severity)", + "title": "Search | Computer by DevRev | DevRev" + }, { "id": "ART-1551_KNOWLEDGE_NODE-506", "text": "organizations.\\n\\nticket.severity enum Optional\\n\\nFilters for tickets with any of the provided severities.\\n\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\n\\nFilters for records with any of the provided SLA stages.\\n\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\n\\nFilters for tickets with any of the provided source channels.\\n\\nticket.subtype string Optional\\n\\nFilters for tickets with any of the provided", "title": "Update (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-1834_KNOWLEDGE_NODE-447", - "text": "organizations.\\nticket.severity enum Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the provided source channels.\\nticket.subtype string Optional\\nFilters for tickets with any of the provided subtypes.\\ntype", - "title": "Delete \u2014 DevRev | Docs" - }, - { - "id": "ART-1651_KNOWLEDGE_NODE-455", - "text": "the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the provided source channels.\\nticket.subtype string Optional\\nFilters for tickets with any of the provided subtypes.\\ntype enum Optional\\nFilters for work of the provided types.\\nAllowed values: issue", - "title": "Create \u2014 DevRev | Docs" + "id": "ART-1564_KNOWLEDGE_NODE-506", + "text": "organizations.\\n\\nticket.severity enum Optional\\n\\nFilters for tickets with any of the provided severities.\\n\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\n\\nFilters for records with any of the provided SLA stages.\\n\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\n\\nFilters for tickets with any of the provided source channels.\\n\\nticket.subtype string Optional\\n\\nFilters for tickets with any of the provided", + "title": "List (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-1979_KNOWLEDGE_NODE-29", - "text": "**Severity**: The importance of the ticket. Severity can be set to low, medium, blocker, or high.\\n* **Stage**: The current state of the issue. The stage attribute is used to track the progress of the issue through its lifecycle. For more information on stages, see [stages](#stages).\\n* **Part**: The part of the company or product that the issue is related to. For more information on parts, see [parts](./parts).\\n* **Created by**: The user who created the ticket.\\n* **Created date**: The date", + "id": "ART-1979_KNOWLEDGE_NODE-38", + "text": "the top-right corner of your screen.\\n3. Add a title and description for your new ticket. You can also attach files related to the ticket in the description.\\n4. Select which part of the company/product this ticket is related to.\\n\\n ![]()\\n5. Enter other attributes for the ticket: change the assignee or accept the default; enter the severity; add any relevant tags to help employees identify any relevant traits of the ticket; select the workspace that the ticket pertains to.\\n6. If there are", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1633_KNOWLEDGE_NODE-454", + "id": "ART-1654_KNOWLEDGE_NODE-466", "text": "the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the provided source channels.\\nticket.subtype string Optional\\nFilters for tickets with any of the provided subtypes.\\ntype enum Optional\\nFilters for work of the provided types.\\nAllowed values: issue", "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-1654_KNOWLEDGE_NODE-466", + "id": "ART-1633_KNOWLEDGE_NODE-454", "text": "the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the provided source channels.\\nticket.subtype string Optional\\nFilters for tickets with any of the provided subtypes.\\ntype enum Optional\\nFilters for work of the provided types.\\nAllowed values: issue", "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-1651_KNOWLEDGE_NODE-468", - "text": "Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the provided source channels.\\nticket.subtype string Optional\\nFilters for tickets with any of the provided subtypes.\\ntype enum Optional\\nFilters for work of the", + "id": "ART-1651_KNOWLEDGE_NODE-455", + "text": "the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the provided source channels.\\nticket.subtype string Optional\\nFilters for tickets with any of the provided subtypes.\\ntype enum Optional\\nFilters for work of the provided types.\\nAllowed values: issue", "title": "Create \u2014 DevRev | Docs" }, { - "id": "ART-1824_KNOWLEDGE_NODE-447", - "text": "the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the provided source channels.\\nticket.subtype string Optional\\nFilters for tickets with any of the provided subtypes.\\ntype enum Optional\\nFilters for work of the provided types.\\nAllowed values: issue", - "title": "Delete \u2014 DevRev | Docs" + "id": "ART-1831_KNOWLEDGE_NODE-476", + "text": "Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the provided source channels.\\nticket.subtype string Optional\\nFilters for tickets with any of the provided subtypes.\\ntype enum Optional\\nFilters for work of the", + "title": "Get \u2014 DevRev | Docs" }, { - "id": "ART-1829_KNOWLEDGE_NODE-463", + "id": "ART-1823_KNOWLEDGE_NODE-448", "text": "the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the provided source channels.\\nticket.subtype string Optional\\nFilters for tickets with any of the provided subtypes.\\ntype enum Optional\\nFilters for work of the provided types.\\nAllowed values: issue", - "title": "Delete \u2014 DevRev | Docs" - }, - { - "id": "ART-1837_KNOWLEDGE_NODE-447", - "text": "associated with any of the provided Rev organizations.\\nticket.severity enum Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the provided source channels.\\nticket.subtype string Optional\\nFilters for tickets", - "title": "Update \u2014 DevRev | Docs" + "title": "Get \u2014 DevRev | Docs" } ] }, @@ -1460,54 +1460,54 @@ "query": "support engineer typing indicator in ticket conversation", "retrievals": [ { - "id": "ART-6174_KNOWLEDGE_NODE-13", - "text": "creator](/docs/automations/smart-issue-creator)\\n - [Set user preference for group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field", - "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" + "id": "ART-1969_KNOWLEDGE_NODE-28", + "text": "engineers. To get a list of the available commands, type / in a conversation response text box.\\n\\n\\xf0\\x9f\\x8e\\xab Tickets\\n---------\\n\\nThe benefit of Computer by DevRev is that conversations can be linked to support [tickets](../product/tickets), and tickets can be linked to build issues. This [linkage](../product/apps) means that all work can be traced back to customer concerns or requests.\\n\\nSlash commands are available in tickets to provide AI assistance to customer experience engineers.", + "title": "Computer for Support Teams | DevRev" }, { - "id": "ART-1960_KNOWLEDGE_NODE-41", - "text": "*[ticket](#ticket)*\\n: Read more about\\xc2\\xa0[*task*](https://docs.devrev.ai/product/core)\\n\\nticket\\n\\n: A record of a customer\\'s request for assistance or support.\\n: When a customer contacts a company with a problem or issue, the company creates a ticket to track the request and ensure that it is addressed in a timely and satisfactory manner. Also known as a \"customer ticket\" or \"support ticket\".\\n: Terms related to\\xc2\\xa0*ticket*:\\n\\n * *[conversation](#conversation)*\\n *", - "title": "Glossary | Computer by DevRev | DevRev" + "id": "ART-984_KNOWLEDGE_NODE-10", + "text": "indicator to the customer that the vendor obviously has some problems internally. Do you think the customer will be happy? Do you think the customer will trust what the sales rep says in the future? Simply put, no.\\n\\nNow, let\\xe2\\x80\\x99s handle this a little differently and look at the result\\xe2\\x80\\xa6\\n\\nIn this scenario, let\\xe2\\x80\\x99s say the customer files the same ticket and asks their sales rep for an update. The support engineer working on the ticket and the sales rep communicate", + "title": "Why you Should be Looking at Support Differently" }, { - "id": "ART-1979_KNOWLEDGE_NODE-42", - "text": "it's automatically put into the *queued* stage, which indicates that it needs to be picked up by a customer experience engineer.\\n\\n**In-progress**\\n\\n* *Work in progress* (WIP)\\n\\n Work on the concern reported by the user has begun. When a customer experience engineer starts work on a ticket, the ticket's stage changes to *work in progress*. When they require more information, they may ask the customer for additional detail (such as logs or context), in which case the stage would change to", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-1947_KNOWLEDGE_NODE-32", + "text": "same conversation. This means you do not need to ask your external users to write in separately about each topic they\\'d like to discuss, while the workspace can still track each item separately.\\n\\nIn the DevRev app, a support engineer can create a ticket based on a conversation they had with someone using the Plug widget. This ticket and conversation are linked.\\n\\nA ticket should describe what the external user is experiencing in a language that\\'s familiar to them. Developer-specific", + "title": "Apps | Computer by DevRev | DevRev" }, { - "id": "ART-1969_KNOWLEDGE_NODE-28", - "text": "engineers. To get a list of the available commands, type / in a conversation response text box.\\n\\n\\xf0\\x9f\\x8e\\xab Tickets\\n---------\\n\\nThe benefit of Computer by DevRev is that conversations can be linked to support [tickets](../product/tickets), and tickets can be linked to build issues. This [linkage](../product/apps) means that all work can be traced back to customer concerns or requests.\\n\\nSlash commands are available in tickets to provide AI assistance to customer experience engineers.", - "title": "Computer for Support Teams | DevRev" + "id": "ART-1967_KNOWLEDGE_NODE-26", + "text": "assist customer experience engineers with managing the conversation. To get a list of the available commands, type / in the response text box in a conversation.\\n\\n![]()\\n\\n[PreviousComputer for Support Teams](/docs/product/support)[NextSupport analytics](/docs/product/support-analytics)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about it.\\n\\n![]()](/blog/soc-compliance)\\n\\nComputer\\n\\n* [Meet Computer](/meet-computer)\\n* [How Computer", + "title": "Inbox | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-38", - "text": "the top-right corner of your screen.\\n3. Add a title and description for your new ticket. You can also attach files related to the ticket in the description.\\n4. Select which part of the company/product this ticket is related to.\\n\\n ![]()\\n5. Enter other attributes for the ticket: change the assignee or accept the default; enter the severity; add any relevant tags to help employees identify any relevant traits of the ticket; select the workspace that the ticket pertains to.\\n6. If there are", + "id": "ART-1979_KNOWLEDGE_NODE-42", + "text": "it's automatically put into the *queued* stage, which indicates that it needs to be picked up by a customer experience engineer.\\n\\n**In-progress**\\n\\n* *Work in progress* (WIP)\\n\\n Work on the concern reported by the user has begun. When a customer experience engineer starts work on a ticket, the ticket's stage changes to *work in progress*. When they require more information, they may ask the customer for additional detail (such as logs or context), in which case the stage would change to", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1977_KNOWLEDGE_NODE-13", - "text": "creator](/docs/automations/smart-issue-creator)\\n - [Set user preference for group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field", - "title": "Ticket-Team Performance | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-1969_KNOWLEDGE_NODE-29", + "text": "To get a list of the available commands, type / in a ticket discussion text box.\\n\\n\\xf0\\x9f\\x93\\x88 Insights\\n----------\\n\\nThe [Support analytics dashboards](../product/support-analytics) display data about conversations and tickets. You can use these visualizations to identify trends and concerns in your customer support process.\\n\\n[PreviousRemote MCP server](/docs/product/remote-mcp)[NextInbox](/docs/product/inbox)\\n\\n#### On this page\\n\\n* [\\xf0\\x9f\\x91\\x89 Getting", + "title": "Computer for Support Teams | DevRev" }, { - "id": "ART-6174_KNOWLEDGE_NODE-36", - "text": "Status](/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.\\n\\n![]()\\n\\n![]()\"", - "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" + "id": "ART-1004_KNOWLEDGE_NODE-9", + "text": "tickets\\nWHERE EXTRACT(@period FROM created_at) = EXTRACT(@period FROM CURRENT_DATE)\\nGROUP BY engineer_id;\\n-- NOTE: Replace @period with 'DAY', 'WEEK', 'MONTH', or 'QUARTER'.\\n\\n\\nIndividual Customer Satisfaction (CSAT) Score\\n\\n\\n Definition\\n \\n A metric that gauges customer satisfaction with the support provided by a specific engineer, typically collected through surveys.\\n \\n \\n Calculation\\n \\n (Number of satisfied responses for the engineer) / (Total number of", + "title": "Understanding a Support Engineer's Pain Points and KPIs" }, { - "id": "ART-2019_KNOWLEDGE_NODE-3", - "text": "reminder\\nCSAT on conversation\\nCSAT on ticket\\nDescope identity validation\\nFollow-up ticket\\nHTTP archive file upload & sanitization\\nLink preview\\nOrg tags sync\\nSentiment evaluator\\nStageFlow automator\\nSmart issue creator\\nSet user preference for group\\nSmart import KBs\\nSLA status change Slack notifier\\nSlash commands\\nSmart sprint\\nSpam Shield\\nTicket age in engineering\\nTicket issue field migrator\\nTicket email notifier\\nTask tracker\\nTicket Tagger\\nWork duration\\nOperational SLA", - "title": "Smart sprint | Automate | Snap-ins | DevRev" + "id": "ART-15716_KNOWLEDGE_NODE-7", + "text": "Tickets from Chat ConversationsYes, you can create a ticket from a conversation without leaving the chat. Some fields may be prefilled from the conversation.\\n\\nDetails:\\xc2\\xa0[Conv \\xe2\\x86\\x92 Ticket Creation](https://devrev.ai/docs/product/conversation-ticket)\\n\\n5. Viewing Ticket Activity to Avoid Duplicate Responses\\n\\nCurrently, there\\xe2\\x80\\x99s no direct feature to see who is viewing a ticket in real time. But, we can see if someone is typing on a ticket.\\n\\n6. Generating AI Summaries", + "title": "Support queries related playbook" }, { - "id": "ART-1979_KNOWLEDGE_NODE-41", - "text": "progress\\n\\n\\n\\nOpen\\n\\n\\n\\nEscalate\\n\\n\\n\\nValidate the fix\\n\\n\\n\\nAdditional detail needed\\n\\n\\n\\nCustomer responds\\n\\n\\n\\nStart\\n\\n\\n\\nFeature request accepted\\n\\n\\n\\nResolved\\n\\n\\n\\nNot valid\\n\\n\\n\\nQueued\\n\\n\\n\\nWork in progress\\n\\n\\n\\nAwaiting product assist\\n\\n\\n\\nAwaiting development\\n\\n\\n\\nAwating customer response\\n\\n\\n\\nIn development\\n\\n\\n\\nAccepted\\n\\n\\n\\nResolved\\n\\n\\n\\nCanceled\\n```\\n\\n**Open**\\n\\n* *Queued* (Q)\\n The initial stage for all tickets. When a new ticket is created,", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-1974_KNOWLEDGE_NODE-28", + "text": "transitions from *new* to *waiting on user*. When a customer responds back to support, the stage transitions to *needs response*.\\n\\n Towards the end of the conversation when the resolution is expected to be valid, the customer experience engineer asks the customer to acknowledge their concerns have been resolved. When the customer experience engineer asks this question the stage transitions to *waiting on user*, and if they validate it moves to *needs response* for the customer experience", + "title": "Conversations | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-45", - "text": "a user. In certain cases where the ticket depends on some fix (issues) the stage may go from *in development* to *awaiting customer response* when the corresponding issues have been resolved and the fix needs to be validated with the user.\\n\\n In certain cases, the customer experience engineer may be able to solve directly (without any required issues) which may change the stage from *work in progress* to *awaiting customer response* to validate they have solved the problem. If either has", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-1004_KNOWLEDGE_NODE-12", + "text": "The percentage of support tickets resolved by a support engineer during the first interaction with the customer, which can indicate the engineer\\xe2\\x80\\x99s efficiency and problem-solving abilities.\\n \\n \\n Calculation\\n \\n (Total number of tickets resolved on first contact by the engineer) / (Total number of tickets handled by the engineer) * 100\\n \\n \\n\\n\\nTraining Hours per Employee\\n\\n\\n Definition\\n \\n The average number of training hours completed by a", + "title": "Understanding a Support Engineer's Pain Points and KPIs" } ] }, @@ -1516,54 +1516,54 @@ "query": "update the name that a broadcast on an incident comes from when pushed to a ticket", "retrievals": [ { - "id": "ART-4133_KNOWLEDGE_NODE-18", - "text": "incident was mitigated.\\n\\nowned\\\\_byobjectOptional\\n\\nShow 1 properties\\n\\npiaobjectOptional\\n\\nShow 1 properties\\n\\nplaybooksobjectOptional\\n\\nShow 1 properties\\n\\nrelated\\\\_docsobjectOptional\\n\\nShow 1 properties\\n\\nreported\\\\_bylongOptional\\n\\nThe entity that first reported the incident.\\n\\nseveritylongOptional\\n\\nSeverity of the incident.\\n\\nstageobjectOptional\\n\\nUpdate object for Stage.\\n\\nShow 2 properties\\n\\nstage\\\\_validation\\\\_optionslist of enumsOptional\\n\\nThe type of stage", - "title": "Update Incident | DevRev | Docs" + "id": "ART-2913_KNOWLEDGE_NODE-30", + "text": "incident notes.\\n* **Update PagerDuty Incident Name**: Toggle whether PagerDuty incident titles\\n should be updated with the respective DevRev incident's ID.\\n\\n The format is: **[INC-XXX] - Original Incident Title**.\\n* **Default PagerDuty Service Runnable Part** (optional): Specify the default\\n runnable part to be used when no impacted part is selected on incident\\n creation.\\n\\n Select a runnable part that is mapped to a PagerDuty service.\\n* **Default PagerDuty Escalation Policy ID**", + "title": "PagerDuty | Integrate | Snap-ins | DevRev" }, { - "id": "ART-4133_KNOWLEDGE_NODE-1", - "text": "\" \\\\ |\\n| > | -H \"Content-Type: application/json\" \\\\ |\\n| > | -d \\'{ |\\n| > | \"id\": \"string\" |\\n| > | }\\' |\\n```\\n\\n[Try it](/beta/api-reference/incidents/update?explorer=true)\\n\\n200Successful\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"incident\": { |\\n| 3 | \"id\": \"string\", |\\n| 4 | \"title\": \"string\", |\\n| 5 | \"acknowledged_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 6 | \"actual_close_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 7 | \"applies_to_parts\": [ |\\n| 8 | { |\\n| 9 | \"display_id\":", - "title": "Update Incident | DevRev | Docs" + "id": "ART-1979_KNOWLEDGE_NODE-26", + "text": "associated with a part (product or service) and can come from both internal and external users. Tickets are also used to communicate progress to the user or other impacted party.\\n\\nThere may be cases where mass communications (broadcast) are necessary in the event of lots of impacted or related parties (such as service status updates). In this scenario, the ticket would be used to broadcast and handle communications among multiple parties, including across multiple workspaces. Broadcast can", + "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-4133_KNOWLEDGE_NODE-5", - "text": "|\\n| 67 | \"display_id\": \"string\", |\\n| 68 | \"identified_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 69 | \"impact\": { |\\n| 70 | \"count\": { |\\n| 71 | \"id\": 1, |\\n| 72 | \"label\": \"string\", |\\n| 73 | \"ordinal\": 1, |\\n| 74 | \"value\": null |\\n| 75 | }, |\\n| 76 | \"customer_ids\": [ |\\n| 77 | { |\\n| 78 | \"id\": \"string\", |\\n| 79 | \"display_id\": \"string\", |\\n| 80 | \"display_name\": \"string\" |\\n| 81 | } |\\n| 82 | ] |\\n| 83 | }, |\\n| 84 | \"mitigated_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 85 | \"modified_by\": {", + "id": "ART-4133_KNOWLEDGE_NODE-2", + "text": "\"string\", |\\n| 10 | \"id\": \"string\", |\\n| 11 | \"name\": \"string\", |\\n| 12 | \"owned_by\": [ |\\n| 13 | { |\\n| 14 | \"display_id\": \"string\", |\\n| 15 | \"id\": \"string\", |\\n| 16 | \"display_name\": \"string\", |\\n| 17 | \"display_picture\": { |\\n| 18 | \"display_id\": {}, |\\n| 19 | \"id\": {}, |\\n| 20 | \"file\": {} |\\n| 21 | }, |\\n| 22 | \"email\": \"string\", |\\n| 23 | \"full_name\": \"string\", |\\n| 24 | \"state\": \"active\" |\\n| 25 | } |\\n| 26 | ], |\\n| 27 | \"sync_metadata\": { |\\n| 28 | \"external_reference\": \"string\", |\\n|", "title": "Update Incident | DevRev | Docs" }, { - "id": "ART-4133_KNOWLEDGE_NODE-15", - "text": "\"string\" |\\n| 258 | } |\\n| 259 | ], |\\n| 260 | \"target_close_date\": \"2023-01-01T12:00:00.000Z\" |\\n| 261 | } |\\n| 262 | } |\\n```\\n\\nUpdates an incident.\\n\\n### Headers\\n\\nAuthorizationstringRequired\\n\\nBearer authentication of the form `Bearer `, where token is your auth token.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\nidstringRequired`format: \"id\"`\\n\\nThe ID of the incident to be updated.\\n\\nacknowledged\\\\_datestringOptional`format: \"date-time\"`\\n\\nTimestamp when the incident", + "id": "ART-4133_KNOWLEDGE_NODE-20", + "text": "incident.\\n\\nsourcelongOptionalDeprecated\\n\\nSource of where the incident was created. Only sys users and\\nservice accounts are supposed to set this field.\\n\\n### Response\\n\\nSuccess.\\n\\nincidentobject\\n\\nShow 29 properties\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n404\\n\\nNot Found Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page", "title": "Update Incident | DevRev | Docs" }, { - "id": "ART-4127_KNOWLEDGE_NODE-5", - "text": "|\\n| 67 | \"display_id\": \"string\", |\\n| 68 | \"identified_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 69 | \"impact\": { |\\n| 70 | \"count\": { |\\n| 71 | \"id\": 1, |\\n| 72 | \"label\": \"string\", |\\n| 73 | \"ordinal\": 1, |\\n| 74 | \"value\": null |\\n| 75 | }, |\\n| 76 | \"customer_ids\": [ |\\n| 77 | { |\\n| 78 | \"id\": \"string\", |\\n| 79 | \"display_id\": \"string\", |\\n| 80 | \"display_name\": \"string\" |\\n| 81 | } |\\n| 82 | ] |\\n| 83 | }, |\\n| 84 | \"mitigated_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 85 | \"modified_by\": {", - "title": "Create Incident | DevRev | Docs" - }, - { - "id": "ART-1551_KNOWLEDGE_NODE-275", - "text": "Optional\\n\\nTimestamp when the incident was mitigated.\\n\\nowned_by object Optional\\nShow property\\npia object Optional\\nShow property\\nplaybooks object Optional\\nShow property\\nrelated_docs object Optional\\nShow property\\nreported_by long Optional\\n\\nThe entity that first reported the incident.\\n\\nseverity long Optional\\n\\nSeverity of the incident.\\n\\nsource long Optional\\n\\nSource of where the incident was created. Only sys users and service accounts are supposed to set this field.\\n\\nstage", - "title": "Update (Beta) \u2014 DevRev | Docs" + "id": "ART-4133_KNOWLEDGE_NODE-3", + "text": "29 | \"origin_system\": \"string\" |\\n| 30 | } |\\n| 31 | } |\\n| 32 | ], |\\n| 33 | \"artifacts\": [ |\\n| 34 | { |\\n| 35 | \"id\": \"string\", |\\n| 36 | \"display_id\": \"string\", |\\n| 37 | \"file\": { |\\n| 38 | \"type\": \"string\", |\\n| 39 | \"name\": \"string\", |\\n| 40 | \"size\": 1 |\\n| 41 | } |\\n| 42 | } |\\n| 43 | ], |\\n| 44 | \"body\": \"string\", |\\n| 45 | \"created_by\": { |\\n| 46 | \"display_id\": \"string\", |\\n| 47 | \"id\": \"string\", |\\n| 48 | \"display_name\": \"string\", |\\n| 49 | \"display_picture\": { |\\n| 50 |", + "title": "Update Incident | DevRev | Docs" }, { - "id": "ART-4127_KNOWLEDGE_NODE-10", - "text": "\"string\" |\\n| 166 | }, |\\n| 167 | \"sync_metadata\": { |\\n| 168 | \"external_reference\": \"string\", |\\n| 169 | \"origin_system\": \"string\" |\\n| 170 | }, |\\n| 171 | \"title\": \"string\" |\\n| 172 | } |\\n| 173 | ], |\\n| 174 | \"reported_by\": { |\\n| 175 | \"id\": 1, |\\n| 176 | \"label\": \"string\", |\\n| 177 | \"ordinal\": 1, |\\n| 178 | \"value\": null |\\n| 179 | }, |\\n| 180 | \"severity\": { |\\n| 181 | \"id\": 1, |\\n| 182 | \"label\": \"string\", |\\n| 183 | \"ordinal\": 1, |\\n| 184 | \"value\": null |\\n| 185 | }, |\\n| 186 |", - "title": "Create Incident | DevRev | Docs" + "id": "ART-1308_KNOWLEDGE_NODE-196", + "text": "Optional\\nSeverity of the incident.\\nsource long Optional\\nSource of where the incident was created. Only sys users and service accounts are supposed to set this field.\\nstage object Optional\\nUpdate object for Stage.\\nShow 2 properties\\nstakeholders object Optional\\nShow property\\ntags object Optional\\nShow property\\ntarget_close_date datetime Optional\\nTimestamp when the incident is expected to be resolved.\\ntitle string Optional\\nTitle of the incident.\\nResponse.\\n\\nThis endpoint returns an", + "title": "Update \u2014 DevRev | Docs" }, { - "id": "ART-4133_KNOWLEDGE_NODE-10", - "text": "\"string\" |\\n| 166 | }, |\\n| 167 | \"sync_metadata\": { |\\n| 168 | \"external_reference\": \"string\", |\\n| 169 | \"origin_system\": \"string\" |\\n| 170 | }, |\\n| 171 | \"title\": \"string\" |\\n| 172 | } |\\n| 173 | ], |\\n| 174 | \"reported_by\": { |\\n| 175 | \"id\": 1, |\\n| 176 | \"label\": \"string\", |\\n| 177 | \"ordinal\": 1, |\\n| 178 | \"value\": null |\\n| 179 | }, |\\n| 180 | \"severity\": { |\\n| 181 | \"id\": 1, |\\n| 182 | \"label\": \"string\", |\\n| 183 | \"ordinal\": 1, |\\n| 184 | \"value\": null |\\n| 185 | }, |\\n| 186 |", - "title": "Update Incident | DevRev | Docs" + "id": "ART-1792_KNOWLEDGE_NODE-197", + "text": "Optional\\nSeverity of the incident.\\nsource long Optional\\nSource of where the incident was created. Only sys users and service accounts are supposed to set this field.\\nstage object Optional\\nUpdate object for Stage.\\nShow 2 properties\\nstakeholders object Optional\\nShow property\\ntags object Optional\\nShow property\\ntarget_close_date datetime Optional\\nTimestamp when the incident is expected to be resolved.\\ntitle string Optional\\nTitle of the incident.\\nResponse.\\n\\nThis endpoint returns an", + "title": "Update \u2014 DevRev | Docs" }, { - "id": "ART-4133_KNOWLEDGE_NODE-17", - "text": "included in the\\nspecifier, it remains unchanged. For surfaces with human interactors,\\nit is recommended to provide tenant\\\\_fragment: true and\\nvalidate\\\\_required\\\\_fields: true.\\n\\nShow 5 properties\\n\\nexternal\\\\_source\\\\_dataobjectOptional\\n\\nShow 3 properties\\n\\nidentified\\\\_datestringOptional`format: \"date-time\"`\\n\\nTime when the incident was identified/reported.\\n\\nimpactobjectOptional\\n\\nShow 2 properties\\n\\nmitigated\\\\_datestringOptional`format: \"date-time\"`\\n\\nTimestamp when the", - "title": "Update Incident | DevRev | Docs" + "id": "ART-12390_KNOWLEDGE_NODE-36", + "text": "enhancement object |\\n| UpdateIncident | Updates incident details. | * id: ID of the incident to update * Incident details to update * subtype: (Optional) Incident subtype * apps: (Optional) Related apps * app\\\\_custom\\\\_fields: (Optional) Custom fields * stage: (Optional) New stage | Updated incident object |\\n| UpdateIssue | Updates issue details. | * id: ID of the issue to update * Issue details to update * subtype: (Optional) Issue subtype * apps: (Optional) Related apps *", + "title": "Workflow action library | Workflows | Computer by DevRev | DevRev" }, { "id": "ART-4133_KNOWLEDGE_NODE-19", "text": "validations options when updating the stage or\\nthe stage diagram of an incident.\\n\\nAllowed values:allow\\\\_invalid\\\\_transition\\n\\nstaged\\\\_infoobjectOptional\\n\\nUpdate object for StagedInfo.\\n\\nShow 4 properties\\n\\nsync\\\\_metadataobjectOptional\\n\\nShow 4 properties\\n\\ntagsobjectOptional\\n\\nShow 1 properties\\n\\ntarget\\\\_close\\\\_datestringOptional`format: \"date-time\"`\\n\\nTimestamp when the incident is expected to be resolved.\\n\\ntitlestringOptional`format: \"text\"`\\n\\nTitle of the", "title": "Update Incident | DevRev | Docs" + }, + { + "id": "ART-2599_KNOWLEDGE_NODE-32", + "text": "Configuration**.\\n\\n e. Go to **Incidents** > **Settings** > **Notification Rules** and click **Add New Rule**.\\n\\n f. Choose **Declared or Updated** to notify the webhook when the incident is\\n both declared and updated.\\n\\n g. Add the webhook **Name** followed by **@webhook-** in the **Notify**\\n field.\\n\\n h. Select the fields that needs to be updated when the notification is sent,\\n in the **Renotify on updates to** field.\\n\\n i. Click **Save** to enable the notification", + "title": "Datadog | Integrate | Snap-ins | DevRev" } ] }, @@ -1572,54 +1572,54 @@ "query": "search functionality on tickets and issues deprecated", "retrievals": [ { - "id": "ART-1959_KNOWLEDGE_NODE-29", - "text": "in:title crm |\\n| - | Acts as an exclusion in search results. \"-\" can be used for the same purpose. | type:issue -crm type:issue in:title -crm |\\n| state | Filters results based on the stage: open, closed, or in\\\\_progress. | state:open state:closed state:in\\\\_progress |\\n| severity | Filters out tickets with the desired severity level. Supports: blocker, high, medium, low. | severity:high type:ticket -severity:low (filters all tickets excluding the ones with low severity)", - "title": "Search | Computer by DevRev | DevRev" + "id": "ART-1242_KNOWLEDGE_NODE-0", + "text": "b'Tickets and issues | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[works](/api-reference/works/tickets-and-issues)\\n\\nTickets and issues\\n==================\\n\\nCopy page\\n\\n`works` endpoint\\n\\n\\xe2\\x84\\xb9\\xef\\xb8\\x8f A work item is a record of some work that has to be done for a customer (ticket) or for another builder or maintainer of a part (issue).\\n\\n\\xf0\\x9f\\x93\\x8c For more information", + "title": "Tickets and issues | DevRev | Docs" }, { - "id": "ART-1959_KNOWLEDGE_NODE-28", - "text": "of the ticket/issue/enhancement or title. | in:title crm in:title \"crm exp\" in:title crm exp in:body \"bot issues\" |\\n| type: | Enables users to filter by object type. Supported object types include: issue, enhancement, ticket, revu (for searching contacts), question\\\\_answer, conversation, article, devu (for searching internal contacts), account, feature, runnable. | type:issue type:enhancement in:title CRM type:revu type:enhancement, opportunity type:issue, enhancement", - "title": "Search | Computer by DevRev | DevRev" + "id": "ART-15664_KNOWLEDGE_NODE-16", + "text": "\\'https://api.devrev.ai/link-types.custom.update\\' \\\\ |\\n| > | --header \\'Content-Type: application/json\\' \\\\ |\\n| > | --header \\'Authorization: Bearer \\' \\\\ |\\n| > | --data \\'{ |\\n| > | \"id\": \"don:core:dvrv-us-1:devo/demo:custom_link_type/1\", |\\n| > | \"is_deprecated\": true |\\n| > | }\\' |\\n```\\n\\nQuick reference: links from tickets, and issues\\n-----------------------------------------------\\n\\n##### \\n\\nThis section lists common links you can create from tickets and issues. It is not an", + "title": "Links | DevRev | Docs" }, { - "id": "ART-1242_KNOWLEDGE_NODE-0", - "text": "b'Tickets and issues | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[works](/api-reference/works/tickets-and-issues)\\n\\nTickets and issues\\n==================\\n\\nCopy page\\n\\n`works` endpoint\\n\\n\\xe2\\x84\\xb9\\xef\\xb8\\x8f A work item is a record of some work that has to be done for a customer (ticket) or for another builder or maintainer of a part (issue).\\n\\n\\xf0\\x9f\\x93\\x8c For more information", - "title": "Tickets and issues | DevRev | Docs" + "id": "ART-1447_KNOWLEDGE_NODE-2", + "text": "[Support](https://devrev.ai/support)\\n * [Search](https://devrev.ai/search)\\n * [PLuG - User Engagement](https://devrev.ai/plug-user-engagement)\\n * [PLuG - User Observability](https://devrev.ai/plug-observability)\\n * [Marketplace](https://marketplace.devrev.ai/)\\n\\nPlatform\\n\\n * [Airdrop](https://devrev.ai/airdrop)\\n * [Analytics](https://devrev.ai/analytics)\\n * [Workflow Engine](https://devrev.ai/workflow-engine)\\n * [Turing AI](https://devrev.ai/turing-ai)\\n\\nResources\\n\\n *", + "title": "Tickets and issues \u2014 DevRev | Docs" }, { - "id": "ART-1959_KNOWLEDGE_NODE-34", - "text": "subtype: :\\n```\\n```\\n\\n**Examples**\\n\\nSearch for tickets related to access issues with tenant field escalated:\\n\\n```\\n```\\n1 tnt__escalated:true access issues\\n```\\n```\\n\\nSearch for bugs related to access issues with subtype field customer\\\\_impact:\\n\\n```\\n```\\n1 subtype:Bug ctype__customer_impact:true access issues\\n```\\n```\\n\\nSearch across multiple subtypes for tickets related to access issues:\\n\\n```\\n```\\n1 subtype:Bug,Events access", + "id": "ART-1959_KNOWLEDGE_NODE-28", + "text": "of the ticket/issue/enhancement or title. | in:title crm in:title \"crm exp\" in:title crm exp in:body \"bot issues\" |\\n| type: | Enables users to filter by object type. Supported object types include: issue, enhancement, ticket, revu (for searching contacts), question\\\\_answer, conversation, article, devu (for searching internal contacts), account, feature, runnable. | type:issue type:enhancement in:title CRM type:revu type:enhancement, opportunity type:issue, enhancement", "title": "Search | Computer by DevRev | DevRev" }, { - "id": "ART-1784_KNOWLEDGE_NODE-445", - "text": "issues synced from this specific origin system.\\ntags string Optional\\nFilters for work with any of the provided tags.\\nticket.channels enum Optional\\nFilters for tickets with any of the provided channels.\\nAllowed values: email plug slack twilio twilio_sms\\nticket.group string Optional\\nFilters for tickets belonging to specific groups.\\nticket.is_spam boolean Optional\\nFilters for tickets that are spam.\\nticket.needs_response boolean Optional\\nFilters for tickets that need", - "title": "Locate Post \u2014 DevRev | Docs" + "id": "ART-1959_KNOWLEDGE_NODE-24", + "text": "customization](#integrate-search-with-customization)\\n* [Search over custom fields](#search-over-custom-fields)\\n* [Search over custom objects](#search-over-custom-objects)\\n\\n1. [Documentation](/docs)\\n3. [Computer by DevRev](/docs/intro)\\n[Search](/docs/product/search)\\n\\nSearch\\n======\\n\\nSearch works across all DevRev apps, offering seamless navigation and access to issues, tickets, articles, customers, and more. It also allows you to search through timeline comments related to these items.", + "title": "Search | Computer by DevRev | DevRev" }, { - "id": "ART-1783_KNOWLEDGE_NODE-445", - "text": "issues synced from this specific origin system.\\ntags string Optional\\nFilters for work with any of the provided tags.\\nticket.channels enum Optional\\nFilters for tickets with any of the provided channels.\\nAllowed values: email plug slack twilio twilio_sms\\nticket.group string Optional\\nFilters for tickets belonging to specific groups.\\nticket.is_spam boolean Optional\\nFilters for tickets that are spam.\\nticket.needs_response boolean Optional\\nFilters for tickets that need", - "title": "Locate \u2014 DevRev | Docs" + "id": "ART-1959_KNOWLEDGE_NODE-29", + "text": "in:title crm |\\n| - | Acts as an exclusion in search results. \"-\" can be used for the same purpose. | type:issue -crm type:issue in:title -crm |\\n| state | Filters results based on the stage: open, closed, or in\\\\_progress. | state:open state:closed state:in\\\\_progress |\\n| severity | Filters out tickets with the desired severity level. Supports: blocker, high, medium, low. | severity:high type:ticket -severity:low (filters all tickets excluding the ones with low severity)", + "title": "Search | Computer by DevRev | DevRev" }, { - "id": "ART-1447_KNOWLEDGE_NODE-1", - "text": "[Tickets](https://docs.devrev.ai/product/tickets) and [Issues](https://docs.devrev.ai/product/issues).\\n\\nWas this page helpful?YesNo\\n\\n[Create WorkUp Next](/public/api-reference/works/create)\\n\\n[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)\\n\\n[Enterprise grade security to protect customer dataLearn more about it.](https://devrev.ai/blog/soc-compliance)\\n\\nProduct\\n\\n * [Build](https://devrev.ai/build)\\n *", - "title": "Tickets and issues \u2014 DevRev | Docs" + "id": "ART-15664_KNOWLEDGE_NODE-1", + "text": "link types](/beta/guides/links#update-link-types)\\n* [Create links between objects with subtypes](/beta/guides/links#create-links-between-objects-with-subtypes)\\n* [Deprecate link types](/beta/guides/links#deprecate-link-types)\\n* [Quick reference: links from tickets, and issues](/beta/guides/links#quick-reference-links-from-tickets-and-issues)\\n* [Links from tickets](/beta/guides/links#links-from-tickets)\\n* [Links from issues](/beta/guides/links#links-from-issues)\\n* [Behavior and constraints", + "title": "Links | DevRev | Docs" }, { - "id": "ART-1447_KNOWLEDGE_NODE-0", - "text": "b'[](/public/api-reference/works/tickets-and-issues)\\n\\nPublic\\n\\n[API Reference](/public/api-reference/getting-started)[Works](/public/api-reference/works/tickets-and-issues)\\n\\n#\\n\\nTickets and issues\\n\\n`works` endpoint\\n\\n\\xe2\\x84\\xb9\\xef\\xb8\\x8f A work item is a record of some work that has to be done for a customer (ticket) or for another builder or maintainer of a part (issue).\\n\\n\\xf0\\x9f\\x93\\x8c For more information about work items, refer to", - "title": "Tickets and issues \u2014 DevRev | Docs" + "id": "ART-15716_KNOWLEDGE_NODE-8", + "text": "for TicketsWe have a summarize option (it would resemble sparkle symbol) in the top right corner of the ticket view, which uses the ticket content to summarize the ticket\\n\\n7. Difference between Issues and Tickets\\n\\nTickets\\xc2\\xa0are for customer support\\xe2\\x80\\x94tracking requests, problems, or questions from customers or prospects.\\n\\nIssues\\xc2\\xa0are internal work items for developers\\xe2\\x80\\x94used to improve the product, fix bugs, or implement features. Issues can be linked to", + "title": "Support queries related playbook" }, { - "id": "ART-2874_KNOWLEDGE_NODE-27", - "text": "updated, and not updated. If the fields specified in the configuration are not found, a notification will be provided in the **Discussion** tab.\\n\\n[PreviousTicket age in engineering](/docs/automations/ticket-age-in-engineering)[NextTicket Immutability](/docs/automations/ticket-immutability)\\n\\n#### On this page\\n\\n* [Ticket issue field migrator](#ticket-issue-field-migrator)\\n* [Installation](#installation)\\n* [Configuration](#configuration)\\n\\n[Enterprise grade security to protect customer", - "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" + "id": "ART-1959_KNOWLEDGE_NODE-34", + "text": "subtype: :\\n```\\n```\\n\\n**Examples**\\n\\nSearch for tickets related to access issues with tenant field escalated:\\n\\n```\\n```\\n1 tnt__escalated:true access issues\\n```\\n```\\n\\nSearch for bugs related to access issues with subtype field customer\\\\_impact:\\n\\n```\\n```\\n1 subtype:Bug ctype__customer_impact:true access issues\\n```\\n```\\n\\nSearch across multiple subtypes for tickets related to access issues:\\n\\n```\\n```\\n1 subtype:Bug,Events access", + "title": "Search | Computer by DevRev | DevRev" }, { - "id": "ART-1959_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Search | Computer by DevRev | DevRev" + "id": "ART-3038_KNOWLEDGE_NODE-4", + "text": "self-service options led to a growing volume of support tickets, further straining their resources.\\n\\nTheir help-site search functionality was particularly problematic, requiring manual intervention and creating friction in merchant interactions. With their business expanding rapidly, Bolt needed a more robust, integrated solution that could scale with their growth while improving both the merchant and shopper experience.\\n\\nThe solution\\n------------\\n\\nIn early 2024, Bolt implemented DevRev", + "title": "Bolt unifies support and product to deliver seamless commerce" } ] }, @@ -1628,54 +1628,54 @@ "query": "how to use snap-ins in DevRev", "retrievals": [ { - "id": "ART-1274_KNOWLEDGE_NODE-1", - "text": "snap-in.\\n\\nSnap-ins are collections of objects that extend DevRev\\xe2\\x80\\x99s core platform value. These objects include automation, event sources, keyrings, custom types, and vistas. Snap-ins are packaged and installed separately from the DevRev core platform. To create your own snap-in, create a [dev org](https://app.devrev.ai/) where you will be installing your snap-in.\\n\\n[1](/snapin-development/tutorials/getting-started#before-you-begin)\\n\\n### Before you begin\\n\\n* Install [DevRev", - "title": "Getting started | DevRev | Docs" + "id": "ART-2913_KNOWLEDGE_NODE-25", + "text": "DevRev support.\\n\\nInstallation\\n------------\\n\\n1. In DevRev, go to **Settings** > **Snap-ins** and click **Explore\\n Marketplace** in the top-right corner.\\n2. In the DevRev marketplace, find **PagerDuty** and click **Install**.\\n3. Set-up the snap-in's configurations.\\n4. Click **Save** > **Install snap-in**.\\n5. Execute the /pagerduty register-webhook command in the snap-in\\n **Discussions** tab. Upon successful start, you will see the message\\n **Successfully registered DevRev", + "title": "PagerDuty | Integrate | Snap-ins | DevRev" }, { - "id": "ART-1275_KNOWLEDGE_NODE-0", - "text": "b'Using a snap-in to perform a DevRev action | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\nOn this page\\n\\n* [Introduction](/snapin-development/tutorials/timer-ticket-creator#introduction)\\n* [Background context](/snapin-development/tutorials/timer-ticket-creator#background-context)\\n* [Resources](/snapin-development/tutorials/timer-ticket-creator#resources)\\n\\n[Snap-in", - "title": "Using a snap-in to perform a DevRev action | DevRev | Docs" + "id": "ART-2737_KNOWLEDGE_NODE-25", + "text": "snap-in](https://marketplace.devrev.ai/smart-issue-creator) on the DevRev marketplace.\\n\\nInstallation\\n------------\\n\\n1. In DevRev, go to **Settings** > **Snap-ins** and click **Explore Marketplace** in the top-right corner.\\n2. In the DevRev marketplace, find **Smart issue creator** and click **Install**.\\n3. In DevRev, **Snap-ins** > **Smart issue creator** > **Configure**.\\n4. Select the default owner, part, and tags. The default owner is assigned if no owner is selected from the snapkit.", + "title": "Smart issue creator | Automate | Snap-ins | DevRev" }, { - "id": "ART-1483_KNOWLEDGE_NODE-31", - "text": "__\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n'", - "title": "Using a snap-in to perform a DevRev action \u2014 DevRev | Docs" + "id": "ART-3960_KNOWLEDGE_NODE-28", + "text": "Download the latest version of the snap-in from the DevRev marketplace.\\n2. Upload the CSV file containing user details.\\n3. Run the snap-in to process the file and link accounts.\\n4. Verify the linked accounts in DevRev.\\n\\n### How to use the snap-in\\n\\n1. Use slash commands in the **Events** section.\\n2. In the **Discussion** tab, type the slash commands.\\n3. Run the snap-in using the /link\\\\_github\\\\_accounts\\\\_to\\\\_devrev command in the snap-in discussion thread.\\n4. The columns login and", + "title": "Auto-link DevRev GitHub accounts | Automate | Snap-ins | DevRev" }, { - "id": "ART-1485_KNOWLEDGE_NODE-5", - "text": "[Resources](/public/snapin-development/tutorials/triggered-event#resources)\\n\\n[Snap-in development](/public/snapin-development/concepts)[Tutorials](/public/snapin-development/tutorials/overview)\\n\\n#\\n\\nSnap-in triggered by a DevRev event\\n\\n## Introduction\\n\\nIn this tutorial, you\\xe2\\x80\\x99ll learn to create a dynamic snap-in that responds to both DevRev Webhook events triggered by the creation of a [work](https://docs.devrev.ai/product/core) and specialized", - "title": "Snap-in triggered by a DevRev event \u2014 DevRev | Docs" + "id": "ART-1854_KNOWLEDGE_NODE-2", + "text": "snap-ins platform offers event reliability features to ensure smooth and resilient event processing. This document provides an overview of these features and how developers can leverage them to build reliable snap-ins.\\n\\n## Getting started\\n\\nTo start using the event reliability features in your snap-ins, follow these steps:\\n\\n 1. Update your DevRev SDK to the latest version.\\n 2. Define retryable errors using the `FunctionExecutionError` interface in your snap-in code.\\n 3. Configure the", + "title": "Event reliability in DevRev snap-ins \u2014 DevRev | Docs" }, { - "id": "ART-1483_KNOWLEDGE_NODE-27", - "text": "Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why How](https://devrev.ai/what-why-how)\\n\\nConnect\\n\\n * [Contact ](mailto:humansofdevrev@devrev.ai)\\n * [Instagram ](https://www.instagram.com/devrev)\\n * [Medium ](https://medium.com/devrev)\\n * [Linkedin", - "title": "Using a snap-in to perform a DevRev action \u2014 DevRev | Docs" + "id": "ART-2033_KNOWLEDGE_NODE-25", + "text": "snap-in](/marketplace/instabug) on the DevRev\\nmarketplace.\\n\\nLet's set up Instabug for you\\n-----------------------------\\n\\n### Installation\\n\\n1. Go to the **Snap-ins** section within your DevRev workspace settings.\\n2. Click **Explore Marketplace**.\\n3. Search for **Instabug** and click **Install** next to the **Instabug**\\n snap-in.\\n4. In the DevRev app, configure the snap-in in **Settings** > **Snap-ins** >\\n **Instabug**.\\n\\n * Optionally select the default owner for Instabug", + "title": "Instabug | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2004_KNOWLEDGE_NODE-24", - "text": "the [Marketplace](/marketplace).\\n\\nSnap-ins are of the following types:\\n\\n* **Integrations** let you connect DevRev with existing systems such as Slack and Jira.\\n* **Automations** perform tasks within DevRev based on events, like responding to customer conversations and linking tickets and issues.\\n* **AirSync** helps you bring data from external sources to DevRev and keep them in sync.\\n\\nWhile numerous snap-ins are available and more are in development, you can create your own using", - "title": "Snap-ins | DevRev" + "id": "ART-2599_KNOWLEDGE_NODE-25", + "text": "DevRev,\\nDevRev webhook is triggered and corresponding changes are reflected in Datadog.\\nTimeline entries are synced one-way\\xe2\\x80\\x94from DevRev to Datadog.\\n\\nInstallation\\n------------\\n\\n1. Open the DevRev marketplace and install the **Datadog** snap-in.\\n2. Select the workspace where you want to install the snap-in, confirm your\\n selection, and click **Deploy snap-in**.\\n3. In DevRev app, setup the connection in **Settings** > **Snap-ins** >\\n **Connections** on top.\\n * Search", + "title": "Datadog | Integrate | Snap-ins | DevRev" }, { - "id": "ART-1277_KNOWLEDGE_NODE-1", - "text": "development](/snapin-development/concepts)[Tutorials](/snapin-development/tutorials/overview)\\n\\nSnap-in triggered by a DevRev event\\n===================================\\n\\nCopy page\\n\\nIntroduction\\n------------\\n\\nIn this tutorial, you\\xe2\\x80\\x99ll learn to create a dynamic snap-in that responds to both DevRev Webhook events triggered by the creation of a [work](https://docs.devrev.ai/product/core) and specialized [command](/snapin-development/references/commands) within DevRev.\\n\\nThe focus", - "title": "Snap-in triggered by a DevRev event | DevRev | Docs" + "id": "ART-2037_KNOWLEDGE_NODE-41", + "text": "make use of this feature, the following conditions must be met:\\n\\n1. The DevRev organization has enabled the **Create task for PR reviewers** feature in the [GitHub for DevRev snap-in](/marketplace/github).\\n2. Each developer that wants to use this feature has to link their GitHub account by going to **Settings** > **Account** > **External Identities** and **Link GitHub Account**.\\n\\nPR reminders\\n------------\\n\\nPRs can often go stale and delay the development process. With PR reminders,", + "title": "GitHub | Integrate | Snap-ins | DevRev" }, { - "id": "ART-1277_KNOWLEDGE_NODE-4", - "text": "[Using a snap-in to perform a DevRev action](/snapin-development/tutorials/timer-ticket-creator) tutorial.\\n\\n[1](/snapin-development/tutorials/triggered-event#installation-guide)\\n\\n### Installation guide\\n\\n* Install [DevRev CLI](/snapin-development/references/cli-install)\\n* Install [jq](https://stedolan.github.io/jq)\\n* Install [DevRev SDK](https://www.npmjs.com/package/@devrev/typescript-sdk?activeTab=readme)\\n\\n##### \\n\\nIf you did not follow the [getting", - "title": "Snap-in triggered by a DevRev event | DevRev | Docs" + "id": "ART-1274_KNOWLEDGE_NODE-1", + "text": "snap-in.\\n\\nSnap-ins are collections of objects that extend DevRev\\xe2\\x80\\x99s core platform value. These objects include automation, event sources, keyrings, custom types, and vistas. Snap-ins are packaged and installed separately from the DevRev core platform. To create your own snap-in, create a [dev org](https://app.devrev.ai/) where you will be installing your snap-in.\\n\\n[1](/snapin-development/tutorials/getting-started#before-you-begin)\\n\\n### Before you begin\\n\\n* Install [DevRev", + "title": "Getting started | DevRev | Docs" }, { - "id": "ART-1483_KNOWLEDGE_NODE-30", - "text": "Status](https://devrev.ai/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources", - "title": "Using a snap-in to perform a DevRev action \u2014 DevRev | Docs" + "id": "ART-2026_KNOWLEDGE_NODE-25", + "text": "genuine customer interactions.\\n\\n![]()\\n\\nFor more information, refer to the\\n[Spam Shield snap-in](https://marketplace.devrev.ai/spam-snap) on the DevRev marketplace.\\n\\nInstallation\\n------------\\n\\n1. In DevRev, go to **Settings** > **Snap-ins** and click **Explore Marketplace** in the top-right corner.\\n2. In the DevRev marketplace, find **Spam Shield** and click **Install**.\\n\\nConfiguration\\n-------------\\n\\nIn **Snap-ins** > **Spam Shield** > **Configure**, the following configuration", + "title": "Spam Shield | Automate | Snap-ins | DevRev" }, { - "id": "ART-1277_KNOWLEDGE_NODE-0", - "text": "b'Snap-in triggered by a DevRev event | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\nOn this page\\n\\n* [Introduction](/snapin-development/tutorials/triggered-event#introduction)\\n* [Background context](/snapin-development/tutorials/triggered-event#background-context)\\n* [Resources](/snapin-development/tutorials/triggered-event#resources)\\n\\n[Snap-in", - "title": "Snap-in triggered by a DevRev event | DevRev | Docs" + "id": "ART-12395_KNOWLEDGE_NODE-25", + "text": "within your organization. Seamlessly integrated with Slack, it facilitates the dissemination of vital updates and accomplishments.\\n\\nConfigurations\\n--------------\\n\\n### Slack Connection\\n\\nTo use the snap-in, you'll need to connect Slack with DevRev. During installation, you'll receive guidance to connect and configure it.\\nFor detailed instructions, refer to the [Slack snap-in", + "title": "Slack Broadcaster | Automate | Snap-ins | DevRev" } ] }, @@ -1684,9 +1684,14 @@ "query": "generate support tickets from slack messages with questions", "retrievals": [ { - "id": "ART-1968_KNOWLEDGE_NODE-13", - "text": "creator](/docs/automations/smart-issue-creator)\\n - [Set user preference for group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field", - "title": "Conversation insights | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-6174_KNOWLEDGE_NODE-25", + "text": "Teams](/docs/product/support)\\n[Conversations](/docs/product/conversation)\\n[Conversation to ticket conversion](/docs/product/conversation-ticket)\\n\\nConversation to ticket conversion\\n=================================\\n\\nYou can convert conversations from Plug and Slack directly into tickets. Previously, conversations were only linked to tickets. This update streamlines workflows and enhances the customer experience.\\n\\nFor conversations originating from Plug or Slack, the **Link to Ticket**", + "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" + }, + { + "id": "ART-2035_KNOWLEDGE_NODE-37", + "text": "synchronized between DevRev and Slack.\\n\\nWork management using Slack\\n---------------------------\\n\\n### DevRev Tickets and Slack\\n\\nThe Slack snap-in allows users to create tickets directly from Slack. There are multiple ways to initiate ticket creation from any channel:\\n\\n* **Use the command:** Run /devrev create-ticket.\\n* **Message action:** Select **Create a new ticket** from the message actions.\\n* **Convert a Conversation:** Transform an ongoing conversation into a ticket. This is", + "title": "Slack | Integrate | Snap-ins | DevRev" }, { "id": "ART-4199_KNOWLEDGE_NODE-5", @@ -1694,44 +1699,39 @@ "title": "Slack message agent | Automate | Snap-ins | DevRev" }, { - "id": "ART-15716_KNOWLEDGE_NODE-7", - "text": "Tickets from Chat ConversationsYes, you can create a ticket from a conversation without leaving the chat. Some fields may be prefilled from the conversation.\\n\\nDetails:\\xc2\\xa0[Conv \\xe2\\x86\\x92 Ticket Creation](https://devrev.ai/docs/product/conversation-ticket)\\n\\n5. Viewing Ticket Activity to Avoid Duplicate Responses\\n\\nCurrently, there\\xe2\\x80\\x99s no direct feature to see who is viewing a ticket in real time. But, we can see if someone is typing on a ticket.\\n\\n6. Generating AI Summaries", - "title": "Support queries related playbook" + "id": "ART-4271_KNOWLEDGE_NODE-24", + "text": "[Support](/docs/product/support?)\\n 4. [Conversations](/docs/product/conversation?)\\n 5. [Convert Conversations to Tickets](/docs/product/Conversation-Tickets?)\\n\\n# Convert Conversations to Tickets\\n\\nYou can now convert conversations from PLuG and Slack directly into tickets. Previously, conversations were only linked to tickets. This update streamlines workflows and enhances the customer experience.\\n\\nFor conversations originating from PLuG or Slack, the **Link to Ticket** functionality", + "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" }, { - "id": "ART-1983_KNOWLEDGE_NODE-13", - "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", - "title": "Questions & answers | Computer for Support Teams | DevRev" + "id": "ART-4021_KNOWLEDGE_NODE-5", + "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", + "title": "Slack scraper | Automate | Snap-ins | DevRev" }, { - "id": "ART-1983_KNOWLEDGE_NODE-5", + "id": "ART-12395_KNOWLEDGE_NODE-5", "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Questions & answers | Computer for Support Teams | DevRev" + "title": "Slack Broadcaster | Automate | Snap-ins | DevRev" }, { - "id": "ART-6174_KNOWLEDGE_NODE-30", - "text": "there.\\n\\n![]()\\n\\nSlack end-user experience\\n-------------------------\\n\\nWhen a conversation is converted to a ticket in Slack:\\n\\n* Ticket information appears within the same thread.\\n* All subsequent messages sync with the newly created ticket.\\n* The transition is seamless for the end user.\\n\\nConversation conversion scenarios\\n---------------------------------\\n\\nConsider converting a conversation to a ticket in these scenarios:\\n\\n* Complex issues requiring in-depth investigation\\n*", - "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" + "id": "ART-2017_KNOWLEDGE_NODE-5", + "text": "[Conversations](/docs/product/conversation)\\n\\n - [Conversation to ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n", + "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" }, { - "id": "ART-6174_KNOWLEDGE_NODE-13", - "text": "creator](/docs/automations/smart-issue-creator)\\n - [Set user preference for group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field", + "id": "ART-6174_KNOWLEDGE_NODE-16", + "text": "sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n + [Integrate](/docs/integrate)\\n\\n - [Bitbucket](/docs/integrations/bitbucket)\\n - [Calendly](/docs/integrations/calendly)\\n - [Coralogix security integration](/docs/integrations/coralogix)\\n - [Datadog](/docs/integrations/datadog)\\n - [Google Calendar AirSync](/docs/integrations/google-calendar-airdrop)\\n - [Email](/docs/integrations/email)\\n\\n", "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" }, { - "id": "ART-4021_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Slack scraper | Automate | Snap-ins | DevRev" - }, - { - "id": "ART-1991_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Support snap-ins | Computer for Support Teams | DevRev" + "id": "ART-2035_KNOWLEDGE_NODE-44", + "text": "directly from Slack:\\n\\n* Using the /devrev create-issue command.\\n* Using the **Create a new issue** message action.\\n\\nBoth the options open a new pop-up modal with a new issue form. Some of the fields are pre-populated based on the messages in the thread.\\n\\n* The **Share with everyone** functionality operates identically to ticket creation. Only shared issues are synchronized between the platforms.\\n* The messages are always synced in the **Internal Discussions** panel with Slack thread.\\n*", + "title": "Slack | Integrate | Snap-ins | DevRev" }, { - "id": "ART-1973_KNOWLEDGE_NODE-13", - "text": "creator](/docs/automations/smart-issue-creator)\\n - [Set user preference for group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field", - "title": "Conversation-SLA Analytics | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-1979_KNOWLEDGE_NODE-61", + "text": "following scenarios can lead to the creation of follow up ticket:\\n\\n* Customers communicated on an archived/immutable ticket from any channel such as email.\\n* Customer communicated on a merged ticket and the primary ticket is also archived.\\n\\nAfter creation of a follow up ticket the customer messages will reflect only on the new followup ticket and the customer will continue to see response on the same thread in channels like email & slack. The user can continue responding on the new follow", + "title": "Tickets | Computer for Support Teams | DevRev" } ] }, @@ -1739,55 +1739,55 @@ "query_id": "2e98cdf9-4951-4185-a63a-295def43b837", "query": "cron configuration for timer trigger schedule in DevRev", "retrievals": [ - { - "id": "ART-1275_KNOWLEDGE_NODE-8", - "text": "type `cron` or\\n`interval_seconds` as mentioned in the\\n[documentation](/snapin-development/references/event-sources#timer-based-event-sources).\\nThe `cron` config is used here.\\n\\nmanifest.yaml\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | event_sources: |\\n| 2 | organization: |\\n| 3 | - name: timer-event-source |\\n| 4 | description: Event source that sends events every 10 minutes. |\\n| 5 | display_name: Timer Event Source |\\n| 6 | type: timer-events |\\n| 7 | config: |\\n| 8 | # CRON expression for", - "title": "Using a snap-in to perform a DevRev action | DevRev | Docs" - }, { "id": "ART-1483_KNOWLEDGE_NODE-11", "text": "config: \\n 8| # CRON expression for triggering every 10 minutes. \\n 9| cron: \"*/10 * * * *\" \\n 10| metadata: \\n 11| event_key: ten_minute_event\\n[/code] \\n \\nFinally, update the `function` name to better reflect the behavior and `automation`name to use the event type corresponding to the `timer-events` event source.\\n\\nmanifest.yaml\\n\\n[code]\\n\\n 1| functions: \\n ---|--- \\n 2| - name: ticket_creator \\n 3|", "title": "Using a snap-in to perform a DevRev action \u2014 DevRev | Docs" }, { - "id": "ART-1483_KNOWLEDGE_NODE-10", - "text": "`interval_seconds` as mentioned in the [documentation](/public/snapin-development/references/event-sources#timer-based-event-sources). The `cron` config is used here.\\n\\nmanifest.yaml\\n\\n[code]\\n\\n 1| event_sources: \\n ---|--- \\n 2| organization: \\n 3| - name: timer-event-source \\n 4| description: Event source that sends events every 10 minutes. \\n 5| display_name: Timer Event Source \\n 6| type: timer-events \\n 7|", - "title": "Using a snap-in to perform a DevRev action \u2014 DevRev | Docs" - }, - { + "id": "ART-1275_KNOWLEDGE_NODE-8", + "text": "type `cron` or\\n`interval_seconds` as mentioned in the\\n[documentation](/snapin-development/references/event-sources#timer-based-event-sources).\\nThe `cron` config is used here.\\n\\nmanifest.yaml\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | event_sources: |\\n| 2 | organization: |\\n| 3 | - name: timer-event-source |\\n| 4 | description: Event source that sends events every 10 minutes. |\\n| 5 | display_name: Timer Event Source |\\n| 6 | type: timer-events |\\n| 7 | config: |\\n| 8 | # CRON expression for", + "title": "Using a snap-in to perform a DevRev action | DevRev | Docs" + }, + { "id": "ART-1275_KNOWLEDGE_NODE-9", "text": "triggering every 10 minutes. |\\n| 9 | cron: \"*/10 * * * *\" |\\n| 10 | metadata: |\\n| 11 | event_key: ten_minute_event |\\n```\\n\\nFinally, update the `function` name to better reflect the behavior and\\n`automation`name to use the event type corresponding to the `timer-events` event\\nsource.\\n\\nmanifest.yaml\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | functions: |\\n| 2 | - name: ticket_creator |\\n| 3 | description: Function to create a new ticket when triggered. |\\n| 4 | |\\n| 5 | automations: |\\n| 6 | -", "title": "Using a snap-in to perform a DevRev action | DevRev | Docs" }, { - "id": "ART-4257_KNOWLEDGE_NODE-23", - "text": "the time spent on specific tasks, allowing you to track events such as response time, loading time, or any other duration-based metrics.\\n\\nThe mechanism utilizes balanced start and stop methods, both of which accept a timer name and an optional dictionary of properties.\\n\\nTo start a timer, use the following method:\\n\\n[code]\\n\\n 1| DevRev.startTimer(_:properties:) \\n ---|---\\n[/code] \\n \\nTo stop a timer, use the following method:\\n\\n[code]\\n\\n 1| DevRev.stopTimer(_:properties:)", - "title": "DevRev SDK for iOS \u2014 DevRev | Docs" + "id": "ART-1483_KNOWLEDGE_NODE-10", + "text": "`interval_seconds` as mentioned in the [documentation](/public/snapin-development/references/event-sources#timer-based-event-sources). The `cron` config is used here.\\n\\nmanifest.yaml\\n\\n[code]\\n\\n 1| event_sources: \\n ---|--- \\n 2| organization: \\n 3| - name: timer-event-source \\n 4| description: Event source that sends events every 10 minutes. \\n 5| display_name: Timer Event Source \\n 6| type: timer-events \\n 7|", + "title": "Using a snap-in to perform a DevRev action \u2014 DevRev | Docs" + }, + { + "id": "ART-1284_KNOWLEDGE_NODE-37", + "text": "configuration.\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | event_sources: |\\n| 2 | organization: |\\n| 3 | - name: daily-timer-source |\\n| 4 | description: Timer event source based on Cron expression |\\n| 5 | display_name: Timer source |\\n| 6 | type: timer-events |\\n| 7 | config: |\\n| 8 | cron: \"0 0 * * *\" |\\n| 9 | metadata: |\\n| 10 | event_key: daily_events |\\n| 11 | |\\n| 12 | - name: hourly-events |\\n| 13 | description: Timer event source based on interval seconds |\\n| 14 | display_name: Timer", + "title": "Event sources | DevRev | Docs" }, { - "id": "ART-1483_KNOWLEDGE_NODE-9", - "text": "better reflect the snap-in\\xe2\\x80\\x99s behavior.\\n\\nmanifest.yaml\\n\\n[code]\\n\\n 1| version: \"2\" \\n ---|--- \\n 2| \\n 3| name: \"Timely Ticketer\" \\n 4| description: \"Snap-in to create ticket every 10 minutes\" \\n 5| \\n 6| service_account: \\n 7| display_name: Automatic Ticket Creator Bot\\n[/code] \\n \\nNext, update the `event_sources` section to use the `timer-events` event source. The `timer-events` source type takes a `config` of type `cron` or", + "id": "ART-1483_KNOWLEDGE_NODE-7", + "text": "\\n#### Trigger\\n\\nThe trigger condition for the snap-in is dictated by the [Event Sources](/public/snapin-development/references/event-sources) section in the manifest. The [`timer-events`](/public/snapin-development/references/event-sources#timer-based-event-sources) event source is suitable for the use-case, since it allows trigger of snap-ins using [CRON expression](https://crontab.guru/).\\n\\n#### Action\\n\\nThe hello-world snap-in prints a log message whenever the snap-in is triggered. Here,", "title": "Using a snap-in to perform a DevRev action \u2014 DevRev | Docs" }, { - "id": "ART-15417_KNOWLEDGE_NODE-8", - "text": "with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Create Org Schedule | DevRev | Docs" + "id": "ART-1275_KNOWLEDGE_NODE-5", + "text": "devrev snap_in_version init |\\n```\\n\\n#### Trigger\\n\\nThe trigger condition for the snap-in is dictated by the\\n[Event Sources](/snapin-development/references/event-sources)\\nsection in the manifest. The [`timer-events`](/snapin-development/references/event-sources#timer-based-event-sources)\\nevent source is suitable for the use-case, since it allows trigger of snap-ins\\nusing [CRON expression](https://crontab.guru/).\\n\\n#### Action\\n\\nThe hello-world snap-in prints a log message whenever the", + "title": "Using a snap-in to perform a DevRev action | DevRev | Docs" }, { - "id": "ART-12456_KNOWLEDGE_NODE-19", - "text": "you can use the following method:\\n\\n[code]\\n\\n 1| DevRev.unmarkSensitiveViews(tags: any[]) \\n ---|---\\n[/code] \\n \\n### Timers\\n\\nThe DevRev SDK offers a timer mechanism to measure the time spent on specific tasks, allowing you to track events such as response time, loading time, or any other duration-based metrics.\\n\\nThe mechanism uses balanced start and stop methods, both of which accept a timer name and an optional dictionary of properties.\\n\\nTo start a timer, use the following", - "title": "Features \u2014 DevRev | Docs" + "id": "ART-1478_KNOWLEDGE_NODE-42", + "text": "source configuration.\\n\\n[code]\\n\\n 1| event_sources: \\n ---|--- \\n 2| organization: \\n 3| - name: daily-timer-source \\n 4| description: Timer event source based on Cron expression \\n 5| display_name: Timer source \\n 6| type: timer-events \\n 7| config: \\n 8| cron: \"0 0 * * *\" \\n 9| metadata: \\n 10| event_key: daily_events \\n 11| \\n 12| - name: hourly-events \\n 13|", + "title": "Event sources \u2014 DevRev | Docs" }, { - "id": "ART-15434_KNOWLEDGE_NODE-8", - "text": "with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Update Org Schedule | DevRev | Docs" + "id": "ART-1483_KNOWLEDGE_NODE-9", + "text": "better reflect the snap-in\\xe2\\x80\\x99s behavior.\\n\\nmanifest.yaml\\n\\n[code]\\n\\n 1| version: \"2\" \\n ---|--- \\n 2| \\n 3| name: \"Timely Ticketer\" \\n 4| description: \"Snap-in to create ticket every 10 minutes\" \\n 5| \\n 6| service_account: \\n 7| display_name: Automatic Ticket Creator Bot\\n[/code] \\n \\nNext, update the `event_sources` section to use the `timer-events` event source. The `timer-events` source type takes a `config` of type `cron` or", + "title": "Using a snap-in to perform a DevRev action \u2014 DevRev | Docs" }, { - "id": "ART-4255_KNOWLEDGE_NODE-21", - "text": "to measure the time spent on specific tasks, allowing you to track events such as response time, loading time, or any other duration-based metrics.\\n\\nThe mechanism utilizes balanced start and stop methods, both of which accept a timer name and an optional hashmap of properties.\\n\\nTo start a timer, use the following method:\\n\\n###### Kotlin\\n\\n###### Java\\n\\n[code]\\n\\n 1| DevRev.startTimer(name: String, properties: HashMap) \\n ---|---\\n[/code] \\n \\nTo stop a timer, use", - "title": "DevRev SDK for Android \u2014 DevRev | Docs" + "id": "ART-15515_KNOWLEDGE_NODE-41", + "text": "start a timer, use the following method:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | DevRev.startTimer(_:properties:) |\\n```\\n\\nTo stop a timer, use the following method:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | DevRev.endTimer(_:properties:) |\\n```\\n\\nFor example:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | DevRev.startTimer(\"response-time\", properties: [\"id\": \"task-1337\"]) |\\n| 2 | |\\n| 3 | // Perform the task that you want to measure. |\\n| 4 | |\\n| 5 | DevRev.endTimer(\"response-time\", properties: [\"id\":", + "title": "Features | DevRev | Docs" } ] }, @@ -1801,49 +1801,49 @@ "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-37", - "text": "filters and **Group** conditions across various vistas in DevRev to track specific work, capacity, and more.\\n\\nYou can add custom attributes to tickets to track additional information. For more information on custom attributes, see [object customization](./object-customization).\\n\\nIssues are attached to tickets in order to track efforts with product priorities.\\n\\nCreate a ticket\\n---------------\\n\\n1. Go to **Support** > **Tickets** from the sidebar on the left.\\n2. Click **New Ticket** on", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-1978_KNOWLEDGE_NODE-29", + "text": "Ticket tracking allows customers to monitor the progress of their requests and view updates in real-time.\\n* Customer admins can access all tickets created by their team members, facilitating collaboration and knowledge sharing.\\n\\n### Conversations and messaging\\n\\n* Customers can engage in threaded conversations with support representatives, providing additional information or seeking clarification regarding their tickets.\\n* Support teams can respond to customer inquiries, ensuring effective", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-40", - "text": "a child issue or create a new one by clicking on **+ New issue**.\\nJust update the title of the child issue and click enter. All other fields will be populated automatically by DevRev. You can edit them later.\\n\\nTags\\n----\\n\\n* Stalled\\n* Priority/Escalated\\n* Fast/Slow Moving\\n* Blocked\\n* Resolution: [*value*]\\n* Impact: [*value*]\\n* Reason: [*value*]\\n\\nStages\\n------\\n\\nThe following figure shows the state machine for tickets.\\n\\n```\\nClosed\\n\\n\\n\\nIn", + "id": "ART-1979_KNOWLEDGE_NODE-28", + "text": "and group tickets in various views.\\nYou can find all the stock attributes listed in **Settings** > **Object customization** > **Ticket** > **Stock fields**.\\nThese are the stock attributes that come with DevRev:\\n\\n* **Owner**: The person responsible for the ticket. Tickets are assigned to an engineer, PM, designer, or any other team member through the **Owner** attribute.\\n* **Group**: The group to which the ticket belongs. For more information on groups, see [groups](./groups).\\n*", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-35", - "text": "docs](https://docs.devrev.ai/import).\\n* **Close date**: The date the ticket was closed.\\n* **Source channel**: The channel through which the ticket was created. Customers can create tickets via email, the portal, and various other channels.\\n* **Channel**: Indicates the medium used for customer communication.\\n* **Subscribers**: Indicates the group of users who will receive updates about the tickets.External contacts cannot be added as subscribers, so a [DevRev", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-1978_KNOWLEDGE_NODE-33", + "text": "tickets but also all the tickets raised by the other users from their organization. You can add multiple customer admins from the same customer organization.\\n\\nOnly verified users can login into the portal.\\n\\nTo create a verified user:\\n\\n1. Go to **Accounts** in the DevRev app and create an account.\\n2. Create a contact under **Contacts** and link it to the account.\\n\\n### Set up customer admins\\n\\nTo set up customer admins, follow these steps:\\n\\n1. Log in on your DevRev app with your", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-23", - "text": "2025](/docs/changelog/_2025-06-01)\\n + [May 2025](/docs/changelog/_2025-05-01)\\n + [March and April 2025](/docs/changelog/_2025-04-01)\\n + [February 2025](/docs/changelog/_2025-02-01)\\n* [Developer \\xe2\\x86\\x97\\xef\\xb8\\x8f](https://developer.devrev.ai/)\\n* [DevRevU \\xe2\\x86\\x97\\xef\\xb8\\x8f](/docs/DevRevU)\\n\\n + [Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Attributes](#attributes)\\n* [Create a ticket](#create-a-ticket)\\n* [Tags](#tags)\\n* [Stages](#stages)\\n*", + "id": "ART-1979_KNOWLEDGE_NODE-50", + "text": "customization](./object-customization).\\n\\nViewing attachments on tickets\\n------------------------------\\n\\nYou can view all attachments sent via the ticket's description, internal discussion, or a customer message by going to the **Attachments** section on the ticket for easy access.\\n\\n![]()\\n\\nTuring suggests\\n---------------\\n\\nTuring suggests enables Computer to aid customer experience engineers in resolving current tickets more efficiently. Each time a ticket is viewed, Computer", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-25", - "text": "Teams](/docs/product/support)\\n[Tickets](/docs/product/tickets)\\n\\nTickets\\n=======\\n\\nA *ticket* is a record of a customer's request for assistance or support. When a customer contacts a company with a problem or issue, the company creates a ticket to track the request and ensure that it's addressed in a timely and satisfactory manner. For example, if a user calls in and files a ticket for a problem they're facing any progress would be communicated to them through the ticket.\\n\\nTickets are", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-1978_KNOWLEDGE_NODE-43", + "text": "with that email or not.\\n + This could also be because your customer hasn't logged in.\\n* Customer isn't able to view the tickets they have created.\\n\\n + Check if there are any reported tickets by that customer. You can do so by logging into your DevRev app and then going into the tickets section. Here you can filter based on **reported by** and see if any tickets have been reported by the customer who isn't able to view the tickets.\\n + Check if the customer has logged in on the correct", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1242_KNOWLEDGE_NODE-1", - "text": "about work items, refer to [Tickets](https://docs.devrev.ai/product/tickets) and [Issues](https://docs.devrev.ai/product/issues).\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/webhooks/update)[#### Create Work\\n\\nNext](/api-reference/works/create)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Tickets and issues | DevRev | Docs" + "id": "ART-1028_KNOWLEDGE_NODE-18", + "text": "Unified view of all customer interactions from different channels\\n* Transparency of support data across the organization\\n* Ability of support team to create Jira tickets directly within Computer\\n* Improved collaboration between support, engineering, and product teams\\n\\nThe results\\n\\nSummary\\n\\nMigration in 6 hours\\n\\nMigrated 16,000 tickets, 72,000 comments & 17,000 attachments in 6 hours\\n\\nEnhanced collaboration\\n\\nImproved collaboration between support, engineering, & product", + "title": "Uniphore builds a proactive support culture with DevRev" }, { - "id": "ART-1447_KNOWLEDGE_NODE-1", - "text": "[Tickets](https://docs.devrev.ai/product/tickets) and [Issues](https://docs.devrev.ai/product/issues).\\n\\nWas this page helpful?YesNo\\n\\n[Create WorkUp Next](/public/api-reference/works/create)\\n\\n[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)\\n\\n[Enterprise grade security to protect customer dataLearn more about it.](https://devrev.ai/blog/soc-compliance)\\n\\nProduct\\n\\n * [Build](https://devrev.ai/build)\\n *", - "title": "Tickets and issues \u2014 DevRev | Docs" + "id": "ART-1979_KNOWLEDGE_NODE-51", + "text": "proactively presents a curated selection of similar tickets and related knowledge articles.\\nAdditionally, this system includes a feedback mechanism. This allows users to contribute to the continual learning and enhancement of the AI, ensuring an increasingly effective and refined support experience over time.\\nThis advancement is a valuable tool in streamlining your support workflow and enhancing overall service quality.\\n\\nIn case you want it to learn and help you better in the future,", + "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-41", - "text": "progress\\n\\n\\n\\nOpen\\n\\n\\n\\nEscalate\\n\\n\\n\\nValidate the fix\\n\\n\\n\\nAdditional detail needed\\n\\n\\n\\nCustomer responds\\n\\n\\n\\nStart\\n\\n\\n\\nFeature request accepted\\n\\n\\n\\nResolved\\n\\n\\n\\nNot valid\\n\\n\\n\\nQueued\\n\\n\\n\\nWork in progress\\n\\n\\n\\nAwaiting product assist\\n\\n\\n\\nAwaiting development\\n\\n\\n\\nAwating customer response\\n\\n\\n\\nIn development\\n\\n\\n\\nAccepted\\n\\n\\n\\nResolved\\n\\n\\n\\nCanceled\\n```\\n\\n**Open**\\n\\n* *Queued* (Q)\\n The initial stage for all tickets. When a new ticket is created,", + "id": "ART-1979_KNOWLEDGE_NODE-5", + "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1963_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Accessing DevRev | Computer by DevRev | DevRev" + "id": "ART-2046_KNOWLEDGE_NODE-29", + "text": "Ticket** button to create a ticket in DevRev by filling necessary attributes. You can turn this feature off in the app configuration if you want.\\n* To view comments on the tickets linked to the discussions that support teams had with customers or internally on DevRev, head over to the DevRev activity tab which is present in the same line as the **Comments** tab of Jira.\\n* To send comments from the Jira issue to the DevRev ticket, select the ticket from the dropdown, type in the comment, and", + "title": "DevRev for Jira app | Jira Software AirSync | AirSync | Snap-ins | DevRev" } ] }, @@ -1857,9 +1857,14 @@ "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1978_KNOWLEDGE_NODE-39", - "text": "toggle and craft your own title and description.\\n7. Enable **Public portal** to allow unauthenticated users to view/search public articles.\\n8. Click **Save & publish** to make the changes visible on your portal.\\n\\nIf you want to customize the font color and favicon, contact DevRev support. For favicon customization, an icon in .ico format is needed.\\n\\nCustomize portal URL\\n--------------------\\n\\nBy default, your customer portal is hosted at support.devrev.ai/. The", - "title": "Customer portal | Computer for Support Teams | DevRev" + "id": "ART-10697_KNOWLEDGE_NODE-30", + "text": "New filtering options let agents view tickets tied to specific articles, while updated analytics reveal the most and least linked articles, improving knowledge sharing and support strategy.\\n* Plug is our live chat widget designed for real-time conversations in your customer portal. It reduces ticket volume by resolving common queries instantly, enhancing self-service and speeding up issue resolution. Use spotlight cards or banners to notify customers about incidents, updates, or promotions,", + "title": "February 2025 | Changelog | DevRev" + }, + { + "id": "ART-17569_KNOWLEDGE_NODE-2", + "text": "connection:\\n\\nOpen a Support Case w/ SFDC Support.\\n\\nAsk to have the API Access Control feature enabled\\n\\nOnce enabled, go to the system user in SFDC and select the appropriate profle/permission set and go to System Permissions.\\n\\nCheck the box that says \"Use Any API client\"\\n\\nThis is a setting that wouldn\\'t be available without the API Access Control feature.\\n\\nRetry creating the connection after you\\'ve completed the previous steps.'", + "title": "Issues with Salesforce OAuth connection" }, { "id": "ART-1978_KNOWLEDGE_NODE-37", @@ -1867,39 +1872,34 @@ "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-2063_KNOWLEDGE_NODE-28", - "text": "**Plug Nudges**.\\n2. Click **+ Nudge**.\\n3. In the **Create new nudge** window, select **Banner** and click **Create**.\\n4. In the **Nudge Title** field, enter the nudge name.\\n5. In the **Content** field, enter the nudge title.\\n6. To enable the nudge close button, turn on the **Show a close button** toggle.\\n7. Select the banner color by clicking the color icon.\\n8. Use the **Action** drop-down menu to select the type of engagement you want your users to have when they click the nudge. The", - "title": "Nudges | Computer for Your Customers | DevRev" - }, - { - "id": "ART-1471_KNOWLEDGE_NODE-16", - "text": "__\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n'", - "title": "Restricted messages on a timeline \u2014 DevRev | Docs" + "id": "ART-1978_KNOWLEDGE_NODE-42", + "text": "linkage**: Users can also be linked to an existing account to ensure they are granted the appropriate user permissions upon login.\\n\\nTroubleshooting\\n---------------\\n\\n* The customer isn't able to log in to the customer portal.\\n\\n + This could be because the email address from which you are trying to log in isn't registered as a customer on the DevRev application. You can check if the email address is registered or not by logging into your DevRev account and searching if a customer exists", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-982_KNOWLEDGE_NODE-3", - "text": "to show our offer, the image, and action (e.g. launch URL).\\n\\nI\\xe2\\x80\\x99ve configured this and you can check it out HERE!\\n\\nTypes of Nudges\\n\\nDevRev Nudges currently supports two core types of nudges:\\n\\n\\n Banner\\n \\n A banner at the top of the webpage\\n Can only be text\\n Can contain an action on click\\n \\n \\n Spotlight\\n \\n A card located by the PLuG widget\\n Can contain an image\\n Can contain an action on click\\n \\n \\n\\n\\nSee It In", - "title": "DevRev Nudges - Driving Customer Engagement" + "id": "ART-2012_KNOWLEDGE_NODE-25", + "text": "following stages under the _Closed_ state: _Resolved_ , _Archived_ , _Accepted_ , _Canceled_. _Archived_ is the terminal stage. Now if a customer sends a new email or adds a new comment on the archived ticket from the customer portal, the archived ticket remains archived and a follow-up ticket is created. A message is added to the archived ticket automatically based on your configuration. The follow-up ticket will have the reference of the archived ticket in the first message so that your", + "title": "Follow-up ticket | Automate | Snap-ins | DevRev" }, { - "id": "ART-10697_KNOWLEDGE_NODE-31", - "text": "boosting engagement and reducing repetitive inquiries. To enable Plug, go to **Settings > Portal Settings**, activate Plug widget, and **Save** and **Publish**.\\n\\n![]()\\xc2\\xa0For more information about *Support App*, refer to the following articles: \\xe2\\x80\\xa3 [Support snap-ins | Support](/docs/product/snapins-support) \\xe2\\x80\\xa3 [Support best practices | Support](/docs/product/support-bp) \\xe2\\x80\\xa3 [Support](/docs/product/support) \\xe2\\x80\\xa3", - "title": "February 2025 | Changelog | DevRev" + "id": "ART-1978_KNOWLEDGE_NODE-43", + "text": "with that email or not.\\n + This could also be because your customer hasn't logged in.\\n* Customer isn't able to view the tickets they have created.\\n\\n + Check if there are any reported tickets by that customer. You can do so by logging into your DevRev app and then going into the tickets section. Here you can filter based on **reported by** and see if any tickets have been reported by the customer who isn't able to view the tickets.\\n + Check if the customer has logged in on the correct", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-886_KNOWLEDGE_NODE-3", - "text": "to show our offer, the image, and action (e.g. launch URL).\\n\\nI\\xe2\\x80\\x99ve configured this and you can check it out HERE!\\n\\nTypes of Nudges\\n\\nDevRev Nudges currently supports two core types of nudges:\\n\\n\\n Banner\\n \\n A banner at the top of the webpage\\n Can only be text\\n Can contain an action on click\\n \\n \\n Spotlight\\n \\n A card located by the PLuG widget\\n Can contain an image\\n Can contain an action on click\\n \\n \\n\\n\\nSee It In", - "title": "Nudges | The Book of DevRev" + "id": "ART-12394_KNOWLEDGE_NODE-27", + "text": "Indicated by a purple banner with the message: \"This is an unpublished version of the workflow\"\\n\\nVersion management\\n------------------\\n\\nLocated on the right side of the interface, the version history panel provides the following:\\n\\n* Chronological list of all versions\\n* Timestamp for each version creation\\n* Author information for each version change\\n* Clear indication of published vs. draft status\\n* Ability to click through and view different versions\\n\\nPublish a", + "title": "Workflow management | Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-2059_KNOWLEDGE_NODE-12", - "text": "width=\"0\" style=\"display:none;visibility:hidden\">'", - "title": "Install PLuG chat on your website" + "id": "ART-2982_KNOWLEDGE_NODE-16", + "text": "\\n`DevRev.stopRecording()`| Ends the session recording and uploads it to the portal. \\n`DevRev.pauseRecording()`| Pauses the ongoing session recording. \\n`DevRev.resumeRecording()`| Resumes a paused session recording. \\n \\n### Session properties\\n\\nYou can add custom properties to the session recording to help you understand the context of the session. The properties are defined as a map of string values.\\n\\n[code]\\n\\n 1| DevRev.addSessionProperties(properties: Map) \\n", + "title": "React Native integration \u2014 DevRev | Docs" }, { - "id": "ART-1265_KNOWLEDGE_NODE-0", - "text": "b'Restricted messages on a timeline | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\nOn this page\\n\\n* [Introduction](/guides/timeline-entries#introduction)\\n* [Send a restricted visibility message](/guides/timeline-entries#send-a-restricted-visibility-message)\\n* [Summary](/guides/timeline-entries#summary)\\n\\n[Guides](/guides/webhooks)\\n\\nRestricted messages on a timeline\\n=================================\\n\\nCopy", - "title": "Restricted messages on a timeline | DevRev | Docs" + "id": "ART-10697_KNOWLEDGE_NODE-31", + "text": "boosting engagement and reducing repetitive inquiries. To enable Plug, go to **Settings > Portal Settings**, activate Plug widget, and **Save** and **Publish**.\\n\\n![]()\\xc2\\xa0For more information about *Support App*, refer to the following articles: \\xe2\\x80\\xa3 [Support snap-ins | Support](/docs/product/snapins-support) \\xe2\\x80\\xa3 [Support best practices | Support](/docs/product/support-bp) \\xe2\\x80\\xa3 [Support](/docs/product/support) \\xe2\\x80\\xa3", + "title": "February 2025 | Changelog | DevRev" } ] }, @@ -1908,28 +1908,28 @@ "query": "sync contacts and accounts from DevRev to Salesforce", "retrievals": [ { - "id": "ART-2047_KNOWLEDGE_NODE-35", - "text": "longer available.\\n\\n### Sync to DevRev\\n\\nAfter a successful import from a Salesforce account, you can choose to sync the imported data with DevRev. This feature airdrops any new items and any changes made to previously imported items from Salesforce.\\n\\nTo perform a one-time sync to DevRev, follow these steps:\\n\\n1. Go to **Settings** > **Integrations** > **AirSyncs**.\\n2. Locate the previously imported project.\\n3. Select **\\xe2\\x8b\\xae** > **Sync Salesforce Service to", - "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-15716_KNOWLEDGE_NODE-2", + "text": "details](https://devrev.ai/docs/integrations/jira)\\n\\n4. Integration with Salesforce\\n\\nYes, DevRev offers a Salesforce integration. You can sync accounts, contacts, opportunities, and more between DevRev and Salesforce.\\n\\n[Salesforce integration overview](https://devrev.ai/docs/integrations/salesforce)\\n\\n5. Configuring Email Integration Snap-In\\n\\nGo to Settings \\xe2\\x86\\x92 Integrations \\xe2\\x86\\x92 Email, then follow the prompts to connect your email provider (Gmail, Outlook, or custom", + "title": "Support queries related playbook" }, { - "id": "ART-2047_KNOWLEDGE_NODE-36", - "text": "DevRev**.\\n\\n![]()\\n\\nThis may override fields in previously imported items, even if they were modified in DevRev.\\n\\n### Sync to Salesforce\\n\\nAfter a successful import from a Salesforce account, you can sync changes made in DevRev to the previously imported cases back to Salesforce. Additionally, any new [DevRev tickets marked for sync](#mark-a-devrev-ticket-for-syncing) is created as new Salesforce items.\\n\\nTo perform a one-time sync to Salesforce, follow these steps:\\n\\n1. Go to", - "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-2000_KNOWLEDGE_NODE-26", + "text": "description, websites, domains, type, annual revenue, forecast category, tags, tier, etc.\\n3. Fill in the required fields like external references and owner of the account.\\n4. Click **Create**.\\n\\n### Bulk import accounts\\n\\nTo bulk import accounts, see [Account and contact import](/docs/product/account-contact-import).\\n\\nYou can also use [AirSync](https://docs.devrev.ai/import) to migrate your accounts from various platforms such as Hubspot, Salesforce, Zendesk, Jira, Linear, ServiceNow and", + "title": "Accounts | Computer for Growth Teams | DevRev" }, { - "id": "ART-2047_KNOWLEDGE_NODE-30", - "text": "it\\'s your first).\\n2. Create a new connection to your Salesforce account, or use an existing connection if you already have one.\\n3. Once the connection is established, select the Salesforce account you want to import and specify the DevRev part that should be used for any imported cases without a product. This initiates a bulk import of the selected account.\\n4. DevRev makes an effort to automatically map the fields from Salesforce to corresponding fields in DevRev. However, you may be", + "id": "ART-2047_KNOWLEDGE_NODE-35", + "text": "longer available.\\n\\n### Sync to DevRev\\n\\nAfter a successful import from a Salesforce account, you can choose to sync the imported data with DevRev. This feature airdrops any new items and any changes made to previously imported items from Salesforce.\\n\\nTo perform a one-time sync to DevRev, follow these steps:\\n\\n1. Go to **Settings** > **Integrations** > **AirSyncs**.\\n2. Locate the previously imported project.\\n3. Select **\\xe2\\x8b\\xae** > **Sync Salesforce Service to", "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" }, { - "id": "ART-2047_KNOWLEDGE_NODE-32", - "text": "automatically.\\n\\nPost import options\\n-------------------\\n\\nAfter a successful import, you have the following options available for the imported account:\\n\\n* [Sync to DevRev](#sync-to-devrev):\\n + This option allows you to synchronize any modifications made in Salesforce with the corresponding items previously imported into DevRev. It also creates new items in DevRev for any new items created in Salesforce after the last sync or import. This is a one-time operation.\\n* [Sync to", - "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-13117_KNOWLEDGE_NODE-5", + "text": "don't care about updates from Zendesk. How should I set up everything in DevRev?\\n\\nYou should tell your customer support representative that you want to enable merging of accounts for Salesforce and Zendesk syncs, and that you would like to sync updates from Salesforce even after merging. After the Airdrop team has enabled the automatic merging you should do a full Salesforce import, so that all the accounts from Salesforce are imported into DevRev. Then you can do a Zendesk import into", + "title": "Airdrop duplicates merging" }, { - "id": "ART-2047_KNOWLEDGE_NODE-26", - "text": "corresponding DevRev equivalent. Those marked as **Sync to DevRev** are eligible for import/sync to DevRev from Salesforce. Those marked as **Sync to Salesforce** are eligible to be synced to Salesforce from DevRev.\\n\\n| Salesforce Object | DevRev Object | Sync to DevRev | Sync to Salesforce |\\n| --- | --- | --- | --- |\\n| Case | Ticket | \\xe2\\x9c\\x85 | \\xe2\\x9c\\x85 |\\n| Task | Ticket | \\xe2\\x9c\\x85 | \\xe2\\x9c\\x85 |\\n| Problem | Ticket | \\xe2\\x9c\\x85 | \\xe2\\x9c\\x85 |\\n| Incident | Ticket |", + "id": "ART-2047_KNOWLEDGE_NODE-36", + "text": "DevRev**.\\n\\n![]()\\n\\nThis may override fields in previously imported items, even if they were modified in DevRev.\\n\\n### Sync to Salesforce\\n\\nAfter a successful import from a Salesforce account, you can sync changes made in DevRev to the previously imported cases back to Salesforce. Additionally, any new [DevRev tickets marked for sync](#mark-a-devrev-ticket-for-syncing) is created as new Salesforce items.\\n\\nTo perform a one-time sync to Salesforce, follow these steps:\\n\\n1. Go to", "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" }, { @@ -1938,24 +1938,24 @@ "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" }, { - "id": "ART-2047_KNOWLEDGE_NODE-37", - "text": "**Settings** > **Integrations** > **AirSyncs**.\\n2. Locate the previously imported project.\\n3. Select **\\xe2\\x8b\\xae** > **Sync DevRev to Salesforce Service**.\\n\\n![]()\\n\\nThis may override fields in Salesforce of previously imported items, even if they were modified in Salesforce.\\n\\n#### Mark a DevRev ticket for syncing\\n\\nUsing the [Sync to Salesforce](#sync-to-salesforce) feature, it\\'s possible to sync DevRev tickets to Salesforce. In order to sync a DevRev ticket to a specific Salesforce", - "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-16740_KNOWLEDGE_NODE-1", + "text": "expected sync is from DevRev \\xe2\\x86\\x92 Salesforce, the Owner field in Salesforce will be overwritten with the Owner value from DevRev.'", + "title": "Handling Conflicts in Two-Way Sync Between DevRev and External Systems" }, { - "id": "ART-2047_KNOWLEDGE_NODE-25", - "text": "AirSync](/docs/integrations/salesforce)\\n\\nSalesforce AirSync\\n==================\\n\\nDevRev\\'s Salesforce AirSync allows you to perform a bulk migration, ongoing 1-way sync, or ongoing 2-way syncs. A bulk import is a prerequisite to setting up a sync.\\n\\n![]()\\n\\nFor more information, refer to the [Salesforce AirSync snap-in](https://marketplace.devrev.ai/salesforce) on the DevRev marketplace.\\n\\nSupported objects\\n-----------------\\n\\nThe following is a list of Salesforce objects and their", - "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-2045_KNOWLEDGE_NODE-46", + "text": "organizations in Zendesk, or accounts in Salesforce.\\n\\nAn AirSync doesn\\'t deduplicate imported accounts; rather, it modifies them so that new accounts don\\'t violate DevRev constraints. These accounts can be merged after the import has been completed. Since DevRev has several constraints on the uniqueness of different DevRev account fields, AirSync avoids breaking these constraints by following these rules when another account is already using the unique value:\\n\\n| Account Field | Rule |\\n|", + "title": "AirSync | Snap-ins | DevRev" }, { - "id": "ART-2045_KNOWLEDGE_NODE-49", - "text": "associated with the account you want to merge from will be associated with the account to be merged with.\\n4. Click **Merge**.\\n\\nContact deduplication\\n---------------------\\n\\nDevRev contacts help you keep track of your [customers](https://docs.devrev.ai/product/customers). Contacts are the individual users, which may or may not be associated with an account. DevRev contacts aren\\'t globally unique. The same user may have multiple contact records.\\n\\nAirSync imported contacts are deduplicated", + "id": "ART-2045_KNOWLEDGE_NODE-56", + "text": "the relationship to other accounts is dropped.\\n + Contact changes of Account in an external system are not reflected in DevRev after the initial sync.\\n + Contacts have an external reference that may be populated by email or source ID. This is an internal mapping and may not show up in the Mappings page.\\n* Account\\n + Accounts in DevRev have both Websites and Domains fields. Mapping from external source is typically done to DevRev\\'s Websites field and then a stripped down version is added", "title": "AirSync | Snap-ins | DevRev" }, { - "id": "ART-2045_KNOWLEDGE_NODE-46", - "text": "organizations in Zendesk, or accounts in Salesforce.\\n\\nAn AirSync doesn\\'t deduplicate imported accounts; rather, it modifies them so that new accounts don\\'t violate DevRev constraints. These accounts can be merged after the import has been completed. Since DevRev has several constraints on the uniqueness of different DevRev account fields, AirSync avoids breaking these constraints by following these rules when another account is already using the unique value:\\n\\n| Account Field | Rule |\\n|", - "title": "AirSync | Snap-ins | DevRev" + "id": "ART-15716_KNOWLEDGE_NODE-3", + "text": "SMTP/IMAP). You\\xe2\\x80\\x99ll need admin access to complete the setup.\\n\\n[Email integration setup instructions](https://devrev.ai/docs/integrations/email)\\n\\n6. Syncing Cases Between DevRev and Salesforce\\n\\nYes, you can sync cases (tickets) from DevRev to Salesforce using the Salesforce integration. Mapping and sync options are available during setup.\\n\\n[Syncing cases with Salesforce](https://devrev.ai/docs/integrations/salesforce#sync-cases)\\n\\n7. Supported Airdrop Sources\\n\\nDevRev Airdrop", + "title": "Support queries related playbook" } ] }, @@ -1964,54 +1964,54 @@ "query": "best way to export accounts in bulk", "retrievals": [ { - "id": "ART-1254_KNOWLEDGE_NODE-9", - "text": "Export Accounts (POST)\\n\\nNext](/api-reference/accounts/export-post)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Export Accounts | DevRev | Docs" + "id": "ART-2000_KNOWLEDGE_NODE-26", + "text": "description, websites, domains, type, annual revenue, forecast category, tags, tier, etc.\\n3. Fill in the required fields like external references and owner of the account.\\n4. Click **Create**.\\n\\n### Bulk import accounts\\n\\nTo bulk import accounts, see [Account and contact import](/docs/product/account-contact-import).\\n\\nYou can also use [AirSync](https://docs.devrev.ai/import) to migrate your accounts from various platforms such as Hubspot, Salesforce, Zendesk, Jira, Linear, ServiceNow and", + "title": "Accounts | Computer for Growth Teams | DevRev" }, { - "id": "ART-1254_KNOWLEDGE_NODE-1", - "text": "it](/api-reference/accounts/export?explorer=true)\\n\\n200Retrieved\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"accounts\": [ |\\n| 3 | { |\\n| 4 | \"id\": \"string\", |\\n| 5 | \"owned_by\": [ |\\n| 6 | { |\\n| 7 | \"display_id\": \"string\", |\\n| 8 | \"id\": \"string\", |\\n| 9 | \"display_name\": \"string\", |\\n| 10 | \"display_picture\": { |\\n| 11 | \"display_id\": \"string\", |\\n| 12 | \"id\": \"string\", |\\n| 13 | \"file\": { |\\n| 14 | \"type\": \"string\", |\\n| 15 | \"name\": \"string\", |\\n| 16 | \"size\": 1 |\\n| 17 | } |\\n| 18", - "title": "Export Accounts | DevRev | Docs" + "id": "ART-1462_KNOWLEDGE_NODE-0", + "text": "b'[](/public/api-reference/accounts/export-post)\\n\\nPublic\\n\\n[API Reference](/public/api-reference/getting-started)[Accounts](/public/api-reference/accounts/accounts)\\n\\n# Export Accounts (POST)\\n\\nPOST\\n\\nhttps://api.devrev.ai/accounts.export\\n\\nTry it\\n\\nExports a collection of accounts.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\ncreated_bylist of stringsOptional\\n\\nFilters for accounts created by the specified user(s).\\n\\ncreated_dateobjectOptional\\n\\nShow 2", + "title": "Export Accounts (POST) \u2014 DevRev | Docs" }, { - "id": "ART-1254_KNOWLEDGE_NODE-0", - "text": "b'Export Accounts | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[accounts](/api-reference/accounts/accounts)\\n\\nExport Accounts\\n===============\\n\\nCopy page\\n\\nGET\\n\\nhttps://api.devrev.ai/accounts.export\\n\\nGET\\n\\n/accounts.export\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl https://api.devrev.ai/accounts.export \\\\ |\\n| > | -H \"Authorization: Bearer \" |\\n```\\n\\n[Try", - "title": "Export Accounts | DevRev | Docs" + "id": "ART-1509_KNOWLEDGE_NODE-6", + "text": "exported accounts.\\nShow 18 properties\\nAPI Reference accounts Export Post.\\n\\nPOST https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nRequest.\\n\\nThis endpoint expects an object.\\ncreated_by list of strings Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date object Optional\\nShow 2 properties\\ncustom_fields map from strings to any Optional\\nFilters for custom fields.\\ndisplay_name list of strings Optional\\nArray of display names of accounts", + "title": "Prepare \u2014 DevRev | Docs" }, { - "id": "ART-1449_KNOWLEDGE_NODE-1", - "text": "__\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[API Reference](/public/api-reference/getting-started)[Accounts](/public/api-reference/accounts/accounts)\\n\\n# Export Accounts\\n\\nGET\\n\\nhttps://api.devrev.ai/accounts.export\\n\\nTry it\\n\\nExports a collection of accounts.\\n\\n### Query parameters\\n\\ncreated_bylist of stringsOptional\\n\\nFilters for accounts created by the specified", - "title": "Export Accounts \u2014 DevRev | Docs" + "id": "ART-1823_KNOWLEDGE_NODE-6", + "text": "exported accounts.\\nShow 18 properties\\nAPI Reference accounts Export Post.\\n\\nPOST https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nRequest.\\n\\nThis endpoint expects an object.\\ncreated_by list of strings Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date object Optional\\nShow 2 properties\\ncustom_fields map from strings to any Optional\\nFilters for custom fields.\\ndisplay_name list of strings Optional\\nArray of display names of accounts", + "title": "Get \u2014 DevRev | Docs" }, { - "id": "ART-1255_KNOWLEDGE_NODE-1", - "text": "|\\n| > | -H \"Content-Type: application/json\" \\\\ |\\n| > | -d \\'{}\\' |\\n```\\n\\n[Try it](/api-reference/accounts/export-post?explorer=true)\\n\\n200Successful\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"accounts\": [ |\\n| 3 | { |\\n| 4 | \"id\": \"string\", |\\n| 5 | \"owned_by\": [ |\\n| 6 | { |\\n| 7 | \"display_id\": \"string\", |\\n| 8 | \"id\": \"string\", |\\n| 9 | \"display_name\": \"string\", |\\n| 10 | \"display_picture\": { |\\n| 11 | \"display_id\": \"string\", |\\n| 12 | \"id\": \"string\", |\\n| 13 | \"file\": { |\\n| 14", - "title": "Export Accounts (POST) | DevRev | Docs" + "id": "ART-1779_KNOWLEDGE_NODE-6", + "text": "exported accounts.\\nShow 18 properties\\nAPI Reference accounts Export Post.\\n\\nPOST https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nRequest.\\n\\nThis endpoint expects an object.\\ncreated_by list of strings Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date object Optional\\nShow 2 properties\\ncustom_fields map from strings to any Optional\\nFilters for custom fields.\\ndisplay_name list of strings Optional\\nArray of display names of accounts", + "title": "Get \u2014 DevRev | Docs" }, { - "id": "ART-1255_KNOWLEDGE_NODE-0", - "text": "b'Export Accounts (POST) | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[accounts](/api-reference/accounts/accounts)\\n\\nExport Accounts (POST)\\n======================\\n\\nCopy page\\n\\nPOST\\n\\nhttps://api.devrev.ai/accounts.export\\n\\nPOST\\n\\n/accounts.export\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl -X POST https://api.devrev.ai/accounts.export \\\\ |\\n| > | -H \"Authorization: Bearer \" \\\\", - "title": "Export Accounts (POST) | DevRev | Docs" + "id": "ART-1831_KNOWLEDGE_NODE-6", + "text": "exported accounts.\\nShow 18 properties\\nAPI Reference accounts Export Post.\\n\\nPOST https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nRequest.\\n\\nThis endpoint expects an object.\\ncreated_by list of strings Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date object Optional\\nShow 2 properties\\ncustom_fields map from strings to any Optional\\nFilters for custom fields.\\ndisplay_name list of strings Optional\\nArray of display names of accounts", + "title": "Get \u2014 DevRev | Docs" }, { - "id": "ART-1449_KNOWLEDGE_NODE-10", - "text": "\"modified_date\": \"2023-01-01T12:00:00.000Z\", \\n 69| \"primary_account\": { \\n 70| \"id\": \"foo\", \\n 71| \"display_id\": \"foo\", \\n 72| \"display_name\": \"foo\" \\n 73| }, \\n 74| \"tier\": \"foo\", \\n 75| \"websites\": [ \\n 76| \"foo\" \\n 77| ] \\n 78| } \\n 79| ] \\n 80| }\\n[/code] \\n \\n[Export Accounts (POST)Up Next](/public/api-reference/accounts/export-post)\\n\\n[Built", - "title": "Export Accounts \u2014 DevRev | Docs" + "id": "ART-1304_KNOWLEDGE_NODE-6", + "text": "exported accounts.\\nShow 18 properties\\nAPI Reference accounts Export Post.\\n\\nPOST https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nRequest.\\n\\nThis endpoint expects an object.\\ncreated_by list of strings Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date object Optional\\nShow 2 properties\\ncustom_fields map from strings to any Optional\\nFilters for custom fields.\\ndisplay_name list of strings Optional\\nArray of display names of accounts", + "title": "Get \u2014 DevRev | Docs" }, { - "id": "ART-1462_KNOWLEDGE_NODE-0", - "text": "b'[](/public/api-reference/accounts/export-post)\\n\\nPublic\\n\\n[API Reference](/public/api-reference/getting-started)[Accounts](/public/api-reference/accounts/accounts)\\n\\n# Export Accounts (POST)\\n\\nPOST\\n\\nhttps://api.devrev.ai/accounts.export\\n\\nTry it\\n\\nExports a collection of accounts.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\ncreated_bylist of stringsOptional\\n\\nFilters for accounts created by the specified user(s).\\n\\ncreated_dateobjectOptional\\n\\nShow 2", - "title": "Export Accounts (POST) \u2014 DevRev | Docs" + "id": "ART-1588_KNOWLEDGE_NODE-6", + "text": "exported accounts.\\nShow 18 properties\\nAPI Reference accounts Export Post.\\n\\nPOST https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nRequest.\\n\\nThis endpoint expects an object.\\ncreated_by list of strings Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date object Optional\\nShow 2 properties\\ncustom_fields map from strings to any Optional\\nFilters for custom fields.\\ndisplay_name list of strings Optional\\nArray of display names of accounts", + "title": "Get \u2014 DevRev | Docs" }, { - "id": "ART-1449_KNOWLEDGE_NODE-0", - "text": "b'[](/public/api-reference/accounts/export)\\n\\nPublic\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources", - "title": "Export Accounts \u2014 DevRev | Docs" + "id": "ART-1833_KNOWLEDGE_NODE-6", + "text": "exported accounts.\\nShow 18 properties\\nAPI Reference accounts Export Post.\\n\\nPOST https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nRequest.\\n\\nThis endpoint expects an object.\\ncreated_by list of strings Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date object Optional\\nShow 2 properties\\ncustom_fields map from strings to any Optional\\nFilters for custom fields.\\ndisplay_name list of strings Optional\\nArray of display names of accounts", + "title": "Get \u2014 DevRev | Docs" }, { - "id": "ART-1449_KNOWLEDGE_NODE-5", - "text": "Unavailable Error\\n\\nGET\\n\\n/accounts.export\\n\\n[code]\\n\\n $| curl https://api.devrev.ai/accounts.export \\\\ \\n ---|--- \\n >| -H \"Authorization: Bearer \"\\n[/code] \\n \\nTry it\\n\\n200exportExample\\n\\n[code]\\n\\n 1| { \\n ---|--- \\n 2| \"accounts\": [ \\n 3| { \\n 4| \"id\": \"foo\", \\n 5| \"owned_by\": [ \\n 6| { \\n 7| \"display_id\": \"foo\", \\n 8| \"id\": \"foo\", \\n 9| \"display_name\": \"foo\", \\n", - "title": "Export Accounts \u2014 DevRev | Docs" + "id": "ART-1787_KNOWLEDGE_NODE-6", + "text": "exported accounts.\\nShow 18 properties\\nAPI Reference accounts Export Post.\\n\\nPOST https:// api.devrev.ai / accounts.export\\nExports a collection of accounts.\\nRequest.\\n\\nThis endpoint expects an object.\\ncreated_by list of strings Optional\\nFilters for accounts created by the specified user(s).\\ncreated_date object Optional\\nShow 2 properties\\ncustom_fields map from strings to any Optional\\nFilters for custom fields.\\ndisplay_name list of strings Optional\\nArray of display names of accounts", + "title": "Get \u2014 DevRev | Docs" } ] }, @@ -2020,9 +2020,9 @@ "query": "copy schema subtype deal registration leaf type of account", "retrievals": [ { - "id": "ART-4116_KNOWLEDGE_NODE-0", - "text": "b'[](/beta/api-reference/customization/schemas-subtype-prepare-update-get)\\n\\nBeta\\n\\n[API Reference](/beta/api-reference/accounts/create)[Customization](/beta/api-reference/customization/custom-objects-count)\\n\\n# Prepare-Update Schemas Subtypes\\n\\nPOST\\n\\nhttps://api.devrev.ai/schemas.subtypes.prepare-update\\n\\nTry it\\n\\nGets the new fragment IDs and fields resulting from changing a subtype.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\nleaf_typestringRequired`format: \"text\"`\\n\\nLeaf", - "title": "Prepare-Update Schemas Subtypes (Beta) \u2014 DevRev | Docs" + "id": "ART-15342_KNOWLEDGE_NODE-1", + "text": "https://api.devrev.ai/schemas.subtypes.prepare-update \\\\ |\\n| > | -H \"Authorization: Bearer \" \\\\ |\\n| > | -H \"Content-Type: application/json\" \\\\ |\\n| > | -d \\'{ |\\n| > | \"leaf_type\": \"string\" |\\n| > | }\\' |\\n```\\n\\n[Try it](/api-reference/customization/schemas-subtype-prepare-update-get?explorer=true)\\n\\n200Successful\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"added_fields\": [ |\\n| 3 | { |\\n| 4 | \"name\": \"string\", |\\n| 5 | \"default_value\": null |\\n| 6 | } |\\n| 7 | ], |\\n| 8 |", + "title": "Prepare-Update Schemas Subtypes | DevRev | Docs" }, { "id": "ART-15342_KNOWLEDGE_NODE-3", @@ -2030,44 +2030,44 @@ "title": "Prepare-Update Schemas Subtypes | DevRev | Docs" }, { - "id": "ART-15337_KNOWLEDGE_NODE-19", - "text": "subtype.\\n\\nis\\\\_custom\\\\_leaf\\\\_typebooleanOptional\\n\\nWhether the leaf type corresponds to a custom object.\\n\\nleaf\\\\_typestringOptional`format: \"text\"`\\n\\nThe leaf type. Used for inferring the default stage diagram and\\ntenant fragment ID.\\n\\nstock\\\\_schema\\\\_fragmentstringOptional`format: \"id\"`\\n\\nThe stock schema fragment which is to be aggregated.\\n\\n### Response\\n\\nSuccess.\\n\\nschemaobject\\n\\nList of custom fields from multiple source fragments.\\n\\nShow 13 properties\\n\\n###", - "title": "Get Schemas Aggregated | DevRev | Docs" + "id": "ART-4116_KNOWLEDGE_NODE-0", + "text": "b'[](/beta/api-reference/customization/schemas-subtype-prepare-update-get)\\n\\nBeta\\n\\n[API Reference](/beta/api-reference/accounts/create)[Customization](/beta/api-reference/customization/custom-objects-count)\\n\\n# Prepare-Update Schemas Subtypes\\n\\nPOST\\n\\nhttps://api.devrev.ai/schemas.subtypes.prepare-update\\n\\nTry it\\n\\nGets the new fragment IDs and fields resulting from changing a subtype.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\nleaf_typestringRequired`format: \"text\"`\\n\\nLeaf", + "title": "Prepare-Update Schemas Subtypes (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-4116_KNOWLEDGE_NODE-1", - "text": "type of the object.\\n\\nis_custom_leaf_typebooleanOptional\\n\\nWhether the leaf type corresponds to a custom object.\\n\\nnew_subtypestringOptional`format: \"text\"`\\n\\nName of the new subtype for the object.\\n\\nobjectstringOptional`format: \"id\"`\\n\\nID of the object of which subtype is to be changed. Used to fetch the object\\xe2\\x80\\x99s custom schema fragments and custom fields\\n\\n### Response\\n\\nSuccess.\\n\\nadded_fieldslist of objectsOptional\\n\\nList of fields that have a default value and need to", - "title": "Prepare-Update Schemas Subtypes (Beta) \u2014 DevRev | Docs" + "id": "ART-1856_KNOWLEDGE_NODE-10", + "text": "75| ], \\n 76| \"rev_org\": { \\n 77| \"type\": \"account\", \\n 78| \"id\": \"id\", \\n 79| \"display_id\": \"display_id\", \\n 80| \"display_name\": \"display_name\" \\n 81| }, \\n 82| \"state\": \"active\", \\n 83| \"stock_schema_fragment\": \"stock_schema_fragment\", \\n 84| \"subtype\": \"subtype\", \\n 85| \"tags\": [ \\n 86| { \\n 87| \"tag\": { \\n 88| \"id\": \"id\", \\n 89|", + "title": "Scan Rev Users (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-16108_KNOWLEDGE_NODE-0", - "text": "b'Airdrop does not allow changing which subtype it syncs work items to. The subtypes that Airdrop creates, are maintained by Airdrop, because they have to reflect the schema they the customer has in the external system (custom fields, field values, stages etc. all have to exactly match the external system schema). To modify the subtype, one should modify the schema in the external system.'", - "title": "Airdrop Work Subtype Schema" + "id": "ART-1304_KNOWLEDGE_NODE-230", + "text": "Optional\\nLeaf type for which subtypes are required.\\nleaf_types string Optional\\nList of leaf types for which subtypes are required.\\nResponse.\\n\\nThis endpoint returns an object.\\nsubtypes list of objects\\nList of subtypes.\\nShow 4 properties\\nAPI Reference customization Subtypes List Post.\\n\\nPOST https:// api.devrev.ai / schemas.subtypes.list\\nLists subtypes.\\nRequest.\\n\\nThis endpoint expects an object.\\nleaf_type string Optional\\nLeaf type for which subtypes are required.\\nleaf_types list", + "title": "Get \u2014 DevRev | Docs" }, { - "id": "ART-1614_KNOWLEDGE_NODE-4", - "text": "with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "List Schemas Subtypes (POST) | DevRev | Docs" + "id": "ART-1779_KNOWLEDGE_NODE-227", + "text": "Optional\\nLeaf type for which subtypes are required.\\nleaf_types string Optional\\nList of leaf types for which subtypes are required.\\nResponse.\\n\\nThis endpoint returns an object.\\nsubtypes list of objects\\nList of subtypes.\\nShow 4 properties\\nAPI Reference customization Subtypes List Post.\\n\\nPOST https:// api.devrev.ai / schemas.subtypes.list\\nLists subtypes.\\nRequest.\\n\\nThis endpoint expects an object.\\nleaf_type string Optional\\nLeaf type for which subtypes are required.\\nleaf_types list", + "title": "Get \u2014 DevRev | Docs" }, { - "id": "ART-1632_KNOWLEDGE_NODE-0", - "text": "b'List Schemas Subtypes | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nBeta\\n\\nBeta\\n\\nBeta\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/beta/api-reference/accounts/create)[customization](/beta/api-reference/customization/custom-objects-count)\\n\\nList Schemas Subtypes\\n=====================\\n\\nBeta\\n\\nCopy page\\n\\nGET\\n\\nhttps://api.devrev.ai/schemas.subtypes.list\\n\\nGET\\n\\n/schemas.subtypes.list\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl https://api.devrev.ai/schemas.subtypes.list \\\\", - "title": "List Schemas Subtypes | DevRev | Docs" + "id": "ART-1806_KNOWLEDGE_NODE-231", + "text": "Optional\\nLeaf type for which subtypes are required.\\nleaf_types string Optional\\nList of leaf types for which subtypes are required.\\nResponse.\\n\\nThis endpoint returns an object.\\nsubtypes list of objects\\nList of subtypes.\\nShow 4 properties\\nAPI Reference customization Subtypes List Post.\\n\\nPOST https:// api.devrev.ai / schemas.subtypes.list\\nLists subtypes.\\nRequest.\\n\\nThis endpoint expects an object.\\nleaf_type string Optional\\nLeaf type for which subtypes are required.\\nleaf_types list", + "title": "Self Post \u2014 DevRev | Docs" }, { - "id": "ART-15340_KNOWLEDGE_NODE-8", - "text": "\"id\": \"string\", |\\n| 124 | \"file\": { |\\n| 125 | \"type\": \"string\", |\\n| 126 | \"name\": \"string\", |\\n| 127 | \"size\": 1 |\\n| 128 | } |\\n| 129 | }, |\\n| 130 | \"email\": \"string\", |\\n| 131 | \"full_name\": \"string\", |\\n| 132 | \"state\": \"active\" |\\n| 133 | }, |\\n| 134 | \"created_date\": \"2023-01-01T12:00:00.000Z\", |\\n| 135 | \"description\": \"string\", |\\n| 136 | \"display_id\": \"string\", |\\n| 137 | \"leaf_type\": \"string\", |\\n| 138 | \"modified_by\": { |\\n| 139 | \"display_id\": \"string\", |\\n| 140 | \"id\": \"string\",", - "title": "List Schemas Stock | DevRev | Docs" + "id": "ART-1792_KNOWLEDGE_NODE-229", + "text": "leaf types for which subtypes are required.\\nResponse.\\n\\nThis endpoint returns an object.\\nsubtypes list of objects\\nList of subtypes.\\nShow 4 properties\\nAPI Reference customization Subtypes List Post.\\n\\nPOST https:// api.devrev.ai / schemas.subtypes.list\\nLists subtypes.\\nRequest.\\n\\nThis endpoint expects an object.\\nleaf_type string Optional\\nLeaf type for which subtypes are required.\\nleaf_types list of strings Optional\\nList of leaf types for which subtypes are", + "title": "Update \u2014 DevRev | Docs" }, { - "id": "ART-1560_KNOWLEDGE_NODE-153", - "text": "List Post.\\n\\nPOST https://api.devrev.ai / schemas.subtypes.list\\n\\nLists subtypes.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\nleaf_type string Optional\\n\\nLeaf type for which subtypes are required.\\n\\nleaf_types list of strings Optional\\n\\nList of leaf types for which subtypes are required.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\nsubtypes list of objects\\n\\nList of subtypes.\\n\\nShow 4 properties\\nAPI Reference customization Custom Stages Create.\\n\\nPOST https://api.devrev.ai /", - "title": "Assign (Beta) \u2014 DevRev | Docs" + "id": "ART-1308_KNOWLEDGE_NODE-228", + "text": "leaf types for which subtypes are required.\\nResponse.\\n\\nThis endpoint returns an object.\\nsubtypes list of objects\\nList of subtypes.\\nShow 4 properties\\nAPI Reference customization Subtypes List Post.\\n\\nPOST https:// api.devrev.ai / schemas.subtypes.list\\nLists subtypes.\\nRequest.\\n\\nThis endpoint expects an object.\\nleaf_type string Optional\\nLeaf type for which subtypes are required.\\nleaf_types list of strings Optional\\nList of leaf types for which subtypes are", + "title": "Update \u2014 DevRev | Docs" }, { - "id": "ART-1632_KNOWLEDGE_NODE-2", - "text": "`, where token is your auth token.\\n\\n### Query parameters\\n\\nleaf\\\\_typestringOptional`format: \"text\"`Deprecated\\n\\nLeaf type for which subtypes are required.\\n\\nleaf\\\\_typeslist of stringsOptional\\n\\nList of leaf types for which subtypes are required.\\n\\n### Response\\n\\nSuccess.\\n\\nsubtypeslist of objects\\n\\nList of subtypes.\\n\\nShow 4 properties\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n429\\n\\nToo Many Requests", - "title": "List Schemas Subtypes | DevRev | Docs" + "id": "ART-1785_KNOWLEDGE_NODE-225", + "text": "leaf types for which subtypes are required.\\nResponse.\\n\\nThis endpoint returns an object.\\nsubtypes list of objects\\nList of subtypes.\\nShow 4 properties\\nAPI Reference customization Subtypes List Post.\\n\\nPOST https:// api.devrev.ai / schemas.subtypes.list\\nLists subtypes.\\nRequest.\\n\\nThis endpoint expects an object.\\nleaf_type string Optional\\nLeaf type for which subtypes are required.\\nleaf_types list of strings Optional\\nList of leaf types for which subtypes are", + "title": "Create \u2014 DevRev | Docs" } ] }, @@ -2076,54 +2076,54 @@ "query": "Automatic case classification by product, severity, and category", "retrievals": [ { - "id": "ART-17515_KNOWLEDGE_NODE-25", - "text": "summary: Provides a summary of initial customer emails on tickets.\\n* Spacebar summaries: Offers quick summaries of the **Updates** page, account records, and conversations.\\n* Ticket and issue clustering: Groups similar tickets and issues together for easier management.\\n* AI-generated enhancement descriptions: Creates detailed descriptions for enhancements based on the titles and descriptions of the enhancements and the linked objects.\\n* Request classification: Differentiates between bugs", - "title": "AI use cases in DevRev | Computer by DevRev | DevRev" + "id": "ART-17181_KNOWLEDGE_NODE-9", + "text": "volume. The AI-driven Knowledge Management System was revitalized with auto-summarized articles, freeing agents to focus on content creation rather than administrative tasks.\\n\\nDevRev also delivered an AI classifier that automated ticket categorization by product hierarchy, significantly reducing manual triage time. Throughout the implementation, the team described DevRev as delivering exactly what was promised without the typical enterprise software complexity.\\n\\nThe migration to DevRev was", + "title": "Skedulo reduced effort 30% to 5% and unlocked automation at scale" }, { - "id": "ART-17515_KNOWLEDGE_NODE-12", - "text": "sync](/docs/automations/org-tags-sync)\\n - [Search Node](/docs/automations/search-node)\\n - [Sentiment evaluator](/docs/automations/sentiment-evaluator)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Real-time sentiment evaluator](/docs/automations/realtime-sentiment-evaluator)\\n - [Send customized emails](/docs/automations/send-emails)\\n - [StageFlow automator](/docs/automations/stageflow-automator)\\n - [Smart issue", - "title": "AI use cases in DevRev | Computer by DevRev | DevRev" + "id": "ART-4181_KNOWLEDGE_NODE-8", + "text": "metrics such as response time and resolution time, or tailor metrics to your requirements\\n\\n![]()\\n\\nTrigger SLAs at the right moment, every time\\n\\nMap conditions to parts of your product, tags, severity levels, or any other relevant criteria on our simple UI\\n\\n![]()\\n\\nTrigger SLAs at the right moment, every time\\n\\nMap conditions to parts of your product, tags, severity levels, or any other relevant criteria on our simple UI\\n\\n![]()\\n\\nSLAs in sync with your business\\n\\nAccount for", + "title": "Support like a lightning fast pit-crew" }, { - "id": "ART-17515_KNOWLEDGE_NODE-9", - "text": "[Automate](/docs/automate)\\n\\n - [Account deduplication](/docs/automations/account-deduplication)\\n - [Airtable](/docs/automations/airtable)\\n - [Auto-link DevRev GitHub accounts](/docs/automations/auto-link-github-devrev)\\n - [Automatic customer reply](/docs/automations/auto-reply)\\n - [Auto parts to conversation](/docs/automations/auto-parts)\\n - [Automated part update](/docs/automations/automated-part-update)\\n - [Automate opportunities](/docs/automations/opportunity)\\n", - "title": "AI use cases in DevRev | Computer by DevRev | DevRev" + "id": "ART-4181_KNOWLEDGE_NODE-6", + "text": "time and resolution time, or tailor metrics to your requirements\\n\\n![]()\\n\\nTrigger SLAs at the right moment, every time\\n\\nMap conditions to parts of your product, tags, severity levels, or any other relevant criteria on our simple UI\\n\\n![]()\\n\\nTrigger SLAs at the right moment, every time\\n\\nMap conditions to parts of your product, tags, severity levels, or any other relevant criteria on our simple UI\\n\\n![]()\\n\\nSLAs in sync with your business\\n\\nAccount for calendar and business hours,", + "title": "Support like a lightning fast pit-crew" }, { - "id": "ART-17515_KNOWLEDGE_NODE-1", - "text": "[Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access control](/docs/product/access-control)\\n +", - "title": "AI use cases in DevRev | Computer by DevRev | DevRev" + "id": "ART-1027_KNOWLEDGE_NODE-9", + "text": "workflows** that streamline ticket triaging and severity assessment.\\n\\n### AI-powered deflection at scale\\n\\nAI answering has stabilized around 32\\xe2\\x80\\x9340% of all inquiries, with complex queries intelligently routed to human agents. **Computer CX Agents** for free vs. paid customers optimize deflection strategies for each segment, delivering tailored support while maximizing efficiency.\\n\\nDevRev has enabled us to streamline access to technical documentation, automate common developer", + "title": "Descope streamlines support at scale with automation, AI, and unified collaboration" }, { - "id": "ART-17515_KNOWLEDGE_NODE-26", - "text": "and feature requests on tickets.\\n* Computer on Plug: Enhances the following functionalities:\\n\\n + Conversation: It deflects customer queries using your knowledge base, providing accurate and relevant responses.\\n + Search: It summarizes your search results, making information retrieval more efficient and user-friendly.\\n* Computer assist: Recommends relevant articles and similar work items.\\n* Slack tickets: Automatically generates titles and descriptions for tickets created from Slack", - "title": "AI use cases in DevRev | Computer by DevRev | DevRev" + "id": "ART-4181_KNOWLEDGE_NODE-4", + "text": "tailor metrics to your requirements\\n\\n![]()\\n\\nTrigger SLAs at the right moment, every time\\n\\nMap conditions to parts of your product, tags, severity levels, or any other relevant criteria on our simple UI\\n\\n![]()\\n\\nTrigger SLAs at the right moment, every time\\n\\nMap conditions to parts of your product, tags, severity levels, or any other relevant criteria on our simple UI\\n\\n![]()\\n\\nSLAs in sync with your business\\n\\nAccount for calendar and business hours, ensuring that your SLAs", + "title": "Support like a lightning fast pit-crew" }, { - "id": "ART-17515_KNOWLEDGE_NODE-4", - "text": "analytics](/docs/product/support-analytics)\\n\\n - [Conversation insights](/docs/dashboards/conversation-insights)\\n - [Conversation-SLA Analytics](/docs/dashboards/conversation-sla-analytics)\\n - [Conversation-Team Performance](/docs/dashboards/conversation-team-performance)\\n - [Ticket insights](/docs/dashboards/ticket-insights)\\n - [Ticket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n - [Ticket-Team Performance](/docs/dashboards/ticket-team-performance)\\n +", - "title": "AI use cases in DevRev | Computer by DevRev | DevRev" + "id": "ART-4181_KNOWLEDGE_NODE-2", + "text": "blog](/blog/sla)\\n\\nTrigger SLAs at the right moment, every time\\n\\nMap conditions to parts of your product, tags, severity levels, or any other relevant criteria on our simple UI\\n\\n![]()\\n\\nTrigger SLAs at the right moment, every time\\n\\nMap conditions to parts of your product, tags, severity levels, or any other relevant criteria on our simple UI\\n\\n![]()\\n\\nSLAs in sync with your business\\n\\nAccount for calendar and business hours, ensuring that your SLAs accurately reflect your support", + "title": "Support like a lightning fast pit-crew" }, { - "id": "ART-17515_KNOWLEDGE_NODE-10", - "text": "- [Bulk delete data](/docs/automations/bulk-delete)\\n - [Bulk work item uploader](/docs/automations/bulk-upload)\\n - [Commands surface expander](/docs/automations/commands-surface-expander)\\n - [Convergence](/docs/automations/converge)\\n - [Conversation reminder](/docs/automations/conversation-reminder)\\n - [CSAT on conversation](/docs/automations/csat-conv)\\n - [CSAT on ticket](/docs/automations/csat-tickets)\\n - [CSV work item", - "title": "AI use cases in DevRev | Computer by DevRev | DevRev" + "id": "ART-1979_KNOWLEDGE_NODE-29", + "text": "**Severity**: The importance of the ticket. Severity can be set to low, medium, blocker, or high.\\n* **Stage**: The current state of the issue. The stage attribute is used to track the progress of the issue through its lifecycle. For more information on stages, see [stages](#stages).\\n* **Part**: The part of the company or product that the issue is related to. For more information on parts, see [parts](./parts).\\n* **Created by**: The user who created the ticket.\\n* **Created date**: The date", + "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-17515_KNOWLEDGE_NODE-13", - "text": "creator](/docs/automations/smart-issue-creator)\\n - [Set user preference for group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field", - "title": "AI use cases in DevRev | Computer by DevRev | DevRev" + "id": "ART-1027_KNOWLEDGE_NODE-6", + "text": "that intelligently assess ticket severity and streamline prioritization\\n* Specialized Computer CX Agents designed to handle both free and paid customer inquiries, optimizing deflection strategies for each segment\\n* In-app support experiences with real-time, contextual assistance\\n* Conversational AI layered on top of Computer\\xe2\\x80\\x99s Memory for unified knowledge\\n* Tight integration with Descope's internal dev workflows and APIs\\n\\nFor me, this is the number one priority for our service", + "title": "Descope streamlines support at scale with automation, AI, and unified collaboration" }, { - "id": "ART-17515_KNOWLEDGE_NODE-15", - "text": "[Operational SLA Metrics](/docs/automations/operational-sla-metrics)\\n - [Custom field migration](/docs/automations/custom-field-migration)\\n - [Slack scraper](/docs/automations/slack-scraper)\\n - [Slack Broadcaster](/docs/automations/slack-broadcaster)\\n - [Reported by enricher](/docs/automations/ticket-reported-by)\\n - [Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n - [Ticket linked issues comment", - "title": "AI use cases in DevRev | Computer by DevRev | DevRev" + "id": "ART-1959_KNOWLEDGE_NODE-29", + "text": "in:title crm |\\n| - | Acts as an exclusion in search results. \"-\" can be used for the same purpose. | type:issue -crm type:issue in:title -crm |\\n| state | Filters results based on the stage: open, closed, or in\\\\_progress. | state:open state:closed state:in\\\\_progress |\\n| severity | Filters out tickets with the desired severity level. Supports: blocker, high, medium, low. | severity:high type:ticket -severity:low (filters all tickets excluding the ones with low severity)", + "title": "Search | Computer by DevRev | DevRev" }, { - "id": "ART-17515_KNOWLEDGE_NODE-24", - "text": "[Product demos](/docs/DevRevU/demos)\\n\\n1. [Documentation](/docs)\\n3. [Computer by DevRev](/docs/intro)\\n[AI use cases in DevRev](/docs/product/ai-use-cases)\\n\\nAI use cases in DevRev\\n======================\\n\\nAs an AI-native platform, Computer by DevRev leverages AI to provide value to customer support and product development staff. The following are some of the uses of AI in Computer.\\n\\n* Summary slash command: Generates summaries for internal and external discussions.\\n* Customer email", - "title": "AI use cases in DevRev | Computer by DevRev | DevRev" + "id": "ART-1981_KNOWLEDGE_NODE-33", + "text": "Each account should have some balance of high, medium, and low severity issues.\\n* If the customer states any new concerns or requests in the course of discussions on a ticket, open new tickets and create associations.\\n* If the customer does not confirm the resolution, move the ticket back to *in development* and let the engineering/PM team know of the feedback.\\n* Provide regular updates to customers on open/in-progress tickets. The proper update frequency is determined by the severity of the", + "title": "Support best practices | Computer for Support Teams | DevRev" } ] }, @@ -2132,54 +2132,54 @@ "query": "enable Generative AI for Knowledge Base creation", "retrievals": [ { - "id": "ART-13178_KNOWLEDGE_NODE-9", - "text": "articles, designs graphics, and generates code. It focuses on content creation based on prompts. According to [IBM research](https://www.ibm.com/think/topics/generative-ai-use-cases), 65% of enterprises now use generative AI for creation tasks like these.\\n\\nAgentic AI operates differently. It doesn\\xe2\\x80\\x99t just create \\xe2\\x80\\x93 it decides and acts. When your customer reports an issue, generative AI might draft a response to customer service inquiries, while agentic AI will investigate", - "title": "Understanding Agentic AI: Capabilities and Implications for the Future" + "id": "ART-1985_KNOWLEDGE_NODE-44", + "text": "Base**](https://app.devrev.ai/?setting=knowledge-base%2Farticles)** and select **View Templates**.\\n2. Select a template and click **Use Template**.\\n\\n### Edit a template\\n\\n1. Go to [**Settings** > **Customization** > **Templates**](https://app.devrev.ai/?setting=record-template).\\n2. Locate the template and click the **3-dot menu** under the **Action** column.\\n3. Click **Edit**, make your changes, and click **Publish**.\\n\\nContent blocks\\n--------------\\n\\nContent blocks let you create", + "title": "Articles | Knowledge Base | Computer for Support Teams | DevRev" }, { - "id": "ART-13178_KNOWLEDGE_NODE-12", - "text": "prompts | Predetermined logic paths only \\nImplementation examples | Self-directing customer journey managers, workflow orchestrators | Marketing copy generators, design assistants | Scheduled report generators, form processors \\nSystem connections | Operates across enterprise architecture | Generally functions as specialized tools | Isolated within specific applications \\nStrategic advantage | Full transformation of knowledge work processes | Enhanced productivity for content creation |", - "title": "Understanding Agentic AI: Capabilities and Implications for the Future" + "id": "ART-4170_KNOWLEDGE_NODE-9", + "text": "Baldwa](/blog/explore-article-creation-and-analytics-dashboard)[![]()\\n\\n7 min read10 step guide to preparing your knowledge base for Gen AI search\\n\\nRhea Jain](/blog/guide-to-preparing-your-knowledge-base-for-ai-search)\\n\\n[![]()](/the-essential-methodology-whitepaper)\\n\\n[Dheeraj Pandey12 min read\\n\\n### Essential Methodology\\n\\n### Whitepaper for free\\n\\n\\xe2\\x9e\\xa4 The latest thinking on AI agents and platform](/the-essential-methodology-whitepaper)\\n\\n[Download", + "title": "DevRev | Blog" }, { - "id": "ART-738_KNOWLEDGE_NODE-2", - "text": "they have. For example, both Chat GPT 3.5 and 4.0 were trained on the publicly available internet data as of September 2021, but they lack context about the current state. AutoGPT and others will help with this giving it the ability \\xe2\\x80\\x9cfetch\\xe2\\x80\\x9d additional context it may be lacking, however\\xe2\\x80\\xa6\\n\\n\\n That\\xe2\\x80\\x99s not the key, the key is in the data that you have that the models don\\xe2\\x80\\x99t have access to.\\n\\n\\n\\n\\nDevRev: built atop a badass knowledge", - "title": "DevRev | Built for AI (not by AI... yet)" + "id": "ART-1984_KNOWLEDGE_NODE-25", + "text": "supports AI\\n=================================================\\n\\nComputer works best when articles and QnAs in the knowledge base adhere to certain guidelines. The old computing adage of \\xe2\\x80\\x9cgarbage in, garbage out\\xe2\\x80\\x9d applies to AI as much as to earlier technologies. Most of these guidelines are typical for professional/technical writing, especially content that has requirements for accessibility and localization.\\n\\nTo enable searching through the knowledge base, Computer", + "title": "Best practices for documentation that supports AI | Turing AI agent | Computer for Support Teams | DevRev" }, { - "id": "ART-13178_KNOWLEDGE_NODE-8", - "text": "intelligence system can track customer responses to support solutions, identify which approaches resolve issues fastest, and refine its methods accordingly.\\n\\n## Agentic AI vs generative AI\\n\\nGenerative AI creates content while agentic AI performs actions. This fundamental difference determines how each technology delivers business value through their distinct capabilities, applications, and limitations.\\n\\nYou\\xe2\\x80\\x99ve witnessed generative AI\\xe2\\x80\\x99s creative abilities. It writes", - "title": "Understanding Agentic AI: Capabilities and Implications for the Future" + "id": "ART-1035_KNOWLEDGE_NODE-8", + "text": "Benefits\\n------------\\n\\n* Ability to push Slack threads directly into tickets using DevRev integration DevRev PLuG widget as a live help chat, replacing multiple tools\\n* DevRev Marketplace for snap-ins to push meeting action items and summaries into DevRev directly as ticket\\n* Use of [generative AI in customer support](/blog/generative-ai-for-customer-support) for tracking and building intelligence in knowledge base\\x08\\n* Improved customer experience due to increased efficiency and", + "title": "Goodmeetings uses PLuG to reduce ticket resolution time" }, { - "id": "ART-970_KNOWLEDGE_NODE-67", - "text": "context, yet\\xe2\\x80\\xa6\\n\\n\\n That\\xe2\\x80\\x99s not the key, the key is in the data that you have that the models don\\xe2\\x80\\x99t have access to.\\n\\n\\nThe greater the context you can furnish through embeddings or fine-tuning, the more powerful AI becomes in your hands.\\n\\nThe Significance of Knowledge Graphs \\n\\nKnowledge graphs stand as invaluable tools that facilitate the organization and association of items based on various dimensions. Their utility extends beyond merely establishing", - "title": "The Story" + "id": "ART-13178_KNOWLEDGE_NODE-9", + "text": "articles, designs graphics, and generates code. It focuses on content creation based on prompts. According to [IBM research](https://www.ibm.com/think/topics/generative-ai-use-cases), 65% of enterprises now use generative AI for creation tasks like these.\\n\\nAgentic AI operates differently. It doesn\\xe2\\x80\\x99t just create \\xe2\\x80\\x93 it decides and acts. When your customer reports an issue, generative AI might draft a response to customer service inquiries, while agentic AI will investigate", + "title": "Understanding Agentic AI: Capabilities and Implications for the Future" }, { - "id": "ART-974_KNOWLEDGE_NODE-17", - "text": "tasks. For instance, AI-powered models can access and process vast amounts of information from the internet to answer queries, potentially rendering traditional search methods obsolete.\\n\\nFurthermore, AI\\xe2\\x80\\x99s influence extends to content creation, with AI-generated content becoming increasingly prevalent. This shift has the potential to alter the value of content, especially as AI could replace traditional search engines that index generated content. Businesses may need to adapt their", - "title": "Part I: Genesis" + "id": "ART-1980_KNOWLEDGE_NODE-28", + "text": "directly click on a collection and find related articles. This streamlined access helps customers resolve issues or gain more information about the company's products and services more effectively.\\n\\nDevRev\\xe2\\x80\\x99s knowledge base is complemented by an AI-enabled search option, allowing customers to type in their queries. The AI analyzes all information within the knowledge base to provide the most relevant information to the customer.\\n\\nKnowledge base articles in DevRev can be accessed", + "title": "Knowledge Base | Computer for Support Teams | DevRev" }, { - "id": "ART-13178_KNOWLEDGE_NODE-13", - "text": "Cost efficiency for repetitive activities \\n \\nGenerative AI excels at content-focused tasks. Agentic AI transforms process-oriented workflows.\\n\\n## What is the core framework of agentic AI?\\n\\nThe agentic AI framework consists of five interconnected components: perception, reasoning, action, learning, and collaboration. This structure enables autonomous agents to process information, make decisions, implement solutions, improve over time, and work alongside humans and other systems.\\n\\nYou", - "title": "Understanding Agentic AI: Capabilities and Implications for the Future" + "id": "ART-1985_KNOWLEDGE_NODE-37", + "text": "Storage limits for articles\\n\\n* There is no limit to the number of articles that can be created in the DevRev knowledge base.\\n* Each article is stored as an artifact, with a maximum size of 250 MB per artifact.\\n\\n### Enable customer access for your knowledge base\\n\\nTo make your help center, including your knowledge base, accessible to the public, go to **[Settings > Plug & Portal > Portal Settings](https://app.devrev.ai/?setting=portal-settings%2Fconfiguration)** and enable **Help Center**", + "title": "Articles | Knowledge Base | Computer for Support Teams | DevRev" }, { - "id": "ART-974_KNOWLEDGE_NODE-2", - "text": "ourselves in the genesis of the AI revolution, a technological marvel that has reshaped our world. Large language models and generative transformers have ushered in a paradigm shift in our interactions with technology and information, challenging conventional search methods and unlocking new realms of creative potential.\\n\\nEvolution\\n\\n\\n\\n\\n \\xe2\\x80\\x9cIt is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change.\\xe2\\x80\\x9d - Charles", - "title": "Part I: Genesis" + "id": "ART-1980_KNOWLEDGE_NODE-25", + "text": "knowledge base helps customers independently solve issues and assists employees in determining solutions to customer queries they\\xe2\\x80\\x99re resolving.\\n\\nThe articles can be created from scratch in DevRev, or they can be hosted on your own domain. Additionally, you can scrape articles from a previous database and import them into DevRev with the assistance of our support engineers.\\n\\nThere are multiple benefits to a knowledge base that can be accessed directly and through AI:\\n\\n*", + "title": "Knowledge Base | Computer for Support Teams | DevRev" }, { - "id": "ART-13178_KNOWLEDGE_NODE-21", - "text": "**Prompt:** This defines the system\\xe2\\x80\\x99s operation blueprint, outlining specific goals and constraints. Think of it as the master plan guiding each agent. For complex systems, responsibilities are distributed across multiple AI agents to maintain simplicity and effectiveness.\\n * **Knowledge:** This serves as the agent\\xe2\\x80\\x99s knowledge repository, storing experiences and context. Like humans rely on past experiences, LLM agents use memory to understand situations and make", - "title": "Understanding Agentic AI: Capabilities and Implications for the Future" + "id": "ART-15153_KNOWLEDGE_NODE-7", + "text": "Q&As from completed support conversations, with over 2,000 AI-generated entries improving the knowledge base. When similar questions arise, customers receive immediate answers without needing human intervention.\\n\\n### Scalable solution for growth\\n\\nThe platform effectively supports:\\n\\n* 24/7 global support coverage\\n* Tens of thousands of platform users through PLuG live chat\\n\\n### Minimized business impact\\n\\nBy connecting all their support information through DevRev, Deepdub provides", + "title": "Deepdub scales global AI support with DevRev\u2019s conversational platform and intelligent knowledge automation" }, { - "id": "ART-974_KNOWLEDGE_NODE-18", - "text": "content strategies to influence AI models and shape the information presented to users.\\n\\nLastly, AI has also impacted creativity, offering tools that change the way people envision, design, and iterate. These innovations empower individuals to create complex and detailed content independently. In fact, Midjourney was used to generate a great deal of the abstract images used throughout this book.\\n\\nWe have transitioned from a phase where AI was associated with apocalyptic scenarios to an era", - "title": "Part I: Genesis" + "id": "ART-1985_KNOWLEDGE_NODE-28", + "text": "independently rather than relying on ticketing or speaking to agents.\\n\\nUsers with edit rights can create new articles and modify existing ones.\\n\\nArticle management\\n------------------\\n\\n### Create an article\\n\\nTo create a new article, do the following:\\n\\n1. Go to [**Settings** > **Support** > **Knowledge Base**](https://app.devrev.ai/?setting=knowledge-base%2Farticles) and click **+Article**. Give the article a title and description.\\n2. Select one of the following options:\\n\\n * Write", + "title": "Articles | Knowledge Base | Computer for Support Teams | DevRev" } ] }, @@ -2193,49 +2193,49 @@ "title": "For Developers | DevRev | Docs" }, { - "id": "ART-3892_KNOWLEDGE_NODE-4", - "text": "* [Blog](https://devrev.ai/blog)\\n * [Events](https://devrev.ai/events)\\n * [News](https://devrev.ai/blog?category=news)\\n * [Case Studies](https://devrev.ai/case-study)\\n * [Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n *", - "title": "API Changelog \u2014 DevRev | Docs" + "id": "ART-1312_KNOWLEDGE_NODE-0", + "text": "b'\\xf0\\x9f\\x91\\x89 Getting started\\nIf you are new to DevRev, we would recommend learning about our core concepts before getting started.\\nOnce you have a DevRev account, you can access the APIs with a personal access token (PAT) that you create in the DevRev app.\\nA brief tutorial shows you how to access the APIs.\\n\\xf0\\x9f\\xa7\\xac Methods\\nSpecifications covering the supported APIs are based on OpenAPI Specification 3.0. You can download the specs to use an OpenAPI 3.0-compliant tool to", + "title": "For Developers \u2013 DevRev | Docs" }, { - "id": "ART-3194_KNOWLEDGE_NODE-6", - "text": "[Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why", - "title": "API Changelog \u2014 DevRev | Docs" + "id": "ART-1366_KNOWLEDGE_NODE-3", + "text": "covering the supported APIs are based on OpenAPI Specification 3.0. You can download the specs to use an OpenAPI 3.0-compliant tool to perform a variety of actions, including rendering them in UI and generating SDKs. Two [versions](/public/about/versioning) of the DevRev API are available: [public](/public) and [beta](/beta) (early access). Use the drop-down menu in the upper-left corner of this site to switch between versions.\\n\\nTo take action based on events from the DevRev platform,", + "title": "For Developers \u2014 DevRev | Docs" }, { - "id": "ART-3193_KNOWLEDGE_NODE-6", - "text": "[Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why", - "title": "API Changes \u2014 DevRev | Docs" + "id": "ART-1175_KNOWLEDGE_NODE-1", + "text": "started\\n===============\\n\\nCopy page\\n\\nThe DevRev API is organized around REST. Our API has predictable resource-oriented URLs, accepts form-encoded request bodies, returns JSON-encoded responses, and uses standard HTTP response codes, authentication, and verbs.\\n\\nIf you\\xe2\\x80\\x99re new to DevRev APIs, you\\xe2\\x80\\x99ve come to the right place. Our APIs serve as the foundation for integrating your apps, building automations, and creating custom\\xc2\\xa0snap-ins.\\nYou can also refer to our", + "title": "Getting started | DevRev | Docs" }, { - "id": "ART-1366_KNOWLEDGE_NODE-3", - "text": "covering the supported APIs are based on OpenAPI Specification 3.0. You can download the specs to use an OpenAPI 3.0-compliant tool to perform a variety of actions, including rendering them in UI and generating SDKs. Two [versions](/public/about/versioning) of the DevRev API are available: [public](/public) and [beta](/beta) (early access). Use the drop-down menu in the upper-left corner of this site to switch between versions.\\n\\nTo take action based on events from the DevRev platform,", + "id": "ART-1366_KNOWLEDGE_NODE-2", + "text": "Developers\\n\\n## \\xf0\\x9f\\x91\\x89 Getting started\\n\\nIf you are new to DevRev, we would recommend learning about our [core concepts](https://docs.devrev.ai/intro) before getting started.\\n\\nOnce you have a DevRev account, you can access the APIs with a [personal access token](/public/about/authentication) (PAT) that you create in the DevRev app.\\n\\nA brief [tutorial](/public/api-reference/getting-started) shows you how to access the APIs.\\n\\n## \\xf0\\x9f\\xa7\\xac Methods\\n\\nSpecifications", "title": "For Developers \u2014 DevRev | Docs" }, { - "id": "ART-1175_KNOWLEDGE_NODE-0", - "text": "b'Getting started | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\nOn this page\\n\\n* [Prerequisites](/api-reference/getting-started#prerequisites)\\n* [Send your first API request](/api-reference/getting-started#send-your-first-api-request)\\n* [Making a GET request](/api-reference/getting-started#making-a-get-request)\\n* [Next steps](/api-reference/getting-started#next-steps)\\n\\n[API Reference](/api-reference/getting-started)\\n\\nGetting", - "title": "Getting started | DevRev | Docs" + "id": "ART-16806_KNOWLEDGE_NODE-25", + "text": "environment while boosting system reliability and support efficiency.\\n\\nThe following improvements have been implemented:\\n\\n* **Error handling enhancements**: Fixed issues related to momentary connection failures by implementing retry mechanisms.\\n* **Attachment download reliability**: Resolved challenges with attachment downloads in SDK and template snap-ins to ensure consistent performance.\\n\\n![]()\\n\\n### Conversation and Ticket Workflows\\n\\n**Internal Tickets:**\\n\\nYou can now create", + "title": "July 2025 | Changelog | DevRev" }, { - "id": "ART-4229_KNOWLEDGE_NODE-4", - "text": "[Events](https://devrev.ai/events)\\n * [News](https://devrev.ai/blog?category=news)\\n * [Case Studies](https://devrev.ai/case-study)\\n * [Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n *", - "title": "API Changelog \u2014 DevRev | Docs" + "id": "ART-1371_KNOWLEDGE_NODE-1", + "text": "API is organized around REST. Our API has predictable resource-oriented URLs, accepts form-encoded request bodies, returns JSON-encoded responses, and uses standard HTTP response codes, authentication, and verbs.\\n\\nIf you\\xe2\\x80\\x99re new to DevRev APIs, you\\xe2\\x80\\x99ve come to the right place. Our APIs serve as the foundation for integrating your apps, building automations, and creating custom snap-ins. You can also refer to our [Postman", + "title": "Getting started \u2014 DevRev | Docs" }, { - "id": "ART-1980_KNOWLEDGE_NODE-29", - "text": "by customers through the Plug widget and customer portal.\\n\\nIn the Plug widget, articles are available in two places: the search bar and the Help section.\\n\\n**Search bar**\\n\\n![]()\\n\\n**Help section**\\n\\n![]()\\n\\nUsers can also view articles grouped into collections by visiting your help center hosted on your website. The visibility of collections and articles depends on the **Visible to** settings configured.\\n\\n[### Articles](/docs/product/articles)[###", + "id": "ART-1980_KNOWLEDGE_NODE-17", + "text": "[Slack](/docs/integrations/slack)\\n - [WhatsApp](/docs/integrations/whatsapp)\\n - [GitHub](/docs/integrations/github)\\n - [GitLab](/docs/integrations/gitlab)\\n - [Harness](/docs/integrations/harness)\\n - [Marker.io](/docs/integrations/marker-io)\\n - [Instabug](/docs/integrations/instabug)\\n - [Qase](/docs/integrations/qase)\\n - [Tracxn Integration](/docs/integrations/tracxn-integration)\\n - [Twilio](/docs/integrations/twilio)\\n - [Glean](/docs/integrations/glean)\\n", "title": "Knowledge Base | Computer for Support Teams | DevRev" }, { - "id": "ART-3194_KNOWLEDGE_NODE-10", - "text": "demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n'", - "title": "API Changelog \u2014 DevRev | Docs" + "id": "ART-1944_KNOWLEDGE_NODE-7", + "text": "Support Marketplace\\n\\nPlatform\\n\\nAirdrop Analytics Workflow Engine Turing AI\\n\\nResources\\n\\nPricing Blog News Case studies Documentation API Reference The Book of DevRev\\n\\nCompany\\n\\nAbout People Careers Invest\\n\\nConnect\\n\\nContact Instagram Medium Linkedin Twitter\\n\\nLegal\\n\\nSecurity DPA Subprocessors Cookie Policy Privacy policy Terms of service\\n\\nSystem Status\\n\\xc2\\xa9 2024 DevRev Inc.\"", + "title": "DevRev Documentation" }, { - "id": "ART-4980_KNOWLEDGE_NODE-7", - "text": "demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n'", - "title": "API Changelog \u2014 DevRev | Docs" + "id": "ART-1175_KNOWLEDGE_NODE-0", + "text": "b'Getting started | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\nOn this page\\n\\n* [Prerequisites](/api-reference/getting-started#prerequisites)\\n* [Send your first API request](/api-reference/getting-started#send-your-first-api-request)\\n* [Making a GET request](/api-reference/getting-started#making-a-get-request)\\n* [Next steps](/api-reference/getting-started#next-steps)\\n\\n[API Reference](/api-reference/getting-started)\\n\\nGetting", + "title": "Getting started | DevRev | Docs" } ] }, @@ -2244,34 +2244,34 @@ "query": "automations to fill repeated fields", "retrievals": [ { - "id": "ART-2016_KNOWLEDGE_NODE-9", - "text": "deduplication](/docs/automations/account-deduplication)\\n - [Airtable](/docs/automations/airtable)\\n - [Auto-link DevRev GitHub accounts](/docs/automations/auto-link-github-devrev)\\n - [Automatic customer reply](/docs/automations/auto-reply)\\n - [Auto parts to conversation](/docs/automations/auto-parts)\\n - [Automated part update](/docs/automations/automated-part-update)\\n - [Automate opportunities](/docs/automations/opportunity)\\n - [Bulk delete", - "title": "StageFlow automator | Automate | Snap-ins | DevRev" + "id": "ART-2858_KNOWLEDGE_NODE-15", + "text": "[Custom field migration](/docs/automations/custom-field-migration)\\n - [Slack scraper](/docs/automations/slack-scraper)\\n - [Slack Broadcaster](/docs/automations/slack-broadcaster)\\n - [Reported by enricher](/docs/automations/ticket-reported-by)\\n - [Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n - [Ticket linked issues comment sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n", + "title": "Custom field migration | Automate | Snap-ins | DevRev" }, { - "id": "ART-2858_KNOWLEDGE_NODE-9", - "text": "deduplication](/docs/automations/account-deduplication)\\n - [Airtable](/docs/automations/airtable)\\n - [Auto-link DevRev GitHub accounts](/docs/automations/auto-link-github-devrev)\\n - [Automatic customer reply](/docs/automations/auto-reply)\\n - [Auto parts to conversation](/docs/automations/auto-parts)\\n - [Automated part update](/docs/automations/automated-part-update)\\n - [Automate opportunities](/docs/automations/opportunity)\\n - [Bulk delete", + "id": "ART-2858_KNOWLEDGE_NODE-24", + "text": "[Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Custom field migration](/docs/automations/custom-field-migration)\\n\\nCustom field migration\\n======================\\n\\nThe Custom field migration snap-in is designed to facilitate the seamless migration of custom field values across various DevRev objects, including accounts, issues, tickets, opportunities, incidents, and contacts. It efficiently processes data in batches, transferring values from a specified source field to a target field", "title": "Custom field migration | Automate | Snap-ins | DevRev" }, { - "id": "ART-2016_KNOWLEDGE_NODE-15", - "text": "[Custom field migration](/docs/automations/custom-field-migration)\\n - [Slack scraper](/docs/automations/slack-scraper)\\n - [Slack Broadcaster](/docs/automations/slack-broadcaster)\\n - [Reported by enricher](/docs/automations/ticket-reported-by)\\n - [Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n - [Ticket linked issues comment sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n", - "title": "StageFlow automator | Automate | Snap-ins | DevRev" + "id": "ART-2858_KNOWLEDGE_NODE-13", + "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", + "title": "Custom field migration | Automate | Snap-ins | DevRev" }, { - "id": "ART-2016_KNOWLEDGE_NODE-10", - "text": "data](/docs/automations/bulk-delete)\\n - [Bulk work item uploader](/docs/automations/bulk-upload)\\n - [Commands surface expander](/docs/automations/commands-surface-expander)\\n - [Convergence](/docs/automations/converge)\\n - [Conversation reminder](/docs/automations/conversation-reminder)\\n - [CSAT on conversation](/docs/automations/csat-conv)\\n - [CSAT on ticket](/docs/automations/csat-tickets)\\n - [CSV work item uploader](/docs/automations/csv-work-item-uploader)\\n -", - "title": "StageFlow automator | Automate | Snap-ins | DevRev" + "id": "ART-15989_KNOWLEDGE_NODE-15", + "text": "[Custom field migration](/docs/automations/custom-field-migration)\\n - [Slack scraper](/docs/automations/slack-scraper)\\n - [Slack Broadcaster](/docs/automations/slack-broadcaster)\\n - [Reported by enricher](/docs/automations/ticket-reported-by)\\n - [Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n - [Ticket linked issues comment sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n", + "title": "Automated part update | Automate | Snap-ins | DevRev" }, { - "id": "ART-2006_KNOWLEDGE_NODE-10", - "text": "data](/docs/automations/bulk-delete)\\n - [Bulk work item uploader](/docs/automations/bulk-upload)\\n - [Commands surface expander](/docs/automations/commands-surface-expander)\\n - [Convergence](/docs/automations/converge)\\n - [Conversation reminder](/docs/automations/conversation-reminder)\\n - [CSAT on conversation](/docs/automations/csat-conv)\\n - [CSAT on ticket](/docs/automations/csat-tickets)\\n - [CSV work item uploader](/docs/automations/csv-work-item-uploader)\\n -", - "title": "Automatic customer reply | Automate | Snap-ins | DevRev" + "id": "ART-2858_KNOWLEDGE_NODE-14", + "text": "Immutability](/docs/automations/ticket-immutability)\\n - [Ticket email notifier](/docs/automations/ticket-email-notifier)\\n - [Task tracker](/docs/automations/task-tracker)\\n - [Ticket Tagger](/docs/automations/ticket-tagger)\\n - [Tracxn sync](/docs/automations/tracxn-sync)\\n - [User group validator](/docs/automations/user-group-validator)\\n - [Work duration](/docs/automations/work-duration)\\n - [Operational SLA Metrics](/docs/automations/operational-sla-metrics)\\n -", + "title": "Custom field migration | Automate | Snap-ins | DevRev" }, { - "id": "ART-2006_KNOWLEDGE_NODE-15", - "text": "[Custom field migration](/docs/automations/custom-field-migration)\\n - [Slack scraper](/docs/automations/slack-scraper)\\n - [Slack Broadcaster](/docs/automations/slack-broadcaster)\\n - [Reported by enricher](/docs/automations/ticket-reported-by)\\n - [Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n - [Ticket linked issues comment sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n", - "title": "Automatic customer reply | Automate | Snap-ins | DevRev" + "id": "ART-2858_KNOWLEDGE_NODE-11", + "text": "[CSV comments uploader](/docs/automations/csv-comments-uploader)\\n - [CSV commands uploader](/docs/automations/csv-commands-uploader)\\n - [Descope identity validation](/docs/automations/descope-identity-validation)\\n - [Effort logger](/docs/automations/effort-logger)\\n - [HTTP archive file upload & sanitization](/docs/automations/har-sanitization)\\n - [Link preview](/docs/automations/link-preview)\\n - [Org tags sync](/docs/automations/org-tags-sync)\\n - [Search", + "title": "Custom field migration | Automate | Snap-ins | DevRev" }, { "id": "ART-2858_KNOWLEDGE_NODE-10", @@ -2279,18 +2279,18 @@ "title": "Custom field migration | Automate | Snap-ins | DevRev" }, { - "id": "ART-2010_KNOWLEDGE_NODE-9", - "text": "deduplication](/docs/automations/account-deduplication)\\n - [Airtable](/docs/automations/airtable)\\n - [Auto-link DevRev GitHub accounts](/docs/automations/auto-link-github-devrev)\\n - [Automatic customer reply](/docs/automations/auto-reply)\\n - [Auto parts to conversation](/docs/automations/auto-parts)\\n - [Automated part update](/docs/automations/automated-part-update)\\n - [Automate opportunities](/docs/automations/opportunity)\\n - [Bulk delete", - "title": "Bulk work item uploader | Automate | Snap-ins | DevRev" + "id": "ART-16264_KNOWLEDGE_NODE-29", + "text": "account.\\n + If both **Reported By** and **Account** fields are initially empty, you can search for and add any contact to the **Reported By** field, which will auto-fill the **Account** and **Workspace** (if applicable).\\n* **Handling multiple users:**\\n\\n + If all selected users within the **Reported By** field belong to the same workspace, the **Workspace** field remains unchanged.\\n + If users are from different workspaces, the **Workspace** field is emptied, while the **Account** field", + "title": "June 2025 | Changelog | DevRev" }, { - "id": "ART-2003_KNOWLEDGE_NODE-24", - "text": "deduplication](/docs/automations/account-deduplication)[### Airtable](/docs/automations/airtable)[### Auto-link DevRev GitHub accounts](/docs/automations/auto-link-github-devrev)[### Automatic customer reply](/docs/automations/auto-reply)[### Auto parts to conversation](/docs/automations/auto-parts)[### Automated part update](/docs/automations/automated-part-update)[### Automate opportunities](/docs/automations/opportunity)[### Bulk delete data](/docs/automations/bulk-delete)[### Bulk work item", - "title": "Automate | Snap-ins | DevRev" + "id": "ART-2858_KNOWLEDGE_NODE-9", + "text": "deduplication](/docs/automations/account-deduplication)\\n - [Airtable](/docs/automations/airtable)\\n - [Auto-link DevRev GitHub accounts](/docs/automations/auto-link-github-devrev)\\n - [Automatic customer reply](/docs/automations/auto-reply)\\n - [Auto parts to conversation](/docs/automations/auto-parts)\\n - [Automated part update](/docs/automations/automated-part-update)\\n - [Automate opportunities](/docs/automations/opportunity)\\n - [Bulk delete", + "title": "Custom field migration | Automate | Snap-ins | DevRev" }, { - "id": "ART-2007_KNOWLEDGE_NODE-15", - "text": "[Custom field migration](/docs/automations/custom-field-migration)\\n - [Slack scraper](/docs/automations/slack-scraper)\\n - [Slack Broadcaster](/docs/automations/slack-broadcaster)\\n - [Reported by enricher](/docs/automations/ticket-reported-by)\\n - [Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n - [Ticket linked issues comment sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n", + "id": "ART-2007_KNOWLEDGE_NODE-26", + "text": "marketplace, find **Automate opportunities** and click **Install**.\\n\\nConfiguration\\n-------------\\n\\n1. To configure the snap-in, type /AutomateOpportunityConfig in the **Discussions** tab of the snap-in.\\n\\n![]()\\n\\n1. Fill the required fields and click **Submit**.\\n\\n[PreviousAutomated part update](/docs/automations/automated-part-update)[NextBulk delete data](/docs/automations/bulk-delete)\\n\\n#### On this page\\n\\n* [Installation](#installation)\\n*", "title": "Automate opportunities | Automate | Snap-ins | DevRev" } ] @@ -2299,16 +2299,6 @@ "query_id": "3a035e90-682d-4287-a6c9-4365d0755daf", "query": "action to reopen ticket in workflow", "retrievals": [ - { - "id": "ART-1961_KNOWLEDGE_NODE-37", - "text": "\\n{{Ticket\\xc2\\xa0Created\\xc2\\xa0>\\xc2\\xa0Output\\xc2\\xa0>\\xc2\\xa0Reported\\xc2\\xa0By\\xc2\\xa0>\\xc2\\xa0Rev\\xc2\\xa0Org\\xc2\\xa0>\\xc2\\xa0Display\\xc2\\xa0Name}}.\\xe2\\x80\\x9d\\n\\n\\n\\nDelay\\n\\n\\n\\nDuration: 2 minutes\\n\\n\\n\\nIf-else\\n\\n\\n\\nAttribute:\\xc2\\xa0Ticket\\xc2\\xa0Created/Output\\xc2\\xa0>\\xc2\\xa0Applies\\xc2\\xa0to\\xc2\\xa0part\\xc2\\xa0>\\xc2\\xa0Display\\xc2\\xa0ID \\nOperator: Equals \\nOperand: CAPL-18\\n\\n\\n\\nTicket \\ncreated\\n\\n\\n\\nEnd\\n```\\n\\n[### Workflow action", - "title": "Workflows | Computer by DevRev | DevRev" - }, - { - "id": "ART-2012_KNOWLEDGE_NODE-28", - "text": "say \\xe2\\x80\\x9cI would like to add a terminal stage on my tickets\\xe2\\x80\\x9d and we will get it done.\\n\\n * If no terminal stage is set, tickets will reopen on new comments from customers if **Reopen Closed Tickets on customer message** is enabled in the [convergence snap-in](./converge). The tickets move to the _In Progress_ state by default.\\n\\n * If you connected your support email address with DevRev, it is recommended that you enable the **Allow automations to send email** in your", - "title": "Follow-up ticket | Automate | Snap-ins | DevRev" - }, { "id": "ART-1961_KNOWLEDGE_NODE-35", "text": "or one from a previous node.\\n8. Click **Deploy**.\\n9. If you need to modify the workflow after is has been deployed, click **Pause**, edit the workflow, then click **Deploy** to reactivate it.\\n\\nWorkflow example: Ticket auto-response\\n--------------------------------------\\n\\n```\\nControl\\n\\n\\n\\nIf true\\n\\n\\n\\nAction\\n\\n\\n\\nAction\\n\\n\\n\\nIf false\\n\\n\\n\\nAdd comment\\n\\n\\n\\nObject:\\xc2\\xa0Ticket\\xc2\\xa0Created\\xc2\\xa0>\\xc2\\xa0Output\\xc2\\xa0>\\xc2\\xa0ID \\nVisibility: External \\nBody:", @@ -2320,80 +2310,65 @@ "title": "Workflow action library | Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-2012_KNOWLEDGE_NODE-25", - "text": "following stages under the _Closed_ state: _Resolved_ , _Archived_ , _Accepted_ , _Canceled_. _Archived_ is the terminal stage. Now if a customer sends a new email or adds a new comment on the archived ticket from the customer portal, the archived ticket remains archived and a follow-up ticket is created. A message is added to the archived ticket automatically based on your configuration. The follow-up ticket will have the reference of the archived ticket in the first message so that your", - "title": "Follow-up ticket | Automate | Snap-ins | DevRev" + "id": "ART-12390_KNOWLEDGE_NODE-39", + "text": "to update * subtype: (Optional) Ticket subtype * apps: (Optional) Related apps * app\\\\_custom\\\\_fields: (Optional) Custom fields * stage: (Optional) New stage | Updated ticket object |\\n\\nObject links\\n------------\\n\\n| Operation | Description | Input Parameters | Output |\\n| --- | --- | --- | --- |\\n| LinkConversationWithTicket | Creates a link between a conversation and a ticket. | * source: Conversation ID * link\\\\_type: Type of link (usually \"is\\\\_related\\\\_to\") * target: Ticket ID | Empty", + "title": "Workflow action library | Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-48", - "text": "engineer can directly close and cancel such tickets.\\n* *Accepted* (A)\\n\\n The ticket requires a new feature development on the platform for resolution. However, there is no active work on the ticket but the feature addition required to meet the ticket will be done in the future. This stage is added to ensure that feature requests do not linger in the APA queue and to ensure that the right features are prioritized during roadmap planning.\\n* *Resolved* (R)\\n\\n The goal target stage for", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-1961_KNOWLEDGE_NODE-30", + "text": "Action: Tasks that modify one or more objects in the system.\\n* Control: Conditional (if-then) blocks to determine which actions to take based on an operand (variable) and an operator.\\n* Delay: Wait to take an action.\\n\\nAI nodes\\n--------\\n\\nWe provide several native AI nodes out of the box to enhance your workflows.\\n\\n**Spam checker**\\n\\nThe spam checker takes the ID of a ticket or object and determines whether the ticket or conversation is spam. You can use this output in your workflows as", + "title": "Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-2012_KNOWLEDGE_NODE-24", - "text": "customer comments on permanently closed tickets. It allows you to configure the time after which a ticket stage should be marked as closed and creates a new follow-up ticket along with all the attachments and a custom message to let the customers know that the ticket is permanently closed automatically if required.\\n\\nFor more information, refer to the [Follow-up ticket snap-in](https://marketplace.devrev.ai/followup?) on the DevRev marketplace.\\n\\nLet\\xe2\\x80\\x99s say your ticket has the", + "id": "ART-2012_KNOWLEDGE_NODE-28", + "text": "say \\xe2\\x80\\x9cI would like to add a terminal stage on my tickets\\xe2\\x80\\x9d and we will get it done.\\n\\n * If no terminal stage is set, tickets will reopen on new comments from customers if **Reopen Closed Tickets on customer message** is enabled in the [convergence snap-in](./converge). The tickets move to the _In Progress_ state by default.\\n\\n * If you connected your support email address with DevRev, it is recommended that you enable the **Allow automations to send email** in your", "title": "Follow-up ticket | Automate | Snap-ins | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-41", - "text": "progress\\n\\n\\n\\nOpen\\n\\n\\n\\nEscalate\\n\\n\\n\\nValidate the fix\\n\\n\\n\\nAdditional detail needed\\n\\n\\n\\nCustomer responds\\n\\n\\n\\nStart\\n\\n\\n\\nFeature request accepted\\n\\n\\n\\nResolved\\n\\n\\n\\nNot valid\\n\\n\\n\\nQueued\\n\\n\\n\\nWork in progress\\n\\n\\n\\nAwaiting product assist\\n\\n\\n\\nAwaiting development\\n\\n\\n\\nAwating customer response\\n\\n\\n\\nIn development\\n\\n\\n\\nAccepted\\n\\n\\n\\nResolved\\n\\n\\n\\nCanceled\\n```\\n\\n**Open**\\n\\n* *Queued* (Q)\\n The initial stage for all tickets. When a new ticket is created,", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-12390_KNOWLEDGE_NODE-38", + "text": "(Optional) Opportunity subtype * apps: (Optional) Related apps * app\\\\_custom\\\\_fields: (Optional) Custom fields * stage: (Optional) New stage | Updated opportunity object |\\n| UpdateQuestionAnswer | Updates a question and answer pair. | * id: ID of the Q&A to update * question: (Optional) Updated question * answer: (Optional) Updated answer * Other Q&A properties | Updated question\\\\_answer object |\\n| UpdateTicket | Updates ticket details. | * id: ID of the ticket to update * Ticket details", + "title": "Workflow action library | Workflows | Computer by DevRev | DevRev" + }, + { + "id": "ART-12390_KNOWLEDGE_NODE-5", + "text": "[Conversations](/docs/product/conversation)\\n\\n - [Conversation to ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n", + "title": "Workflow action library | Workflows | Computer by DevRev | DevRev" + }, + { + "id": "ART-2009_KNOWLEDGE_NODE-27", + "text": "ticket is closed or reopened.\\n* Post in the linked conversation when a ticket is linked.\\n* Post in child issue timeline when parent issue is closed.\\n* Post in parent issue timeline when child issue is closed.\\n* Post to issue's timeline when linked ticket's severity is changed.\\n* Post in ticket's timeline when an issue linked to it is closed.\\n* Post in enhancement's timeline when any linked issue is *In Development*.\\n* Update ticket's stage when linked issue's state changes.\\n* Update", + "title": "Convergence | Automate | Snap-ins | DevRev" }, { - "id": "ART-1961_KNOWLEDGE_NODE-31", - "text": "needed. For example, if the ticket is found to be spam, you can automatically add a comment to the ticket.\\n\\n**Suggest part**\\n\\nOften, your integrations create tickets or issues associated with a default part. The suggest part takes the ID of a ticket or issue and suggests a relevant part. You can use this to route your tickets or issues to the most appropriate part of the product. For example, when a ticket is created, you can find a relevant part and update the ticket with the suggested", + "id": "ART-1961_KNOWLEDGE_NODE-37", + "text": "\\n{{Ticket\\xc2\\xa0Created\\xc2\\xa0>\\xc2\\xa0Output\\xc2\\xa0>\\xc2\\xa0Reported\\xc2\\xa0By\\xc2\\xa0>\\xc2\\xa0Rev\\xc2\\xa0Org\\xc2\\xa0>\\xc2\\xa0Display\\xc2\\xa0Name}}.\\xe2\\x80\\x9d\\n\\n\\n\\nDelay\\n\\n\\n\\nDuration: 2 minutes\\n\\n\\n\\nIf-else\\n\\n\\n\\nAttribute:\\xc2\\xa0Ticket\\xc2\\xa0Created/Output\\xc2\\xa0>\\xc2\\xa0Applies\\xc2\\xa0to\\xc2\\xa0part\\xc2\\xa0>\\xc2\\xa0Display\\xc2\\xa0ID \\nOperator: Equals \\nOperand: CAPL-18\\n\\n\\n\\nTicket \\ncreated\\n\\n\\n\\nEnd\\n```\\n\\n[### Workflow action", "title": "Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-12390_KNOWLEDGE_NODE-39", - "text": "to update * subtype: (Optional) Ticket subtype * apps: (Optional) Related apps * app\\\\_custom\\\\_fields: (Optional) Custom fields * stage: (Optional) New stage | Updated ticket object |\\n\\nObject links\\n------------\\n\\n| Operation | Description | Input Parameters | Output |\\n| --- | --- | --- | --- |\\n| LinkConversationWithTicket | Creates a link between a conversation and a ticket. | * source: Conversation ID * link\\\\_type: Type of link (usually \"is\\\\_related\\\\_to\") * target: Ticket ID | Empty", - "title": "Workflow action library | Workflows | Computer by DevRev | DevRev" + "id": "ART-1976_KNOWLEDGE_NODE-25", + "text": "and effective resolution. Users can design workflows tailored to various scenarios; the example below illustrates a basic routing use case.\\n\\n| NODE | ACTIVITY |\\n| --- | --- |\\n| Trigger | Ticket created |\\n| Action | Pick user by group |\\n| Action | Update ticket |\\n| | ID: Ticket created > Output > ID |\\n| | Group > Output > ID |\\n| | Owned by > Set: Pick user > Output > User |\\n\\nOrgs can set up pull-based routing by updating the group instead of the user ID in the workflow illustrated", + "title": "Routing | Computer for Support Teams | DevRev" } ] }, { "query_id": "200e0274-aa07-4b9a-9610-a3ac1a55899d", - "query": "assign issue owner to someone else using workflow", - "retrievals": [ - { - "id": "ART-1981_KNOWLEDGE_NODE-30", - "text": "conversation of which you are not the owner, let the owner know to respond. It's beneficial to retain the same point of contact for the duration of the conversation unless the owner refers some another user.\\n* If the conversation has a customer org that's unidentified or is new, add yourself (the customer experience engineer) as the owner of the ticket. Try to find the appropriate owner for the customer org and update the customer record accordingly.\\n* Change the stage of the conversation to", - "title": "Support best practices | Computer for Support Teams | DevRev" - }, - { - "id": "ART-2737_KNOWLEDGE_NODE-24", - "text": "issue creator](/docs/automations/smart-issue-creator)\\n\\nSmart issue creator\\n===================\\n\\nThe Smart issue creator snap-in generates an issue from a ticket when /smart\\\\_issue\\\\_create is entered in the **Discussions** section of a ticket. Additionally, it updates the target close date to match the sprint end date whenever the sprint field is updated in an issue.\\n\\n![]()\\n\\nFor more information, refer to the\\n[Smart issue creator", - "title": "Smart issue creator | Automate | Snap-ins | DevRev" - }, - { - "id": "ART-1992_KNOWLEDGE_NODE-31", - "text": "on the top right corner of your screen.\\n3. Add a title and description for your new issue. You can also attach files related to the issue in the description.\\n4. Select which part of the company/product this issue is related to.\\n\\n ![]()\\n5. Enter other attributes for the issue: change the assignee or accept the default; enter the severity; add any relevant tags to help employees identify any relevant traits of the issue; select the workspace that the issue pertains to.\\n6. If there are", - "title": "Issues | Computer for Builders | DevRev" - }, - { - "id": "ART-1992_KNOWLEDGE_NODE-29", - "text": "an issue, you can create a parent issue or a child issue. In an issue, select **Link Issues** in the **Issues** pane and select the type to add.\\n\\n![]()\\n\\n![]()\\n\\nWhile a parent issue can and usually does have multiple children, an issue can have only one parent. If you try to add a parent to an issue that already has one, it fails.\\n\\n[Tasks](./tasks) can be used to break an issue down into smaller pieces. Issues may involve a checklist of items to be handled that can be represented as", - "title": "Issues | Computer for Builders | DevRev" - }, - { - "id": "ART-2010_KNOWLEDGE_NODE-28", - "text": "user ID mentioned in a row doesn\\'t exist. Other work items aren\\'t impacted by this.\\n* The workspace ID is only used for associating tickets to the workspace and not issues.\\n* If the CSV lists multiple owners, only the first is set as the owner in the DevRev work item.\\n\\nHow to use bulk ticket uploader\\n-------------------------------\\n\\n1. In the **Discussion** tab of an account, ticket, part, or issue, enter /upload\\\\_workitems.\\n A **Bulk Uploader Bot** form appears.\\n2. From the", - "title": "Bulk work item uploader | Automate | Snap-ins | DevRev" - }, + "query": "assign issue owner to someone else using workflow", + "retrievals": [ { - "id": "ART-4022_KNOWLEDGE_NODE-27", - "text": "person who should be assigned as the owner or reporter of the work item. If the CSV lists multiple owners, only the first is set as the owner.\\n2. For Applies to Part, Stage, Account, RevOrg, Developed with Parts, and Tags columns, provide the part name, stage name, account name, workspace, part name, and tag name respectively as it appears in the UI (case-sensitive).\\n3. For Date and Timestamp related fields, provide the date and timestamp in the format YYYY/MM/DD.\\n4. The tnt\\\\_\\\\_ prefix in", - "title": "CSV work item uploader | Automate | Snap-ins | DevRev" + "id": "ART-1988_KNOWLEDGE_NODE-27", + "text": "provide significant flexibility in terms of size, hierarchy, and nature of work.\\n\\nIssues may contain smaller [tasks](./tasks) for the owner to track their own work. If work is needed from someone other than the issue owner, you can create child issues and assign them to a different owner.\\n\\n[Enhancements](./enhancements) may be used to track higher-level groups of user stories or to bundle related work together.\\n\\n\\xf0\\x9f\\x93\\x85 Planning: NNL &", + "title": "Computer for Builders | DevRev" }, { - "id": "ART-12394_KNOWLEDGE_NODE-13", - "text": "creator](/docs/automations/smart-issue-creator)\\n - [Set user preference for group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field", - "title": "Workflow management | Workflows | Computer by DevRev | DevRev" + "id": "ART-1992_KNOWLEDGE_NODE-25", + "text": "issues in various views. Certain fields will be highlighted as mandatory during creation. For example, **Priority** is a required field.\\nYou can find all the stock attributes listed in **Settings** > **Object customization** > **Issue** > **Stock fields**.\\nThese are the stock attributes that come with DevRev:\\n\\n* **Owner**: The person responsible for the issue. Issues are assigned to an engineer, PM, designer, or any other team member through the **Owner** attribute.\\n* **Priority**: The", + "title": "Issues | Computer for Builders | DevRev" }, { - "id": "ART-2737_KNOWLEDGE_NODE-25", - "text": "snap-in](https://marketplace.devrev.ai/smart-issue-creator) on the DevRev marketplace.\\n\\nInstallation\\n------------\\n\\n1. In DevRev, go to **Settings** > **Snap-ins** and click **Explore Marketplace** in the top-right corner.\\n2. In the DevRev marketplace, find **Smart issue creator** and click **Install**.\\n3. In DevRev, **Snap-ins** > **Smart issue creator** > **Configure**.\\n4. Select the default owner, part, and tags. The default owner is assigned if no owner is selected from the snapkit.", - "title": "Smart issue creator | Automate | Snap-ins | DevRev" + "id": "ART-1994_KNOWLEDGE_NODE-33", + "text": "sprint board and click **+Issue**.\\n Create a new issue, assign it to the part, sprint and add the owner.\\n\\n ![]()\\n\\n Sprints are not coordinated with stages.\\n3. Select issues that you would like to assign to **Sprint 1** or **Sprint 2** then click **Move** in the toolbar at the top of the screen and select the sprint.\\n\\n ![]()\\n4. Go to **Sprint 1** or **Sprint 2** to see that issues are displayed.\\n\\n ![]()\\n\\n The sprint is also displayed in (and can be changed from) the", + "title": "Sprint mode | Computer for Builders | DevRev" }, { "id": "ART-1645_KNOWLEDGE_NODE-13", @@ -2404,6 +2379,31 @@ "id": "ART-1951_KNOWLEDGE_NODE-27", "text": "work record can be assigned to others.\\n\\n![]()\\n\\nUse child issues and dependency issues for more heavy work assignments to others that are related to your work. Use tasks only for lightweight things like reviewing your work.\\n\\nYou cannot see the linked work item (issue, ticket, or opportunity) for a task and can navigate to it directly from there.\\n\\n[PreviousBoard view](/docs/product/board-view)[NextUpdates](/docs/product/updates)\\n\\n[Enterprise grade security to protect customer", "title": "Tasks | Computer by DevRev | DevRev" + }, + { + "id": "ART-1992_KNOWLEDGE_NODE-36", + "text": "Development* depending on the current priority and bandwidth.\\n* *Prioritized*\\n\\n Issues that are planned to be completed in the current or subsequent development cycle but which have not yet been started. Issues in the *prioritized* stage should have clear requirements. Issues in the *Prioritized* stage may be taken up for execution (promoted to *In development*) or deprioritized (demoted to *Backlog*).\\n\\n**In-progress**\\n\\n* *In development*\\n\\n The issue owner is actively working on the", + "title": "Issues | Computer for Builders | DevRev" + }, + { + "id": "ART-1951_KNOWLEDGE_NODE-24", + "text": "items (like personal to-dos) that DevRev offers in addition to the more complex and richer work management records like issues, tickets, and opportunities. Unlike the mentioned work objects, tasks have been designed purposefully to be very simple.\\nYou can break down any work item in DevRev into a bunch of tasks to track your daily progress on it.\\nTasks may be owned by the owner of the work item or by someone else. They may be created automatically from GitHub or by a user.\\n\\nYou can also", + "title": "Tasks | Computer by DevRev | DevRev" + }, + { + "id": "ART-1989_KNOWLEDGE_NODE-31", + "text": "*Current User* to assign the field to the user executing the command. For example, a support agent working on a ticket can use a command to set themselves as the owner if the action configured in the command specifies the owner field as *Current User*.\\n\\nManaging commands\\n-----------------\\n\\n* **View All Commands**: Access a centralized list of draft, active, and inactive commands. You can sort and filter these commands based on their properties or attributes.\\n* **Edit or clone commands**:", + "title": "Commands | Computer for Support Teams | DevRev" + }, + { + "id": "ART-1947_KNOWLEDGE_NODE-33", + "text": "language is reflected in issues.\\n\\nIssues\\n------\\n\\nLater on, a software engineer may start work on this ticket by creating an issue and breaking that issue into smaller pieces with tasks. An issue describes what the developer will work on and is created or accepted by someone who owns or works on the associated part of the product. This distinction allows developers to break up a ticket from an external user into issues as they see fit and delegate the work to other team members as", + "title": "Apps | Computer by DevRev | DevRev" + }, + { + "id": "ART-12394_KNOWLEDGE_NODE-30", + "text": "privileges and assign this role to a group.\\n* If you grant Create, Read, Update, and Delete permissions, the role gains full access to perform all operations on the workflows.\\n* If you provide only Create and Read permissions, the role can create new workflows and view existing ones, but can only update those in draft status.\\n\\nError handling\\n--------------\\n\\nYou can enhance your workflows with robust error handling:\\n\\n* **Add an error path**: Click the three-dot menu on any step in your", + "title": "Workflow management | Workflows | Computer by DevRev | DevRev" } ] }, @@ -2412,54 +2412,54 @@ "query": "add multiple email addresses to one contact through Grow interface", "retrievals": [ { - "id": "ART-2032_KNOWLEDGE_NODE-31", - "text": "creators. Enter multiple emails separated by commas.\\n * **Add non-existing customers**: Enable this to allow people in meetings who are not already customers to be added as customers.\\n\\nIf a meeting is scheduled with people who are neither part of the company nor existing customers, this option allows them to be added as customers.\\n\\n* **Track meetings from free email domains**: Enable this feature to capture meetings scheduled using non-work email addresses, such as gmail.com or", - "title": "Google Calendar | Integrate | Snap-ins | DevRev" + "id": "ART-2575_KNOWLEDGE_NODE-28", + "text": "a database identifier or an email address.)\\n* account\\\\_external\\\\_reference (the external reference of the contact\\'s parent account)\\n\\n### Array fields\\n\\nFor fields that accept multiple values, such as **owners** and **industry**, values should be separated by commas (,). For example, Agriculture and Forestry should be written as Agriculture,Forestry.\\n\\n![]()\\n\\nIf a value contains a comma, enclose it in backticks. For example, enter \"Rail, Bus & Taxi\" as `Rail, Bus & Taxi`.\\n\\n###", + "title": "Account and contact import | Computer for Growth Teams | DevRev" }, { - "id": "ART-2002_KNOWLEDGE_NODE-27", - "text": "Plug, email, and WhatsApp) can be matched to the right customer record.\\n\\n![]()\\n\\nYou can create a contact using DevRev's rev-users.create API. Follow the [Create accounts and contacts in DevRev](https://developer.devrev.ai/beta/guides/create-accounts-and-contacts-in-dev-rev) tutorial.\\n\\n### Bulk import customer records\\n\\nTo bulk import customer records, see [Account and contact import](/docs/product/account-contact-import).\\n\\nYou can also use [AirSync](https://docs.devrev.ai/import) to", + "id": "ART-2002_KNOWLEDGE_NODE-26", + "text": "(for example Stripe as a customer of Slack) or a workspace in your software product (such as a Slack workspace).\\n\\nCreate a new customer contact\\n-----------------------------\\n\\n1. Go to **Contacts** > **+ Contact**.\\n2. Fill in the following fields as **Add Display Name, Description, Domains, Tags, Tiers**.\\n3. Click **Create**.\\n\\nWhile creating new customer records, be sure to specify the [**External Reference**](#external-reference) so customer information coming from other channels (like", "title": "Contacts | Computer for Growth Teams | DevRev" }, { - "id": "ART-2002_KNOWLEDGE_NODE-28", - "text": "migrate your customer contacts from various platforms such as Hubspot, Salesforce, Zendesk, Jira, Linear, ServiceNow and more.\\n\\nCustomer records offer a place to do the following:\\n\\n* Find all conversations and tickets linked to a customer in one view.\\n* Have internal discussions related to a customer.\\n* Add description or notes about a customer.\\n* Assign an owner or tags to the customer.\\n\\n![]()\\n\\nApart from customer records that get automatically created from your [Plug", - "title": "Contacts | Computer for Growth Teams | DevRev" + "id": "ART-3207_KNOWLEDGE_NODE-8", + "text": "options](/docs/plug/session-recording)\\n - [Cross-domain session tracking](/docs/plug/cross-domain-session)\\n + [Nudges](/docs/plug/nudges)\\n* [Computer for Growth Teams](/docs/product/grow)\\n\\n + [Accounts](/docs/product/account)\\n + [Opportunities](/docs/product/opportunity)\\n + [Contacts](/docs/product/customers)\\n + [Account and contact import](/docs/product/account-contact-import)\\n + [Grow snap-ins](/docs/product/snapins-grow)\\n* [Snap-ins](/docs/snapins)\\n\\n +", + "title": "Email snap-in configuration | Email | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2575_KNOWLEDGE_NODE-32", - "text": "required headers | Include headers for the required fields in the CSV. |\\n\\n[PreviousContacts](/docs/product/customers)[NextGrow snap-ins](/docs/product/snapins-grow)\\n\\n#### On this page\\n\\n* [Import data](#import-data)\\n* [CSV file requirements](#csv-file-requirements)\\n* [Mandatory fields](#mandatory-fields)\\n* [Array fields](#array-fields)\\n* [Tags](#tags)\\n* [Owner fields](#owner-fields)\\n* [Limitations](#limitations)\\n* [Troubleshooting](#troubleshooting)\\n\\n[Enterprise grade security to", - "title": "Account and contact import | Computer for Growth Teams | DevRev" + "id": "ART-4020_KNOWLEDGE_NODE-8", + "text": "tracking](/docs/plug/cross-domain-session)\\n + [Nudges](/docs/plug/nudges)\\n* [Computer for Growth Teams](/docs/product/grow)\\n\\n + [Accounts](/docs/product/account)\\n + [Opportunities](/docs/product/opportunity)\\n + [Contacts](/docs/product/customers)\\n + [Account and contact import](/docs/product/account-contact-import)\\n + [Grow snap-ins](/docs/product/snapins-grow)\\n* [Snap-ins](/docs/snapins)\\n\\n + [Automate](/docs/automate)\\n\\n - [Account", + "title": "Send customized emails | Automate | Snap-ins | DevRev" }, { - "id": "ART-2575_KNOWLEDGE_NODE-8", - "text": "options](/docs/plug/session-recording)\\n - [Cross-domain session tracking](/docs/plug/cross-domain-session)\\n + [Nudges](/docs/plug/nudges)\\n* [Computer for Growth Teams](/docs/product/grow)\\n\\n + [Accounts](/docs/product/account)\\n + [Opportunities](/docs/product/opportunity)\\n + [Contacts](/docs/product/customers)\\n + [Account and contact import](/docs/product/account-contact-import)\\n + [Grow snap-ins](/docs/product/snapins-grow)\\n* [Snap-ins](/docs/snapins)\\n\\n +", + "id": "ART-2575_KNOWLEDGE_NODE-24", + "text": "[Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Import data](#import-data)\\n* [CSV file requirements](#csv-file-requirements)\\n* [Mandatory fields](#mandatory-fields)\\n* [Array fields](#array-fields)\\n* [Tags](#tags)\\n* [Owner fields](#owner-fields)\\n* [Limitations](#limitations)\\n* [Troubleshooting](#troubleshooting)\\n\\n1. [Documentation](/docs)\\n3. [Computer for Growth Teams](/docs/product/grow)\\n[Account and contact import](/docs/product/account-contact-import)\\n\\nAccount and", "title": "Account and contact import | Computer for Growth Teams | DevRev" }, { - "id": "ART-2002_KNOWLEDGE_NODE-8", + "id": "ART-16082_KNOWLEDGE_NODE-8", "text": "tracking](/docs/plug/cross-domain-session)\\n + [Nudges](/docs/plug/nudges)\\n* [Computer for Growth Teams](/docs/product/grow)\\n\\n + [Accounts](/docs/product/account)\\n + [Opportunities](/docs/product/opportunity)\\n + [Contacts](/docs/product/customers)\\n + [Account and contact import](/docs/product/account-contact-import)\\n + [Grow snap-ins](/docs/product/snapins-grow)\\n* [Snap-ins](/docs/snapins)\\n\\n + [Automate](/docs/automate)\\n\\n - [Account", - "title": "Contacts | Computer for Growth Teams | DevRev" + "title": "Gmail AirSync | AirSync | Snap-ins | DevRev" }, { - "id": "ART-2575_KNOWLEDGE_NODE-17", - "text": "* [Email snap-in configuration](/docs/integrations/email-config)\\n - [Exotel](/docs/integrations/exotel)\\n - [Slack](/docs/integrations/slack)\\n - [WhatsApp](/docs/integrations/whatsapp)\\n - [GitHub](/docs/integrations/github)\\n - [GitLab](/docs/integrations/gitlab)\\n - [Harness](/docs/integrations/harness)\\n - [Marker.io](/docs/integrations/marker-io)\\n - [Instabug](/docs/integrations/instabug)\\n - [Qase](/docs/integrations/qase)\\n - [Tracxn", - "title": "Account and contact import | Computer for Growth Teams | DevRev" + "id": "ART-2002_KNOWLEDGE_NODE-29", + "text": "integration](/docs/plug/index), new customer records can be created through the app.\\n\\n### Contact attributes\\n\\nContacts have attributes that can be used to filter them.\\nYou can find all the stock attributes listed in **Settings** > **Object customization** > **Contact** > **Stock fields**.\\nThese are the stock attributes that come with DevRev:\\n\\n* **Email**: The email address associated with the contact.\\n* **External reference ID**: Identifier for this company from your primary customer", + "title": "Contacts | Computer for Growth Teams | DevRev" }, { - "id": "ART-2032_KNOWLEDGE_NODE-28", - "text": "Emails**: Events containing any of these email addresses are completely excluded from sync. No meetings are created in DevRev for events where these emails appear as attendees, organizers, or creators. Enter multiple emails separated by commas.\\n * **Add non-existing customers**: Enable this to allow people in meeting that are not customer to be added as a customer.\\n\\nIf a meeting is scheduled with people who are neither part of the company nor customers, this option allows them to be added", - "title": "Google Calendar | Integrate | Snap-ins | DevRev" + "id": "ART-2027_KNOWLEDGE_NODE-8", + "text": "tracking](/docs/plug/cross-domain-session)\\n + [Nudges](/docs/plug/nudges)\\n* [Computer for Growth Teams](/docs/product/grow)\\n\\n + [Accounts](/docs/product/account)\\n + [Opportunities](/docs/product/opportunity)\\n + [Contacts](/docs/product/customers)\\n + [Account and contact import](/docs/product/account-contact-import)\\n + [Grow snap-ins](/docs/product/snapins-grow)\\n* [Snap-ins](/docs/snapins)\\n\\n + [Automate](/docs/automate)\\n\\n - [Account", + "title": "Email | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2002_KNOWLEDGE_NODE-26", - "text": "(for example Stripe as a customer of Slack) or a workspace in your software product (such as a Slack workspace).\\n\\nCreate a new customer contact\\n-----------------------------\\n\\n1. Go to **Contacts** > **+ Contact**.\\n2. Fill in the following fields as **Add Display Name, Description, Domains, Tags, Tiers**.\\n3. Click **Create**.\\n\\nWhile creating new customer records, be sure to specify the [**External Reference**](#external-reference) so customer information coming from other channels (like", + "id": "ART-2002_KNOWLEDGE_NODE-8", + "text": "tracking](/docs/plug/cross-domain-session)\\n + [Nudges](/docs/plug/nudges)\\n* [Computer for Growth Teams](/docs/product/grow)\\n\\n + [Accounts](/docs/product/account)\\n + [Opportunities](/docs/product/opportunity)\\n + [Contacts](/docs/product/customers)\\n + [Account and contact import](/docs/product/account-contact-import)\\n + [Grow snap-ins](/docs/product/snapins-grow)\\n* [Snap-ins](/docs/snapins)\\n\\n + [Automate](/docs/automate)\\n\\n - [Account", "title": "Contacts | Computer for Growth Teams | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-8", - "text": "tracking](/docs/plug/cross-domain-session)\\n + [Nudges](/docs/plug/nudges)\\n* [Computer for Growth Teams](/docs/product/grow)\\n\\n + [Accounts](/docs/product/account)\\n + [Opportunities](/docs/product/opportunity)\\n + [Contacts](/docs/product/customers)\\n + [Account and contact import](/docs/product/account-contact-import)\\n + [Grow snap-ins](/docs/product/snapins-grow)\\n* [Snap-ins](/docs/snapins)\\n\\n + [Automate](/docs/automate)\\n\\n - [Account", - "title": "Customer email notifications | Computer by DevRev | DevRev" + "id": "ART-2575_KNOWLEDGE_NODE-17", + "text": "* [Email snap-in configuration](/docs/integrations/email-config)\\n - [Exotel](/docs/integrations/exotel)\\n - [Slack](/docs/integrations/slack)\\n - [WhatsApp](/docs/integrations/whatsapp)\\n - [GitHub](/docs/integrations/github)\\n - [GitLab](/docs/integrations/gitlab)\\n - [Harness](/docs/integrations/harness)\\n - [Marker.io](/docs/integrations/marker-io)\\n - [Instabug](/docs/integrations/instabug)\\n - [Qase](/docs/integrations/qase)\\n - [Tracxn", + "title": "Account and contact import | Computer for Growth Teams | DevRev" } ] }, @@ -2468,54 +2468,54 @@ "query": "list agents API for account", "retrievals": [ { - "id": "ART-1465_KNOWLEDGE_NODE-17", - "text": "Agents?](https://devrev.ai/what-are-ai-agents)\\n * [What is Agentic AI?](https://devrev.ai/what-is-agentic-ai)\\n * [What is Enterprise Search?](https://devrev.ai/what-is-enterprise-search)\\n * [What is Conversational AI?](https://devrev.ai/what-is-conversational-ai)\\n\\n[](https://devrev.ai)\\n\\n[](https://www.linkedin.com/company/devrev)[](https://medium.com/devrev)[](https://twitter.com/devrev)\\n\\n[System Status](https://devrev.ai/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.\\n\\n'", - "title": "List Accounts (POST) \u2014 DevRev | Docs" - }, - { - "id": "ART-1464_KNOWLEDGE_NODE-13", - "text": "Agents?](https://devrev.ai/what-are-ai-agents)\\n * [What is Agentic AI?](https://devrev.ai/what-is-agentic-ai)\\n * [What is Enterprise Search?](https://devrev.ai/what-is-enterprise-search)\\n * [What is Conversational AI?](https://devrev.ai/what-is-conversational-ai)\\n\\n[](https://devrev.ai)\\n\\n[](https://www.linkedin.com/company/devrev)[](https://medium.com/devrev)[](https://twitter.com/devrev)\\n\\n[System Status](https://devrev.ai/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.\\n\\n'", - "title": "Get Account (POST) \u2014 DevRev | Docs" + "id": "ART-1590_KNOWLEDGE_NODE-9", + "text": "object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts Get Post.\\n\\nPOST https:// api.devrev.ai / accounts.get\\nRetrieves an account\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the account to be retrieved.\\nResponse.\\n\\nThis endpoint returns an object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts List.\\n\\nGET https:// api.devrev.ai / accounts.list\\nGets a list of accounts.\\nQuery parameters.\\n\\ncreated_by string", + "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-1465_KNOWLEDGE_NODE-1", - "text": "__\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[API Reference](/public/api-reference/getting-started)[Accounts](/public/api-reference/accounts/accounts)\\n\\n# List Accounts (POST)\\n\\nPOST\\n\\nhttps://api.devrev.ai/accounts.list\\n\\nTry it\\n\\nGets a list of accounts.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\ncreated_bylist of stringsOptional\\n\\nFilters for accounts created by the specified", - "title": "List Accounts (POST) \u2014 DevRev | Docs" + "id": "ART-1803_KNOWLEDGE_NODE-9", + "text": "object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts Get Post.\\n\\nPOST https:// api.devrev.ai / accounts.get\\nRetrieves an account\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the account to be retrieved.\\nResponse.\\n\\nThis endpoint returns an object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts List.\\n\\nGET https:// api.devrev.ai / accounts.list\\nGets a list of accounts.\\nQuery parameters.\\n\\ncreated_by string", + "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-1257_KNOWLEDGE_NODE-6", - "text": "Response\\n\\nThe returned account.\\n\\naccountobject\\n\\nShow 14 properties\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n404\\n\\nNot Found Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/accounts/get)[#### List Accounts\\n\\nNext](/api-reference/accounts/list)[Built", - "title": "Get Account (POST) | DevRev | Docs" + "id": "ART-1789_KNOWLEDGE_NODE-9", + "text": "object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts Get Post.\\n\\nPOST https:// api.devrev.ai / accounts.get\\nRetrieves an account\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the account to be retrieved.\\nResponse.\\n\\nThis endpoint returns an object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts List.\\n\\nGET https:// api.devrev.ai / accounts.list\\nGets a list of accounts.\\nQuery parameters.\\n\\ncreated_by string", + "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-1453_KNOWLEDGE_NODE-1", - "text": "__\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[API Reference](/public/api-reference/getting-started)[Accounts](/public/api-reference/accounts/accounts)\\n\\n# List Accounts\\n\\nGET\\n\\nhttps://api.devrev.ai/accounts.list\\n\\nTry it\\n\\nGets a list of accounts.\\n\\n### Query parameters\\n\\ncreated_bylist of stringsOptional\\n\\nFilters for accounts created by the specified", - "title": "List Accounts \u2014 DevRev | Docs" + "id": "ART-1781_KNOWLEDGE_NODE-9", + "text": "object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts Get Post.\\n\\nPOST https:// api.devrev.ai / accounts.get\\nRetrieves an account\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the account to be retrieved.\\nResponse.\\n\\nThis endpoint returns an object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts List.\\n\\nGET https:// api.devrev.ai / accounts.list\\nGets a list of accounts.\\nQuery parameters.\\n\\ncreated_by string", + "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-1564_KNOWLEDGE_NODE-9", - "text": "objects\\n\\nThe exported accounts.\\n\\nShow 18 properties\\nAPI Reference accounts Get.\\n\\nGET https://api.devrev.ai / accounts.get\\n\\nRetrieves an account\\xe2\\x80\\x99s information.\\n\\nQuery parameters.\\n\\nid string Required\\n\\nThe ID of the account to be retrieved.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts Get Post.\\n\\nPOST https://api.devrev.ai / accounts.get\\n\\nRetrieves an account\\xe2\\x80\\x99s information.\\n\\nRequest.\\n\\nThis", - "title": "List (Beta) \u2014 DevRev | Docs" + "id": "ART-1595_KNOWLEDGE_NODE-9", + "text": "object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts Get Post.\\n\\nPOST https:// api.devrev.ai / accounts.get\\nRetrieves an account\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the account to be retrieved.\\nResponse.\\n\\nThis endpoint returns an object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts List.\\n\\nGET https:// api.devrev.ai / accounts.list\\nGets a list of accounts.\\nQuery parameters.\\n\\ncreated_by string", + "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-1259_KNOWLEDGE_NODE-0", - "text": "b'List Accounts (POST) | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[accounts](/api-reference/accounts/accounts)\\n\\nList Accounts (POST)\\n====================\\n\\nCopy page\\n\\nPOST\\n\\nhttps://api.devrev.ai/accounts.list\\n\\nPOST\\n\\n/accounts.list\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl -X POST https://api.devrev.ai/accounts.list \\\\ |\\n| > | -H \"Authorization: Bearer \" \\\\ |\\n| > | -H", - "title": "List Accounts (POST) | DevRev | Docs" + "id": "ART-1654_KNOWLEDGE_NODE-9", + "text": "object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts Get Post.\\n\\nPOST https:// api.devrev.ai / accounts.get\\nRetrieves an account\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the account to be retrieved.\\nResponse.\\n\\nThis endpoint returns an object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts List.\\n\\nGET https:// api.devrev.ai / accounts.list\\nGets a list of accounts.\\nQuery parameters.\\n\\ncreated_by string", + "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-1259_KNOWLEDGE_NODE-9", - "text": "criteria.\\n\\naccountslist of objects\\n\\nList containing all the accounts\\n\\nShow 14 properties\\n\\nnext\\\\_cursorstring or null`format: \"text\"`\\n\\nThe cursor used to iterate subsequent results in accordance to the\\nsort order. If not set, then no later elements exist.\\n\\nprev\\\\_cursorstring or null`format: \"text\"`\\n\\nThe cursor used to iterate preceding results in accordance to the\\nsort order. If not set, then no prior elements exist.\\n\\n### Errors\\n\\n400\\n\\nBad Request", - "title": "List Accounts (POST) | DevRev | Docs" + "id": "ART-1825_KNOWLEDGE_NODE-9", + "text": "object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts Get Post.\\n\\nPOST https:// api.devrev.ai / accounts.get\\nRetrieves an account\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the account to be retrieved.\\nResponse.\\n\\nThis endpoint returns an object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts List.\\n\\nGET https:// api.devrev.ai / accounts.list\\nGets a list of accounts.\\nQuery parameters.\\n\\ncreated_by string", + "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-1590_KNOWLEDGE_NODE-9", + "id": "ART-1633_KNOWLEDGE_NODE-9", "text": "object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts Get Post.\\n\\nPOST https:// api.devrev.ai / accounts.get\\nRetrieves an account\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the account to be retrieved.\\nResponse.\\n\\nThis endpoint returns an object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts List.\\n\\nGET https:// api.devrev.ai / accounts.list\\nGets a list of accounts.\\nQuery parameters.\\n\\ncreated_by string", "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-1595_KNOWLEDGE_NODE-9", + "id": "ART-1835_KNOWLEDGE_NODE-9", "text": "object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts Get Post.\\n\\nPOST https:// api.devrev.ai / accounts.get\\nRetrieves an account\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the account to be retrieved.\\nResponse.\\n\\nThis endpoint returns an object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts List.\\n\\nGET https:// api.devrev.ai / accounts.list\\nGets a list of accounts.\\nQuery parameters.\\n\\ncreated_by string", "title": "List \u2014 DevRev | Docs" + }, + { + "id": "ART-1564_KNOWLEDGE_NODE-10", + "text": "endpoint expects an object.\\nid string Required\\n\\nThe ID of the account to be retrieved.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\naccount object\\nShow 18 properties\\nAPI Reference accounts List.\\n\\nGET https://api.devrev.ai / accounts.list\\n\\nGets a list of accounts.\\n\\nQuery parameters.\\n\\ncreated_by string Optional\\n\\nFilters for accounts created by the specified user(s).\\n\\ncreated_date.after datetime Optional\\n\\nFilters for objects created after the provided timestamp", + "title": "List (Beta) \u2014 DevRev | Docs" } ] }, @@ -2523,35 +2523,25 @@ "query_id": "f70a832e-15aa-4d51-bd81-81f1d51a3990", "query": "SLA timer not running for newly created tickets with L1 SLA tag and Test SLA Pilot", "retrievals": [ - { - "id": "ART-1986_KNOWLEDGE_NODE-45", - "text": "selected on the ticket is not assigned any SLA.\\n\\n\\xc2\\xa0\\xc2\\xa0 \\xc2\\xa0 - Action: Check your SLA assignment rules or add the customer as an exception to any of your SLAs.\\n\\n![]()\\n\\nThe **SLA Name** is never empty if your organization has a default SLA.\\n\\n1. Verify policy conditions:\\n\\n\\xc2\\xa0\\xc2\\xa0 - If the **SLA Name** is populated but you still see no SLA metrics running on the ticket, the ticket does not satisfy the conditions of any policy within the SLA.\\n\\n\\xc2\\xa0\\xc2\\xa0", - "title": "Service-level agreement | Computer for Support Teams | DevRev" - }, { "id": "ART-1986_KNOWLEDGE_NODE-44", "text": "**Custom**: Filters all tickets that will breach by the selected date.\\n\\n![]()\\n\\nTroubleshooting: No SLA running on the ticket\\n---------------------------------------------\\n\\n### Issue\\n\\nYou have created and published an SLA, but no SLA is running on the ticket.\\n\\n### Solution\\n\\n1. Check the **SLA Name** attribute:\\n\\n\\xc2\\xa0\\xc2\\xa0 - Verify that the **SLA Name** attribute on the ticket is not empty.\\n\\n\\xc2\\xa0\\xc2\\xa0 - If the **SLA Name** is empty, it means the customer account", "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-2017_KNOWLEDGE_NODE-28", - "text": "you would like to tag on the message (the ticket owner gets tagged automatically); and the target Slack channel. The channel\\'s ID can be found by going to the channel details. Refer to the placeholder value on the input to see an example of how this looks.\\n2. Decide if notifications should go out even if the ticket has a target end date set. Set the toggle to the desired behavior.\\n3. Decide if a ticket should pass the check if it\\'s part is a descendant of the filter part. For example, if a", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" - }, - { - "id": "ART-1986_KNOWLEDGE_NODE-35", - "text": "of schedule when they remain at the same stage, but time spent out of schedule isn't included in the calculation.\\n\\n![]()\\n\\nIf the customer account is updated after the ticket is created, all SLA metrics will be recalculated based on the updated customer account information. Any previous SLA breaches or achievements will be discarded, and new calculations will be applied according to the updated SLA.\\n\\nThe following table describes how each metric works for tickets and", + "id": "ART-1986_KNOWLEDGE_NODE-46", + "text": "\\xc2\\xa0 - Action: Check the policies you have created for the SLA listed under **SLA Name**. For example, if you have created two policies, one with the condition Severity = Blocker and another with Severity = High, a ticket with medium severity will still have the SLA name but will not have any running metrics because it does not meet the severity conditions.\\n\\n### Next steps\\n\\nIf the issue persists, review your SLA assignment rules and policies or contact support for further", "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-15281_KNOWLEDGE_NODE-2", - "text": "| \"completed_in\": 1, |\\n| 16 | \"in_policy\": true, |\\n| 17 | \"is_out_of_schedule\": true, |\\n| 18 | \"next_schedule_transition\": \"2023-01-01T12:00:00.000Z\", |\\n| 19 | \"org_schedule\": { |\\n| 20 | \"id\": \"string\", |\\n| 21 | \"status\": \"archived\", |\\n| 22 | \"display_id\": \"string\", |\\n| 23 | \"name\": \"string\", |\\n| 24 | \"timezone\": \"string\", |\\n| 25 | \"valid_until\": \"2023-01-01T12:00:00.000Z\" |\\n| 26 | }, |\\n| 27 | \"remaining_time\": 1, |\\n| 28 | \"status\": \"string\", |\\n| 29 | \"target_time\":", - "title": "List SLA Trackers | DevRev | Docs" + "id": "ART-1986_KNOWLEDGE_NODE-45", + "text": "selected on the ticket is not assigned any SLA.\\n\\n\\xc2\\xa0\\xc2\\xa0 \\xc2\\xa0 - Action: Check your SLA assignment rules or add the customer as an exception to any of your SLAs.\\n\\n![]()\\n\\nThe **SLA Name** is never empty if your organization has a default SLA.\\n\\n1. Verify policy conditions:\\n\\n\\xc2\\xa0\\xc2\\xa0 - If the **SLA Name** is populated but you still see no SLA metrics running on the ticket, the ticket does not satisfy the conditions of any policy within the SLA.\\n\\n\\xc2\\xa0\\xc2\\xa0", + "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1262_KNOWLEDGE_NODE-2", - "text": "| \"completed_in\": 1, |\\n| 15 | \"in_policy\": true, |\\n| 16 | \"is_out_of_schedule\": true, |\\n| 17 | \"next_schedule_transition\": \"2023-01-01T12:00:00.000Z\", |\\n| 18 | \"org_schedule\": { |\\n| 19 | \"id\": \"string\", |\\n| 20 | \"status\": \"archived\", |\\n| 21 | \"display_id\": \"string\", |\\n| 22 | \"name\": \"string\", |\\n| 23 | \"timezone\": \"string\", |\\n| 24 | \"valid_until\": \"2023-01-01T12:00:00.000Z\" |\\n| 25 | }, |\\n| 26 | \"remaining_time\": 1, |\\n| 27 | \"status\": \"string\", |\\n| 28 | \"target_time\":", - "title": "Get SLA Tracker | DevRev | Docs" + "id": "ART-1986_KNOWLEDGE_NODE-48", + "text": "[Adding assignment rules](#adding-assignment-rules)\\n* [SLA metric calculation](#sla-metric-calculation)\\n* [Viewing SLAs](#viewing-slas)\\n* [Filtering tickets by Next SLA Target](#filtering-tickets-by-next-sla-target)\\n* [Troubleshooting: No SLA running on the ticket](#troubleshooting-no-sla-running-on-the-ticket)\\n* [Issue](#issue)\\n* [Solution](#solution)\\n* [Next steps](#next-steps)\\n* [Expected result](#expected-result)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more", + "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { "id": "ART-1986_KNOWLEDGE_NODE-28", @@ -2559,19 +2549,29 @@ "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-2632_KNOWLEDGE_NODE-7", - "text": "\"2023-01-01T12:00:00.000Z\", \\n 15| \"completed_in\": 42, \\n 16| \"in_policy\": true, \\n 17| \"is_out_of_schedule\": true, \\n 18| \"next_schedule_transition\": \"2023-01-01T12:00:00.000Z\", \\n 19| \"org_schedule\": { \\n 20| \"id\": \"foo\", \\n 21| \"status\": \"archived\", \\n 22| \"display_id\": \"foo\", \\n 23| \"name\": \"foo\", \\n 24| \"timezone\": \"foo\", \\n 25|", - "title": "List SLA Trackers (POST) \u2014 DevRev | Docs" + "id": "ART-1819_KNOWLEDGE_NODE-450", + "text": "response.\\nticket.rev_org string Optional\\nFilters for tickets that are associated with any of the provided Rev organizations.\\nticket.severity enum Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the provided", + "title": "Sla Trackers Get \u2014 DevRev | Docs" }, { - "id": "ART-2017_KNOWLEDGE_NODE-25", - "text": "ticket\\'s owner and subscribers, when a ticket\\'s resolution time SLA changes into the *Warning* or *Breached* stage.\\n\\n![]()\\n\\nFor more information, refer to the\\n[SLA status change Slack notifier snap-in](/marketplace/sla-status-change-slack-notifier) on the DevRev\\nmarketplace.\\n\\nInstallation\\n------------\\n\\n1. Create a Slack app for your workspace in .\\n2. In App features, generate bot token in **OAuth & Permissions**.\\n3. Grant the app bot the following", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" + "id": "ART-1819_KNOWLEDGE_NODE-463", + "text": "need response.\\nticket.rev_org string Optional\\nFilters for tickets that are associated with any of the provided Rev organizations.\\nticket.severity enum Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the", + "title": "Sla Trackers Get \u2014 DevRev | Docs" + }, + { + "id": "ART-1605_KNOWLEDGE_NODE-461", + "text": "need response.\\nticket.rev_org string Optional\\nFilters for tickets that are associated with any of the provided Rev organizations.\\nticket.severity enum Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the", + "title": "Create \u2014 DevRev | Docs" + }, + { + "id": "ART-1785_KNOWLEDGE_NODE-459", + "text": "need response.\\nticket.rev_org string Optional\\nFilters for tickets that are associated with any of the provided Rev organizations.\\nticket.severity enum Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the", + "title": "Create \u2014 DevRev | Docs" }, { - "id": "ART-15280_KNOWLEDGE_NODE-2", - "text": "| \"breached_at\": \"2023-01-01T12:00:00.000Z\", |\\n| 14 | \"completed_at\": \"2023-01-01T12:00:00.000Z\", |\\n| 15 | \"completed_in\": 1, |\\n| 16 | \"in_policy\": true, |\\n| 17 | \"is_out_of_schedule\": true, |\\n| 18 | \"next_schedule_transition\": \"2023-01-01T12:00:00.000Z\", |\\n| 19 | \"org_schedule\": { |\\n| 20 | \"id\": \"string\", |\\n| 21 | \"status\": \"archived\", |\\n| 22 | \"display_id\": \"string\", |\\n| 23 | \"name\": \"string\", |\\n| 24 | \"timezone\": \"string\", |\\n| 25 | \"valid_until\": \"2023-01-01T12:00:00.000Z\" |\\n|", - "title": "List SLA Trackers (POST) | DevRev | Docs" + "id": "ART-1832_KNOWLEDGE_NODE-468", + "text": "need response.\\nticket.rev_org string Optional\\nFilters for tickets that are associated with any of the provided Rev organizations.\\nticket.severity enum Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the", + "title": "Create \u2014 DevRev | Docs" } ] }, @@ -2580,49 +2580,49 @@ "query": "how to find secondary ticket", "retrievals": [ { - "id": "ART-1979_KNOWLEDGE_NODE-54", - "text": "already raised in the primary ticket. Duplicate tickets often arise from customers submitting multiple requests through different channels (email, portal, Slack). All duplicate tickets become *immutable* after merging.\\n\\n**Primary ticket**\\n\\nA primary ticket is the main record that consolidates all relevant information from duplicate tickets. It serves as the primary source of communication for all merged duplicate tickets, ensuring that all customer interactions, updates, and resolutions are", + "id": "ART-1979_KNOWLEDGE_NODE-39", + "text": "other tickets or issues that relate to this ticket, click **Link Records** and select the relevant items.\\n7. If you would like to immediately create another ticket, select **Create multiple**.\\n8. Click **Create**.\\n\\nIf a ticket is created from an existing conversation, then the ticket's title and description are populated automatically from the conversation.\\n\\n![]()\\n\\nYou can create a child issue by clicking **+ Link issue** > **Add a child issue**. You can link the other existing issue as", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-59", - "text": "duplicate tickets transfer to the primary ticket.\\n* The older messages and attachments on the duplicate ticket remains within the duplicate ticket post merge.\\n* Any new customer message on duplicate tickets post merge sync to the primary ticket.\\n* Duplicate tickets remain accessible through the **Linked Objects** section of the primary ticket.\\n* CSAT triggers only for the primary ticket resolution.\\n* Merge actions cannot be reversed, and merged tickets cannot be merged again.\\n\\nFollow up", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-2012_KNOWLEDGE_NODE-29", + "text": "[email integration snap-in](../integrations/email). This is to ensure that your customer receives an email about the follow-up ticket creation.\\n\\n## Installation\\n\\n 1. In DevRev, go to **Settings** > **Snap-ins** and click **Explore Marketplace** in the top-right corner.\\n 2. In the DevRev marketplace, find **Follow-up ticket** and click **Install**.\\n\\n[PreviousDescope identity validation](/docs/automations/descope-identity-validation)[NextHTTP archive file upload &", + "title": "Follow-up ticket | Automate | Snap-ins | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-57", - "text": "only when users configure the post merge stage in the ticket preference settings page.\\n\\n### Merge tickets\\n\\n1. Open the primary ticket and select the merge option from the side panel.\\n\\n ![]()\\n\\n The ticket from which you initiate the merge becomes the primary ticket.\\n2. In the modal window that appears, review the suggested duplicate tickets based on the pre-filled primary ticket title.\\n3. Select the appropriate duplicate tickets and confirm the merge action.\\n\\n There is no limit", + "id": "ART-1979_KNOWLEDGE_NODE-60", + "text": "tickets\\n-----------------\\n\\nFollow up tickets allow support teams to seamlessly address unresolved issues, recurring problems, or additional concerns without losing context. By linking follow-up tickets to the original ticket(archived/immutable), teams can track ongoing issues more effectively, minimize duplicate work and enhance customer experience. A follow-up ticket is a new ticket that is created and linked when a customer responds in reference to an archived/immutable ticket. The", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-58", - "text": "on the number of tickets that can be merged.\\n4. Review the automatic communication sent to primary and duplicate ticket owners (configurable in ticket preferences).\\n\\n### Post-merge conditions\\n\\n* The primary ticket retains all key fields (description, part, group, owner, creator, priority, stage), and the SLA remains unchanged.\\n* Events are updated to reflect all merge actions.\\n* Subscribers and reporters from duplicate tickets are added to the primary ticket.\\n* Linked objects from", + "id": "ART-1979_KNOWLEDGE_NODE-64", + "text": "internal tickets.\\n\\nTo create an internal ticket, click the **Create Ticket** button. At the bottom of the ticket creation panel, click the dropdown menu on **Create external ticket** and select **Create internal ticket**.\\n\\nYou can convert an internal ticket to an external ticket by clicking **Convert to External** within the **Customer Messages** tab. Once a ticket is converted to external, it cannot be reverted back to internal.\\n\\n[PreviousConversation to ticket", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-56", - "text": "reporters or no reporters.\\n* Active status: Only unclosed tickets can be selected as primary or duplicate tickets.\\n* Channel flexibility: Tickets from any channel can be merged if they share the same reporters.\\n\\n### Merge settings\\n\\nYou can configure the following options in the ticket preferences page:\\n\\n* Communication messages for duplicate and primary ticket owners\\n* Stage of duplicate tickets after merge\\n* Accounts to exclude from automated messages\\n\\n![]()\\n\\nMerge can be enabled", + "id": "ART-1979_KNOWLEDGE_NODE-57", + "text": "only when users configure the post merge stage in the ticket preference settings page.\\n\\n### Merge tickets\\n\\n1. Open the primary ticket and select the merge option from the side panel.\\n\\n ![]()\\n\\n The ticket from which you initiate the merge becomes the primary ticket.\\n2. In the modal window that appears, review the suggested duplicate tickets based on the pre-filled primary ticket title.\\n3. Select the appropriate duplicate tickets and confirm the merge action.\\n\\n There is no limit", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-39", - "text": "other tickets or issues that relate to this ticket, click **Link Records** and select the relevant items.\\n7. If you would like to immediately create another ticket, select **Create multiple**.\\n8. Click **Create**.\\n\\nIf a ticket is created from an existing conversation, then the ticket's title and description are populated automatically from the conversation.\\n\\n![]()\\n\\nYou can create a child issue by clicking **+ Link issue** > **Add a child issue**. You can link the other existing issue as", + "id": "ART-1979_KNOWLEDGE_NODE-53", + "text": "the support workflow. This not only wastes time on redundant issues but also slows response times and skews data analysis.\\n\\nMerging duplicate tickets establishes uniform communication between customers and agents, providing an effective solution to this problem.\\n\\n**Duplicate ticket**\\n\\nA duplicate ticket is any ticket identified as a repetition of another existing ticket. These tickets are considered unnecessary for further communication or action, as they pertain to the same problem", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-60", - "text": "tickets\\n-----------------\\n\\nFollow up tickets allow support teams to seamlessly address unresolved issues, recurring problems, or additional concerns without losing context. By linking follow-up tickets to the original ticket(archived/immutable), teams can track ongoing issues more effectively, minimize duplicate work and enhance customer experience. A follow-up ticket is a new ticket that is created and linked when a customer responds in reference to an archived/immutable ticket. The", + "id": "ART-1979_KNOWLEDGE_NODE-54", + "text": "already raised in the primary ticket. Duplicate tickets often arise from customers submitting multiple requests through different channels (email, portal, Slack). All duplicate tickets become *immutable* after merging.\\n\\n**Primary ticket**\\n\\nA primary ticket is the main record that consolidates all relevant information from duplicate tickets. It serves as the primary source of communication for all merged duplicate tickets, ensuring that all customer interactions, updates, and resolutions are", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-52", - "text": "don\\xe2\\x80\\x99t forget to give \\xf0\\x9f\\x91\\x8d on the suggestion if you like it or \\xf0\\x9f\\x91\\x8e to dislike it.\\n\\n![]()\\n\\nDuplicate ticket merging\\n------------------------\\n\\nDuplicate tickets in a support system pose a significant challenge by creating inefficiencies, increasing the workload for support agents, and negatively impacting user experience. These tickets often result from user frustration or misunderstandings of the resolution process, leading to confusion and disrupting", + "id": "ART-1979_KNOWLEDGE_NODE-28", + "text": "and group tickets in various views.\\nYou can find all the stock attributes listed in **Settings** > **Object customization** > **Ticket** > **Stock fields**.\\nThese are the stock attributes that come with DevRev:\\n\\n* **Owner**: The person responsible for the ticket. Tickets are assigned to an engineer, PM, designer, or any other team member through the **Owner** attribute.\\n* **Group**: The group to which the ticket belongs. For more information on groups, see [groups](./groups).\\n*", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-64", - "text": "internal tickets.\\n\\nTo create an internal ticket, click the **Create Ticket** button. At the bottom of the ticket creation panel, click the dropdown menu on **Create external ticket** and select **Create internal ticket**.\\n\\nYou can convert an internal ticket to an external ticket by clicking **Convert to External** within the **Customer Messages** tab. Once a ticket is converted to external, it cannot be reverted back to internal.\\n\\n[PreviousConversation to ticket", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-12390_KNOWLEDGE_NODE-41", + "text": "link\\\\_type: Type of link (usually \"is\\\\_dependent\\\\_on\") * target: Issue ID | Empty response on success |\\n| ListObjectsLinkedToIssue | Retrieves objects linked to an issue. | * issue: ID of the issue * objects: Types of objects to find * relationship: (Optional) Specific relationship types to filter by | Array of linked objects with relationship information |\\n| ListObjectsLinkedToTicket | Retrieves objects linked to a ticket. | * ticket: ID of the ticket * objects: Types of objects to find *", + "title": "Workflow action library | Workflows | Computer by DevRev | DevRev" }, { "id": "ART-1979_KNOWLEDGE_NODE-61", @@ -2635,14 +2635,24 @@ "query_id": "05e8a3ee-fe67-4ece-b8c8-5088330b0864", "query": "converting conversations to tickets issue customer channel acme", "retrievals": [ + { + "id": "ART-4271_KNOWLEDGE_NODE-26", + "text": "conversation metadata including: \\n * Source channel\\n * Customer account information\\n * External members added as **reported by** on the ticket\\n * An AI-generated ticket title and description based on customer messages.\\n\\n### How to convert Conversations to Tickets\\n\\n**Manual Conversion**\\n\\nTo manually convert a conversation to a ticket:\\n\\n 1. Open the conversation record pane view.\\n 2. Click **Convert to Ticket** to initiate the conversion.\\n\\n**Automated Conversion", + "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" + }, + { + "id": "ART-4271_KNOWLEDGE_NODE-25", + "text": "is being replaced with a new **Convert to Ticket** feature. This change provides a more seamless transition from conversation to ticket management.\\n\\n## How Conversation conversion works\\n\\nWhen you convert a conversation to a ticket, the following happens automatically:\\n\\n * The original conversation is moved to _Archived_ stage and cannot be reopened.\\n * A new ticket is created with: \\n * All internal discussions and customer messages copied from the conversation.\\n * Preserved", + "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" + }, { "id": "ART-4271_KNOWLEDGE_NODE-29", "text": "end user.\\n\\n## Why you should convert a Conversation to a Ticket\\n\\nConsider converting a conversation to a ticket in these scenarios:\\n\\n * **Complex issues** : When a customer inquiry requires in-depth investigation that can't be resolved in a quick conversation.\\n * **Cross-team collaboration** : Issues requiring input from multiple departments or specialists.\\n * **Escalation needs** : When a conversation needs to be escalated to a higher support tier.\\n * **Feature requests** :", "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" }, { - "id": "ART-4271_KNOWLEDGE_NODE-26", - "text": "conversation metadata including: \\n * Source channel\\n * Customer account information\\n * External members added as **reported by** on the ticket\\n * An AI-generated ticket title and description based on customer messages.\\n\\n### How to convert Conversations to Tickets\\n\\n**Manual Conversion**\\n\\nTo manually convert a conversation to a ticket:\\n\\n 1. Open the conversation record pane view.\\n 2. Click **Convert to Ticket** to initiate the conversion.\\n\\n**Automated Conversion", + "id": "ART-4271_KNOWLEDGE_NODE-24", + "text": "[Support](/docs/product/support?)\\n 4. [Conversations](/docs/product/conversation?)\\n 5. [Convert Conversations to Tickets](/docs/product/Conversation-Tickets?)\\n\\n# Convert Conversations to Tickets\\n\\nYou can now convert conversations from PLuG and Slack directly into tickets. Previously, conversations were only linked to tickets. This update streamlines workflows and enhances the customer experience.\\n\\nFor conversations originating from PLuG or Slack, the **Link to Ticket** functionality", "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" }, { @@ -2651,8 +2661,8 @@ "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" }, { - "id": "ART-6174_KNOWLEDGE_NODE-32", - "text": "handling**: Conversation and ticket SLAs operate independently. When converting:\\n\\n + The new ticket starts with its own response and resolution SLA timers\\n + All active SLA metrics on the original conversation are marked as completed\\n\\n[PreviousConversations](/docs/product/conversation)[NextTickets](/docs/product/tickets)\\n\\n#### On this page\\n\\n* [Conversation conversion process](#conversation-conversion-process)\\n* [Convert conversations to tickets](#convert-conversations-to-tickets)\\n*", + "id": "ART-6174_KNOWLEDGE_NODE-26", + "text": "functionality is replaced with a new **Convert to Ticket** feature. Currently, the conversion feature is available only for Plug and Slack conversations. Other channels still use the traditional **Link Ticket** functionality.\\n\\nConversion cannot be undone. Once a conversation is converted to a ticket, this action is permanent and the conversation remains archived.\\n\\nConversation conversion process\\n-------------------------------\\n\\nWhen you convert a conversation to a ticket, the following", "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" }, { @@ -2666,23 +2676,13 @@ "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" }, { - "id": "ART-6174_KNOWLEDGE_NODE-31", - "text": "Cross-team collaboration needs\\n* Escalation requirements\\n* Feature requests\\n* Bug reports\\n* SLA tracking requirements\\n* Documentation needs\\n* Resource allocation requirements\\n* AI capability limitations\\n* Extended troubleshooting needs\\n\\nSupport workflows\\n-----------------\\n\\n* **CSAT surveys**: CSAT surveys are not sent when a conversation is converted to a ticket. Surveys are only triggered when a conversation is resolved, not when it's archived through conversion.\\n* **SLA", - "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" - }, - { - "id": "ART-6174_KNOWLEDGE_NODE-26", - "text": "functionality is replaced with a new **Convert to Ticket** feature. Currently, the conversion feature is available only for Plug and Slack conversations. Other channels still use the traditional **Link Ticket** functionality.\\n\\nConversion cannot be undone. Once a conversation is converted to a ticket, this action is permanent and the conversation remains archived.\\n\\nConversation conversion process\\n-------------------------------\\n\\nWhen you convert a conversation to a ticket, the following", - "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" - }, - { - "id": "ART-6174_KNOWLEDGE_NODE-30", - "text": "there.\\n\\n![]()\\n\\nSlack end-user experience\\n-------------------------\\n\\nWhen a conversation is converted to a ticket in Slack:\\n\\n* Ticket information appears within the same thread.\\n* All subsequent messages sync with the newly created ticket.\\n* The transition is seamless for the end user.\\n\\nConversation conversion scenarios\\n---------------------------------\\n\\nConsider converting a conversation to a ticket in these scenarios:\\n\\n* Complex issues requiring in-depth investigation\\n*", + "id": "ART-6174_KNOWLEDGE_NODE-25", + "text": "Teams](/docs/product/support)\\n[Conversations](/docs/product/conversation)\\n[Conversation to ticket conversion](/docs/product/conversation-ticket)\\n\\nConversation to ticket conversion\\n=================================\\n\\nYou can convert conversations from Plug and Slack directly into tickets. Previously, conversations were only linked to tickets. This update streamlines workflows and enhances the customer experience.\\n\\nFor conversations originating from Plug or Slack, the **Link to Ticket**", "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" }, { - "id": "ART-4271_KNOWLEDGE_NODE-8", - "text": "* [Automatic customer reply](/docs/automations/auto-reply?)\\n * [Auto parts to conversation](/docs/automations/auto-parts?)\\n * [Automate opportunities](/docs/automations/opportunity?)\\n * [Bulk delete data](/docs/automations/bulk-delete?)\\n * [Bulk work item uploader](/docs/automations/bulk-upload?)\\n * [Commands surface expander](/docs/automations/commands-surface-expander?)\\n * [Convergence](/docs/automations/converge?)\\n * [Conversation", + "id": "ART-4271_KNOWLEDGE_NODE-32", + "text": "triggered when a conversation is resolved, not when it's archived through conversion.\\n\\n * **SLA handling** : Conversation and ticket SLAs operate independently. When converting:\\n\\n * The new ticket starts with its own response and resolution SLA timers.\\n * All active SLA metrics on the original conversation are marked as completed.\\n * **Conversion permanence** : Conversion cannot be undone. Once a conversation is converted to a ticket, this action is permanent and the conversation", "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" } ] @@ -2692,54 +2692,54 @@ "query": "add subtype in conversation in DevRev", "retrievals": [ { - "id": "ART-5010_KNOWLEDGE_NODE-0", - "text": "b'Subtype Migration | Automate | Snap-ins | DevRev\\n\\n* Computer\\n* Resources\\n* [Our Customers](/case-study)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\nComputer\\n\\nResources\\n\\n[Our Customers](/case-study)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\nSearch\\n\\n`CTRL`\\xc2\\xa0+\\xc2\\xa0`K`\\n\\n* [Introduction](/docs)\\n* [Computer by DevRev](/docs/intro)\\n\\n + [Core concepts](/docs/product/core)\\n + [Apps](/docs/product/apps)\\n +", - "title": "Subtype Migration | Automate | Snap-ins | DevRev" + "id": "ART-2683_KNOWLEDGE_NODE-21", + "text": "// other fields \\n >| ], \\n >| }\\'\\n[/code] \\n \\n### Add subtypes to custom objects\\n\\nAdding subtypes to custom objects allows you to categorize and manage your custom objects more effectively. The process is the same as adding subtypes to other standard DevRev objects like issues and tickets.\\n\\nLet\\xe2\\x80\\x99s say you have run different types of campaigns like social media and email marketing. You can create a subtype for each of these variants. If you want to create a", + "title": "Custom objects (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-17231_KNOWLEDGE_NODE-58", - "text": "top](/airsync/supported-object-types#summary)\\n\\nconversation\\n------------\\n\\n**Resource Type:** `conversation`\\n\\n**Capabilities:** Can Load, Can Subtype\\n\\n### Fields\\n\\n| Field | Type | Required | Description |\\n| --- | --- | --- | --- |\\n| `applies_to_part_ids` | reference (collection)\\xe2\\x86\\x92[#category:part] | | Details of the parts relevant to the conversation. |\\n| `broadcast_channels` | text (collection) | | Active channels for the conversation |\\n| `channels` | reference", - "title": "Supported DevRev object types | DevRev | Docs" + "id": "ART-1506_KNOWLEDGE_NODE-13", + "text": "\"don:core:dvrv-us-1:devo/example:custom_type_fragment/custom-type-fragment-id\", \\n 115| \"subtype\": \"subtype\", \\n 116| \"tags\": [ \\n 117| { \\n 118| \"tag\": { \\n 119| \"id\": \"id\", \\n 120| \"name\": \"name\" \\n 121| } \\n 122| } \\n 123| ], \\n 124| \"title\": \"title\" \\n 125| } \\n 126| }\\n[/code] \\n \\n[Delete ConversationUp Next](/beta/api-reference/conversations/delete)\\n\\n[Built", + "title": "Create Conversation (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-5010_KNOWLEDGE_NODE-32", - "text": "[Marketplace](https://marketplace.devrev.ai/)\\n\\nResources\\n\\n* [Blog](/blog)\\n* [Our Customers](/case-study)\\n* [Snap-In Extensions](https://developer.devrev.ai/public/snapin-development/concepts)\\n* [DevRevU training](/docs/DevRevU)\\n* [Documentation](https://docs.devrev.ai/)\\n* [API References](https://docs.devrev.ai/api/)\\n\\nCompany\\n\\n* [About](/about)\\n* [Events](/events)\\n* [Careers](/careers)\\n* [What Why How](/what-why-how)\\n\\nInitiatives\\n\\n* [Partner Program](/partners)\\n* [Startups", - "title": "Subtype Migration | Automate | Snap-ins | DevRev" + "id": "ART-1510_KNOWLEDGE_NODE-10", + "text": "\"don:core:dvrv-us-1:devo/example:custom_type_fragment/custom-type-fragment-id\", \\n 115| \"subtype\": \"subtype\", \\n 116| \"tags\": [ \\n 117| { \\n 118| \"tag\": { \\n 119| \"id\": \"id\", \\n 120| \"name\": \"name\" \\n 121| } \\n 122| } \\n 123| ], \\n 124| \"title\": \"title\" \\n 125| } \\n 126| }\\n[/code] \\n \\n[Get Conversation (POST)Up Next](/beta/api-reference/conversations/get-post)\\n\\n[Built", + "title": "Get Conversation (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-4116_KNOWLEDGE_NODE-10", - "text": "Agents?](https://devrev.ai/what-are-ai-agents)\\n * [What is Agentic AI?](https://devrev.ai/what-is-agentic-ai)\\n * [What is Enterprise Search?](https://devrev.ai/what-is-enterprise-search)\\n * [What is Conversational AI?](https://devrev.ai/what-is-conversational-ai)\\n\\n[](https://devrev.ai)\\n\\n[](https://www.linkedin.com/company/devrev)[](https://medium.com/devrev)[](https://twitter.com/devrev)\\n\\n[System Status](https://devrev.ai/status)\\n\\n\\xc2\\xa9 2025 DevRev", - "title": "Prepare-Update Schemas Subtypes (Beta) \u2014 DevRev | Docs" + "id": "ART-15502_KNOWLEDGE_NODE-19", + "text": "\"custom_object.campaign\" ], |\\n| > | }, |\\n| > | ... // other fields |\\n| > | ], |\\n| > | }\\' |\\n```\\n\\n### Add subtypes to custom objects\\n\\nAdding subtypes to custom objects allows you to categorize and manage your custom\\nobjects more effectively. The process is the same as adding subtypes to other standard\\nDevRev objects like issues and tickets.\\n\\nLet\\xe2\\x80\\x99s say you have run different types of campaigns like social media and email\\nmarketing. You can create a subtype for each of", + "title": "Custom objects | DevRev | Docs" }, { - "id": "ART-1593_KNOWLEDGE_NODE-318", - "text": "subtype \" : \" string \" , 35 \" tags \" : [ 36 { 37 \" tag \" : { 38 \" name \" : \" string \" , 39 \" display_id \" : \" string \" , 40 \" id \" : \" string \" 41 } , 42 \" value \" : \" string \" 43 } 44 ] , 45 \" created_by \" : { 46 \" type \" : \" dev_user \" , 47 \" display_name \" : \" string \" , 48 \" display_picture \" : { 49 \" display_id \" : \" string \" , 50 \" id \" : \" string \" 51 } , 52 \" email \" : \" string \" , 53 \" full_name \" : \" string \" , 54 \" state \" : \" active \" , 55 \" display_id \" : \" string \" , 56 \" id \" : \"", - "title": "Get \u2014 DevRev | Docs" + "id": "ART-12390_KNOWLEDGE_NODE-31", + "text": "Conversation object |\\n| GetCustomer | Retrieves customer (rev\\\\_user) details. | * id: ID of the customer * subtype: (Optional) Customer subtype * apps: (Optional) Related apps | Rev\\\\_user object |\\n| GetEnhancement | Retrieves enhancement details. | * id: ID of the enhancement * subtype: (Optional) Enhancement subtype * apps: (Optional) Related apps | Enhancement object |\\n| GetFeature | Retrieves feature details. | * id: ID of the feature * subtype: (Optional) Feature subtype * apps:", + "title": "Workflow action library | Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-1957_KNOWLEDGE_NODE-24", - "text": "subtype](#add-a-new-subtype)\\n\\n1. [Documentation](/docs)\\n3. [Computer by DevRev](/docs/intro)\\n[Object customization](/docs/product/object-customization)\\n\\nObject customization\\n====================\\n\\nDevRev powers your organization with the ability to customize DevRev objects for your organization\\'s needs. You can add custom fields to the objects along with the pre-existing fields or add new subtypes to the objects which helps you extend an object\\'s capabilities.\\nObjects are the core", + "id": "ART-1957_KNOWLEDGE_NODE-36", + "text": "object.\\n\\n1. Click **+** on the right side of **Objects**. A **New subtype** popup will appear.\\n2. Provide a name and description and select which object this belongs to. Click **Proceed**.\\n3. You can now customize this subtype as per your wish. Click **Edit** in the top right corner.\\n4. [Add new fields](#add-a-new-field-to-an-object-or-a-subtype) that you need.\\n5. Publish the subtype to make it live.\\n\\nTo delete the subtype, **\\xe2\\x8b\\xae** next to **Edit** then **Deprecate", "title": "Object customization | Computer by DevRev | DevRev" }, { - "id": "ART-5010_KNOWLEDGE_NODE-2", - "text": "[Object customization](/docs/product/object-customization)\\n + [Glossary \\xe2\\x86\\x97\\xef\\xb8\\x8f](https://support.devrev.ai/devrev/article/ART-16784-glossary)\\n + [Search](/docs/product/search)\\n + [Workflows](/docs/product/workflow-engine)\\n\\n - [Workflow action library](/docs/product/action-library)\\n - [Triggers](/docs/product/trigger-library)\\n - [Conversational workflows](/docs/product/conversational-workflows)\\n - [Workflow management](/docs/product/workflow-management)\\n", - "title": "Subtype Migration | Automate | Snap-ins | DevRev" + "id": "ART-1524_KNOWLEDGE_NODE-10", + "text": "112| } \\n 113| }, \\n 114| \"stock_schema_fragment\": \"don:core:dvrv-us-1:devo/example:custom_type_fragment/custom-type-fragment-id\", \\n 115| \"subtype\": \"subtype\", \\n 116| \"tags\": [ \\n 117| { \\n 118| \"tag\": { \\n 119| \"id\": \"id\", \\n 120| \"name\": \"name\" \\n 121| } \\n 122| } \\n 123| ], \\n 124| \"title\": \"title\" \\n 125| } \\n 126| }\\n[/code] \\n \\n[List ConversationsUp", + "title": "Get Conversation (POST) (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-5010_KNOWLEDGE_NODE-4", - "text": "insights](/docs/dashboards/conversation-insights)\\n - [Conversation-SLA Analytics](/docs/dashboards/conversation-sla-analytics)\\n - [Conversation-Team Performance](/docs/dashboards/conversation-team-performance)\\n - [Ticket insights](/docs/dashboards/ticket-insights)\\n - [Ticket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n - [Ticket-Team Performance](/docs/dashboards/ticket-team-performance)\\n + [Conversations](/docs/product/conversation)\\n\\n - [Conversation to", - "title": "Subtype Migration | Automate | Snap-ins | DevRev" + "id": "ART-1957_KNOWLEDGE_NODE-28", + "text": "customization**](https://app.devrev.ai/devrev/settings/object-customization).\\nHere you can view all the existing objects and their subtypes. You can also check the objects that are no longer in use by going to **Show deprecated objects**.\\n\\nAdd a new field to an object or a subtype\\n-----------------------------------------\\n\\n1. Select the object or subtype you want to add to the custom field.\\n2. Clicking the **+ New field** button takes you to the edit mode where you can fill in the", + "title": "Object customization | Computer by DevRev | DevRev" }, { - "id": "ART-5010_KNOWLEDGE_NODE-33", - "text": "Program](/startups)\\n* [Gr.ai.ce](/graice)\\n\\n* [Security](https://security.devrev.ai/)\\n* [SLA](/legal/sla)\\n* [DPA](/legal/dpa)\\n* [Subprocessors](/security/sub-processors)\\n* [Cookie Policy](/legal/cookie-policy)\\n* [Privacy Policy](/legal/privacy-policy)\\n* [Terms of Service](/legal/terms-of-service)\\n\\n[System Status](/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.'", - "title": "Subtype Migration | Automate | Snap-ins | DevRev" + "id": "ART-1957_KNOWLEDGE_NODE-24", + "text": "subtype](#add-a-new-subtype)\\n\\n1. [Documentation](/docs)\\n3. [Computer by DevRev](/docs/intro)\\n[Object customization](/docs/product/object-customization)\\n\\nObject customization\\n====================\\n\\nDevRev powers your organization with the ability to customize DevRev objects for your organization\\'s needs. You can add custom fields to the objects along with the pre-existing fields or add new subtypes to the objects which helps you extend an object\\'s capabilities.\\nObjects are the core", + "title": "Object customization | Computer by DevRev | DevRev" }, { - "id": "ART-4116_KNOWLEDGE_NODE-8", - "text": "[About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why How](https://devrev.ai/what-why-how)\\n\\nConnect\\n\\n * [Contact ](mailto:humansofdevrev@devrev.ai)\\n * [Instagram ](https://www.instagram.com/devrev)\\n * [Medium ](https://medium.com/devrev)\\n * [Linkedin ](https://www.linkedin.com/company/devrev)\\n * [X (formerly", - "title": "Prepare-Update Schemas Subtypes (Beta) \u2014 DevRev | Docs" + "id": "ART-1992_KNOWLEDGE_NODE-40", + "text": "inherits all the attributes of its parent issue type. You can add custom attributes to a subtype.\\nTo know how to create subtypes and add custom attributes to them, see [object customization](./object-customization).\\n\\n[PreviousComputer for Builders](/docs/product/build)[NextNow, Next, Later](/docs/product/nnl)\\n\\n#### On this page\\n\\n* [Attributes](#attributes)\\n* [Discussion and events](#discussion-and-events)\\n* [Create an issue](#create-an-issue)\\n* [Tags](#tags)\\n* [Stages](#stages)\\n*", + "title": "Issues | Computer for Builders | DevRev" } ] }, @@ -2748,54 +2748,54 @@ "query": "DevRev Platform Orientation & Navigation Guide video login options", "retrievals": [ { - "id": "ART-1944_KNOWLEDGE_NODE-0", - "text": "b\"Product Platform Solutions Marketplace Company Resources Pricing\\n\\nLogin Book a demo\\nProduct Platform Solutions Marketplace Company Resources Pricing\\nLogin Book a demo\\nSearch CTRL + K\\n\\nIntroduction AgentOS platform\\n\\nCore concepts Apps Groups Parts & trails Vistas Vista Reports\\nTasks Updates Customer email notifications Roles Default privileges by group\\nAccess control Object customization Glossary Search People insights Workflow Templates Accessing DevRev External identity provider", - "title": "DevRev Documentation" + "id": "ART-2666_KNOWLEDGE_NODE-0", + "text": "b\"[](/)\\n\\n * Product\\n * Platform\\n * Marketplace\\n * Company\\n * Resources\\n * Pricing\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\n[](/)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\nPricing __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\nSearch\\n\\n`CTRL` \\\\+ `K`\\n\\n * [Introduction](/docs)\\n * [AgentOS platform](/docs/intro)\\n\\n * [Core concepts](/docs/product/core)\\n *", + "title": "October 5: Left navigation | Changelog | DevRev" }, { - "id": "ART-2076_KNOWLEDGE_NODE-2", - "text": "applications](https://rise.articulate.com/share/yTvcdwN0dMgzhiU_Kgbbs2t8lfkpnC5O)[![]()\\n\\nDevRev: Admin management and set-up\\n\\nSet up, manage, and streamline workflows for smooth operations](https://devrevu.reach360.com/share/course/d238d6fd-ab6a-41b3-a99b-44e1d2a8d221)\\n\\nExplore more courses\\n--------------------\\n\\nDiscover more courses to expand your DevRev skills and continue your learning journey\\n\\n[![]()\\n\\nDevRev platform fundamentals\\n\\nYour first step to navigating and mastering", - "title": "DevRev University" + "id": "ART-15701_KNOWLEDGE_NODE-6", + "text": "Option: Keep it as default i.e. allow both incoming and outgoing calls to truly experience the features provided by DevRev integration.\\n\\nYou can customise data storage options here.Recommended Option: Keep this as default and click on Next.\\n\\nReview the details and click on Create Instance.\\n\\nUse the Emergency Access to login the first time to setup the instance. If you are an administrator, you can directly use the access URL to login.\\n\\nYou can directly follow the guide available at home", + "title": "Amazon Connect Telephony Integration Guide" }, { - "id": "ART-4179_KNOWLEDGE_NODE-2", - "text": "applications](https://rise.articulate.com/share/yTvcdwN0dMgzhiU_Kgbbs2t8lfkpnC5O)[![]()\\n\\nDevRev: Admin management and set-up\\n\\nSet up, manage, and streamline workflows for smooth operations](https://devrevu.reach360.com/share/course/d238d6fd-ab6a-41b3-a99b-44e1d2a8d221)\\n\\nExplore more courses\\n--------------------\\n\\nDiscover more courses to expand your DevRev skills and continue your learning journey\\n\\n[![]()\\n\\nDevRev platform fundamentals\\n\\nYour first step to navigating and mastering", - "title": "DevRev University" + "id": "ART-1280_KNOWLEDGE_NODE-3", + "text": "DevOrg to which you want to log in.\\n* ``: Your registered user email for profile.\\n\\nThe browser opens up and asks you to log in to DevRev. Once you log in, a local dev org profile is created and an access token is stored.\\n\\n###### Authenticate using dev token\\n\\nTo set up authentication using the DevRev token, run the following command:\\n\\n##### \\n\\nUsing DevRev\\xe2\\x80\\x99s interface, you can generate a DevRev token.\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | echo", + "title": "DevRev CLI reference | DevRev | Docs" }, { - "id": "ART-2666_KNOWLEDGE_NODE-27", - "text": "DevRev's left navigation is designed to provide a more customizable and intuitive navigation experience. This update introduces new sections for better organization, enhanced customization capabilities, and a dedicated **Explore** page for managing views, dashboards, and sprint boards.\\n\\nWhen existing users log in, a prompt appears to guide them in migrating to the new left navigation. Follow the on-screen instructions to complete the migration and begin customizing your experience.\\n\\n## Key", - "title": "October 5: Left navigation | Changelog | DevRev" + "id": "ART-1944_KNOWLEDGE_NODE-0", + "text": "b\"Product Platform Solutions Marketplace Company Resources Pricing\\n\\nLogin Book a demo\\nProduct Platform Solutions Marketplace Company Resources Pricing\\nLogin Book a demo\\nSearch CTRL + K\\n\\nIntroduction AgentOS platform\\n\\nCore concepts Apps Groups Parts & trails Vistas Vista Reports\\nTasks Updates Customer email notifications Roles Default privileges by group\\nAccess control Object customization Glossary Search People insights Workflow Templates Accessing DevRev External identity provider", + "title": "DevRev Documentation" }, { - "id": "ART-1362_KNOWLEDGE_NODE-15", - "text": "Inc.\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a", - "title": "Authentication \u2014 DevRev | Docs" + "id": "ART-1475_KNOWLEDGE_NODE-4", + "text": "* ``: The unique slug name of your DevOrg to which you want to log in.\\n\\n * ``: Your registered user email for profile.\\n\\nThe browser opens up and asks you to log in to DevRev. Once you log in, a local dev org profile is created and an access token is stored.\\n\\n###### Authenticate using dev token\\n\\nTo set up authentication using the DevRev token, run the following command:\\n\\n#####\\n\\nUsing DevRev\\xe2\\x80\\x99s interface, you can generate a DevRev", + "title": "DevRev CLI reference \u2014 DevRev | Docs" }, { - "id": "ART-12447_KNOWLEDGE_NODE-14", - "text": "Inc.\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a", - "title": "Quickstart guide \u2014 DevRev | Docs" + "id": "ART-2012_KNOWLEDGE_NODE-0", + "text": "b'[](/?)\\n\\n * Product\\n * Platform\\n * Marketplace\\n * Company\\n * Resources\\n * Pricing\\n\\n __\\n\\n[Login](https://app.devrev.ai/login?)[Book a demo](/request-a-demo?)\\n\\n[](/?)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\nPricing __\\n\\n[Login](https://app.devrev.ai/login?)[Book a demo](/request-a-demo?)\\n\\nSearch\\n\\n`CTRL` \\\\+ `K`\\n\\n * [Introduction](/docs?)\\n * [AgentOS platform](/docs/intro?)\\n\\n * [Core concepts](/docs/product/core?)\\n", + "title": "Follow-up ticket | Automate | Snap-ins | DevRev" }, { - "id": "ART-12450_KNOWLEDGE_NODE-13", - "text": "Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n'", - "title": "Quickstart guide \u2014 DevRev | Docs" + "id": "ART-12475_KNOWLEDGE_NODE-0", + "text": "b'This document serves as a guide for migrating from UserExperior ( plug.devrev.ai ) to DevRev ( app.devrev.ai ).\\n\\nLog in to your DevRev account at app.devrev.ai/login .\\n\\nPin the relevant views in the left navigation panel for Session Analytics. The views to pin are Session Replays , Session Analytics: Web , and Session Analytics: Mobile . For detailed instructions on this process, click here .\\n\\nLocate the SDK integration key by navigating to Settings > Support > Session Replays", + "title": "Migrating from UserExperior to DevRev" }, { - "id": "ART-4256_KNOWLEDGE_NODE-6", - "text": "the user logs in. If you have the user information available at app launch, call the function after the `DevRev.configure(appID:)` method.\\n\\n#####\\n\\nOn iOS, if you haven\\xe2\\x80\\x99t previously identified the user, the DevRev SDK will automatically create an anonymous user for you immediately after the SDK is configured.\\n\\n#####\\n\\nThe `Identity` structure allows for custom fields in the user, organization, and account traits. These fields must be configured through the DevRev app before", - "title": "DevRev SDK for React Native \u2014 DevRev | Docs" + "id": "ART-1985_KNOWLEDGE_NODE-40", + "text": "inputting text, type the slash command /. This opens a drop-down menu of formatting options. The drop-down menu offers typical options like font styling and alignment, as well as special elements like adding hyperlinks, code, quotes, callouts, tables, and video embeds. DevRev Knowledge Base supports embedding videos directly in articles. Use the / slash command, select Video Link, paste your video URL (YouTube, Loom, Vimeo, Wistia supported), and save.\\n\\nWhen you select text in the editor, a", + "title": "Articles | Knowledge Base | Computer for Support Teams | DevRev" }, { - "id": "ART-12475_KNOWLEDGE_NODE-0", - "text": "b'This document serves as a guide for migrating from UserExperior ( plug.devrev.ai ) to DevRev ( app.devrev.ai ).\\n\\nLog in to your DevRev account at app.devrev.ai/login .\\n\\nPin the relevant views in the left navigation panel for Session Analytics. The views to pin are Session Replays , Session Analytics: Web , and Session Analytics: Mobile . For detailed instructions on this process, click here .\\n\\nLocate the SDK integration key by navigating to Settings > Support > Session Replays", - "title": "Migrating from UserExperior to DevRev" + "id": "ART-12447_KNOWLEDGE_NODE-14", + "text": "Inc.\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a", + "title": "Quickstart guide \u2014 DevRev | Docs" }, { - "id": "ART-2662_KNOWLEDGE_NODE-0", - "text": "b'DevRev Documentation\\n\\n* Computer\\n* Resources\\n* [Our Customers](/case-study)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\nComputer\\n\\nResources\\n\\n[Our Customers](/case-study)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\nSearch\\n\\n`CTRL`\\xc2\\xa0+\\xc2\\xa0`K`\\n\\n* [Introduction](/docs)\\n* [Computer by DevRev](/docs/intro)\\n\\n + [Core concepts](/docs/product/core)\\n + [Apps](/docs/product/apps)\\n + [Groups](/docs/product/groups)\\n +", - "title": "DevRev Documentation" + "id": "ART-1280_KNOWLEDGE_NODE-2", + "text": "check all the available commands, run the following command:\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | devrev --help |\\n```\\n\\nUse `devrev [command] --help` for more information about a command.\\n\\nAuthentication\\n--------------\\n\\n###### Authenticate\\n\\nTo authenticate, run the following command:\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | devrev profiles authenticate --org --usr |\\n```\\n\\n**Arguments**:\\n\\n* ``: The unique slug name of your", + "title": "DevRev CLI reference | DevRev | Docs" } ] }, @@ -2803,55 +2803,55 @@ "query_id": "da7b37fd-25ab-4968-9f53-c311043f6306", "query": "change subtype of ticket error something went wrong", "retrievals": [ - { - "id": "ART-5010_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Subtype Migration | Automate | Snap-ins | DevRev" - }, { "id": "ART-1979_KNOWLEDGE_NODE-49", "text": "tickets. Resolved means that the customer's concerns which led to the ticket have been addressed.\\n\\nSubtypes\\n--------\\n\\nYou can create subtypes for tickets to categorize them based on the type of issue. For example, you can create subtypes for bugs, feature requests, or questions.\\nA subtype inherits all the attributes of its parent ticket type. You can add custom attributes to a subtype.\\nTo know how to create subtypes and add custom attributes to them, see [object", "title": "Tickets | Computer for Support Teams | DevRev" }, + { + "id": "ART-2047_KNOWLEDGE_NODE-38", + "text": "type, it must be marked for syncing. Marking a DevRev ticket for syncing can only be done during the creation of a new ticket. During ticket creation, open the dropdown **Select Subtype**, set it to the type the ticket should be synced to. The format is as follows: SalesforceService / {type}.\\n\\nFor example, if you want to sync a new ticket in DevRev to a case type in Salesforce, this would show as **SalesforceService / cases**.\\n\\nAfter a DevRev work item has been marked for syncing, it\\'s", + "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" + }, { "id": "ART-5010_KNOWLEDGE_NODE-26", "text": "**Work Item Type**: Select either \"ticket\" or \"issue\" based on the type of work items you want to migrate\\n * **Source Subtype**: Enter the name of the current subtype from which you want to migrate work items\\n * **Target Subtype**: Enter the name of the target subtype to which you want to migrate work items\\n * **Field Mappings**: Enter each mapping as source\\\\_field, target\\\\_field, one mapping per line\\n\\n ![]()\\n\\n Field names and subtype names must exactly match how they appear", "title": "Subtype Migration | Automate | Snap-ins | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-24", - "text": "[Subtypes](#subtypes)\\n* [Viewing attachments on tickets](#viewing-attachments-on-tickets)\\n* [Turing suggests](#turing-suggests)\\n* [Duplicate ticket merging](#duplicate-ticket-merging)\\n* [Merging guidelines](#merging-guidelines)\\n* [Merge settings](#merge-settings)\\n* [Merge tickets](#merge-tickets)\\n* [Post-merge conditions](#postmerge-conditions)\\n* [Follow up tickets](#follow-up-tickets)\\n* [Internal Tickets](#internal-tickets)\\n\\n1. [Documentation](/docs)\\n3. [Computer for Support", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-5010_KNOWLEDGE_NODE-24", + "text": "[Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Subtype Migration](/docs/automations/subtype-migration)\\n\\nSubtype Migration\\n=================\\n\\nThe [Subtype Migration snap-in](https://marketplace.devrev.ai/marketplace/subtype-migration) is designed to facilitate the seamless transition of work items (tickets and issues) from one custom schema subtype to another. It efficiently handles large volumes of work items by processing them in batches, transferring custom field values between", + "title": "Subtype Migration | Automate | Snap-ins | DevRev" }, { - "id": "ART-1959_KNOWLEDGE_NODE-34", - "text": "subtype: :\\n```\\n```\\n\\n**Examples**\\n\\nSearch for tickets related to access issues with tenant field escalated:\\n\\n```\\n```\\n1 tnt__escalated:true access issues\\n```\\n```\\n\\nSearch for bugs related to access issues with subtype field customer\\\\_impact:\\n\\n```\\n```\\n1 subtype:Bug ctype__customer_impact:true access issues\\n```\\n```\\n\\nSearch across multiple subtypes for tickets related to access issues:\\n\\n```\\n```\\n1 subtype:Bug,Events access", - "title": "Search | Computer by DevRev | DevRev" + "id": "ART-5010_KNOWLEDGE_NODE-13", + "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", + "title": "Subtype Migration | Automate | Snap-ins | DevRev" }, { - "id": "ART-1566_KNOWLEDGE_NODE-521", - "text": "response.\\n\\nticket.rev_org string Optional\\n\\nFilters for tickets that are associated with any of the provided Rev organizations.\\n\\nticket.severity enum Optional\\n\\nFilters for tickets with any of the provided severities.\\n\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\n\\nFilters for records with any of the provided SLA stages.\\n\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\n\\nFilters for tickets with any", - "title": "Transition (Beta) \u2014 DevRev | Docs" + "id": "ART-2874_KNOWLEDGE_NODE-13", + "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", + "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" }, { - "id": "ART-15664_KNOWLEDGE_NODE-14", - "text": "> | \"leaf_type\": \"issue\", |\\n| > | \"subtype\": \"social_media\" |\\n| > | } |\\n| > | ], |\\n| > | \"target_types\": [ |\\n| > | { |\\n| > | \"leaf_type\": \"ticket\" |\\n| > | } |\\n| > | ], |\\n| > | \"forward_name\": \"is related to\", |\\n| > | \"backward_name\": \"is related to\" |\\n| > | }\\' |\\n```\\n\\nThis configuration:\\n\\n* Allows issues of subtype \\xe2\\x80\\x9csocial\\\\_media\\xe2\\x80\\x9d to be linked to tickets\\n* Rejects attempts to link issues with no subtype or with other subtypes\\n\\n##### \\n\\nThe subtype", - "title": "Links | DevRev | Docs" + "id": "ART-1992_KNOWLEDGE_NODE-13", + "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", + "title": "Issues | Computer for Builders | DevRev" }, { - "id": "ART-5010_KNOWLEDGE_NODE-13", + "id": "ART-4965_KNOWLEDGE_NODE-13", "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", - "title": "Subtype Migration | Automate | Snap-ins | DevRev" + "title": "Ticket Immutability | Automate | Snap-ins | DevRev" }, { - "id": "ART-2874_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" + "id": "ART-1959_KNOWLEDGE_NODE-34", + "text": "subtype: :\\n```\\n```\\n\\n**Examples**\\n\\nSearch for tickets related to access issues with tenant field escalated:\\n\\n```\\n```\\n1 tnt__escalated:true access issues\\n```\\n```\\n\\nSearch for bugs related to access issues with subtype field customer\\\\_impact:\\n\\n```\\n```\\n1 subtype:Bug ctype__customer_impact:true access issues\\n```\\n```\\n\\nSearch across multiple subtypes for tickets related to access issues:\\n\\n```\\n```\\n1 subtype:Bug,Events access", + "title": "Search | Computer by DevRev | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-65", - "text": "conversion](/docs/product/conversation-ticket)[NextRouting](/docs/product/routing)\\n\\n#### On this page\\n\\n* [Attributes](#attributes)\\n* [Create a ticket](#create-a-ticket)\\n* [Tags](#tags)\\n* [Stages](#stages)\\n* [Subtypes](#subtypes)\\n* [Viewing attachments on tickets](#viewing-attachments-on-tickets)\\n* [Turing suggests](#turing-suggests)\\n* [Duplicate ticket merging](#duplicate-ticket-merging)\\n* [Merging guidelines](#merging-guidelines)\\n* [Merge settings](#merge-settings)\\n* [Merge", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-2050_KNOWLEDGE_NODE-13", + "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", + "title": "Computer for Your Customers | DevRev" } ] }, @@ -2860,54 +2860,54 @@ "query": "Why would I use DevRev?", "retrievals": [ { - "id": "ART-1487_KNOWLEDGE_NODE-7", - "text": "Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why How](https://devrev.ai/what-why-how)\\n\\nConnect\\n\\n * [Contact ](mailto:humansofdevrev@devrev.ai)\\n * [Instagram ](https://www.instagram.com/devrev)\\n * [Medium ](https://medium.com/devrev)\\n * [Linkedin", - "title": "Install DevRev CLI \u2014 DevRev | Docs" + "id": "ART-896_KNOWLEDGE_NODE-5", + "text": "product, and growth teams. It connects end users, sellers, support, product people, and developers, reducing 9 business apps and converging 6 teams onto a common platform. \\nUnlike horizontal CRMs, DevRev takes a blank canvas approach to collaboration, AI, and analytics, enabling SaaS companies to increase product velocity and reduce customer churn. DevRev is used by thousands of companies in search of low latency analytics and customizable LLMs to thrive in this era of GenAI. \\nDevRev was", + "title": "Events" }, { - "id": "ART-12989_KNOWLEDGE_NODE-6", - "text": "[Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why", - "title": "Activate Dev Users \u2014 DevRev | Docs" + "id": "ART-12585_KNOWLEDGE_NODE-2", + "text": "companies to increase product velocity and reduce customer churn. DevRev is used by thousands of companies in search of low latency analytics and customizable LLMs to thrive in this era of GenAI. \\n \\nHeadquartered in Palo Alto, California, DevRev has offices in seven global locations. We have raised $100 million in funding from investors like Khosla Ventures and Mayfield at a $1.1 billion valuation. We are also honored to be named on the Forbes 2024 list of America\\xe2\\x80\\x99s Best Startup", + "title": "DevRev Careers | Forward Deployed Engineer" }, { - "id": "ART-17231_KNOWLEDGE_NODE-157", - "text": "with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Supported DevRev object types | DevRev | Docs" + "id": "ART-16686_KNOWLEDGE_NODE-2", + "text": "to increase product velocity and reduce customer churn. DevRev is used by thousands of companies in search of low latency analytics and customizable LLMs to thrive in this era of GenAI. \\n \\nHeadquartered in Palo Alto, California, DevRev has offices in seven global locations. We have raised $100 million in funding from investors like Khosla Ventures and Mayfield at a $1.1 billion valuation. We are also honored to be named on the Forbes 2024 list of America\\xe2\\x80\\x99s Best Startup", + "title": "DevRev Careers | Member of Product Management" }, { - "id": "ART-1400_KNOWLEDGE_NODE-12", - "text": "[Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why", - "title": "Get Dev User \u2014 DevRev | Docs" + "id": "ART-1710_KNOWLEDGE_NODE-7", + "text": "the future of software development. Rashid Khan from Yellow.ai was particularly impressed by the vision articulated by DevRev's founders. They offered a platform that could radically change the traditional approaches to software development. Convinced by this innovative perspective, Yellow.ai decided to move their operations from Atlassian Jira to DevRev. The collaboration started with a focus on better handling of customer data within Salesforce. The teams addressed challenges like duplicate", + "title": "Yellow.ai uses DevRev to Streamline Processes" }, { - "id": "ART-13031_KNOWLEDGE_NODE-5", - "text": "[Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why", - "title": "Merge Rev Users \u2014 DevRev | Docs" + "id": "ART-1033_KNOWLEDGE_NODE-11", + "text": "and customer satisfaction through AI-powered support automation](/case-study/tough-trucks)\\n\\nChoose another country or region to see content specific to your location.\\n\\n\\xf0\\x9f\\x8c\\x8e English\\xf0\\x9f\\x87\\xaf\\xf0\\x9f\\x87\\xb5 Japanese\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about it.\\n\\n![]()](/blog/soc-compliance)\\n\\nComputer\\n\\n* [Meet Computer](/meet-computer)\\n* [How Computer works](/how-computer-works)\\n\\nApps\\n\\n* [For Support", + "title": "Spintly uses DevRev to bridge the gap between developers and end-users" }, { - "id": "ART-12988_KNOWLEDGE_NODE-7", - "text": "DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why How](https://devrev.ai/what-why-how)\\n\\nConnect\\n\\n * [Contact ](mailto:humansofdevrev@devrev.ai)\\n * [Instagram", - "title": "Get Dev Org \u2014 DevRev | Docs" + "id": "ART-1033_KNOWLEDGE_NODE-9", + "text": "Convergence automation\\n* Customized automatic responses\\n* Reminders\\n* Customer record management\\n* Knowledge base deflection\\n* Metrics and reporting\\n* Metric and insights\\n\\nThe Benefits\\n------------\\n\\n* Product-centric approach with the ability to define products in a visual manner and link them together.\\n* Email integration for seamless ticket creation from customer emails and the ability to start a conversation through the PLuG widget on the web portal.\\n* Developers are able to", + "title": "Spintly uses DevRev to bridge the gap between developers and end-users" }, { - "id": "ART-1487_KNOWLEDGE_NODE-10", - "text": "Status](https://devrev.ai/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources", - "title": "Install DevRev CLI \u2014 DevRev | Docs" + "id": "ART-12589_KNOWLEDGE_NODE-4", + "text": "three modern CRM apps for support, product, and growth teams. It connects end users, sellers, support, product people, and developers, reducing 9 business apps and converging 6 teams onto a common platform. \\n \\nUnlike horizontal CRMs, DevRev takes a blank canvas approach to collaboration, AI, and analytics, enabling SaaS companies to increase product velocity and reduce customer churn. DevRev is used by thousands of companies in search of low latency analytics and customizable LLMs to thrive", + "title": "DevRev Careers | Forward Deployed Architect" }, { - "id": "ART-1487_KNOWLEDGE_NODE-8", - "text": "](https://www.linkedin.com/company/devrev)\\n * [X (formerly Twitter)](https://twitter.com/devrev)\\n * [Gr.ai.ce](https://devrev.ai/graice)\\n\\nLegal\\n\\n * [Security](https://security.devrev.ai/)\\n * [SLA](https://devrev.ai/legal/sla)\\n * [DPA](https://devrev.ai/legal/dpa)\\n * [Subprocessors](https://devrev.ai/security/sub-processors)\\n * [Cookie Policy](https://devrev.ai/legal/cookie-policy)\\n * [Privacy Policy](https://devrev.ai/legal/privacy-policy)\\n * [Terms of", - "title": "Install DevRev CLI \u2014 DevRev | Docs" + "id": "ART-12596_KNOWLEDGE_NODE-2", + "text": "product velocity and reduce customer churn. DevRev is used by thousands of companies in search of low latency analytics and customizable LLMs to thrive in this era of GenAI. \\n \\nHeadquartered in Palo Alto, California, DevRev has offices in seven global locations. We have raised $100 million in funding from investors like Khosla Ventures and Mayfield at a $1.1 billion valuation. We are also honored to be named on the Forbes 2024 list of America\\xe2\\x80\\x99s Best Startup Employers. Founded in", + "title": "DevRev Careers | Member of Product Management" }, { - "id": "ART-1487_KNOWLEDGE_NODE-11", - "text": "__\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n'", - "title": "Install DevRev CLI \u2014 DevRev | Docs" + "id": "ART-12585_KNOWLEDGE_NODE-4", + "text": "three modern CRM apps for support, product, and growth teams. It connects end users, sellers, support, product people, and developers, reducing 9 business apps and converging 6 teams onto a common platform. \\n \\nUnlike horizontal CRMs, DevRev takes a blank canvas approach to collaboration, AI, and analytics, enabling SaaS companies to increase product velocity and reduce customer churn. DevRev is used by thousands of companies in search of low latency analytics and customizable LLMs to thrive", + "title": "DevRev Careers | Forward Deployed Engineer" }, { - "id": "ART-4096_KNOWLEDGE_NODE-14", - "text": "[Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why", - "title": "Create Rev User \u2014 DevRev | Docs" + "id": "ART-15954_KNOWLEDGE_NODE-2", + "text": "to increase product velocity and reduce customer churn. DevRev is used by thousands of companies in search of low latency analytics and customizable LLMs to thrive in this era of GenAI. \\n \\nHeadquartered in Palo Alto, California, DevRev has offices in seven global locations. We have raised $100 million in funding from investors like Khosla Ventures and Mayfield at a $1.1 billion valuation. We are also honored to be named on the Forbes 2024 list of America\\xe2\\x80\\x99s Best Startup", + "title": "DevRev Careers | APJ Partners & Alliance Leader" } ] }, @@ -2916,54 +2916,54 @@ "query": "apply repeated multiple fields on tickets with one click", "retrievals": [ { - "id": "ART-3107_KNOWLEDGE_NODE-24", - "text": "existing tickets](#triggering-tag-checks-for-existing-tickets)\\n\\n1. [Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Ticket Tagger](/docs/automations/ticket-tagger)\\n\\nTicket tagger\\n=============\\n\\nThe **Ticket Tagger** is an automation tool designed to streamline ticket\\nmanagement. It automatically assigns appropriate tags to tickets based on the\\ntags of the contact or their account.\\n\\nKey features\\n------------\\n\\n* Automatically tags tickets created by", - "title": "Ticket Tagger | Automate | Snap-ins | DevRev" + "id": "ART-1979_KNOWLEDGE_NODE-40", + "text": "a child issue or create a new one by clicking on **+ New issue**.\\nJust update the title of the child issue and click enter. All other fields will be populated automatically by DevRev. You can edit them later.\\n\\nTags\\n----\\n\\n* Stalled\\n* Priority/Escalated\\n* Fast/Slow Moving\\n* Blocked\\n* Resolution: [*value*]\\n* Impact: [*value*]\\n* Reason: [*value*]\\n\\nStages\\n------\\n\\nThe following figure shows the state machine for tickets.\\n\\n```\\nClosed\\n\\n\\n\\nIn", + "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-6175_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Airtable | Automate | Snap-ins | DevRev" + "id": "ART-16615_KNOWLEDGE_NODE-28", + "text": "reassign Owner while keeping the same Stage.\\n * Drag diagonally to change both Stage and Owner simultaneously. For example, moving a card from *In Progress/John* to *Review/Sarah*.\\n3. **Edit inline**: Click directly on editable fields within cards to make quick updates.\\n4. **Bulk edit**: Select multiple cards using hover or Shift + click and apply bulk actions in one go.\\n\\n![]()\\n\\n### Customize your view\\n\\n1. **Create new items**: Click the **+** icon in any column or swimlane", + "title": "Board view | Vistas | Computer by DevRev | DevRev" }, { - "id": "ART-2874_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", + "id": "ART-2874_KNOWLEDGE_NODE-21", + "text": "- [Zoho Projects AirSync](/docs/integrations/zoho)\\n - [Microsoft Teams AirSync](/docs/integrations/ms-teams)\\n - [Azure DevOps Wikis AirSync](/docs/integrations/azure-wiki)\\n - [Jira Software AirSync](/docs/integrations/jira)\\n\\n * [DevRev for Jira app](/docs/integrations/jira-plugin)\\n - [Linear AirSync](/docs/integrations/linear)\\n - [ClickUp AirSync](/docs/integrations/clickup)\\n - [Azure Boards AirSync](/docs/integrations/azure-boards)\\n - [GitBook", "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" }, { - "id": "ART-13083_KNOWLEDGE_NODE-13", - "text": "field migrator](/docs/automations/ticket-issue-field-migrator)\\n * [Ticket Immutability](/docs/automations/ticket-immutability)\\n * [Ticket email notifier](/docs/automations/ticket-email-notifier)\\n * [Task tracker](/docs/automations/task-tracker)\\n * [Ticket Tagger](/docs/automations/ticket-tagger)\\n * [Tracxn sync](/docs/automations/tracxn-sync)\\n * [User group validator](/docs/automations/user-group-validator)\\n *", - "title": "| Automate | Snap-ins | DevRev" + "id": "ART-3107_KNOWLEDGE_NODE-26", + "text": "If multiple tags are selected, only one needs to match.\\n * **Search for tags on**: Specify where to search for tags\\xe2\\x80\\x94on the contact,\\n the account, or both.\\n * **Assign tags if found**: Choose the tags to add to the ticket if matching\\n tags are found.\\n * (Optional) **Assign tags if not found**: Choose tags to add if no matching\\n tags are found.\\n3. Click **Save**.\\n4. Click **Install** to activate the snap-in.\\n\\nHow to use\\n----------\\n\\nOnce the snap-in is", + "title": "Ticket Tagger | Automate | Snap-ins | DevRev" }, { - "id": "ART-2874_KNOWLEDGE_NODE-26", - "text": "> **Ticket Issue Field Migrator** > **Configure**.\\n2. Specify the **Field Names** to migrate values from the ticket to the issue when fields are empty or undefined.\\n3. Click **Save** and **Install** to complete the setup.\\n4. Link an issue to a ticket to begin the migration of values from the ticket fields to the issue fields.\\n5. After the migration process is complete, you will receive a summary message in the snap-in **Discussion** tab, informing you of the number of fields processed,", + "id": "ART-2874_KNOWLEDGE_NODE-19", + "text": "AirSync](/docs/integrations/zendesk)\\n - [Freshdesk AirSync](/docs/integrations/freshdesk)\\n - [Freshdesk historical ticket import](/docs/integrations/freshdesk-historical-tickets)\\n - [Rocketlane AirSync](/docs/integrations/rocketlane)\\n - [Confluence AirSync](/docs/integrations/confluence-import)\\n - [Confluence Datacenter AirSync](/docs/integrations/confluence-datacenter)\\n - [Google Docs](/docs/integrations/google-doc)\\n - [Google", "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" }, { - "id": "ART-2010_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", - "title": "Bulk work item uploader | Automate | Snap-ins | DevRev" + "id": "ART-2874_KNOWLEDGE_NODE-2", + "text": "[Object customization](/docs/product/object-customization)\\n + [Glossary \\xe2\\x86\\x97\\xef\\xb8\\x8f](https://support.devrev.ai/devrev/article/ART-16784-glossary)\\n + [Search](/docs/product/search)\\n + [Workflows](/docs/product/workflow-engine)\\n\\n - [Workflow action library](/docs/product/action-library)\\n - [Triggers](/docs/product/trigger-library)\\n - [Conversational workflows](/docs/product/conversational-workflows)\\n - [Workflow management](/docs/product/workflow-management)\\n", + "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" }, { - "id": "ART-4185_KNOWLEDGE_NODE-15", + "id": "ART-2874_KNOWLEDGE_NODE-15", "text": "[Custom field migration](/docs/automations/custom-field-migration)\\n - [Slack scraper](/docs/automations/slack-scraper)\\n - [Slack Broadcaster](/docs/automations/slack-broadcaster)\\n - [Reported by enricher](/docs/automations/ticket-reported-by)\\n - [Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n - [Ticket linked issues comment sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n", - "title": "Ticket approval workflow | Automate | Snap-ins | DevRev" + "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" }, { - "id": "ART-2874_KNOWLEDGE_NODE-10", - "text": "data](/docs/automations/bulk-delete)\\n - [Bulk work item uploader](/docs/automations/bulk-upload)\\n - [Commands surface expander](/docs/automations/commands-surface-expander)\\n - [Convergence](/docs/automations/converge)\\n - [Conversation reminder](/docs/automations/conversation-reminder)\\n - [CSAT on conversation](/docs/automations/csat-conv)\\n - [CSAT on ticket](/docs/automations/csat-tickets)\\n - [CSV work item uploader](/docs/automations/csv-work-item-uploader)\\n -", - "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" + "id": "ART-2858_KNOWLEDGE_NODE-13", + "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", + "title": "Custom field migration | Automate | Snap-ins | DevRev" }, { - "id": "ART-2874_KNOWLEDGE_NODE-14", - "text": "Immutability](/docs/automations/ticket-immutability)\\n - [Ticket email notifier](/docs/automations/ticket-email-notifier)\\n - [Task tracker](/docs/automations/task-tracker)\\n - [Ticket Tagger](/docs/automations/ticket-tagger)\\n - [Tracxn sync](/docs/automations/tracxn-sync)\\n - [User group validator](/docs/automations/user-group-validator)\\n - [Work duration](/docs/automations/work-duration)\\n - [Operational SLA Metrics](/docs/automations/operational-sla-metrics)\\n -", + "id": "ART-2874_KNOWLEDGE_NODE-28", + "text": "data\\n\\nLearn more about it.\\n\\n![]()](/blog/soc-compliance)\\n\\nComputer\\n\\n* [Meet Computer](/meet-computer)\\n* [How Computer works](/how-computer-works)\\n\\nApps\\n\\n* [For Support Teams](/for-support-teams)\\n* [For Builders](/for-builders)\\n* [For Customers](/for-customers)\\n* [For User Insights](/for-user-insights)\\n* [Marketplace](https://marketplace.devrev.ai/)\\n\\nResources\\n\\n* [Blog](/blog)\\n* [Our Customers](/case-study)\\n* [Snap-In", "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" }, { - "id": "ART-2874_KNOWLEDGE_NODE-27", - "text": "updated, and not updated. If the fields specified in the configuration are not found, a notification will be provided in the **Discussion** tab.\\n\\n[PreviousTicket age in engineering](/docs/automations/ticket-age-in-engineering)[NextTicket Immutability](/docs/automations/ticket-immutability)\\n\\n#### On this page\\n\\n* [Ticket issue field migrator](#ticket-issue-field-migrator)\\n* [Installation](#installation)\\n* [Configuration](#configuration)\\n\\n[Enterprise grade security to protect customer", - "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" + "id": "ART-2858_KNOWLEDGE_NODE-5", + "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", + "title": "Custom field migration | Automate | Snap-ins | DevRev" } ] }, @@ -2971,40 +2971,35 @@ "query_id": "bd3a18be-1f76-4d1d-b813-c54880d2b2b7", "query": "configure contact to open ticket in different workspace", "retrievals": [ - { - "id": "ART-1979_KNOWLEDGE_NODE-55", - "text": "centralized in one location. This ticket not only retains the most comprehensive data but also acts as the focal point for tracking the progress of the customer's issue.\\n\\n### Merging guidelines\\n\\nTo ensure consistency and accuracy in the merging process, apply these guidelines when determining eligible tickets for merging:\\n\\n* Same workspace: All selected tickets must belong to the same customer workspace or have no workspace.\\n* Matching reporters: All selected tickets must have the same", - "title": "Tickets | Computer for Support Teams | DevRev" - }, { "id": "ART-1978_KNOWLEDGE_NODE-41", "text": "If no such contact is found, JIT provisioning automatically creates a user account, allowing immediate access to the portal. This means users can sign up and log in without manual contact creation within the app.\\n* **Existing contacts without mapped accounts**: If a user is already a contact within the app but does not have a mapped account, they can still log in and create a ticket. In this scenario, the login is performed under the default workspace assigned to the contact.\\n* **Account", "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-38", - "text": "the top-right corner of your screen.\\n3. Add a title and description for your new ticket. You can also attach files related to the ticket in the description.\\n4. Select which part of the company/product this ticket is related to.\\n\\n ![]()\\n5. Enter other attributes for the ticket: change the assignee or accept the default; enter the severity; add any relevant tags to help employees identify any relevant traits of the ticket; select the workspace that the ticket pertains to.\\n6. If there are", + "id": "ART-1979_KNOWLEDGE_NODE-32", + "text": "**Reported by** field, first choose the corresponding account and workspace in the **Customer** attribute. After this selection, the contact's name will appear in the **Reported by** list.\\n* **Email members**: Participants in the ongoing email thread, dependent on the last email. This attribute automatically updates based on the last email sent from or received on DevRev.\\n\\n![]()\\n\\nAdding members to **Email members** also adds them to the **Reported by** field. Removing members from **Email", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-6174_KNOWLEDGE_NODE-17", - "text": "* [Email snap-in configuration](/docs/integrations/email-config)\\n - [Exotel](/docs/integrations/exotel)\\n - [Slack](/docs/integrations/slack)\\n - [WhatsApp](/docs/integrations/whatsapp)\\n - [GitHub](/docs/integrations/github)\\n - [GitLab](/docs/integrations/gitlab)\\n - [Harness](/docs/integrations/harness)\\n - [Marker.io](/docs/integrations/marker-io)\\n - [Instabug](/docs/integrations/instabug)\\n - [Qase](/docs/integrations/qase)\\n - [Tracxn", - "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" + "id": "ART-1960_KNOWLEDGE_NODE-28", + "text": "Individual prospects or users associated with an organization\\'s workspaces or accounts.\\n: Contacts can be associated with an account or workspace, but not always.\\n: Terms related to\\xc2\\xa0*contact*:\\n\\n * *[account](#account)*\\n * *[workspace](#workspace)*\\n: Read more about\\xc2\\xa0[*contact*](https://docs.devrev.ai/product/grow)\\n\\nconversation\\n\\n: An interaction between the builder and consumer that may be escalated to a ticket.\\n: Terms related", + "title": "Glossary | Computer by DevRev | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-30", - "text": "the ticket was created.\\n* **Modified date**: The date the ticket was last modified.\\n* **Tags**: Tags are used to categorize tickets.\\n* **Customer workspace**: The workspace that the ticket pertains to. You can create a new account or workspace if it doesn't exist.\\n* **Target close date**: The date by which the issue is expected to be resolved.\\n* **Modified by**: The user who last modified the ticket.\\n* **Reported by**: Which customer is experiencing the issue. When a ticket is created", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-2002_KNOWLEDGE_NODE-26", + "text": "(for example Stripe as a customer of Slack) or a workspace in your software product (such as a Slack workspace).\\n\\nCreate a new customer contact\\n-----------------------------\\n\\n1. Go to **Contacts** > **+ Contact**.\\n2. Fill in the following fields as **Add Display Name, Description, Domains, Tags, Tiers**.\\n3. Click **Create**.\\n\\nWhile creating new customer records, be sure to specify the [**External Reference**](#external-reference) so customer information coming from other channels (like", + "title": "Contacts | Computer for Growth Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-62", - "text": "up ticket.\\n\\nThe below fields would be copied on the new follow up ticket from the archived/immutable ticket:\\n\\n* Part\\n* Channel\\n* Account\\n* Workspace\\n* Reported by\\n* Description\\n* Title\\n* Channel specific custom fields\\n* Subtype\\n\\nThe follow up trigger is added in the workflows and admins configure the changes required on new follow up ticket, for example, copying of any other fields.\\n\\nInternal Tickets\\n----------------\\n\\nInternal tickets allow your team to create and manage", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-16264_KNOWLEDGE_NODE-29", + "text": "account.\\n + If both **Reported By** and **Account** fields are initially empty, you can search for and add any contact to the **Reported By** field, which will auto-fill the **Account** and **Workspace** (if applicable).\\n* **Handling multiple users:**\\n\\n + If all selected users within the **Reported By** field belong to the same workspace, the **Workspace** field remains unchanged.\\n + If users are from different workspaces, the **Workspace** field is emptied, while the **Account** field", + "title": "June 2025 | Changelog | DevRev" }, { - "id": "ART-1947_KNOWLEDGE_NODE-28", - "text": "members from your own workspace and other members from the user\\'s workspace without starting a new thread or email chain. Because there can be many tickets attached to a single conversation, there is no need to start a new thread for new topics either.\\n\\nWe recommend closing the conversation whenever you feel the interaction has reached a natural end. Closing the conversation does not close the tickets and your external users are still able to see them in the widget.\\n\\nTickets\\n-------\\n\\nA", - "title": "Apps | Computer by DevRev | DevRev" + "id": "ART-1957_KNOWLEDGE_NODE-27", + "text": "[Issues](./issues#attributes)\\n* [Tickets](./tickets#attributes)\\n* [Opportunity](./grow#opportunity-attributes)\\n* [Account](./grow#account-attributes)\\n* [Contact](./grow#contact-attributes)\\n* [Parts](./parts#attributes)\\n\\n![]()\\n\\nAdding custom fields can be done by workspace admins only. Members of your organization can only view the custom fields and subtypes.\\n\\nTo get started with object customization, go to [**Settings** > **Object", + "title": "Object customization | Computer by DevRev | DevRev" }, { "id": "ART-2002_KNOWLEDGE_NODE-25", @@ -3012,14 +3007,19 @@ "title": "Contacts | Computer for Growth Teams | DevRev" }, { - "id": "ART-1981_KNOWLEDGE_NODE-30", - "text": "conversation of which you are not the owner, let the owner know to respond. It's beneficial to retain the same point of contact for the duration of the conversation unless the owner refers some another user.\\n* If the conversation has a customer org that's unidentified or is new, add yourself (the customer experience engineer) as the owner of the ticket. Try to find the appropriate owner for the customer org and update the customer record accordingly.\\n* Change the stage of the conversation to", - "title": "Support best practices | Computer for Support Teams | DevRev" + "id": "ART-1979_KNOWLEDGE_NODE-38", + "text": "the top-right corner of your screen.\\n3. Add a title and description for your new ticket. You can also attach files related to the ticket in the description.\\n4. Select which part of the company/product this ticket is related to.\\n\\n ![]()\\n5. Enter other attributes for the ticket: change the assignee or accept the default; enter the severity; add any relevant tags to help employees identify any relevant traits of the ticket; select the workspace that the ticket pertains to.\\n6. If there are", + "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1976_KNOWLEDGE_NODE-25", - "text": "and effective resolution. Users can design workflows tailored to various scenarios; the example below illustrates a basic routing use case.\\n\\n| NODE | ACTIVITY |\\n| --- | --- |\\n| Trigger | Ticket created |\\n| Action | Pick user by group |\\n| Action | Update ticket |\\n| | ID: Ticket created > Output > ID |\\n| | Group > Output > ID |\\n| | Owned by > Set: Pick user > Output > User |\\n\\nOrgs can set up pull-based routing by updating the group instead of the user ID in the workflow illustrated", - "title": "Routing | Computer for Support Teams | DevRev" + "id": "ART-1979_KNOWLEDGE_NODE-26", + "text": "associated with a part (product or service) and can come from both internal and external users. Tickets are also used to communicate progress to the user or other impacted party.\\n\\nThere may be cases where mass communications (broadcast) are necessary in the event of lots of impacted or related parties (such as service status updates). In this scenario, the ticket would be used to broadcast and handle communications among multiple parties, including across multiple workspaces. Broadcast can", + "title": "Tickets | Computer for Support Teams | DevRev" + }, + { + "id": "ART-2933_KNOWLEDGE_NODE-2", + "text": "[contacts](https://docs.devrev.ai/product/grow#-contact) which represents an individual user associated with the account of the organization. To create a contact, we also need to use the `rev-orgs.list` API with the `accounts` filter to get the default [workspace](https://docs.devrev.ai/product/grow#-workspace)(rev org) created with the account. We will be creating a contact under the workspace (`rev_org`) of the account as contacts (`rev_user`) cannot exist individually without being", + "title": "Account creation | DevRev | Docs" } ] }, @@ -3028,54 +3028,54 @@ "query": "link an agent with the search agent so that the search agent can ask the other agent", "retrievals": [ { - "id": "ART-2897_KNOWLEDGE_NODE-20", - "text": "agent is currently open or closed.\\n\\n[code]\\n\\n 1| window.plugSDK.isSearchAgentOpen \\n ---|---\\n[/code] \\n \\nThis returns `true` if the search agent is open and `false` if it is closed.\\n\\n## Prefill search query in search agent\\n\\nUse the `prefillSearchQuery` method to prefill a search query when opening and initializing the search agent.\\n\\n[code]\\n\\n 1| window.plugSDK.prefillSearchQuery(\"search_query\"); \\n ---|---\\n[/code] \\n \\n## Add session properties\\n\\nThe", + "id": "ART-1270_KNOWLEDGE_NODE-2", + "text": "{startConversationContent: \\'Hi\\',}); Start a conversation.\\n\\nplugSDK.prefillSearchQuery(query:\"string\") Prefill the search input of the search agent.\\n\\nInitialize chat.\\n\\nCalling the init() method initializes the PLuG chat widget on your website. Initializing the PLuG widget is necessary for you to perform any other actions on the PLuG widget SDK.\\n\\n1 useEffect ( () => { 2 window. plugSDK. init ( { 3 app_id : < your_unique_app_id > , 4 }); 5 }, []);\\n\\nWhen React is using Strict mode, you", "title": "Methods \u2014 DevRev | Docs" }, { - "id": "ART-15509_KNOWLEDGE_NODE-19", - "text": "status\\n-------------------------\\n\\nUse `isSearchAgentOpen` to determine whether the search agent is currently open or closed.\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | window.plugSDK.isSearchAgentOpen |\\n```\\n\\nThis returns `true` if the search agent is open and `false` if it is closed.\\n\\nPrefill search query in search agent\\n------------------------------------\\n\\nUse the `prefillSearchQuery` method to prefill a search query when opening and initializing the search agent.\\n\\n```\\n| | |\\n| ---", - "title": "Methods | DevRev | Docs" - }, - { - "id": "ART-1466_KNOWLEDGE_NODE-27", - "text": "Toggle search agent.\\n\\nThe toggleSearchAgent method allows you to control the visibility of the search agent.\\n\\nIf no input is provided, the method toggles the search bar: opening it if it\\xe2\\x80\\x99s closed, and closing it if it\\xe2\\x80\\x99s open.\\n\\n1 window. plugSDK. toggleSearchAgent ( true ) ; Prefill search query in search agent.\\n\\nUse the prefillSearchQuery method to prefill a search query when opening and initializing the search agent.\\n\\n1 window. plugSDK. prefillSearchQuery ( \"", + "id": "ART-2897_KNOWLEDGE_NODE-20", + "text": "agent is currently open or closed.\\n\\n[code]\\n\\n 1| window.plugSDK.isSearchAgentOpen \\n ---|---\\n[/code] \\n \\nThis returns `true` if the search agent is open and `false` if it is closed.\\n\\n## Prefill search query in search agent\\n\\nUse the `prefillSearchQuery` method to prefill a search query when opening and initializing the search agent.\\n\\n[code]\\n\\n 1| window.plugSDK.prefillSearchQuery(\"search_query\"); \\n ---|---\\n[/code] \\n \\n## Add session properties\\n\\nThe", "title": "Methods \u2014 DevRev | Docs" }, { - "id": "ART-1466_KNOWLEDGE_NODE-26", - "text": "agent.\\n\\nCalling the initSearchAgent() method sets up the PLuG search agent on your website. This initialization is required before performing any other actions with the PLuG widget SDK.\\n\\n1 useEffect ( () => { 2 window. plugSDK. init ( { 3 app_id : \\' \\' , 4 disable_plug_chat_window : true , 5 } ) ; 6 7 window. plugSDK. onEvent ( ( payload ) => { 8 if ( payload. type === \\' ON_PLUG_WIDGET_READY \\' ) { 9 window. plugSDK. initSearchAgent () ; 10 } 11 } ) ; 12 } , []) ;", + "id": "ART-1270_KNOWLEDGE_NODE-1", + "text": "widget.\\n\\nplugSDK.initSearchAgent() Initialize PLuG search agent.\\n\\nplugSDK.shutdown() End the user session which is currently initialized in PLuG widget.\\n\\nplugSDK.toggleWidget() Open/close the chat widget.\\n\\nplugSDK.toggleSearchAgent() Open/close the search agent.\\n\\nplugSDK.onEvent() Perform specific actions based on the payload type received from the PLuG widget.\\n\\nplugSDK.toggleTheme(\\'light/dark\\') Toggle PLuG widget theme.\\n\\nplugSDK.toggleWidget(true, \\'create_conversation\\',", "title": "Methods \u2014 DevRev | Docs" }, { - "id": "ART-2897_KNOWLEDGE_NODE-19", - "text": "10| } \\n 11| }); \\n 12| }, []);\\n[/code] \\n \\n## Toggle search agent\\n\\nThe `toggleSearchAgent` method allows you to control the visibility of the search agent.\\n\\nIf no input is provided, the method toggles the search bar: opening it if it\\xe2\\x80\\x99s closed, and closing it if it\\xe2\\x80\\x99s open.\\n\\n[code]\\n\\n 1| window.plugSDK.toggleSearchAgent(true); \\n ---|---\\n[/code] \\n \\n## Check Search Agent status\\n\\nUse `isSearchAgentOpen` to determine whether the search", - "title": "Methods \u2014 DevRev | Docs" + "id": "ART-15490_KNOWLEDGE_NODE-6", + "text": "Setup for React\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | |\\n```\\n\\nYou can modify the keydown event listener to bind it to other", + "title": "Install Plug search | DevRev | Docs" }, { - "id": "ART-15509_KNOWLEDGE_NODE-18", - "text": "window.plugSDK.initSearchAgent(); |\\n| 10 | } |\\n| 11 | }); |\\n| 12 | }, []); |\\n```\\n\\nToggle search agent\\n-------------------\\n\\nThe `toggleSearchAgent` method allows you to control the visibility of the search agent.\\n\\nIf no input is provided, the method toggles the search bar: opening it if it\\xe2\\x80\\x99s closed, and closing it if it\\xe2\\x80\\x99s open.\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | window.plugSDK.toggleSearchAgent(true); |\\n```\\n\\nCheck Search Agent", - "title": "Methods | DevRev | Docs" + "id": "ART-2897_KNOWLEDGE_NODE-2", + "text": "conversation](/public/sdks/web/methods#start-conversation)\\n * [Shutdown](/public/sdks/web/methods#shutdown)\\n * [Initialize the search agent](/public/sdks/web/methods#initialize-the-search-agent)\\n * [Toggle search agent](/public/sdks/web/methods#toggle-search-agent)\\n * [Check Search Agent status](/public/sdks/web/methods#check-search-agent-status)\\n * [Prefill search query in search agent](/public/sdks/web/methods#prefill-search-query-in-search-agent)\\n * [Add session", + "title": "Methods \u2014 DevRev | Docs" }, { - "id": "ART-15490_KNOWLEDGE_NODE-5", - "text": "shared any information.\\n\\nAfter integrating the Plug widget, you can personalize and contextualize customer engagement. Learn how to [identify your customers](/sdks/web/user-identity) and update their information.\\n\\nBind a hotkey to toggle search agent\\n------------------------------------\\n\\nYou can bind the `toggleSearchAgent` method to a hotkey, such as `Cmd + K` (or `Ctrl + K` for Windows), to toggle the search agent. Here\\xe2\\x80\\x99s an example implementation:\\n\\n###### Setup\\n\\n######", - "title": "Install Plug search | DevRev | Docs" + "id": "ART-1466_KNOWLEDGE_NODE-0", + "text": "b'Public\\nOn this page\\n\\nInitialize SDK Toggle widget theme Toggle widget Take action from PLuG chat events Check widget status Start conversation Shutdown Initialize the search agent Toggle search agent Prefill search query in search agent Add session properties Track events Restart session recording\\n\\nSDKs PLuG SDK\\n\\nMethods\\n\\nThe PLuG SDK is a robust tool designed to elevate your website or application by enhancing our widget\\xe2\\x80\\x99s capabilities. With our SDK, you can integrate our", + "title": "Methods \u2014 DevRev | Docs" }, { "id": "ART-15509_KNOWLEDGE_NODE-1", "text": "conversation](/sdks/web/methods#start-conversation)\\n* [Shutdown](/sdks/web/methods#shutdown)\\n* [Initialize the search agent](/sdks/web/methods#initialize-the-search-agent)\\n* [Toggle search agent](/sdks/web/methods#toggle-search-agent)\\n* [Check Search Agent status](/sdks/web/methods#check-search-agent-status)\\n* [Prefill search query in search agent](/sdks/web/methods#prefill-search-query-in-search-agent)\\n* [Add session properties](/sdks/web/methods#add-session-properties)\\n* [Get session", "title": "Methods | DevRev | Docs" }, - { - "id": "ART-2894_KNOWLEDGE_NODE-4", - "text": "2| window.plugSDK.init({ \\n 3| app_id: \\'\\', \\n 4| disable_plug_chat_window: true, \\n 5| }); \\n 6| \\n 7| window.plugSDK.onEvent((payload) => { \\n 8| if (payload.type === \\'ON_PLUG_WIDGET_READY\\') { \\n 9| window.plugSDK.initSearchAgent(); \\n 10| } \\n 11| }); \\n 12| \\n[/code] \\n \\nTo toggle `searchAgent`, call the following method on any event required:\\n\\n[code]\\n\\n", - "title": "Install PLuG search \u2014 DevRev | Docs" - }, { "id": "ART-4090_KNOWLEDGE_NODE-13", "text": "[Subprocessors](https://devrev.ai/security/sub-processors)\\n * [Cookie Policy](https://devrev.ai/legal/cookie-policy)\\n * [Privacy Policy](https://devrev.ai/legal/privacy-policy)\\n * [Terms of Service](https://devrev.ai/legal/terms-of-service)\\n\\nLearn\\n\\n * [What are AI Agents?](https://devrev.ai/what-are-ai-agents)\\n * [What is Agentic AI?](https://devrev.ai/what-is-agentic-ai)\\n * [What is Enterprise Search?](https://devrev.ai/what-is-enterprise-search)\\n * [What is Conversational", "title": "Create Link \u2014 DevRev | Docs" + }, + { + "id": "ART-1466_KNOWLEDGE_NODE-26", + "text": "agent.\\n\\nCalling the initSearchAgent() method sets up the PLuG search agent on your website. This initialization is required before performing any other actions with the PLuG widget SDK.\\n\\n1 useEffect ( () => { 2 window. plugSDK. init ( { 3 app_id : \\' \\' , 4 disable_plug_chat_window : true , 5 } ) ; 6 7 window. plugSDK. onEvent ( ( payload ) => { 8 if ( payload. type === \\' ON_PLUG_WIDGET_READY \\' ) { 9 window. plugSDK. initSearchAgent () ; 10 } 11 } ) ; 12 } , []) ;", + "title": "Methods \u2014 DevRev | Docs" + }, + { + "id": "ART-15792_KNOWLEDGE_NODE-5", + "text": "automatically. Our self-learning system updates your knowledge base without manual intervention.\\n\\nSource: [DevRev CX Agent](https://devrev.ai/cx-agent)Search AgentWhat is DevRev Search Agent?\\n\\nBuilt on a secure, permission-aware knowledge graph, DevRev Search allows you to find all your company\\'s information in one place, regardless of where or how it\\'s stored, saving employees valuable time.\\n\\nKey Features:\\n\\nApp Integration: With DevRev you can integrate with all of your apps", + "title": "DevRev Products and Agents" } ] }, @@ -3088,25 +3088,20 @@ "text": "DevRev's left navigation is designed to provide a more customizable and intuitive navigation experience. This update introduces new sections for better organization, enhanced customization capabilities, and a dedicated **Explore** page for managing views, dashboards, and sprint boards.\\n\\nWhen existing users log in, a prompt appears to guide them in migrating to the new left navigation. Follow the on-screen instructions to complete the migration and begin customizing your experience.\\n\\n## Key", "title": "October 5: Left navigation | Changelog | DevRev" }, - { - "id": "ART-1944_KNOWLEDGE_NODE-0", - "text": "b\"Product Platform Solutions Marketplace Company Resources Pricing\\n\\nLogin Book a demo\\nProduct Platform Solutions Marketplace Company Resources Pricing\\nLogin Book a demo\\nSearch CTRL + K\\n\\nIntroduction AgentOS platform\\n\\nCore concepts Apps Groups Parts & trails Vistas Vista Reports\\nTasks Updates Customer email notifications Roles Default privileges by group\\nAccess control Object customization Glossary Search People insights Workflow Templates Accessing DevRev External identity provider", - "title": "DevRev Documentation" - }, - { - "id": "ART-2666_KNOWLEDGE_NODE-26", - "text": "[Developer](https://developer.devrev.ai/)\\n * [DevRevU](/docs/DevRevU)\\n\\n * [Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n * Key changes\\n * New navigation sections\\n * Explore the section for boards and views\\n * Search and filter options in Explore\\n * Pinning and unpinning views\\n * Recents section\\n\\n 1. [Documentation](/docs)\\n 2. 3. [Changelog](/docs/changelog)\\n 4. [October 5: Left navigation](/docs/product/left-navigation)\\n\\n# Left navigation\\n\\nThe updated", - "title": "October 5: Left navigation | Changelog | DevRev" - }, { "id": "ART-2666_KNOWLEDGE_NODE-0", "text": "b\"[](/)\\n\\n * Product\\n * Platform\\n * Marketplace\\n * Company\\n * Resources\\n * Pricing\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\n[](/)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\nPricing __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\nSearch\\n\\n`CTRL` \\\\+ `K`\\n\\n * [Introduction](/docs)\\n * [AgentOS platform](/docs/intro)\\n\\n * [Core concepts](/docs/product/core)\\n *", "title": "October 5: Left navigation | Changelog | DevRev" }, { - "id": "ART-12450_KNOWLEDGE_NODE-7", - "text": "page helpful?YesNo\\n\\n[FeaturesUp Next](/public/sdks/ios/features)\\n\\n[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)\\n\\n[Enterprise grade security to protect customer dataLearn more about it.](https://devrev.ai/blog/soc-compliance)\\n\\nProduct\\n\\n * [Build](https://devrev.ai/build)\\n * [Support](https://devrev.ai/support)\\n * [Search](https://devrev.ai/search)\\n * [PLuG - User", - "title": "Quickstart guide \u2014 DevRev | Docs" + "id": "ART-12475_KNOWLEDGE_NODE-0", + "text": "b'This document serves as a guide for migrating from UserExperior ( plug.devrev.ai ) to DevRev ( app.devrev.ai ).\\n\\nLog in to your DevRev account at app.devrev.ai/login .\\n\\nPin the relevant views in the left navigation panel for Session Analytics. The views to pin are Session Replays , Session Analytics: Web , and Session Analytics: Mobile . For detailed instructions on this process, click here .\\n\\nLocate the SDK integration key by navigating to Settings > Support > Session Replays", + "title": "Migrating from UserExperior to DevRev" + }, + { + "id": "ART-1944_KNOWLEDGE_NODE-0", + "text": "b\"Product Platform Solutions Marketplace Company Resources Pricing\\n\\nLogin Book a demo\\nProduct Platform Solutions Marketplace Company Resources Pricing\\nLogin Book a demo\\nSearch CTRL + K\\n\\nIntroduction AgentOS platform\\n\\nCore concepts Apps Groups Parts & trails Vistas Vista Reports\\nTasks Updates Customer email notifications Roles Default privileges by group\\nAccess control Object customization Glossary Search People insights Workflow Templates Accessing DevRev External identity provider", + "title": "DevRev Documentation" }, { "id": "ART-2666_KNOWLEDGE_NODE-28", @@ -3114,24 +3109,29 @@ "title": "October 5: Left navigation | Changelog | DevRev" }, { - "id": "ART-15498_KNOWLEDGE_NODE-8", - "text": "helpful?\\n\\nYesNo\\n\\n[Previous](/sdks/web/migration)[#### Features\\n\\nNext](/sdks/android/features)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Quickstart guide | DevRev | Docs" + "id": "ART-12474_KNOWLEDGE_NODE-0", + "text": "b'This document serves as a guide for pinning the relevant Session Analytics views to the left navigation panel in DevRev.\\n\\nTo begin, navigate to the left panel and select \"Explore.\"\\n\\nSearch for \"Session Replays\" and pin it to your preferred section of the left navigation. Repeat the same for \"Session Analytics: Web\" and \"Session Analytics: Mobile.\".\\n\\nAdditionally, feel free to unpin any views that you do not wish to display in your left navigation.'", + "title": "Pin Session Analytics views to the left navigation" }, { - "id": "ART-2662_KNOWLEDGE_NODE-1", - "text": "[Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access control](/docs/product/access-control)\\n + [Object", - "title": "DevRev Documentation" + "id": "ART-2666_KNOWLEDGE_NODE-35", + "text": "](mailto:humansofdevrev@devrev.ai)\\n * [Instagram ](https://www.instagram.com/devrev)\\n * [Medium ](https://medium.com/devrev)\\n * [Linkedin ](https://www.linkedin.com/company/devrev)\\n * [X (formerly Twitter)](https://twitter.com/devrev)\\n * [Gr.ai.ce](/graice)\\n\\n * [Security](https://security.devrev.ai/)\\n * [SLA](/legal/sla)\\n * [DPA](/legal/dpa)\\n * [Subprocessors](/security/sub-processors)\\n * [Cookie Policy](/legal/cookie-policy)\\n * [Privacy Policy](/legal/privacy-policy)\\n", + "title": "October 5: Left navigation | Changelog | DevRev" }, { - "id": "ART-2662_KNOWLEDGE_NODE-0", - "text": "b'DevRev Documentation\\n\\n* Computer\\n* Resources\\n* [Our Customers](/case-study)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\nComputer\\n\\nResources\\n\\n[Our Customers](/case-study)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\nSearch\\n\\n`CTRL`\\xc2\\xa0+\\xc2\\xa0`K`\\n\\n* [Introduction](/docs)\\n* [Computer by DevRev](/docs/intro)\\n\\n + [Core concepts](/docs/product/core)\\n + [Apps](/docs/product/apps)\\n + [Groups](/docs/product/groups)\\n +", - "title": "DevRev Documentation" + "id": "ART-12461_KNOWLEDGE_NODE-6", + "text": "[Support](https://devrev.ai/support)\\n * [Search](https://devrev.ai/search)\\n * [PLuG - User Engagement](https://devrev.ai/plug-user-engagement)\\n * [PLuG - User Observability](https://devrev.ai/plug-observability)\\n * [Marketplace](https://marketplace.devrev.ai/)\\n\\nPlatform\\n\\n * [Airdrop](https://devrev.ai/airdrop)\\n * [Analytics](https://devrev.ai/analytics)\\n * [Workflow Engine](https://devrev.ai/workflow-engine)\\n * [Turing AI](https://devrev.ai/turing-ai)\\n\\nResources\\n\\n *", + "title": "Quickstart guide \u2014 DevRev | Docs" }, { - "id": "ART-12461_KNOWLEDGE_NODE-0", - "text": "b'[](/public/sdks/cordova/quickstart)\\n\\nPublic\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources", - "title": "Quickstart guide \u2014 DevRev | Docs" + "id": "ART-12475_KNOWLEDGE_NODE-1", + "text": ".\\n\\nProceed to integrate the DevRev PLuG SDK. For specific platform migration guides, refer to the following resources:\\n\\nAndroid SDK migration guide: Android Migration Guide\\n\\niOS SDK migration guide: iOS Migration Guide\\n\\nReact Native & Expo SDK migration guide: React Native Migration Guide\\n\\nCordova SDK migration guide: Cordova Migration Guide\\n\\nWeb SDK migration guide: Web Migration Guide\\n\\nOnce the integration is complete, you will be able to view sessions on the Session", + "title": "Migrating from UserExperior to DevRev" + }, + { + "id": "ART-2666_KNOWLEDGE_NODE-1", + "text": "[Apps](/docs/product/apps)\\n * [Groups](/docs/product/groups)\\n * [Parts & trails](/docs/product/parts)\\n * [Vistas](/docs/product/vistas)\\n\\n * [Vista Reports](/docs/product/vista-reports)\\n\\n * [Tasks](/docs/product/tasks)\\n * [Updates](/docs/product/updates)\\n * [Customer email notifications](/docs/product/customer-emails)\\n * [Roles](/docs/product/roles)\\n\\n * [Default privileges by group](/docs/product/privs)\\n\\n * [Access", + "title": "October 5: Left navigation | Changelog | DevRev" } ] }, @@ -3140,54 +3140,54 @@ "query": "common causes of Bad_Request error in DevRev", "retrievals": [ { - "id": "ART-1364_KNOWLEDGE_NODE-3", - "text": "\\n`429`| `Too Many Requests`| The user is currently throttled due to exceeding their permitted rate limit. The `Retry-After` response header contains the number of seconds before the user should retry. \\n`500`| `Internal Server Error`| An internal error was encountered in the handling of the request which couldn\\xe2\\x80\\x99t be processed to completion. DevRev is automatically alerted to any occurrence of this error. The user should retry after a short delay and contact DevRev support if the", - "title": "Errors \u2014 DevRev | Docs" + "id": "ART-4070_KNOWLEDGE_NODE-2", + "text": "fields.\\n\\ncustom_schema_specobjectOptional\\n\\nCustom schemas described using identifiers. Each custom field in the request must have the corresponding schema specified; omission results in a Bad Request error. If a custom schema is not included in the specifier, it remains unchanged. For surfaces with human interactors, it is recommended to provide tenant_fragment: true and validate_required_fields: true.\\n\\nShow 4 properties\\n\\ndata_sourcesobjectOptional\\n\\nShow", + "title": "Update Article \u2014 DevRev | Docs" }, { - "id": "ART-15376_KNOWLEDGE_NODE-3", - "text": "request to merge Dev users.\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n404\\n\\nNot Found Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/dev-users/list-post)[#### Self Dev User\\n\\nNext](/api-reference/dev-users/self)[Built", - "title": "Merge Dev Users | DevRev | Docs" + "id": "ART-4096_KNOWLEDGE_NODE-2", + "text": "object.\\n\\ncustom_schema_specobjectOptional\\n\\nCustom schemas described using identifiers. Each custom field in the request must have the corresponding schema specified; omission results in a Bad Request error. If a custom schema is not included in the specifier, it remains unchanged. For surfaces with human interactors, it is recommended to provide tenant_fragment: true and validate_required_fields: true.\\n\\nShow 4 properties\\n\\ndescriptionstringOptional`format: \"text\"`\\n\\nDescription of the", + "title": "Create Rev User \u2014 DevRev | Docs" }, { - "id": "ART-1204_KNOWLEDGE_NODE-9", - "text": "Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/dev-users/get)[#### Link Dev Users Identities\\n\\nNext](/api-reference/dev-users/identities-link)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Get Dev User (POST) | DevRev | Docs" + "id": "ART-4102_KNOWLEDGE_NODE-2", + "text": "update.\\n\\ncustom_fieldsobjectOptional\\n\\nApplication-defined custom fields.\\n\\ncustom_schema_fragmentsobjectOptional\\n\\nShow property\\n\\ncustom_schema_specobjectOptional\\n\\nCustom schemas described using identifiers. Each custom field in the request must have the corresponding schema specified; omission results in a Bad Request error. If a custom schema is not included in the specifier, it remains unchanged. For surfaces with human interactors, it is recommended to provide tenant_fragment:", + "title": "Update Rev User \u2014 DevRev | Docs" }, { - "id": "ART-15449_KNOWLEDGE_NODE-3", - "text": "Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/rev-users/list-post)[#### Scan Rev Users\\n\\nNext](/api-reference/rev-users/scan)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Merge Rev Users | DevRev | Docs" + "id": "ART-4071_KNOWLEDGE_NODE-1", + "text": "stringsOptional\\n\\nChannel IDs of the conversation.\\n\\ncustom_fieldsobjectOptional\\n\\nApplication-defined custom fields.\\n\\ncustom_schema_specobjectOptional\\n\\nCustom schemas described using identifiers. Each custom field in the request must have the corresponding schema specified; omission results in a Bad Request error. If a custom schema is not included in the specifier, it remains unchanged. For surfaces with human interactors, it is recommended to provide tenant_fragment: true and", + "title": "Create Conversation \u2014 DevRev | Docs" }, { - "id": "ART-1364_KNOWLEDGE_NODE-2", - "text": "{\"message\":\"route not found\"}\\n[/code] \\n \\nStatus Code| Status| Description \\n---|---|--- \\n`400`| `Bad Request`| The request was malformed or contained invalid arguments. \\n`401`| `Unauthorized`| The user attempted to access an endpoint that requires authentication and no credentials were provided or their validation failed. \\n`403`| `Forbidden`| The user isn\\xe2\\x80\\x99t authorized to perform the requested action. \\n`404`| `Not Found`| The requested endpoint doesn\\xe2\\x80\\x99t exist.", - "title": "Errors \u2014 DevRev | Docs" + "id": "ART-4062_KNOWLEDGE_NODE-2", + "text": "updated.\\n\\ncustom_fieldsobjectOptional\\n\\nApplication-defined custom fields.\\n\\ncustom_schema_specobjectOptional\\n\\nCustom schemas described using identifiers. Each custom field in the request must have the corresponding schema specified; omission results in a Bad Request error. If a custom schema is not included in the specifier, it remains unchanged. For surfaces with human interactors, it is recommended to provide tenant_fragment: true and validate_required_fields: true.\\n\\nShow 4", + "title": "Update Dev User \u2014 DevRev | Docs" }, { - "id": "ART-15440_KNOWLEDGE_NODE-9", - "text": "Error\\n\\n409\\n\\nConflict Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/rev-users/scan-post)[#### Create Service Account\\n\\nNext](/api-reference/service-accounts/create)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Update Rev User | DevRev | Docs" + "id": "ART-4064_KNOWLEDGE_NODE-4", + "text": "custom field in the request must have the corresponding schema specified; omission results in a Bad Request error. If a custom schema is not included in the specifier, it remains unchanged. For surfaces with human interactors, it is recommended to provide tenant_fragment: true and validate_required_fields: true.\\n\\nShow 4 properties\\n\\ndata_sourceslist of objectsOptional\\n\\nData sources provide the backing data for the article.\\n\\nShow 5 properties\\n\\ndescriptionstringOptional`format:", + "title": "Create Article \u2014 DevRev | Docs" }, { - "id": "ART-4097_KNOWLEDGE_NODE-1", - "text": "Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n404\\n\\nNot Found Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nPOST\\n\\n/rev-users.delete\\n\\n[code]\\n\\n $| curl -X POST https://api.devrev.ai/rev-users.delete \\\\ \\n ---|--- \\n >| -H \"Authorization: Bearer \" \\\\ \\n >| -H \"Content-Type: application/json\" \\\\ \\n >| -d \\'{ \\n >| \"id\": \"foo\" \\n >| }\\'\\n[/code] \\n \\nTry", - "title": "Delete Rev User \u2014 DevRev | Docs" + "id": "ART-3009_KNOWLEDGE_NODE-1", + "text": "fields.\\n\\ncustom_schema_specobjectOptional\\n\\nCustom schemas described using identifiers. Each custom field in the request must have the corresponding schema specified; omission results in a Bad Request error. If a custom schema is not included in the specifier, it remains unchanged. For surfaces with human interactors, it is recommended to provide tenant_fragment: true and validate_required_fields: true.\\n\\nShow 5 properties\\n\\ndescriptionstringOptional`format: \"text\"`\\n\\nThe description of", + "title": "Update Meeting (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-1213_KNOWLEDGE_NODE-5", - "text": "properties\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n404\\n\\nNot Found Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/rev-orgs/delete)[#### Get Rev Org (POST)\\n\\nNext](/api-reference/rev-orgs/get-post)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Get Rev Org | DevRev | Docs" + "id": "ART-4118_KNOWLEDGE_NODE-1", + "text": "shadow\\n\\ncustom_fieldsobjectOptional\\n\\nApplication-defined custom fields.\\n\\ncustom_schema_specobjectOptional\\n\\nCustom schemas described using identifiers. Each custom field in the request must have the corresponding schema specified; omission results in a Bad Request error. If a custom schema is not included in the specifier, it remains unchanged. For surfaces with human interactors, it is recommended to provide tenant_fragment: true and validate_required_fields: true.\\n\\nShow 5", + "title": "Create Dev User (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-15314_KNOWLEDGE_NODE-8", - "text": "Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n404\\n\\nNot Found Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/code-changes/update)[#### Get Command\\n\\nNext](/api-reference/commands/get)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Create Command | DevRev | Docs" + "id": "ART-13011_KNOWLEDGE_NODE-1", + "text": "custom fields.\\n\\ncustom_schema_specobjectOptional\\n\\nCustom schemas described using identifiers. Each custom field in the request must have the corresponding schema specified; omission results in a Bad Request error. If a custom schema is not included in the specifier, it remains unchanged. For surfaces with human interactors, it is recommended to provide tenant_fragment: true and validate_required_fields: true.\\n\\nShow 4 properties\\n\\ndescriptionstringOptional`format: \"text\"`\\n\\nThe", + "title": "Update Meeting \u2014 DevRev | Docs" }, { - "id": "ART-1205_KNOWLEDGE_NODE-11", - "text": "Error\\n\\n403\\n\\nForbidden Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/dev-users/identities-unlink)[#### List Dev Users (POST)\\n\\nNext](/api-reference/dev-users/list-post)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "List Dev Users | DevRev | Docs" + "id": "ART-4077_KNOWLEDGE_NODE-2", + "text": "update.\\n\\napplies_to_partsobjectOptional\\n\\nShow property\\n\\nbrandstringOptional`format: \"id\"`\\n\\nThe brand associated with the conversation.\\n\\nchannelsobjectOptional\\n\\nShow property\\n\\ncustom_fieldsobjectOptional\\n\\nApplication-defined custom fields.\\n\\ncustom_schema_specobjectOptional\\n\\nCustom schemas described using identifiers. Each custom field in the request must have the corresponding schema specified; omission results in a Bad Request error. If a custom schema is not included in the", + "title": "Update Conversation \u2014 DevRev | Docs" } ] }, @@ -3196,39 +3196,34 @@ "query": "associate multiple workspaces to a contact", "retrievals": [ { - "id": "ART-1210_KNOWLEDGE_NODE-0", - "text": "b'Workspaces | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[rev-orgs](/api-reference/rev-orgs/workspaces)\\n\\nWorkspaces\\n==========\\n\\nCopy page\\n\\n`rev-orgs` endpoint\\n\\n\\xe2\\x84\\xb9\\xef\\xb8\\x8f Workspaces (or rev orgs) are the organizations that your customers belong to. A workspace offers more granularity than accounts to define the instances of your product. Users can be mapped to track", - "title": "Workspaces | DevRev | Docs" + "id": "ART-2000_KNOWLEDGE_NODE-25", + "text": "address.\\n\\nAccounts are associated with a workspace. An account can be a part of multiple workspaces at the same time. An account can also be linked to multiple opportunities. Accounts help you keep track of your customer contacts. Contacts are always linked to a workspace or an account.\\n\\nCreate an account\\n-----------------\\n\\nYou can create accounts in the following ways:\\n\\n### Using the DevRev app\\n\\n1. Go to **Accounts** > **+ Account**.\\n2. Fill in the details like account name,", + "title": "Accounts | Computer for Growth Teams | DevRev" }, { - "id": "ART-1414_KNOWLEDGE_NODE-1", - "text": "__\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[API Reference](/public/api-reference/getting-started)[rev-orgs](/public/api-reference/rev-orgs/workspaces)\\n\\n#\\n\\nWorkspaces\\n\\n`rev-orgs` endpoint\\n\\n\\xe2\\x84\\xb9\\xef\\xb8\\x8f Workspaces (or rev orgs) are the organizations that your customers belong to. A workspace offers more granularity than accounts to define the instances of your product. Users can be mapped", - "title": "Workspaces \u2014 DevRev | Docs" - }, - { - "id": "ART-1960_KNOWLEDGE_NODE-28", - "text": "Individual prospects or users associated with an organization\\'s workspaces or accounts.\\n: Contacts can be associated with an account or workspace, but not always.\\n: Terms related to\\xc2\\xa0*contact*:\\n\\n * *[account](#account)*\\n * *[workspace](#workspace)*\\n: Read more about\\xc2\\xa0[*contact*](https://docs.devrev.ai/product/grow)\\n\\nconversation\\n\\n: An interaction between the builder and consumer that may be escalated to a ticket.\\n: Terms related", - "title": "Glossary | Computer by DevRev | DevRev" + "id": "ART-16264_KNOWLEDGE_NODE-29", + "text": "account.\\n + If both **Reported By** and **Account** fields are initially empty, you can search for and add any contact to the **Reported By** field, which will auto-fill the **Account** and **Workspace** (if applicable).\\n* **Handling multiple users:**\\n\\n + If all selected users within the **Reported By** field belong to the same workspace, the **Workspace** field remains unchanged.\\n + If users are from different workspaces, the **Workspace** field is emptied, while the **Account** field", + "title": "June 2025 | Changelog | DevRev" }, { - "id": "ART-1210_KNOWLEDGE_NODE-1", - "text": "usage per workspace.\\n\\n\\xf0\\x9f\\x93\\x8c For more information about workspaces, refer to [Customers](https://docs.devrev.ai/product/customers).\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/parts/update)[#### Create Rev Org\\n\\nNext](/api-reference/rev-orgs/create)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Workspaces | DevRev | Docs" + "id": "ART-1997_KNOWLEDGE_NODE-31", + "text": "users associated with an organization's workspaces or accounts. A contact is also known as a rev-user in the DevRev API.\\n\\nContacts represent customers, leads, and stakeholders with whom a business interacts. Contacts can be associated with an account or workspace, but not always.\\n\\n\\xf0\\x9f\\xa4\\x9d Engagement\\n------------\\n\\nDevRev uses engagements to capture all interactions between employees and customers, encompassing communications across various channels and touchpoints. DevRev records", + "title": "Computer for Growth Teams | DevRev" }, { - "id": "ART-16264_KNOWLEDGE_NODE-29", - "text": "account.\\n + If both **Reported By** and **Account** fields are initially empty, you can search for and add any contact to the **Reported By** field, which will auto-fill the **Account** and **Workspace** (if applicable).\\n* **Handling multiple users:**\\n\\n + If all selected users within the **Reported By** field belong to the same workspace, the **Workspace** field remains unchanged.\\n + If users are from different workspaces, the **Workspace** field is emptied, while the **Account** field", - "title": "June 2025 | Changelog | DevRev" + "id": "ART-1997_KNOWLEDGE_NODE-27", + "text": "timeline.\\n\\nYou can use a customizable set of states and stages to manage the lifecycle of an account, from prospect to customer to churned.\\n\\n\\xf0\\x9f\\x96\\xa5\\xef\\xb8\\x8f Workspace\\n------------\\n\\nA [workspace](https://docs.devrev.ai/product/glossary) represents an instance of a signed-up organization on your application. A workspace is also known as rev-org in the DevRev API. Customers can create multiple workspaces on your application. Therefore, you can link multiple workspaces to a", + "title": "Computer for Growth Teams | DevRev" }, { - "id": "ART-15506_KNOWLEDGE_NODE-17", - "text": "Contacts linked to the account | User and account information | Recommended for most B2B cases |\\n| **Three-level** | Account with linked workspaces and contacts | User, workspace and account information | Used for B2B cases but only recommended if your business model requires workspace organization |\\n\\n**What happens when you send different combinations:**\\n\\nUser reference:\\n\\n* A user reference is mandatory, ensuring its constant presence.\\n* If a user with the provided reference", - "title": "Identify your users with Plug | DevRev | Docs" + "id": "ART-1986_KNOWLEDGE_NODE-30", + "text": "its own SLA, and a single customer can have multiple workspaces.\\n\\n**Adding assignment rules**\\n\\nGo to **Assignment rules** to add conditions for an account to be assigned a particular SLA.\\n\\n1. Click **+ Create Rule**.\\n2. In the **New SLA assignment rule** pane, select the account attributes and their values to check for.\\n3. Click **Save and Apply**.\\n\\n**Editing/Deleting an assignment rule**\\n\\nOnce an assignment rule is created, you have the option to edit or delete it. Any changes made", + "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1414_KNOWLEDGE_NODE-2", - "text": "to track usage per workspace.\\n\\n\\xf0\\x9f\\x93\\x8c For more information about workspaces, refer to [Customers](https://docs.devrev.ai/product/customers).\\n\\nWas this page helpful?YesNo\\n\\n[ConceptsUp Next](/public/api-reference/tags/concepts)\\n\\n[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)\\n\\n[Enterprise grade security to protect customer dataLearn more about it.](https://devrev.ai/blog/soc-compliance)\\n\\nProduct\\n\\n *", - "title": "Workspaces \u2014 DevRev | Docs" + "id": "ART-1960_KNOWLEDGE_NODE-28", + "text": "Individual prospects or users associated with an organization\\'s workspaces or accounts.\\n: Contacts can be associated with an account or workspace, but not always.\\n: Terms related to\\xc2\\xa0*contact*:\\n\\n * *[account](#account)*\\n * *[workspace](#workspace)*\\n: Read more about\\xc2\\xa0[*contact*](https://docs.devrev.ai/product/grow)\\n\\nconversation\\n\\n: An interaction between the builder and consumer that may be escalated to a ticket.\\n: Terms related", + "title": "Glossary | Computer by DevRev | DevRev" }, { "id": "ART-16784_KNOWLEDGE_NODE-6", @@ -3236,14 +3231,19 @@ "title": "Glossary" }, { - "id": "ART-1414_KNOWLEDGE_NODE-0", - "text": "b'[](/public/api-reference/rev-orgs/workspaces)\\n\\nPublic\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources", - "title": "Workspaces \u2014 DevRev | Docs" + "id": "ART-1997_KNOWLEDGE_NODE-28", + "text": "single account. This allows us to consolidate various workspaces under one account.\\n\\nTo create a new organization in DevRev:\\n\\n1. Click on your profile picture in the top left corner.\\n2. Go to the **Orgs** section and click on **+**.\\n3. Fill in the details and click **Create**.\\n4. Now you can find your newly created org in **Orgs**.\\n\\nIn modern SaaS applications, customers often create multiple workspaces for testing, production, and staging. All entities that drive support", + "title": "Computer for Growth Teams | DevRev" }, { - "id": "ART-1997_KNOWLEDGE_NODE-31", - "text": "users associated with an organization's workspaces or accounts. A contact is also known as a rev-user in the DevRev API.\\n\\nContacts represent customers, leads, and stakeholders with whom a business interacts. Contacts can be associated with an account or workspace, but not always.\\n\\n\\xf0\\x9f\\xa4\\x9d Engagement\\n------------\\n\\nDevRev uses engagements to capture all interactions between employees and customers, encompassing communications across various channels and touchpoints. DevRev records", - "title": "Computer for Growth Teams | DevRev" + "id": "ART-1979_KNOWLEDGE_NODE-26", + "text": "associated with a part (product or service) and can come from both internal and external users. Tickets are also used to communicate progress to the user or other impacted party.\\n\\nThere may be cases where mass communications (broadcast) are necessary in the event of lots of impacted or related parties (such as service status updates). In this scenario, the ticket would be used to broadcast and handle communications among multiple parties, including across multiple workspaces. Broadcast can", + "title": "Tickets | Computer for Support Teams | DevRev" + }, + { + "id": "ART-2035_KNOWLEDGE_NODE-31", + "text": "creating conversations from any Slack channel:\\n\\n1. Link the DevRev Customer workspace to the channel by running /devrev link in the channel.\\n2. In the pop-up modal, search for the DevRev Customer workspace. \\n 2a. Select the preferred workspace and click **Link**. \\n 2b. If your channel is already linked to a workspace, the modal will show the details of the workspace and an option to unlink.\\n3. Once linked, new contacts identified via Slack are automatically added to the associated", + "title": "Slack | Integrate | Snap-ins | DevRev" } ] }, @@ -3252,14 +3252,14 @@ "query": "Slack notifications org name unknown organisation", "retrievals": [ { - "id": "ART-2035_KNOWLEDGE_NODE-60", - "text": "hidden.\\n\\n![]()\\n\\nSlack currently does not support custom objects or related automations.\\n\\nSlack snap-in user resolution\\n-----------------------------\\n\\n* The Slack snap-in uses email for user resolution between platforms. If a user or organization hides their emails, the integration cannot resolve the user to a DevRev Contact and will act on behalf of itself instead. It's recommended to ask customers to share their emails with your organization so apps, including DevRev, can access", - "title": "Slack | Integrate | Snap-ins | DevRev" + "id": "ART-1283_KNOWLEDGE_NODE-10", + "text": "https://www.googleapis.com/auth/gmail.send\\n\\ndevrev-github-oauth. : Facilitates OAuth connections for integrating with GitHub.\\n\\nscopes: repo admin:repo_hook admin:org notifications user write:discussion\\n\\ndevrev-zendesk-oauth. : Facilitates OAuth connections for integrating with Microsoft.\\n\\nscopes: read tickets:write\\n\\nManifest Declaration:\\n\\n1 keyrings : 2 organization : 3 - name : my-secret-org-token 4 description : Enables access to organization-wide resources (e.g., Slack workspace)", + "title": "Keyrings \u2014 DevRev | Docs" }, { - "id": "ART-2035_KNOWLEDGE_NODE-35", - "text": "the channel will not sync to DevRev.\\n\\nConversation notifications\\n--------------------------\\n\\nAny new message added to a conversation within your DevRev workspace, regardless of its originating source channel or platform, can trigger a notification in a designated Slack channel, helping your team stay updated on customer interactions.\\n\\n### To enable conversation notifications\\n\\n1. Turn on **Enable the conversation notification feature** in the Slack snap-in configuration.\\n2. Provide a", - "title": "Slack | Integrate | Snap-ins | DevRev" + "id": "ART-1491_KNOWLEDGE_NODE-10", + "text": "https://www.googleapis.com/auth/gmail.send\\n\\ndevrev-github-oauth. : Facilitates OAuth connections for integrating with GitHub.\\n\\nscopes: repo admin:repo_hook admin:org notifications user write:discussion\\n\\ndevrev-zendesk-oauth. : Facilitates OAuth connections for integrating with Microsoft.\\n\\nscopes: read tickets:write\\n\\nManifest Declaration:\\n\\n1 keyrings : 2 organization : 3 - name : my-secret-org-token 4 description : Enables access to organization-wide resources (e.g., Slack workspace)", + "title": "Keyrings \u2014 DevRev | Docs" }, { "id": "ART-2017_KNOWLEDGE_NODE-27", @@ -3267,39 +3267,39 @@ "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" }, { - "id": "ART-2035_KNOWLEDGE_NODE-36", - "text": "Slack Channel ID in the **Channel ID to send conversation notifications** snap-in configuration as the target to post notifications.\\n\\n* Any new message within tickets in the customer messages panel is also subjected to the same automation.\\n* To prevent notification overload, each conversation or ticket is subject to a five minute cooldown period between notifications. Multiple consecutive messages within this window will not trigger additional notifications.\\n* Notification threads are not", - "title": "Slack | Integrate | Snap-ins | DevRev" - }, - { - "id": "ART-2017_KNOWLEDGE_NODE-17", - "text": "* [Email snap-in configuration](/docs/integrations/email-config)\\n - [Exotel](/docs/integrations/exotel)\\n - [Slack](/docs/integrations/slack)\\n - [WhatsApp](/docs/integrations/whatsapp)\\n - [GitHub](/docs/integrations/github)\\n - [GitLab](/docs/integrations/gitlab)\\n - [Harness](/docs/integrations/harness)\\n - [Marker.io](/docs/integrations/marker-io)\\n - [Instabug](/docs/integrations/instabug)\\n - [Qase](/docs/integrations/qase)\\n - [Tracxn", + "id": "ART-2017_KNOWLEDGE_NODE-11", + "text": "uploader](/docs/automations/csv-work-item-uploader)\\n - [CSV comments uploader](/docs/automations/csv-comments-uploader)\\n - [CSV commands uploader](/docs/automations/csv-commands-uploader)\\n - [Descope identity validation](/docs/automations/descope-identity-validation)\\n - [Effort logger](/docs/automations/effort-logger)\\n - [HTTP archive file upload & sanitization](/docs/automations/har-sanitization)\\n - [Link preview](/docs/automations/link-preview)\\n - [Org tags", "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" }, { - "id": "ART-4199_KNOWLEDGE_NODE-31", - "text": "Policy](/legal/cookie-policy)\\n* [Privacy Policy](/legal/privacy-policy)\\n* [Terms of Service](/legal/terms-of-service)\\n\\n[System Status](/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.\"", - "title": "Slack message agent | Automate | Snap-ins | DevRev" + "id": "ART-2004_KNOWLEDGE_NODE-28", + "text": "Metrics](/docs/automations/operational-sla-metrics) | | |\\n| [Account deduplication](/docs/automations/account-deduplication) | | |\\n| [Set user preference](/docs/automations/set-user-preference) | | |\\n| [Ticket reported by](/docs/automations/ticket-reported-by) | | |\\n| [Org tags sync](/docs/automations/org-tags-sync) | | |\\n| [Commands Surface Expander](/docs/automations/commands-surface-expander) | | |\\n| [Slack Scraper](/docs/automations/slack-scraper) | | |\\n| [Ticket", + "title": "Snap-ins | DevRev" }, { - "id": "ART-2017_KNOWLEDGE_NODE-16", - "text": "sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n + [Integrate](/docs/integrate)\\n\\n - [Bitbucket](/docs/integrations/bitbucket)\\n - [Calendly](/docs/integrations/calendly)\\n - [Coralogix security integration](/docs/integrations/coralogix)\\n - [Datadog](/docs/integrations/datadog)\\n - [Google Calendar AirSync](/docs/integrations/google-calendar-airdrop)\\n - [Email](/docs/integrations/email)\\n\\n", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" + "id": "ART-1283_KNOWLEDGE_NODE-2", + "text": "keyrings : 2 organization : 3 - name : my-secret-org-token 4 description : Enables access to organization-wide resources (e.g., Slack workspace) 5 types : 6 - devrev-keyring-type 7 display_name : Organization secret token 8 9 user : 10 - name : my-secret-user-token 11 description : Allows access to individual user resources (e.g., personal Google Calendar) 12 types : 13 - devrev-keyring-type 14 display_name : Your secret token\\n\\nBreakdown:\\n\\nname. : A unique identifier for the keyring in the", + "title": "Keyrings \u2014 DevRev | Docs" }, { - "id": "ART-2017_KNOWLEDGE_NODE-24", - "text": "[Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Installation](#installation)\\n* [Configure the snap-in](#configure-the-snapin)\\n\\n1. [Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n\\nSLA status change Slack notifier\\n================================\\n\\nGet alerted on your ticket\\'s SLAs. This snap-in sends a notification through Slack to user configured channels, tagging the", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" + "id": "ART-1491_KNOWLEDGE_NODE-2", + "text": "keyrings : 2 organization : 3 - name : my-secret-org-token 4 description : Enables access to organization-wide resources (e.g., Slack workspace) 5 types : 6 - devrev-keyring-type 7 display_name : Organization secret token 8 9 user : 10 - name : my-secret-user-token 11 description : Allows access to individual user resources (e.g., personal Google Calendar) 12 types : 13 - devrev-keyring-type 14 display_name : Your secret token\\n\\nBreakdown:\\n\\nname. : A unique identifier for the keyring in the", + "title": "Keyrings \u2014 DevRev | Docs" }, { - "id": "ART-2035_KNOWLEDGE_NODE-48", - "text": "channel.\\n\\n1. **Sync messages with the thread (for incidents created from Slack)**\\n\\n* Works only for incidents created from Slack.\\n* It syncs messages with the originating thread, similar to ticket and issue work items.\\n\\n1. **Sync messages with the notification thread**\\n\\n* Syncs with the thread of the incident notification sent on the channel mentioned in the **Channel ID to send incident notifications** configuration.\\n* Works for all incidents irrespective of source channel or", - "title": "Slack | Integrate | Snap-ins | DevRev" + "id": "ART-1472_KNOWLEDGE_NODE-23", + "text": "}, \\n 7| org: orgName, \\n 8| }); \\n 9| } catch (error) { \\n 10| console.error(error); \\n 11| throw new Error(\"Invalid Organisation Name\"); \\n 12| } \\n 13| };\\n[/code] \\n \\nSimilarly, the [GET Repository](https://docs.github.com/en/rest/repos/repos?apiVersion=2022-11-28#get-a-repository) is used to validate whether the entered repository name is correct.\\n[code]\\n\\n 1| const verifyRepoName = async ( \\n ---|--- \\n 2| orgName:", + "title": "Using a snap-in to perform an external action \u2014 DevRev | Docs" }, { - "id": "ART-4199_KNOWLEDGE_NODE-23", - "text": "2025](/docs/changelog/_2025-06-01)\\n + [May 2025](/docs/changelog/_2025-05-01)\\n + [March and April 2025](/docs/changelog/_2025-04-01)\\n + [February 2025](/docs/changelog/_2025-02-01)\\n* [Developer \\xe2\\x86\\x97\\xef\\xb8\\x8f](https://developer.devrev.ai/)\\n* [DevRevU \\xe2\\x86\\x97\\xef\\xb8\\x8f](/docs/DevRevU)\\n\\n + [Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Install](#install)\\n* [Configure the custom Slack bot](#configure-the-custom-slack-bot)\\n* [Configure", + "id": "ART-4199_KNOWLEDGE_NODE-25", + "text": "DevRev.\\n\\n![]()\\n\\nFor more information, refer to the [Slack message agent](https://marketplace.devrev.ai/slack-message-agent) on the DevRev marketplace.\\n\\nInstall\\n-------\\n\\n1. Install the DevRev [Slack app](/docs/integrations/slack).\\n2. Install the Slack message agent in your org.\\n\\nConfigure the custom Slack bot\\n------------------------------\\n\\n1. Go to [Slack API](https://api.slack.com/apps) and create a new app **From scratch**.\\n2. Go to *Basic Information*\\\\* > **App Credentials**", "title": "Slack message agent | Automate | Snap-ins | DevRev" + }, + { + "id": "ART-2035_KNOWLEDGE_NODE-35", + "text": "the channel will not sync to DevRev.\\n\\nConversation notifications\\n--------------------------\\n\\nAny new message added to a conversation within your DevRev workspace, regardless of its originating source channel or platform, can trigger a notification in a designated Slack channel, helping your team stay updated on customer interactions.\\n\\n### To enable conversation notifications\\n\\n1. Turn on **Enable the conversation notification feature** in the Slack snap-in configuration.\\n2. Provide a", + "title": "Slack | Integrate | Snap-ins | DevRev" } ] }, @@ -3308,9 +3308,9 @@ "query": "how to create tickets in DevRev MVP org", "retrievals": [ { - "id": "ART-1979_KNOWLEDGE_NODE-27", - "text": "also be used to engage customers for feedback/ideas (such as new feature ideas). Scoping is important for broadcast tickets as there needs to be a differentiation between broadcast (all revs) vs. multicast (particular revs).\\n\\nViews of tickets can be found under **Support** in the DevRev app.\\n\\n![]()\\n\\nYou can export views to CSV or JSON by selecting **Actions** in the upper-right corner and choosing the format.\\n\\nAttributes\\n----------\\n\\nTickets have attributes that can be used to filter", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-1947_KNOWLEDGE_NODE-37", + "text": "Ticket | Open the issue and click **Tickets > + Link tickets**. Either create a new ticket or select an existing ticket. |\\n| Issue \\xe2\\x86\\x92 Issue | Open the issue and click **Issues > + Link issues**. Either create a new issue or select an existing issue. |\\n\\n| Conversation | Ticket | Issue |\\n| --- | --- | --- |\\n| | | > |\\n\\nTo delete a ticket or issue, select the work item in the list view and click the **Delete** icon in the taskbar that appears.\\n\\n![]()\\n\\n[PreviousCore", + "title": "Apps | Computer by DevRev | DevRev" }, { "id": "ART-1979_KNOWLEDGE_NODE-37", @@ -3318,44 +3318,44 @@ "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1447_KNOWLEDGE_NODE-1", - "text": "[Tickets](https://docs.devrev.ai/product/tickets) and [Issues](https://docs.devrev.ai/product/issues).\\n\\nWas this page helpful?YesNo\\n\\n[Create WorkUp Next](/public/api-reference/works/create)\\n\\n[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)\\n\\n[Enterprise grade security to protect customer dataLearn more about it.](https://devrev.ai/blog/soc-compliance)\\n\\nProduct\\n\\n * [Build](https://devrev.ai/build)\\n *", - "title": "Tickets and issues \u2014 DevRev | Docs" + "id": "ART-1979_KNOWLEDGE_NODE-64", + "text": "internal tickets.\\n\\nTo create an internal ticket, click the **Create Ticket** button. At the bottom of the ticket creation panel, click the dropdown menu on **Create external ticket** and select **Create internal ticket**.\\n\\nYou can convert an internal ticket to an external ticket by clicking **Convert to External** within the **Customer Messages** tab. Once a ticket is converted to external, it cannot be reverted back to internal.\\n\\n[PreviousConversation to ticket", + "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1605_KNOWLEDGE_NODE-461", - "text": "need response.\\nticket.rev_org string Optional\\nFilters for tickets that are associated with any of the provided Rev organizations.\\nticket.severity enum Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the", - "title": "Create \u2014 DevRev | Docs" + "id": "ART-2046_KNOWLEDGE_NODE-29", + "text": "Ticket** button to create a ticket in DevRev by filling necessary attributes. You can turn this feature off in the app configuration if you want.\\n* To view comments on the tickets linked to the discussions that support teams had with customers or internally on DevRev, head over to the DevRev activity tab which is present in the same line as the **Comments** tab of Jira.\\n* To send comments from the Jira issue to the DevRev ticket, select the ticket from the dropdown, type in the comment, and", + "title": "DevRev for Jira app | Jira Software AirSync | AirSync | Snap-ins | DevRev" }, { - "id": "ART-1785_KNOWLEDGE_NODE-459", - "text": "need response.\\nticket.rev_org string Optional\\nFilters for tickets that are associated with any of the provided Rev organizations.\\nticket.severity enum Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the", - "title": "Create \u2014 DevRev | Docs" + "id": "ART-1947_KNOWLEDGE_NODE-36", + "text": "Conversations can be immediately linked to a ticket, a ticket to an issue and subsequently to a part (product capabilities and features).\\n\\n| Link | Control |\\n| --- | --- |\\n| Conversation \\xe2\\x86\\x92 Ticket | Open the conversation and click **Tickets > + Link tickets**. Either create a new ticket or select an existing ticket. |\\n| Ticket \\xe2\\x86\\x92 Issue | Open the ticket and click **Issues > + Link issues**. Either create a new issue or select an existing issue. |\\n| Issue \\xe2\\x86\\x92", + "title": "Apps | Computer by DevRev | DevRev" }, { - "id": "ART-1832_KNOWLEDGE_NODE-468", - "text": "need response.\\nticket.rev_org string Optional\\nFilters for tickets that are associated with any of the provided Rev organizations.\\nticket.severity enum Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the", - "title": "Create \u2014 DevRev | Docs" + "id": "ART-2035_KNOWLEDGE_NODE-37", + "text": "synchronized between DevRev and Slack.\\n\\nWork management using Slack\\n---------------------------\\n\\n### DevRev Tickets and Slack\\n\\nThe Slack snap-in allows users to create tickets directly from Slack. There are multiple ways to initiate ticket creation from any channel:\\n\\n* **Use the command:** Run /devrev create-ticket.\\n* **Message action:** Select **Create a new ticket** from the message actions.\\n* **Convert a Conversation:** Transform an ongoing conversation into a ticket. This is", + "title": "Slack | Integrate | Snap-ins | DevRev" }, { - "id": "ART-4177_KNOWLEDGE_NODE-5", - "text": "Users, Not tickets\\n--------------------------\\n\\nDelve into the ways by which you can delight customers and build strong brand association early on, using DevRev.\\n\\n[![]()\\n\\nIntroducing Conversations and Inbox\\n\\nDelve into the basics of the DevRev Inbox and understand how to manage different types of customer conversations](https://vimeo.com/1027655861)[![]()\\n\\nExploring tickets and their attributes\\n\\nLearn more about the different stages on tickets, and how progress is communicated", - "title": "DevRev University - DevRev for Startups" + "id": "ART-1979_KNOWLEDGE_NODE-38", + "text": "the top-right corner of your screen.\\n3. Add a title and description for your new ticket. You can also attach files related to the ticket in the description.\\n4. Select which part of the company/product this ticket is related to.\\n\\n ![]()\\n5. Enter other attributes for the ticket: change the assignee or accept the default; enter the severity; add any relevant tags to help employees identify any relevant traits of the ticket; select the workspace that the ticket pertains to.\\n6. If there are", + "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-23", - "text": "2025](/docs/changelog/_2025-06-01)\\n + [May 2025](/docs/changelog/_2025-05-01)\\n + [March and April 2025](/docs/changelog/_2025-04-01)\\n + [February 2025](/docs/changelog/_2025-02-01)\\n* [Developer \\xe2\\x86\\x97\\xef\\xb8\\x8f](https://developer.devrev.ai/)\\n* [DevRevU \\xe2\\x86\\x97\\xef\\xb8\\x8f](/docs/DevRevU)\\n\\n + [Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Attributes](#attributes)\\n* [Create a ticket](#create-a-ticket)\\n* [Tags](#tags)\\n* [Stages](#stages)\\n*", + "id": "ART-1979_KNOWLEDGE_NODE-40", + "text": "a child issue or create a new one by clicking on **+ New issue**.\\nJust update the title of the child issue and click enter. All other fields will be populated automatically by DevRev. You can edit them later.\\n\\nTags\\n----\\n\\n* Stalled\\n* Priority/Escalated\\n* Fast/Slow Moving\\n* Blocked\\n* Resolution: [*value*]\\n* Impact: [*value*]\\n* Reason: [*value*]\\n\\nStages\\n------\\n\\nThe following figure shows the state machine for tickets.\\n\\n```\\nClosed\\n\\n\\n\\nIn", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1447_KNOWLEDGE_NODE-7", - "text": "Inc.\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a", - "title": "Tickets and issues \u2014 DevRev | Docs" + "id": "ART-1978_KNOWLEDGE_NODE-28", + "text": "eliminating the need for scattered email chains.\\n* **Improved collaboration**: Customer admins can access and manage tickets from their team, enabling seamless collaboration and knowledge sharing.\\n\\nFeatures\\n--------\\n\\n### Ticket creation, tracking, and team collaboration\\n\\n* Customers can create tickets with relevant details, such as issue description, priority, and category.\\n + To create a ticket, go to **+ Ticket**. Enter a title and description for the ticket and click **Submit**.\\n*", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1447_KNOWLEDGE_NODE-8", - "text": "demo](https://devrev.ai/request-a-demo)\\n\\n'", - "title": "Tickets and issues \u2014 DevRev | Docs" + "id": "ART-1483_KNOWLEDGE_NODE-18", + "text": "the code\\n\\nUpdate the code in `src/functions/ticket_creator/index.ts` to reflect the behavior.\\n\\nFirstly, import the DevRev TypeScript SDK in the `index.ts` file\\n\\nindex.ts\\n\\n[code]\\n\\n 1| import {client, publicSDK} from \"@devrev/typescript-sdk\"; \\n ---|---\\n[/code] \\n \\nNext, update the `run` function in the hello-world example. Since the ticket gets created frequently, set some creation time in the title and the body. The example uses the part as `PROD-1` and keeps the owner as", + "title": "Using a snap-in to perform a DevRev action \u2014 DevRev | Docs" } ] }, @@ -3364,54 +3364,54 @@ "query": "manage multiple email addresses for one account", "retrievals": [ { - "id": "ART-888_KNOWLEDGE_NODE-48", - "text": "you use an email address provided by an organization (such as your work email address) to access the Services, then the owner of the domain associated with your email address (e.g. your employer) may assert administrative control over your account and use of the Services at a later date. You will be notified if this happens.If you do not want an administrator to be able to assert control over your account or use of the Services, you should deactivate your membership with the relevant", - "title": "Privacy Policy" + "id": "ART-2911_KNOWLEDGE_NODE-20", + "text": "Drive](/docs/integrations/google-drive)\\n - [Gmail AirSync](/docs/integrations/gmail-airdrop)\\n - [Monday.com AirSync](/docs/integrations/monday)\\n - [Intercom AirSync](/docs/integrations/intercom)\\n - [Figma AirSync](/docs/integrations/figma-airdrop)\\n - [ServiceNow AirSync](/docs/integrations/servicenow)\\n - [ServiceNow KB AirSync](/docs/integrations/servicenow-kb)\\n - [Notion AirSync](/docs/integrations/notion)\\n - [SharePoint AirSync](/docs/integrations/sharepoint)\\n", + "title": "Account deduplication | Automate | Snap-ins | DevRev" }, { - "id": "ART-888_KNOWLEDGE_NODE-49", - "text": "enterprise, or use your personal email address to register for or access the Services. If an administrator has not already asserted control over your account or access to the Services, you can update the email address associated with your account through your account settings in your profile. Once an administrator asserts control over your account or use of the Services, you will no longer be able to change the email address associated with your account without administrator approval.Please", - "title": "Privacy Policy" + "id": "ART-2911_KNOWLEDGE_NODE-18", + "text": "- [SendSafely](/docs/integrations/sendsafely)\\n - [PagerDuty](/docs/integrations/pagerduty)\\n - [Snowflake](/docs/integrations/snowflake)\\n + [AirSync](/docs/import)\\n\\n - [Articulate Reach 360 AirSync](/docs/integrations/articulate-reach360)\\n - [OneDrive AirSync](/docs/integrations/onedrive)\\n - [Dropbox AirSync](/docs/integrations/dropbox)\\n - [Hubspot AirSync](/docs/integrations/hubspot)\\n - [Salesforce AirSync](/docs/integrations/salesforce)\\n - [Zendesk", + "title": "Account deduplication | Automate | Snap-ins | DevRev" }, { - "id": "ART-2027_KNOWLEDGE_NODE-45", - "text": "due to mail loops, the email integration has the provision to specify user-specific email limits. By default, the user-specific limit is set to 30 emails per 10 minutes.\\n\\nIf a user sends 30 emails in a 10-minute time frame, this particular user is marked with the tag spammer. Once marked as a spammer, the user can only send 100 emails in a 24-hour period. All of these emails are marked as spam by the system. Any emails beyond the 100 spam email default limit are dropped, and the blocked tag", - "title": "Email | Integrate | Snap-ins | DevRev" + "id": "ART-3207_KNOWLEDGE_NODE-28", + "text": "In the top-right corner, select **+ Connection**, choose Google, and enter your connection name and domain name.\\n3. Toggle on **Make public** to make the connection public for your organization and click **Next**.\\n4. Click **Sign in with Google** and add your organization\\xe2\\x80\\x99s Gmail account. If you are already logged in using a different Gmail account select **Use another account** and continue.\\n\\n If you are using Google Groups then use the same Gmail account which has permission", + "title": "Email snap-in configuration | Email | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2027_KNOWLEDGE_NODE-27", - "text": "track interactions (**Support > Inbox** for conversations and **Support > Tickets** for tickets). All replies are sent from your organization\\xe2\\x80\\x99s own email addresses, maintaining a professional and personalized customer experience that strengthens your brand and fosters better engagement. This method builds trust with mailbox providers and recipients across any email service, reducing spam flags and protecting your brand identity by adhering to DMARC standards.\\n\\nYou can choose for an", - "title": "Email | Integrate | Snap-ins | DevRev" + "id": "ART-888_KNOWLEDGE_NODE-49", + "text": "enterprise, or use your personal email address to register for or access the Services. If an administrator has not already asserted control over your account or access to the Services, you can update the email address associated with your account through your account settings in your profile. Once an administrator asserts control over your account or use of the Services, you will no longer be able to change the email address associated with your account without administrator approval.Please", + "title": "Privacy Policy" }, { - "id": "ART-2032_KNOWLEDGE_NODE-31", - "text": "creators. Enter multiple emails separated by commas.\\n * **Add non-existing customers**: Enable this to allow people in meetings who are not already customers to be added as customers.\\n\\nIf a meeting is scheduled with people who are neither part of the company nor existing customers, this option allows them to be added as customers.\\n\\n* **Track meetings from free email domains**: Enable this feature to capture meetings scheduled using non-work email addresses, such as gmail.com or", - "title": "Google Calendar | Integrate | Snap-ins | DevRev" + "id": "ART-3905_KNOWLEDGE_NODE-42", + "text": "Connection\\n\\n* The Jira Service Management user who authorizes the connection to Jira Service\\n Management must be a site admin or the organization admin for AirSync to be\\n able to collect the email addresses of users. Otherwise, Jira users are\\n collected but they are created with generated email addresses. The DevRev\\n admin can [merge the user accounts manually](/docs/import).\\n\\n[PreviousPaligo AirSync](/docs/integrations/paligo)[NextBrowserStack", + "title": "Jira Service Management AirSync | AirSync | Snap-ins | DevRev" }, { - "id": "ART-2575_KNOWLEDGE_NODE-17", - "text": "* [Email snap-in configuration](/docs/integrations/email-config)\\n - [Exotel](/docs/integrations/exotel)\\n - [Slack](/docs/integrations/slack)\\n - [WhatsApp](/docs/integrations/whatsapp)\\n - [GitHub](/docs/integrations/github)\\n - [GitLab](/docs/integrations/gitlab)\\n - [Harness](/docs/integrations/harness)\\n - [Marker.io](/docs/integrations/marker-io)\\n - [Instabug](/docs/integrations/instabug)\\n - [Qase](/docs/integrations/qase)\\n - [Tracxn", - "title": "Account and contact import | Computer for Growth Teams | DevRev" + "id": "ART-3207_KNOWLEDGE_NODE-48", + "text": "Changes** to get this confirmation message on the top.\\n\\nOffice 365\\n\\nEmail forwarding requires that the **from** account has a license.\\n\\nYou must be an Exchange administrator or Global administrator in Microsoft 365 to forward emails.\\n\\n1. In the admin center, go to **Users** > **Active users**.\\n2. Select the name of the user whose email you want to forward, then open the **Properties** page.\\n3. On the **Mail** tab, select **Manage email forwarding**.\\n4. On the email forwarding page,", + "title": "Email snap-in configuration | Email | Integrate | Snap-ins | DevRev" }, { - "id": "ART-3207_KNOWLEDGE_NODE-38", - "text": "Step 2: Define the Primary Use Case\\n\\nChoose how DevRev should interpret emails sent to the primary address:\\n\\n* Choose between generating a **Ticket or a Conversation** from the incoming email.\\n\\nToggle on **Set email as the default channel for tickets** to ensure that:\\n\\n* Customer chat replies are sent via email as well as to the original source of the channel.\\n\\n### Step 3: Add Additional Support Emails\\n\\nYou can add more addresses to handle support requests.\\n\\n* **Tickets**: Emails", - "title": "Email snap-in configuration | Email | Integrate | Snap-ins | DevRev" + "id": "ART-2045_KNOWLEDGE_NODE-25", + "text": "user email\\\\*\\\\*](#user-has-an-email-but-doesnt-match-any-existing-devrev-user-email)\\n* [\\\\*\\\\*User has an email that matches an existing DevRev email\\\\*\\\\*](#user-has-an-email-that-matches-an-existing-devrev-email)\\n* [Manual user merging](#manual-user-merging)\\n* [\\\\*\\\\*Find duplicated AirSync-created user\\\\*\\\\*](#find-duplicated-airsynccreated-user)\\n* [\\\\*\\\\*Merge duplicated user\\\\*\\\\*](#merge-duplicated-user)\\n* [Account deduplication](#account-deduplication)\\n* [Manual account", + "title": "AirSync | Snap-ins | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-27", - "text": "conversation, ensuring seamless and continuous communication.\\n\\nBy default, notifications are sent from [notifications@devrev.ai](mailto:notifications@devrev.ai). However, this setting can be overridden to use the organization\\xe2\\x80\\x99s primary email address as the sender, or notifications can be turned off entirely.\\n\\nTo configure the notifications setting, under [**Settings** > **Snap-ins** > **Email Integration**](https://app.devrev.ai/devrev/settings/snap-ins/email-with-tickets), go to", - "title": "Customer email notifications | Computer by DevRev | DevRev" + "id": "ART-2911_KNOWLEDGE_NODE-16", + "text": "+ [Integrate](/docs/integrate)\\n\\n - [Bitbucket](/docs/integrations/bitbucket)\\n - [Calendly](/docs/integrations/calendly)\\n - [Coralogix security integration](/docs/integrations/coralogix)\\n - [Datadog](/docs/integrations/datadog)\\n - [Google Calendar AirSync](/docs/integrations/google-calendar-airdrop)\\n - [Email](/docs/integrations/email)\\n\\n * [Email snap-in configuration](/docs/integrations/email-config)\\n - [Exotel](/docs/integrations/exotel)\\n -", + "title": "Account deduplication | Automate | Snap-ins | DevRev" }, { - "id": "ART-3207_KNOWLEDGE_NODE-26", - "text": "Configure email forwarding for your email provider](#3-configure-email-forwarding-for-your-email-provider)\\n* [4. Verify configuration](#4-verify-configuration)\\n* [5. Events Panel](#5-events-panel)\\n\\n1. [Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Integrate](/docs/integrate)\\n[Email](/docs/integrations/email)\\n[Email snap-in configuration](/docs/integrations/email-config)\\n\\nEmail snap-in configuration\\n===========================\\n\\n1. Create a new", - "title": "Email snap-in configuration | Email | Integrate | Snap-ins | DevRev" + "id": "ART-2911_KNOWLEDGE_NODE-19", + "text": "AirSync](/docs/integrations/zendesk)\\n - [Freshdesk AirSync](/docs/integrations/freshdesk)\\n - [Freshdesk historical ticket import](/docs/integrations/freshdesk-historical-tickets)\\n - [Rocketlane AirSync](/docs/integrations/rocketlane)\\n - [Confluence AirSync](/docs/integrations/confluence-import)\\n - [Confluence Datacenter AirSync](/docs/integrations/confluence-datacenter)\\n - [Google Docs](/docs/integrations/google-doc)\\n - [Google", + "title": "Account deduplication | Automate | Snap-ins | DevRev" }, { - "id": "ART-2575_KNOWLEDGE_NODE-3", - "text": "management](/docs/product/workflow-management)\\n - [Workflow nodes](/docs/product/workflow-nodes)\\n - [Troubleshooting](/docs/product/troubleshooting-workflows)\\n + [Templates](/docs/product/template)\\n + [Accessing DevRev](/docs/product/ui)\\n + [External identity provider setup](/docs/product/sso-saml)\\n + [Remote MCP server](/docs/product/remote-mcp)\\n* [Computer for Support Teams](/docs/product/support)\\n\\n + [Inbox](/docs/product/inbox)\\n + [Support", - "title": "Account and contact import | Computer for Growth Teams | DevRev" + "id": "ART-2911_KNOWLEDGE_NODE-25", + "text": "to the [Account Deduplication snap-in](https://marketplace.devrev.ai/account-deduplication) on the DevRev marketplace.\\n\\nInstallation\\n------------\\n\\n1. Open the DevRev marketplace and install the **Account Deduplication** snap-in.\\n2. Select the workspace where you want to install the snap-in, confirm your selection, and click **Deploy snap-in**.\\n\\nConfigure\\n---------\\n\\n1. Go to **Snap-ins** > **Account Deduplication** > **Configure**.\\n2. Fill the configuration with the primary and", + "title": "Account deduplication | Automate | Snap-ins | DevRev" } ] }, @@ -3425,48 +3425,48 @@ "title": "Install PLuG chat on your website" }, { - "id": "ART-2059_KNOWLEDGE_NODE-10", - "text": "users that come to your site and haven\\'t yet logged in or shared any information.\\n\\nWe understand the importance of making your engagement more personalized and contextual with your customers. Learn how to identify your customers and update their information.\\n\\nPrevious PLuG Next Install PLuG search on your website\\nOn this page\\n\\nIntegration code Unique app ID Setup for HTML Setup for React\\n\\nEnterprise grade security to protect customer data\\nLearn more about it.\\nProduct\\n\\nBuild", + "id": "ART-2059_KNOWLEDGE_NODE-5", + "text": "Jul 06 to Jul 19, 2023 Jun 20 to Jul 05, 2023 Jun 05 to Jun 19, 2023 May 22 to Jun 05, 2023 Apr 22 to May 22, 2023\\n\\nDeveloper DevRevU\\n\\nOn this page\\nIntegration code Unique app ID Setup for HTML Setup for React\\nInstall PLuG chat on your website.\\n\\nThere are two primary methods to customize PLuG chat. The easiest way is to do so through the app by navigating to Settings > Support > PLuG Settings > Configuration, Styling and Layout Tabs.. For detailed descriptions of the parameters, refer", "title": "Install PLuG chat on your website" }, { - "id": "ART-2059_KNOWLEDGE_NODE-6", - "text": "to the Customize documentation.\\n\\nAlternatively, for the most comprehensive customizations, refer to our SDK functions here.\\n\\nIntegration code.\\n\\nTo get the PLuG chat widget to appear on your website and web app, copy and paste the snippet below on every page where you want the widget to appear for website visitors.\\n\\nUnique app ID.\\n\\nMake sure to replace the app ID with your app ID which identifies your PLuG chat widget. You can access your app ID from your DevRev account by following", - "title": "Install PLuG chat on your website" + "id": "ART-2893_KNOWLEDGE_NODE-1", + "text": "ID\\n\\nYou can access your app ID from your DevRev account by following these steps:\\n\\n 1. In DevRev, go to **Settings > Support > PLuG Settings** via the settings icon in the top-left corner.\\n\\n 2. If the PLuG feature is not already enabled, click **Enable PLuG**.\\n\\n 3. Under the **Configuration** tab, copy the **Unique App ID**.\\n\\n###### Setup\\n\\n###### Setup for React\\n\\nPlace the following code in the `` section of your HTML page:\\n\\n[code]\\n\\n 1| \\n[/code] \\n \\nPlace the following code in the `` section of your HTML page:\\n\\n[code]\\n\\n 1| \\n[/code] \\n \\nThe PLuG widget should now be installed on", + "title": "Install the Web SDK \u2014 DevRev | Docs" }, { - "id": "ART-2059_KNOWLEDGE_NODE-0", - "text": "b'Product Platform Solutions Marketplace Company Resources Pricing\\n\\nLogin Book a demo\\nProduct Platform Solutions Marketplace Company Resources Pricing\\nLogin Book a demo\\nSearch CTRL + K\\n\\nIntroduction AgentOS platform\\n\\nCore concepts Apps Groups Parts & trails Vistas Vista Reports\\nTasks Updates Customer email notifications Roles Default privileges by group\\nAccess control Object customization Glossary Search People insights Workflow Templates Accessing DevRev External identity provider", + "id": "ART-2059_KNOWLEDGE_NODE-9", + "text": "App.js.\\n\\n1 useEffect ( () => {\\n2 window. plugSDK. init ({\\n3 // Please ensure you replace the app_id with your unique app id\\n4 app_id : \"\" ,\\n5 });\\n6 }, []);\\n\\nYou should now have PLuG chat widget installed on your website. Facing some issues? Reach out to us through our own PLuG chat widget from the bottom right of your screen.\\n\\nOnce the widget is installed on your website, every user who visits your website is considered an anonymous user. Anonymous users are the", "title": "Install PLuG chat on your website" }, { - "id": "ART-2059_KNOWLEDGE_NODE-3", - "text": "status change Slack notifier Slash commands Smart sprint Spam Shield Ticket age in engineering Work duration\\n\\nIntegrate\\n\\nBitbucket Calendly Datadog Google Calendar Email Slack WhatsApp GitHub Harness Marker.io Instabug Qase Twilio Glean SendSafely\\n\\nAirdrop\\n\\nHubspot Airdrop Salesforce Airdrop Zendesk Airdrop Freshdesk Airdrop Rocketlane Airdrop Confluence Airdrop ServiceNow Airdrop Jira Airdrop DevRev for Jira app\\nLinear Airdrop ClickUp Airdrop Azure Boards Airdrop\\n\\nPLuG\\n\\nInstall", - "title": "Install PLuG chat on your website" + "id": "ART-2894_KNOWLEDGE_NODE-2", + "text": "insert the code snippet provided below on every page where you want the widget to appear for website visitors.\\n\\n## Unique app ID\\n\\nEnsure to replace the app ID with your app ID which identifies your PLuG search widget. You can access your app ID from your DevRev account by following these steps.\\n\\n 1. In DevRev, go to **Settings** > **Support** > **PLuG Settings** through the settings icon in the top-left corner.\\n 2. Click **Enable PLuG Widget** if it isn\\xe2\\x80\\x99t already enabled.\\n", + "title": "Install PLuG search \u2014 DevRev | Docs" }, { - "id": "ART-2894_KNOWLEDGE_NODE-1", - "text": "__\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\nOn this page\\n\\n * [Unique app ID](/public/sdks/web/install-search#unique-app-id)\\n * [Bind a hotkey to toggle search agent](/public/sdks/web/install-search#bind-a-hotkey-to-toggle-search-agent)\\n\\n[SDKs](/public/sdks)[PLuG Web SDK](/public/sdks/web/installation)\\n\\n#\\n\\nInstall PLuG search\\n\\nTo get the PLuG search widget to appear on your website and web app,", + "id": "ART-2894_KNOWLEDGE_NODE-3", + "text": "3. Copy your **Unique App ID** from the **Configuration tab**.\\n\\n###### Setup\\n\\n###### Setup for React\\n\\nPlace the following code in the `` section of your HTML page:\\n\\n[code]\\n\\n 1| \\n[/code] \\n \\nPlace the following code in the `` section of your HTML page:\\n\\n[code]\\n\\n 1| ;\\n\\nPlace this code inside the react component where you want to render the chat widget. Typically you should do it as top level component like", + "id": "ART-2059_KNOWLEDGE_NODE-6", + "text": "to the Customize documentation.\\n\\nAlternatively, for the most comprehensive customizations, refer to our SDK functions here.\\n\\nIntegration code.\\n\\nTo get the PLuG chat widget to appear on your website and web app, copy and paste the snippet below on every page where you want the widget to appear for website visitors.\\n\\nUnique app ID.\\n\\nMake sure to replace the app ID with your app ID which identifies your PLuG chat widget. You can access your app ID from your DevRev account by following", "title": "Install PLuG chat on your website" } ] @@ -3475,55 +3475,55 @@ "query_id": "80fd3cb8-b4ff-4ca4-8d4b-2b0ac1fdab5b", "query": "send notification to slack when a ticket is manually assigned", "retrievals": [ - { - "id": "ART-2017_KNOWLEDGE_NODE-28", - "text": "you would like to tag on the message (the ticket owner gets tagged automatically); and the target Slack channel. The channel\\'s ID can be found by going to the channel details. Refer to the placeholder value on the input to see an example of how this looks.\\n2. Decide if notifications should go out even if the ticket has a target end date set. Set the toggle to the desired behavior.\\n3. Decide if a ticket should pass the check if it\\'s part is a descendant of the filter part. For example, if a", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" - }, { "id": "ART-2035_KNOWLEDGE_NODE-42", "text": "ticket notifications\\n\\n* Enable through the **Notify on new ticket creation** snap-in configuration.\\n* Provide a Slack channel ID in the **Channel ID to send ticket notifications** configuration.\\n* Snap-in will send notifications to the target channel whenever a new ticket is created, regardless of the source channel or platform.\\n* Notification message threads are **not** synced between platforms.\\n\\n### Notifications for ticket state update\\n\\n* Enable through **Notify on ticket state", "title": "Slack | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2017_KNOWLEDGE_NODE-25", - "text": "ticket\\'s owner and subscribers, when a ticket\\'s resolution time SLA changes into the *Warning* or *Breached* stage.\\n\\n![]()\\n\\nFor more information, refer to the\\n[SLA status change Slack notifier snap-in](/marketplace/sla-status-change-slack-notifier) on the DevRev\\nmarketplace.\\n\\nInstallation\\n------------\\n\\n1. Create a Slack app for your workspace in .\\n2. In App features, generate bot token in **OAuth & Permissions**.\\n3. Grant the app bot the following", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" + "id": "ART-2035_KNOWLEDGE_NODE-43", + "text": "update** snap-in configuration.\\n* Applies only to tickets syncing with Slack threads.\\n* If enabled, the Slack snap-in will send notifications to the syncing thread whenever the ticket state changes.\\n\\n### Ticket digest\\n\\nTo see all open and in-progress tickets in Slack, use the /devrev ticket-digest command. This opens a modal with a paginated list of all open and in-progress tickets.\\n\\nDevRev Issues and Slack\\n-----------------------\\n\\nThe Slack snap-in allows issues to be created", + "title": "Slack | Integrate | Snap-ins | DevRev" + }, + { + "id": "ART-2035_KNOWLEDGE_NODE-38", + "text": "recommended if you already have a conversation in progress. Configure the snap-in to send or not send a ticket summary card to the Slack thread using the **Notify on conversation to ticket conversion** setting. Regardless, the Slack thread will sync with the new ticket instead of the ongoing conversation.\\n\\n![]()\\n\\nSlack does not support slash commands in threads.\\n\\nChoosing one of the first two options will open a pop-up modal with the new ticket form. Complete the required fields; some", + "title": "Slack | Integrate | Snap-ins | DevRev" }, { "id": "ART-2035_KNOWLEDGE_NODE-36", "text": "Slack Channel ID in the **Channel ID to send conversation notifications** snap-in configuration as the target to post notifications.\\n\\n* Any new message within tickets in the customer messages panel is also subjected to the same automation.\\n* To prevent notification overload, each conversation or ticket is subject to a five minute cooldown period between notifications. Multiple consecutive messages within this window will not trigger additional notifications.\\n* Notification threads are not", "title": "Slack | Integrate | Snap-ins | DevRev" }, + { + "id": "ART-2912_KNOWLEDGE_NODE-15", + "text": "[Custom field migration](/docs/automations/custom-field-migration)\\n - [Slack scraper](/docs/automations/slack-scraper)\\n - [Slack Broadcaster](/docs/automations/slack-broadcaster)\\n - [Reported by enricher](/docs/automations/ticket-reported-by)\\n - [Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n - [Ticket linked issues comment sync](/docs/automations/ticket-linked-issues-comment-sync)\\n - [Slack message agent](/docs/automations/slack-message-agent)\\n", + "title": "Ticket email notifier | Automate | Snap-ins | DevRev" + }, { "id": "ART-2912_KNOWLEDGE_NODE-13", "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", "title": "Ticket email notifier | Automate | Snap-ins | DevRev" }, { - "id": "ART-2017_KNOWLEDGE_NODE-29", - "text": "ticket with part set as \"Feature 1\" should trigger a notification when the filter is set to \"Capability 1\" and this is a parent part of that feature. Set the toggle to the desired behavior.\\n4. Check the default message body and change it if you would like a different phrasing.\\n\\n[PreviousSet user preference for group](/docs/automations/set-user-preference)[NextSlash commands](/docs/automations/slash-commands)\\n\\n#### On this page\\n\\n* [Installation](#installation)\\n* [Configure the", + "id": "ART-2017_KNOWLEDGE_NODE-28", + "text": "you would like to tag on the message (the ticket owner gets tagged automatically); and the target Slack channel. The channel\\'s ID can be found by going to the channel details. Refer to the placeholder value on the input to see an example of how this looks.\\n2. Decide if notifications should go out even if the ticket has a target end date set. Set the toggle to the desired behavior.\\n3. Decide if a ticket should pass the check if it\\'s part is a descendant of the filter part. For example, if a", "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" }, { - "id": "ART-2017_KNOWLEDGE_NODE-27", - "text": "Connection**.\\n * Select **Slack** from the dowpdown list.\\n * Give it a name and sign in with Slack. Ensure to toggle on **Make public** to make the connection public for your organization.\\n\\nConfigure the snap-in\\n---------------------\\n\\n1. In the **Configuration** tab, the first input field to set is *filters*. Here you can declare for which tickets to track the SLA status and to which channels to send notifications.\\n\\n Set the ticket subtype, severity, and part; the support heads", + "id": "ART-2017_KNOWLEDGE_NODE-24", + "text": "[Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Installation](#installation)\\n* [Configure the snap-in](#configure-the-snapin)\\n\\n1. [Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n\\nSLA status change Slack notifier\\n================================\\n\\nGet alerted on your ticket\\'s SLAs. This snap-in sends a notification through Slack to user configured channels, tagging the", "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" }, { - "id": "ART-2035_KNOWLEDGE_NODE-38", - "text": "recommended if you already have a conversation in progress. Configure the snap-in to send or not send a ticket summary card to the Slack thread using the **Notify on conversation to ticket conversion** setting. Regardless, the Slack thread will sync with the new ticket instead of the ongoing conversation.\\n\\n![]()\\n\\nSlack does not support slash commands in threads.\\n\\nChoosing one of the first two options will open a pop-up modal with the new ticket form. Complete the required fields; some", - "title": "Slack | Integrate | Snap-ins | DevRev" - }, - { - "id": "ART-2017_KNOWLEDGE_NODE-24", - "text": "[Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Installation](#installation)\\n* [Configure the snap-in](#configure-the-snapin)\\n\\n1. [Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n\\nSLA status change Slack notifier\\n================================\\n\\nGet alerted on your ticket\\'s SLAs. This snap-in sends a notification through Slack to user configured channels, tagging the", + "id": "ART-2017_KNOWLEDGE_NODE-29", + "text": "ticket with part set as \"Feature 1\" should trigger a notification when the filter is set to \"Capability 1\" and this is a parent part of that feature. Set the toggle to the desired behavior.\\n4. Check the default message body and change it if you would like a different phrasing.\\n\\n[PreviousSet user preference for group](/docs/automations/set-user-preference)[NextSlash commands](/docs/automations/slash-commands)\\n\\n#### On this page\\n\\n* [Installation](#installation)\\n* [Configure the", "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" }, { - "id": "ART-2017_KNOWLEDGE_NODE-13", - "text": "creator](/docs/automations/smart-issue-creator)\\n - [Set user preference for group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" + "id": "ART-4185_KNOWLEDGE_NODE-13", + "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", + "title": "Ticket approval workflow | Automate | Snap-ins | DevRev" } ] }, @@ -3532,39 +3532,44 @@ "query": "export all accounts without 500 limit", "retrievals": [ { - "id": "ART-1255_KNOWLEDGE_NODE-8", - "text": "Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/accounts/export)[#### Get Account\\n\\nNext](/api-reference/accounts/get)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", + "id": "ART-1255_KNOWLEDGE_NODE-6", + "text": "user(s).\\n\\ncreated\\\\_dateobjectOptional\\n\\nShow 2 properties\\n\\ndisplay\\\\_namelist of stringsOptional\\n\\nArray of display names of accounts to be filtered.\\n\\nexternal\\\\_refslist of stringsOptional\\n\\nArray of references of accounts to be filtered.\\n\\nfirstintegerOptional`>=1``<=500`\\n\\nThe number of accounts to return. The default is \\'50\\'.\\n\\nmodified\\\\_dateobjectOptional\\n\\nShow 2 properties\\n\\nsort\\\\_bylist of stringsOptional\\n\\nFields to sort the accounts by and the direction to sort", "title": "Export Accounts (POST) | DevRev | Docs" }, { - "id": "ART-1462_KNOWLEDGE_NODE-3", - "text": "Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nPOST\\n\\n/accounts.export\\n\\n[code]\\n\\n $| curl -X POST https://api.devrev.ai/accounts.export \\\\ \\n ---|--- \\n >| -H \"Authorization: Bearer \" \\\\ \\n >| -H \"Content-Type: application/json\" \\\\ \\n >| -d \\'{}\\'\\n[/code] \\n \\nTry it\\n\\n200accountsExportPostExample\\n\\n[code]\\n\\n 1| { \\n ---|--- \\n 2| \"accounts\": [ \\n 3| { \\n 4| \"id\": \"foo\", \\n 5|", + "id": "ART-1462_KNOWLEDGE_NODE-1", + "text": "properties\\n\\ndisplay_namelist of stringsOptional\\n\\nArray of display names of accounts to be filtered.\\n\\nexternal_refslist of stringsOptional\\n\\nArray of references of accounts to be filtered.\\n\\nfirstintegerOptional`>=1``<=500`\\n\\nThe number of accounts to return. The default is \\xe2\\x80\\x9850\\xe2\\x80\\x99.\\n\\nmodified_dateobjectOptional\\n\\nShow 2 properties\\n\\nsort_bylist of stringsOptional\\n\\nFields to sort the accounts by and the direction to sort them in.\\n\\nstagelist of", "title": "Export Accounts (POST) \u2014 DevRev | Docs" }, { - "id": "ART-1254_KNOWLEDGE_NODE-9", - "text": "Export Accounts (POST)\\n\\nNext](/api-reference/accounts/export-post)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", + "id": "ART-1254_KNOWLEDGE_NODE-6", + "text": "provided timestamp (inclusive).\\n\\ncreated\\\\_date.beforestringOptional`format: \"date-time\"`\\n\\nFilters for objects created before the provided timestamp\\n(inclusive).\\n\\ndisplay\\\\_namelist of stringsOptional\\n\\nArray of display names of accounts to be filtered.\\n\\nexternal\\\\_refslist of stringsOptional\\n\\nArray of references of accounts to be filtered.\\n\\nfirstintegerOptional`>=1``<=500`\\n\\nThe number of accounts to return. The default is \\'50\\'.\\n\\nmodified\\\\_date.afterstringOptional`format:", "title": "Export Accounts | DevRev | Docs" }, { - "id": "ART-1254_KNOWLEDGE_NODE-1", - "text": "it](/api-reference/accounts/export?explorer=true)\\n\\n200Retrieved\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"accounts\": [ |\\n| 3 | { |\\n| 4 | \"id\": \"string\", |\\n| 5 | \"owned_by\": [ |\\n| 6 | { |\\n| 7 | \"display_id\": \"string\", |\\n| 8 | \"id\": \"string\", |\\n| 9 | \"display_name\": \"string\", |\\n| 10 | \"display_picture\": { |\\n| 11 | \"display_id\": \"string\", |\\n| 12 | \"id\": \"string\", |\\n| 13 | \"file\": { |\\n| 14 | \"type\": \"string\", |\\n| 15 | \"name\": \"string\", |\\n| 16 | \"size\": 1 |\\n| 17 | } |\\n| 18", - "title": "Export Accounts | DevRev | Docs" + "id": "ART-1303_KNOWLEDGE_NODE-11", + "text": "list of objects\\nThe exported accounts.\\nShow 18 properties\\nPOST / accounts.export\\ncURL\\n$ curl -X POST https://api.devrev.ai/accounts.export \\\\ > -H \" Authorization: Bearer \" \\\\ > -H \" Content-Type: application/json \" \\\\ > -d \\' {} \\'\\n200 Successful 1 { 2 \" accounts \" : [ 3 { 4 \" created_date \" : \" 2023-01-01T12:00:00Z \" , 5 \" display_id \" : \" display_id \" , 6 \" id \" : \" id \" , 7 \" modified_date \" : \" 2023-01-01T12:00:00Z \" , 8 \" display_name \" : \" display_name \" , 9 \" artifacts \" :", + "title": "Export Post \u2014 DevRev | Docs" }, { - "id": "ART-1255_KNOWLEDGE_NODE-1", - "text": "|\\n| > | -H \"Content-Type: application/json\" \\\\ |\\n| > | -d \\'{}\\' |\\n```\\n\\n[Try it](/api-reference/accounts/export-post?explorer=true)\\n\\n200Successful\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"accounts\": [ |\\n| 3 | { |\\n| 4 | \"id\": \"string\", |\\n| 5 | \"owned_by\": [ |\\n| 6 | { |\\n| 7 | \"display_id\": \"string\", |\\n| 8 | \"id\": \"string\", |\\n| 9 | \"display_name\": \"string\", |\\n| 10 | \"display_picture\": { |\\n| 11 | \"display_id\": \"string\", |\\n| 12 | \"id\": \"string\", |\\n| 13 | \"file\": { |\\n| 14", - "title": "Export Accounts (POST) | DevRev | Docs" + "id": "ART-1449_KNOWLEDGE_NODE-2", + "text": "user(s).\\n\\ncreated_date.afterstringOptional`format: \"date-time\"`\\n\\nFilters for objects created after the provided timestamp (inclusive).\\n\\ncreated_date.beforestringOptional`format: \"date-time\"`\\n\\nFilters for objects created before the provided timestamp (inclusive).\\n\\ndisplay_namelist of stringsOptional\\n\\nArray of display names of accounts to be filtered.\\n\\nexternal_refslist of stringsOptional\\n\\nArray of references of accounts to be filtered.\\n\\nfirstintegerOptional`>=1``<=500`\\n\\nThe", + "title": "Export Accounts \u2014 DevRev | Docs" }, { - "id": "ART-1254_KNOWLEDGE_NODE-0", - "text": "b'Export Accounts | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[accounts](/api-reference/accounts/accounts)\\n\\nExport Accounts\\n===============\\n\\nCopy page\\n\\nGET\\n\\nhttps://api.devrev.ai/accounts.export\\n\\nGET\\n\\n/accounts.export\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl https://api.devrev.ai/accounts.export \\\\ |\\n| > | -H \"Authorization: Bearer \" |\\n```\\n\\n[Try", + "id": "ART-1254_KNOWLEDGE_NODE-8", + "text": "stringsOptional\\n\\nArray of websites of accounts to be filtered.\\n\\n### Response\\n\\nThe response to exporting a collection of accounts.\\n\\naccountslist of objects\\n\\nThe exported accounts.\\n\\nShow 14 properties\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/accounts/delete)[####", "title": "Export Accounts | DevRev | Docs" }, { - "id": "ART-1255_KNOWLEDGE_NODE-0", - "text": "b'Export Accounts (POST) | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[accounts](/api-reference/accounts/accounts)\\n\\nExport Accounts (POST)\\n======================\\n\\nCopy page\\n\\nPOST\\n\\nhttps://api.devrev.ai/accounts.export\\n\\nPOST\\n\\n/accounts.export\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl -X POST https://api.devrev.ai/accounts.export \\\\ |\\n| > | -H \"Authorization: Bearer \" \\\\", - "title": "Export Accounts (POST) | DevRev | Docs" + "id": "ART-1302_KNOWLEDGE_NODE-11", + "text": "accounts.export\\n$ curl -G https://api.devrev.ai/accounts.export \\\\ > -H \" Authorization: Bearer \" \\\\ > --data-urlencode created_date.after=2023-01-01T12:00:00Z \\\\ > --data-urlencode created_date.before=2023-01-01T12:00:00Z \\\\ > --data-urlencode modified_date.after=2023-01-01T12:00:00Z \\\\ > --data-urlencode modified_date.before=2023-01-01T12:00:00Z\\n200 Retrieved 1 { 2 \" accounts \" : [ 3 { 4 \" created_date \" : \" 2023-01-01T12:00:00Z \" , 5 \" display_id \" : \" display_id \" , 6 \" id \" : \"", + "title": "Export \u2014 DevRev | Docs" + }, + { + "id": "ART-1462_KNOWLEDGE_NODE-3", + "text": "Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nPOST\\n\\n/accounts.export\\n\\n[code]\\n\\n $| curl -X POST https://api.devrev.ai/accounts.export \\\\ \\n ---|--- \\n >| -H \"Authorization: Bearer \" \\\\ \\n >| -H \"Content-Type: application/json\" \\\\ \\n >| -d \\'{}\\'\\n[/code] \\n \\nTry it\\n\\n200accountsExportPostExample\\n\\n[code]\\n\\n 1| { \\n ---|--- \\n 2| \"accounts\": [ \\n 3| { \\n 4| \"id\": \"foo\", \\n 5|", + "title": "Export Accounts (POST) \u2014 DevRev | Docs" }, { "id": "ART-1449_KNOWLEDGE_NODE-5", @@ -3572,14 +3577,9 @@ "title": "Export Accounts \u2014 DevRev | Docs" }, { - "id": "ART-1254_KNOWLEDGE_NODE-8", - "text": "stringsOptional\\n\\nArray of websites of accounts to be filtered.\\n\\n### Response\\n\\nThe response to exporting a collection of accounts.\\n\\naccountslist of objects\\n\\nThe exported accounts.\\n\\nShow 14 properties\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/accounts/delete)[####", + "id": "ART-1254_KNOWLEDGE_NODE-1", + "text": "it](/api-reference/accounts/export?explorer=true)\\n\\n200Retrieved\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"accounts\": [ |\\n| 3 | { |\\n| 4 | \"id\": \"string\", |\\n| 5 | \"owned_by\": [ |\\n| 6 | { |\\n| 7 | \"display_id\": \"string\", |\\n| 8 | \"id\": \"string\", |\\n| 9 | \"display_name\": \"string\", |\\n| 10 | \"display_picture\": { |\\n| 11 | \"display_id\": \"string\", |\\n| 12 | \"id\": \"string\", |\\n| 13 | \"file\": { |\\n| 14 | \"type\": \"string\", |\\n| 15 | \"name\": \"string\", |\\n| 16 | \"size\": 1 |\\n| 17 | } |\\n| 18", "title": "Export Accounts | DevRev | Docs" - }, - { - "id": "ART-1449_KNOWLEDGE_NODE-1", - "text": "__\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[API Reference](/public/api-reference/getting-started)[Accounts](/public/api-reference/accounts/accounts)\\n\\n# Export Accounts\\n\\nGET\\n\\nhttps://api.devrev.ai/accounts.export\\n\\nTry it\\n\\nExports a collection of accounts.\\n\\n### Query parameters\\n\\ncreated_bylist of stringsOptional\\n\\nFilters for accounts created by the specified", - "title": "Export Accounts \u2014 DevRev | Docs" } ] }, @@ -3588,54 +3588,54 @@ "query": "export report CSV download location", "retrievals": [ { - "id": "ART-1254_KNOWLEDGE_NODE-1", - "text": "it](/api-reference/accounts/export?explorer=true)\\n\\n200Retrieved\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"accounts\": [ |\\n| 3 | { |\\n| 4 | \"id\": \"string\", |\\n| 5 | \"owned_by\": [ |\\n| 6 | { |\\n| 7 | \"display_id\": \"string\", |\\n| 8 | \"id\": \"string\", |\\n| 9 | \"display_name\": \"string\", |\\n| 10 | \"display_picture\": { |\\n| 11 | \"display_id\": \"string\", |\\n| 12 | \"id\": \"string\", |\\n| 13 | \"file\": { |\\n| 14 | \"type\": \"string\", |\\n| 15 | \"name\": \"string\", |\\n| 16 | \"size\": 1 |\\n| 17 | } |\\n| 18", - "title": "Export Accounts | DevRev | Docs" + "id": "ART-1302_KNOWLEDGE_NODE-54", + "text": "Locate.\\n\\nGET https:// api.devrev.ai / artifacts.locate\\nGets the download URL for the artifact.\\nQuery parameters.\\n\\nid string Required\\nThe ID of the artifact to get the URL for.\\nversion string Optional\\nThe version of the artifact that needs to be fetched.\\nResponse.\\n\\nThis endpoint returns an object.\\nurl string\\nThe artifact\\'s download URL.\\nexpires_at datetime Optional\\nThe expiration timestamp of the URL.\\nAPI Reference artifacts Locate Post.\\n\\nPOST https:// api.devrev.ai /", + "title": "Export \u2014 DevRev | Docs" }, { - "id": "ART-1449_KNOWLEDGE_NODE-0", - "text": "b'[](/public/api-reference/accounts/export)\\n\\nPublic\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources", - "title": "Export Accounts \u2014 DevRev | Docs" + "id": "ART-2575_KNOWLEDGE_NODE-31", + "text": "Pre-create the tag in the app before importing. |\\n| Account with external reference \\'non-existing-account\\' not found | Ensure the parent account exists in the app before importing. |\\n| Mandatory field \\'external\\\\_refs\\' is empty | Fill all mandatory fields in the CSV. |\\n| Found non utf-8 character | Export the CSV with UTF-8 encoding. |\\n| Input CSV has no rows | Ensure the CSV contains data rows. |\\n| No user found with email | Ensure the email is correct and not a name. |\\n| Missing", + "title": "Account and contact import | Computer for Growth Teams | DevRev" }, { - "id": "ART-1244_KNOWLEDGE_NODE-1", - "text": "it](/api-reference/works/export?explorer=true)\\n\\n200Retrieved\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"works\": [ |\\n| 3 | { |\\n| 4 | \"created_by\": { |\\n| 5 | \"display_id\": \"string\", |\\n| 6 | \"id\": \"string\", |\\n| 7 | \"display_name\": \"string\", |\\n| 8 | \"display_picture\": { |\\n| 9 | \"display_id\": \"string\", |\\n| 10 | \"id\": \"string\", |\\n| 11 | \"file\": { |\\n| 12 | \"type\": \"string\", |\\n| 13 | \"name\": \"string\", |\\n| 14 | \"size\": 1 |\\n| 15 | } |\\n| 16 | }, |\\n| 17 | \"email\": \"string\", |\\n| 18", - "title": "Export Works | DevRev | Docs" + "id": "ART-2575_KNOWLEDGE_NODE-25", + "text": "contact import\\n==========================\\n\\nYou can upload and manage accounts and contacts by importing data from CSV files.\\n\\n![]()\\n\\nImport data\\n-----------\\n\\n1. Go to the top-right corner of the **Accounts and Contacts** vista and click the \\xe2\\x9a\\xa1 button.\\n2. Click **Download sample CSV**. The sample CSV file includes all the necessary headers and sample values supported by DevRev.\\n3. Open the downloaded sample CSV file. Fill in the required headers and values as specified in", + "title": "Account and contact import | Computer for Growth Teams | DevRev" }, { - "id": "ART-1254_KNOWLEDGE_NODE-0", - "text": "b'Export Accounts | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[accounts](/api-reference/accounts/accounts)\\n\\nExport Accounts\\n===============\\n\\nCopy page\\n\\nGET\\n\\nhttps://api.devrev.ai/accounts.export\\n\\nGET\\n\\n/accounts.export\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl https://api.devrev.ai/accounts.export \\\\ |\\n| > | -H \"Authorization: Bearer \" |\\n```\\n\\n[Try", - "title": "Export Accounts | DevRev | Docs" + "id": "ART-1652_KNOWLEDGE_NODE-47", + "text": "returns an object.\\nurl string\\nThe artifact\\'s download URL.\\nexpires_at datetime Optional\\nThe expiration timestamp of the URL.\\nAPI Reference artifacts Locate Post.\\n\\nPOST https:// api.devrev.ai / artifacts.locate\\nGets the download URL for the artifact.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the artifact to get the URL for.\\nversion string Optional\\nThe version of the artifact that needs to be fetched.\\nResponse.\\n\\nThis endpoint returns an", + "title": "Export \u2014 DevRev | Docs" }, { - "id": "ART-1449_KNOWLEDGE_NODE-10", - "text": "\"modified_date\": \"2023-01-01T12:00:00.000Z\", \\n 69| \"primary_account\": { \\n 70| \"id\": \"foo\", \\n 71| \"display_id\": \"foo\", \\n 72| \"display_name\": \"foo\" \\n 73| }, \\n 74| \"tier\": \"foo\", \\n 75| \"websites\": [ \\n 76| \"foo\" \\n 77| ] \\n 78| } \\n 79| ] \\n 80| }\\n[/code] \\n \\n[Export Accounts (POST)Up Next](/public/api-reference/accounts/export-post)\\n\\n[Built", - "title": "Export Accounts \u2014 DevRev | Docs" + "id": "ART-1302_KNOWLEDGE_NODE-55", + "text": "artifacts.locate\\nGets the download URL for the artifact.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the artifact to get the URL for.\\nversion string Optional\\nThe version of the artifact that needs to be fetched.\\nResponse.\\n\\nThis endpoint returns an object.\\nurl string\\nThe artifact\\'s download URL.\\nexpires_at datetime Optional\\nThe expiration timestamp of the URL.\\nAPI Reference artifacts Prepare.\\n\\nPOST https:// api.devrev.ai / artifacts.prepare\\nCreates", + "title": "Export \u2014 DevRev | Docs" }, { - "id": "ART-1254_KNOWLEDGE_NODE-9", - "text": "Export Accounts (POST)\\n\\nNext](/api-reference/accounts/export-post)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Export Accounts | DevRev | Docs" + "id": "ART-16355_KNOWLEDGE_NODE-1", + "text": "[Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access control](/docs/product/access-control)\\n +", + "title": "CSV commands uploader | Automate | Snap-ins | DevRev" }, { - "id": "ART-1302_KNOWLEDGE_NODE-11", - "text": "accounts.export\\n$ curl -G https://api.devrev.ai/accounts.export \\\\ > -H \" Authorization: Bearer \" \\\\ > --data-urlencode created_date.after=2023-01-01T12:00:00Z \\\\ > --data-urlencode created_date.before=2023-01-01T12:00:00Z \\\\ > --data-urlencode modified_date.after=2023-01-01T12:00:00Z \\\\ > --data-urlencode modified_date.before=2023-01-01T12:00:00Z\\n200 Retrieved 1 { 2 \" accounts \" : [ 3 { 4 \" created_date \" : \" 2023-01-01T12:00:00Z \" , 5 \" display_id \" : \" display_id \" , 6 \" id \" : \"", + "id": "ART-1652_KNOWLEDGE_NODE-46", + "text": "string Optional\\nThe ID of the object to filter artifacts.\\nResponse.\\n\\nThis endpoint returns an object.\\nartifacts list of objects\\nThe artifact\\'s information.\\nShow 6 properties\\nAPI Reference artifacts Locate.\\n\\nGET https:// api.devrev.ai / artifacts.locate\\nGets the download URL for the artifact.\\nQuery parameters.\\n\\nid string Required\\nThe ID of the artifact to get the URL for.\\nversion string Optional\\nThe version of the artifact that needs to be fetched.\\nResponse.\\n\\nThis endpoint", "title": "Export \u2014 DevRev | Docs" }, { - "id": "ART-1449_KNOWLEDGE_NODE-5", - "text": "Unavailable Error\\n\\nGET\\n\\n/accounts.export\\n\\n[code]\\n\\n $| curl https://api.devrev.ai/accounts.export \\\\ \\n ---|--- \\n >| -H \"Authorization: Bearer \"\\n[/code] \\n \\nTry it\\n\\n200exportExample\\n\\n[code]\\n\\n 1| { \\n ---|--- \\n 2| \"accounts\": [ \\n 3| { \\n 4| \"id\": \"foo\", \\n 5| \"owned_by\": [ \\n 6| { \\n 7| \"display_id\": \"foo\", \\n 8| \"id\": \"foo\", \\n 9| \"display_name\": \"foo\", \\n", - "title": "Export Accounts \u2014 DevRev | Docs" + "id": "ART-4022_KNOWLEDGE_NODE-1", + "text": "[Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access control](/docs/product/access-control)\\n +", + "title": "CSV work item uploader | Automate | Snap-ins | DevRev" }, { - "id": "ART-1255_KNOWLEDGE_NODE-0", - "text": "b'Export Accounts (POST) | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[accounts](/api-reference/accounts/accounts)\\n\\nExport Accounts (POST)\\n======================\\n\\nCopy page\\n\\nPOST\\n\\nhttps://api.devrev.ai/accounts.export\\n\\nPOST\\n\\n/accounts.export\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl -X POST https://api.devrev.ai/accounts.export \\\\ |\\n| > | -H \"Authorization: Bearer \" \\\\", - "title": "Export Accounts (POST) | DevRev | Docs" + "id": "ART-1639_KNOWLEDGE_NODE-47", + "text": "returns an object.\\nurl string\\nThe artifact\\'s download URL.\\nexpires_at datetime Optional\\nThe expiration timestamp of the URL.\\nAPI Reference artifacts Locate Post.\\n\\nPOST https:// api.devrev.ai / artifacts.locate\\nGets the download URL for the artifact.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the artifact to get the URL for.\\nversion string Optional\\nThe version of the artifact that needs to be fetched.\\nResponse.\\n\\nThis endpoint returns an", + "title": "Export Post \u2014 DevRev | Docs" }, { - "id": "ART-1255_KNOWLEDGE_NODE-1", - "text": "|\\n| > | -H \"Content-Type: application/json\" \\\\ |\\n| > | -d \\'{}\\' |\\n```\\n\\n[Try it](/api-reference/accounts/export-post?explorer=true)\\n\\n200Successful\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"accounts\": [ |\\n| 3 | { |\\n| 4 | \"id\": \"string\", |\\n| 5 | \"owned_by\": [ |\\n| 6 | { |\\n| 7 | \"display_id\": \"string\", |\\n| 8 | \"id\": \"string\", |\\n| 9 | \"display_name\": \"string\", |\\n| 10 | \"display_picture\": { |\\n| 11 | \"display_id\": \"string\", |\\n| 12 | \"id\": \"string\", |\\n| 13 | \"file\": { |\\n| 14", - "title": "Export Accounts (POST) | DevRev | Docs" + "id": "ART-1303_KNOWLEDGE_NODE-52", + "text": "returns an object.\\nurl string\\nThe artifact\\'s download URL.\\nexpires_at datetime Optional\\nThe expiration timestamp of the URL.\\nAPI Reference artifacts Locate Post.\\n\\nPOST https:// api.devrev.ai / artifacts.locate\\nGets the download URL for the artifact.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the artifact to get the URL for.\\nversion string Optional\\nThe version of the artifact that needs to be fetched.\\nResponse.\\n\\nThis endpoint returns an", + "title": "Export Post \u2014 DevRev | Docs" } ] }, @@ -3644,54 +3644,54 @@ "query": "ticket calls show playback access issue", "retrievals": [ { - "id": "ART-1447_KNOWLEDGE_NODE-8", - "text": "demo](https://devrev.ai/request-a-demo)\\n\\n'", - "title": "Tickets and issues \u2014 DevRev | Docs" + "id": "ART-15716_KNOWLEDGE_NODE-8", + "text": "for TicketsWe have a summarize option (it would resemble sparkle symbol) in the top right corner of the ticket view, which uses the ticket content to summarize the ticket\\n\\n7. Difference between Issues and Tickets\\n\\nTickets\\xc2\\xa0are for customer support\\xe2\\x80\\x94tracking requests, problems, or questions from customers or prospects.\\n\\nIssues\\xc2\\xa0are internal work items for developers\\xe2\\x80\\x94used to improve the product, fix bugs, or implement features. Issues can be linked to", + "title": "Support queries related playbook" }, { - "id": "ART-1979_KNOWLEDGE_NODE-41", - "text": "progress\\n\\n\\n\\nOpen\\n\\n\\n\\nEscalate\\n\\n\\n\\nValidate the fix\\n\\n\\n\\nAdditional detail needed\\n\\n\\n\\nCustomer responds\\n\\n\\n\\nStart\\n\\n\\n\\nFeature request accepted\\n\\n\\n\\nResolved\\n\\n\\n\\nNot valid\\n\\n\\n\\nQueued\\n\\n\\n\\nWork in progress\\n\\n\\n\\nAwaiting product assist\\n\\n\\n\\nAwaiting development\\n\\n\\n\\nAwating customer response\\n\\n\\n\\nIn development\\n\\n\\n\\nAccepted\\n\\n\\n\\nResolved\\n\\n\\n\\nCanceled\\n```\\n\\n**Open**\\n\\n* *Queued* (Q)\\n The initial stage for all tickets. When a new ticket is created,", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-1002_KNOWLEDGE_NODE-1", + "text": "\\xe2\\x86\\x92 Issues\\n Items to track customer requests/problems \\xe2\\x86\\x92 Tickets\\n\\n\\nGiven the converged nature of the DevRev platform, we have both Tickets, and Issues, so when do you use what? The answer is \\xe2\\x80\\x9cit depends\\xe2\\x80\\x9d on what your role is on the part you\\xe2\\x80\\x99re creating the work item on. In general, issues should be restricted to those individuals that either own or contribute to a part. Tickets should be used for all customer/consumer (internal or", + "title": "Tickets, Issues: When to Use Each" }, { - "id": "ART-1979_KNOWLEDGE_NODE-39", - "text": "other tickets or issues that relate to this ticket, click **Link Records** and select the relevant items.\\n7. If you would like to immediately create another ticket, select **Create multiple**.\\n8. Click **Create**.\\n\\nIf a ticket is created from an existing conversation, then the ticket's title and description are populated automatically from the conversation.\\n\\n![]()\\n\\nYou can create a child issue by clicking **+ Link issue** > **Add a child issue**. You can link the other existing issue as", + "id": "ART-1979_KNOWLEDGE_NODE-25", + "text": "Teams](/docs/product/support)\\n[Tickets](/docs/product/tickets)\\n\\nTickets\\n=======\\n\\nA *ticket* is a record of a customer's request for assistance or support. When a customer contacts a company with a problem or issue, the company creates a ticket to track the request and ensure that it's addressed in a timely and satisfactory manner. For example, if a user calls in and files a ticket for a problem they're facing any progress would be communicated to them through the ticket.\\n\\nTickets are", "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1002_KNOWLEDGE_NODE-1", - "text": "\\xe2\\x86\\x92 Issues\\n Items to track customer requests/problems \\xe2\\x86\\x92 Tickets\\n\\n\\nGiven the converged nature of the DevRev platform, we have both Tickets, and Issues, so when do you use what? The answer is \\xe2\\x80\\x9cit depends\\xe2\\x80\\x9d on what your role is on the part you\\xe2\\x80\\x99re creating the work item on. In general, issues should be restricted to those individuals that either own or contribute to a part. Tickets should be used for all customer/consumer (internal or", - "title": "Tickets, Issues: When to Use Each" + "id": "ART-1947_KNOWLEDGE_NODE-37", + "text": "Ticket | Open the issue and click **Tickets > + Link tickets**. Either create a new ticket or select an existing ticket. |\\n| Issue \\xe2\\x86\\x92 Issue | Open the issue and click **Issues > + Link issues**. Either create a new issue or select an existing issue. |\\n\\n| Conversation | Ticket | Issue |\\n| --- | --- | --- |\\n| | | > |\\n\\nTo delete a ticket or issue, select the work item in the list view and click the **Delete** icon in the taskbar that appears.\\n\\n![]()\\n\\n[PreviousCore", + "title": "Apps | Computer by DevRev | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-27", - "text": "also be used to engage customers for feedback/ideas (such as new feature ideas). Scoping is important for broadcast tickets as there needs to be a differentiation between broadcast (all revs) vs. multicast (particular revs).\\n\\nViews of tickets can be found under **Support** in the DevRev app.\\n\\n![]()\\n\\nYou can export views to CSV or JSON by selecting **Actions** in the upper-right corner and choosing the format.\\n\\nAttributes\\n----------\\n\\nTickets have attributes that can be used to filter", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-2874_KNOWLEDGE_NODE-1", + "text": "[Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access control](/docs/product/access-control)\\n +", + "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" }, { - "id": "ART-1447_KNOWLEDGE_NODE-1", - "text": "[Tickets](https://docs.devrev.ai/product/tickets) and [Issues](https://docs.devrev.ai/product/issues).\\n\\nWas this page helpful?YesNo\\n\\n[Create WorkUp Next](/public/api-reference/works/create)\\n\\n[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)\\n\\n[Enterprise grade security to protect customer dataLearn more about it.](https://devrev.ai/blog/soc-compliance)\\n\\nProduct\\n\\n * [Build](https://devrev.ai/build)\\n *", - "title": "Tickets and issues \u2014 DevRev | Docs" + "id": "ART-16784_KNOWLEDGE_NODE-17", + "text": "[https://devrev.ai/docs/product/core](https://devrev.ai/docs/product/core)ticket\\n\\nA record of a customer\\'s request for assistance or support.\\n\\nWhen a customer contacts a company with a problem or issue, the company creates a ticket to track the request and ensure that it is addressed in a timely and satisfactory manner. Also known as a \"customer ticket\" or \"support ticket\".\\n\\nTerms related to ticket: conversation, issue\\n\\nRead more about ticket:", + "title": "Glossary" }, { - "id": "ART-15716_KNOWLEDGE_NODE-8", - "text": "for TicketsWe have a summarize option (it would resemble sparkle symbol) in the top right corner of the ticket view, which uses the ticket content to summarize the ticket\\n\\n7. Difference between Issues and Tickets\\n\\nTickets\\xc2\\xa0are for customer support\\xe2\\x80\\x94tracking requests, problems, or questions from customers or prospects.\\n\\nIssues\\xc2\\xa0are internal work items for developers\\xe2\\x80\\x94used to improve the product, fix bugs, or implement features. Issues can be linked to", - "title": "Support queries related playbook" + "id": "ART-1947_KNOWLEDGE_NODE-36", + "text": "Conversations can be immediately linked to a ticket, a ticket to an issue and subsequently to a part (product capabilities and features).\\n\\n| Link | Control |\\n| --- | --- |\\n| Conversation \\xe2\\x86\\x92 Ticket | Open the conversation and click **Tickets > + Link tickets**. Either create a new ticket or select an existing ticket. |\\n| Ticket \\xe2\\x86\\x92 Issue | Open the ticket and click **Issues > + Link issues**. Either create a new issue or select an existing issue. |\\n| Issue \\xe2\\x86\\x92", + "title": "Apps | Computer by DevRev | DevRev" }, { - "id": "ART-1002_KNOWLEDGE_NODE-3", - "text": "systems being used for engineering work are commonly abused by sales, marketing and support teams. For example, a sales rep may create an issue for a developer for a customer request. In the case of support, you\\xe2\\x80\\x99ll commonly see a ton of duplicate issues when only one was really necessary. This leads to a lot of noise for developers, and devalues the notion of an \\xe2\\x80\\x9cissue\\xe2\\x80\\x9d. By keeping a clear line between tickets and issues, we ensure the following:\\n\\n\\n issues", - "title": "Tickets, Issues: When to Use Each" + "id": "ART-1955_KNOWLEDGE_NODE-75", + "text": "Field Access:* Ticket admin field access role\\n\\n Privileges: ticket object None\\n* *Contact Admin Field Access:* Contact Admin field access role\\n\\n Privileges: revu object None\\n* *Vista Creator:* A role that allows a user to create a vista\\n\\n Privileges: vista object ['CREATE']\\n* *Vista Owner:* A role that allows the creator to view, edit and delete a vista\\n\\n Privileges: vista object ['READ', 'UPDATE', 'DELETE']\\n* *Issue Admin Field Access:* Issue admin field access role\\n\\n", + "title": "Default privileges by group | Roles | Computer by DevRev | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-40", - "text": "a child issue or create a new one by clicking on **+ New issue**.\\nJust update the title of the child issue and click enter. All other fields will be populated automatically by DevRev. You can edit them later.\\n\\nTags\\n----\\n\\n* Stalled\\n* Priority/Escalated\\n* Fast/Slow Moving\\n* Blocked\\n* Resolution: [*value*]\\n* Impact: [*value*]\\n* Reason: [*value*]\\n\\nStages\\n------\\n\\nThe following figure shows the state machine for tickets.\\n\\n```\\nClosed\\n\\n\\n\\nIn", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-1958_KNOWLEDGE_NODE-13", + "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", + "title": "Access control | Computer by DevRev | DevRev" }, { - "id": "ART-1242_KNOWLEDGE_NODE-0", - "text": "b'Tickets and issues | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[works](/api-reference/works/tickets-and-issues)\\n\\nTickets and issues\\n==================\\n\\nCopy page\\n\\n`works` endpoint\\n\\n\\xe2\\x84\\xb9\\xef\\xb8\\x8f A work item is a record of some work that has to be done for a customer (ticket) or for another builder or maintainer of a part (issue).\\n\\n\\xf0\\x9f\\x93\\x8c For more information", - "title": "Tickets and issues | DevRev | Docs" + "id": "ART-1002_KNOWLEDGE_NODE-3", + "text": "systems being used for engineering work are commonly abused by sales, marketing and support teams. For example, a sales rep may create an issue for a developer for a customer request. In the case of support, you\\xe2\\x80\\x99ll commonly see a ton of duplicate issues when only one was really necessary. This leads to a lot of noise for developers, and devalues the notion of an \\xe2\\x80\\x9cissue\\xe2\\x80\\x9d. By keeping a clear line between tickets and issues, we ensure the following:\\n\\n\\n issues", + "title": "Tickets, Issues: When to Use Each" } ] }, @@ -3705,49 +3705,49 @@ "title": "Issues with Salesforce OAuth connection" }, { - "id": "ART-2047_KNOWLEDGE_NODE-30", - "text": "it\\'s your first).\\n2. Create a new connection to your Salesforce account, or use an existing connection if you already have one.\\n3. Once the connection is established, select the Salesforce account you want to import and specify the DevRev part that should be used for any imported cases without a product. This initiates a bulk import of the selected account.\\n4. DevRev makes an effort to automatically map the fields from Salesforce to corresponding fields in DevRev. However, you may be", - "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-1436_KNOWLEDGE_NODE-3", + "text": "Error\\n\\n404\\n\\nNot Found Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nPOST\\n\\n/webhooks.update\\n\\n[code]\\n\\n $| curl -X POST https://api.devrev.ai/webhooks.update \\\\ \\n ---|--- \\n >| -H \"Authorization: Bearer \" \\\\ \\n >| -H \"Content-Type: application/json\" \\\\ \\n >| -d \\'{ \\n >| \"id\": \"don:integration:dvrv-us-1:devo/example:webhook/webhook-id\" \\n >| }\\'\\n[/code] \\n \\nTry", + "title": "Update Webhook \u2014 DevRev | Docs" }, { - "id": "ART-15716_KNOWLEDGE_NODE-3", - "text": "SMTP/IMAP). You\\xe2\\x80\\x99ll need admin access to complete the setup.\\n\\n[Email integration setup instructions](https://devrev.ai/docs/integrations/email)\\n\\n6. Syncing Cases Between DevRev and Salesforce\\n\\nYes, you can sync cases (tickets) from DevRev to Salesforce using the Salesforce integration. Mapping and sync options are available during setup.\\n\\n[Syncing cases with Salesforce](https://devrev.ai/docs/integrations/salesforce#sync-cases)\\n\\n7. Supported Airdrop Sources\\n\\nDevRev Airdrop", - "title": "Support queries related playbook" + "id": "ART-17569_KNOWLEDGE_NODE-2", + "text": "connection:\\n\\nOpen a Support Case w/ SFDC Support.\\n\\nAsk to have the API Access Control feature enabled\\n\\nOnce enabled, go to the system user in SFDC and select the appropriate profle/permission set and go to System Permissions.\\n\\nCheck the box that says \"Use Any API client\"\\n\\nThis is a setting that wouldn\\'t be available without the API Access Control feature.\\n\\nRetry creating the connection after you\\'ve completed the previous steps.'", + "title": "Issues with Salesforce OAuth connection" }, { - "id": "ART-2047_KNOWLEDGE_NODE-36", - "text": "DevRev**.\\n\\n![]()\\n\\nThis may override fields in previously imported items, even if they were modified in DevRev.\\n\\n### Sync to Salesforce\\n\\nAfter a successful import from a Salesforce account, you can sync changes made in DevRev to the previously imported cases back to Salesforce. Additionally, any new [DevRev tickets marked for sync](#mark-a-devrev-ticket-for-syncing) is created as new Salesforce items.\\n\\nTo perform a one-time sync to Salesforce, follow these steps:\\n\\n1. Go to", - "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-15514_KNOWLEDGE_NODE-1", + "text": "block.\\n* **Issue**: How does the DevRev SDK handle errors?\\n **Solution**: The DevRev SDK reports all errors using Android\\xe2\\x80\\x99s logging utility. Look for error messages in Android Studio\\xe2\\x80\\x99s Logcat after applying `DEVREV SDK` filter.\\n* **Issue**: Support chat doesn\\xe2\\x80\\x99t show.\\n **Solution**: Ensure you have correctly called one of the identification methods: `DevRev.identifyUnverifiedUser(...)`, `DevRev.identifyVerifiedUser(...)`, or", + "title": "Troubleshooting | DevRev | Docs" }, { - "id": "ART-2047_KNOWLEDGE_NODE-35", - "text": "longer available.\\n\\n### Sync to DevRev\\n\\nAfter a successful import from a Salesforce account, you can choose to sync the imported data with DevRev. This feature airdrops any new items and any changes made to previously imported items from Salesforce.\\n\\nTo perform a one-time sync to DevRev, follow these steps:\\n\\n1. Go to **Settings** > **Integrations** > **AirSyncs**.\\n2. Locate the previously imported project.\\n3. Select **\\xe2\\x8b\\xae** > **Sync Salesforce Service to", - "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-12451_KNOWLEDGE_NODE-2", + "text": "level repositories block.\\n\\n * **Issue** : How does the DevRev SDK handle errors? **Solution** : The DevRev SDK reports all errors using Android\\xe2\\x80\\x99s logging utility. Look for error messages in Android Studio\\xe2\\x80\\x99s Logcat after applying `DEVREV SDK` filter.\\n\\n * **Issue** : Support chat doesn\\xe2\\x80\\x99t show. **Solution** : Ensure you have correctly called one of the identification methods: `DevRev.identifyUnverifiedUser(...)`, `DevRev.identifyVerifiedUser(...)`, or", + "title": "Troubleshooting \u2014 DevRev | Docs" }, { - "id": "ART-17569_KNOWLEDGE_NODE-2", - "text": "connection:\\n\\nOpen a Support Case w/ SFDC Support.\\n\\nAsk to have the API Access Control feature enabled\\n\\nOnce enabled, go to the system user in SFDC and select the appropriate profle/permission set and go to System Permissions.\\n\\nCheck the box that says \"Use Any API client\"\\n\\nThis is a setting that wouldn\\'t be available without the API Access Control feature.\\n\\nRetry creating the connection after you\\'ve completed the previous steps.'", - "title": "Issues with Salesforce OAuth connection" + "id": "ART-1371_KNOWLEDGE_NODE-10", + "text": "an error while authenticating the APIs? Refer to our [errors guide](/public/about/errors) to learn more about our error codes.\\n\\n## Next steps\\n\\nYou\\xe2\\x80\\x99re all set to explore our platform. You are ready to browse through our APIs and build your first integration with DevRev.\\n\\nWas this page helpful?YesNo\\n\\n[AttachmentsUp Next](/public/api-reference/artifacts/attachments)\\n\\n[Built", + "title": "Getting started \u2014 DevRev | Docs" }, { - "id": "ART-15716_KNOWLEDGE_NODE-2", - "text": "details](https://devrev.ai/docs/integrations/jira)\\n\\n4. Integration with Salesforce\\n\\nYes, DevRev offers a Salesforce integration. You can sync accounts, contacts, opportunities, and more between DevRev and Salesforce.\\n\\n[Salesforce integration overview](https://devrev.ai/docs/integrations/salesforce)\\n\\n5. Configuring Email Integration Snap-In\\n\\nGo to Settings \\xe2\\x86\\x92 Integrations \\xe2\\x86\\x92 Email, then follow the prompts to connect your email provider (Gmail, Outlook, or custom", - "title": "Support queries related playbook" + "id": "ART-12462_KNOWLEDGE_NODE-0", + "text": "b'[](/public/sdks/cordova/troubleshooting)\\n\\nPublic\\n\\nOn this page\\n\\n * [Troubleshooting](/public/sdks/cordova/troubleshooting#troubleshooting)\\n\\n[SDKs](/public/sdks)[DevRev SDK for Cordova](/public/sdks/cordova/quickstart)\\n\\n#\\n\\nTroubleshooting\\n\\n * **Issue** : Support chat won\\xe2\\x80\\x99t show. **Solution** : Ensure you have correctly called one of the identification methods: `DevRev.identifyUnverifiedUser(...)`, `DevRev.identifyVerifiedUser(...)`, or", + "title": "Troubleshooting \u2014 DevRev | Docs" }, { - "id": "ART-16740_KNOWLEDGE_NODE-1", - "text": "expected sync is from DevRev \\xe2\\x86\\x92 Salesforce, the Owner field in Salesforce will be overwritten with the Owner value from DevRev.'", - "title": "Handling Conflicts in Two-Way Sync Between DevRev and External Systems" + "id": "ART-1966_KNOWLEDGE_NODE-44", + "text": "errors**: Verify the sign\\\\_in\\\\_endpoint (SAML) or issuer (OIDC) is accessible and returns valid responses.\\n2. **Login failures**: Check that users are assigned to the application in your identity provider.\\n\\nFor additional support, contact the DevRev customer success team with your connection details and error messages.\\n\\n[PreviousAccessing DevRev](/docs/product/ui)[NextRemote MCP server](/docs/product/remote-mcp)\\n\\n#### On this page\\n\\n* [Before you begin](#before-you-begin)\\n* [Setup", + "title": "External identity provider setup | Computer by DevRev | DevRev" }, { - "id": "ART-2047_KNOWLEDGE_NODE-37", - "text": "**Settings** > **Integrations** > **AirSyncs**.\\n2. Locate the previously imported project.\\n3. Select **\\xe2\\x8b\\xae** > **Sync DevRev to Salesforce Service**.\\n\\n![]()\\n\\nThis may override fields in Salesforce of previously imported items, even if they were modified in Salesforce.\\n\\n#### Mark a DevRev ticket for syncing\\n\\nUsing the [Sync to Salesforce](#sync-to-salesforce) feature, it\\'s possible to sync DevRev tickets to Salesforce. In order to sync a DevRev ticket to a specific Salesforce", - "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-1966_KNOWLEDGE_NODE-43", + "text": "call)\\n* : A custom identifier you choose (must be consistent across all configurations)\\n* : A unique identifier for your connection (must follow the naming pattern)\\n* : A human-readable name for your connection\\n* : Your DevRev organization slug\\n* : The ID returned from the connection creation API call\\n :::\\n\\nTroubleshooting\\n---------------\\n\\nIf you encounter issues:\\n\\n1. **Authentication endpoint", + "title": "External identity provider setup | Computer by DevRev | DevRev" }, { - "id": "ART-2047_KNOWLEDGE_NODE-33", - "text": "Salesforce](#sync-to-salesforce):\\n + This option synchronizes any changes made in DevRev to previously synced Salesforce [supported items](#supported-objects) back to Salesforce. It also creates any [items marked in DevRev](#mark-a-devrev-ticket-for-syncing) for creation in Salesforce. This is a one-time operation.\\n* [Periodic Sync](#periodic-sync):\\n + By enabling this option, you can automatically sync new changes from Salesforce to DevRev on a periodic basis. The default frequency is", - "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" + "id": "ART-12455_KNOWLEDGE_NODE-1", + "text": "DevRev SDK reports all errors in the console using Apple\\xe2\\x80\\x99s Unified Logging System. Look for error messages in the subsystem `ai.devrev.sdk`.\\n\\n * **Issue** : Support chat won\\xe2\\x80\\x99t show. \\n**Solution** : Ensure you have correctly called one of the identification methods: `DevRev.identifyUnverifiedUser(...)` or `DevRev.identifyAnonymousUser(...)`.\\n\\n * **Issue** : Not receiving push notifications. \\n**Solution** : Ensure that your app is configured to receive push", + "title": "Troubleshooting \u2014 DevRev | Docs" } ] }, @@ -3756,54 +3756,54 @@ "query": "DevRev statistical data on ticket resolution time and customer benefits", "retrievals": [ { - "id": "ART-1975_KNOWLEDGE_NODE-25", - "text": "insights\\n===============\\n\\n* **Tickets created**\\n\\n The number of tickets created within the date range that meet the other filtering criteria.\\n* **Active tickets**\\n\\n The number of tickets that are in the Open or In Progress state.\\n* **Closed tickets**\\n\\n The number of tickets closed within the date range that meet the other filtering criteria.\\n* **Average resolution time**\\n\\n The average time taken to resolve tickets.\\n* **Median resolution time**\\n\\n The median time taken to", - "title": "Ticket insights | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-1771_KNOWLEDGE_NODE-10", + "text": "approach to customer service. The result was faster responses, more accurate solutions, and a significantly improved customer experience.\\n\\nThe bottom line: A transformation in support operations\\n-------------------------------------------------------\\n\\nToughTrucksForKids\\' implementation of DevRev delivers concrete business results:\\n\\n* 64% reduction in ticket resolution time\\n* 83% improvement in first response time\\n* 30% increase in CSAT scores\\n* 20% increase in conversion rates\\n* 65%", + "title": "ToughTrucksForKids.com achieves dramatic efficiency gains and customer satisfaction through AI-powered support automation" }, { - "id": "ART-15792_KNOWLEDGE_NODE-8", - "text": "they come from - chat, email, Slack, phone - using unified data from across your company.\\n\\nCustomizable Ticket Routing: Route tickets with customizable workflows. Go beyond just priority and agent skill levels to assign the right ticket to the right person\\n\\nTakes actions: Support resolves common customer requests like password resets, subscription changes, and more from start to finish.\\n\\nUnified Data View: Eliminate disjointed middleware and layers of complex integrations. Speed up", - "title": "DevRev Products and Agents" + "id": "ART-1899_KNOWLEDGE_NODE-1", + "text": "resolution time by 64%, improved first response time by over 83%, and increased their customer satisfaction score by 30%. They also saw a 20% increase in conversion rates.\\n\\nWith DevRev, Tough Trucks for Kids can now provide top-notch, scalable customer support. They're set up to maintain high customer delight as they continue to grow.\\n\\nCase Study: Link\"", + "title": "Tough Trucks for Kids Story" }, { - "id": "ART-1975_KNOWLEDGE_NODE-28", - "text": "conversations against standalone tickets.\\n* **Tickets linked to issues**\\n\\n The percentage of tickets linked to product issues.\\n* **Active tickets by owner**\\n\\n The number of Open or In Progress tickets grouped by owner.\\n* **Tickets created vs. closed**\\n\\n The trend of tickets created against those closed.\\n\\nCustomer satisfaction (CSAT)\\n----------------------------\\n\\n* **CSAT score distribution**\\n\\n A distribution of customer satisfaction scores on tickets.\\n\\nTime spent per", - "title": "Ticket insights | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-2886_KNOWLEDGE_NODE-1", + "text": "workflows\\n--------------------------------------------------------------------------------------\\n\\n* 30% reduction in mean time to resolution\\n* 29% faster ticket closure time\\n* Unified collaboration between L1 and L2 support teams\\n\\n[Read Case Study](/case-study/phenom)\\n\\n![]()\\n\\nHIGHLIGHTS\\n\\nHow Bolt connected customer, product, and engineering for smooth checkout\\n-------------------------------------------------------------------------\\n\\n* 40% faster ticket resolution\\n* 35% faster", + "title": "Case Study Library | DevRev" }, { - "id": "ART-1975_KNOWLEDGE_NODE-24", - "text": "[Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Customer & product impact](#customer-product-impact)\\n* [Ticket distribution](#ticket-distribution)\\n* [Customer satisfaction (CSAT)](#customer-satisfaction-csat)\\n* [Time spent per stage](#time-spent-per-stage)\\n\\n1. [Documentation](/docs)\\n3. [Computer for Support Teams](/docs/product/support)\\n[Support analytics](/docs/product/support-analytics)\\n[Ticket insights](/docs/dashboards/ticket-insights)\\n\\nTicket", - "title": "Ticket insights | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-1870_KNOWLEDGE_NODE-10", + "text": "retention or engagement\\n\\n![]()\\n\\nTasso ArgyrosCEO, ActionIQ\\n\\nThe bottom line: Transforming support through connected operations\\n------------------------------------------------------------------\\n\\nActionIQ's implementation of DevRev delivered concrete business results:\\n\\n* 67% reduction in median incident resolution times\\n* 50% faster customer ticket resolution\\n* 60% reduction in turnaround time for responses to customer tickets\\n* 68% increase in incidents closed within Level 1", + "title": "Unifying teams: How ActionIQ transformed support with integration" }, { - "id": "ART-1977_KNOWLEDGE_NODE-26", - "text": "owner.\\n* **Average Resolution Time**\\n\\n Average time taken to resolve tickets by ticket owners.\\n\\n[PreviousTicket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)[NextConversations](/docs/product/conversation)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about it.\\n\\n![]()](/blog/soc-compliance)\\n\\nComputer\\n\\n* [Meet Computer](/meet-computer)\\n* [How Computer works](/how-computer-works)\\n\\nApps\\n\\n* [For Support Teams](/for-support-teams)\\n* [For", - "title": "Ticket-Team Performance | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-16570_KNOWLEDGE_NODE-13", + "text": "and improve, making information access increasingly effortless over time.\\n\\nData-backed transformation\\n--------------------------\\n\\nSince the rollout in June 2025, the data shows clear improvements in operational efficiency:\\n\\n* **+10 hrs saved** every user each week\\n* **~40% faster ticket resolution** when DevRev is used\\n* **Up to 75% faster resolution** in specific cases\\n* **Consistent adoption** across the team through June and July\\n\\nBenefits\\n--------\\n\\nFAME\\'s adoption of", + "title": "FAME transforms information access with AI-powered enterprise search" }, { - "id": "ART-1975_KNOWLEDGE_NODE-27", - "text": "customer satisfaction score for tickets.\\n* **Escalated tickets**\\n\\n The number of tickets that are escalated.\\n\\nCustomer & product impact\\n-------------------------\\n\\n* **Active tickets by customer**\\n\\n The number of Open or In Progress tickets grouped by customer.\\n* **Active tickets by part**\\n\\n The number of Open or In Progress tickets grouped by part.\\n\\nTicket distribution\\n-------------------\\n\\n* **Tickets linked to conversations**\\n\\n The percentage of tickets linked from", - "title": "Ticket insights | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-1027_KNOWLEDGE_NODE-12", + "text": "driver\\n----------------------------------------------------------\\n\\nBy deploying DevRev, Descope has achieved:\\n\\n* 54% reduction in average resolution time\\n* 5\\xc3\\x97 faster ticket resolution with complete lifecycle visibility\\n* 300M+ users supported daily, up from 10M\\n* 100% SLA adherence maintained during scale\\n* 32\\xe2\\x80\\x9340% of inquiries resolved through AI-powered self-service\\n* Increased CSAT and reduced time to resolution\\n\\nThe result: a streamlined, product-led support", + "title": "Descope streamlines support at scale with automation, AI, and unified collaboration" }, { - "id": "ART-1975_KNOWLEDGE_NODE-29", - "text": "stage\\n--------------------\\n\\n* **Average time spent per stage**\\n\\n The average time tickets spent in each stage.\\n\\n[PreviousConversation-Team Performance](/docs/dashboards/conversation-team-performance)[NextTicket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n\\n#### On this page\\n\\n* [Customer & product impact](#customer-product-impact)\\n* [Ticket distribution](#ticket-distribution)\\n* [Customer satisfaction (CSAT)](#customer-satisfaction-csat)\\n* [Time spent per", - "title": "Ticket insights | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-1870_KNOWLEDGE_NODE-14", + "text": "customer ticket resolution times by 50%.\\n\\nFaster follow-up responses\\n\\nWith DevRev, ActionIQ has achieved a 60% reduction in turnaround time for responses to customer tickets.\\n\\nIncreased agent productivity\\n\\nImproved organization of work items, combined with workflow automation through Snap-Ins, drove a 68% increase in the number of incidents closed within Level 1 Support (per agent, per month) and an overall 18% increase in the number of incidents closed (per agent, per month).\\n\\n###", + "title": "Unifying teams: How ActionIQ transformed support with integration" }, { - "id": "ART-1986_KNOWLEDGE_NODE-36", - "text": "conversations:\\n\\n**Tickets**\\n\\n| Metric | Default conditions | Start event | End event | Pause event | Resume event |\\n| --- | --- | --- | --- | --- | --- |\\n| First response time | * Ticket created by a customer * The ticket was created by a customer experience engineer but reported by a customer | Ticket created | * The agent added a comment to the customer chat * The ticket is moved to Awaiting Customer Response, or the ticket is closed | | |\\n| Next response time | * Ticket created by", - "title": "Service-level agreement | Computer for Support Teams | DevRev" + "id": "ART-1035_KNOWLEDGE_NODE-6", + "text": "chat and the integration with Slack threads, have been game-changers for the Goodmeetings team. They are also excited about the DevRev Marketplace and plan to continue using DevRev as they expand their platform and improve their customer service. Mishra also highlighted the benefits of DevRev, stating that customer experience has improved because of the velocity.\\n\\nI can\\'t think of anything else which has changed because we are still the same people, the customer support team remains the same", + "title": "Goodmeetings uses PLuG to reduce ticket resolution time" }, { - "id": "ART-1986_KNOWLEDGE_NODE-37", - "text": "a customer * The ticket was created by a customer experience engineer but reported by a customer | A new comment on the ticket by the customer after the customer experience engineer replied | * The agent added a comment to the customer chat * The ticket is moved to Awaiting Customer Response, or the ticket is closed | | |\\n| Full resolution time | * Ticket created by a customer * The ticket was created by a customer experience engineer but reported by a customer | Ticket created | The", - "title": "Service-level agreement | Computer for Support Teams | DevRev" + "id": "ART-1975_KNOWLEDGE_NODE-25", + "text": "insights\\n===============\\n\\n* **Tickets created**\\n\\n The number of tickets created within the date range that meet the other filtering criteria.\\n* **Active tickets**\\n\\n The number of tickets that are in the Open or In Progress state.\\n* **Closed tickets**\\n\\n The number of tickets closed within the date range that meet the other filtering criteria.\\n* **Average resolution time**\\n\\n The average time taken to resolve tickets.\\n* **Median resolution time**\\n\\n The median time taken to", + "title": "Ticket insights | Support analytics | Computer for Support Teams | DevRev" }, { - "id": "ART-2662_KNOWLEDGE_NODE-4", - "text": "insights](/docs/dashboards/conversation-insights)\\n - [Conversation-SLA Analytics](/docs/dashboards/conversation-sla-analytics)\\n - [Conversation-Team Performance](/docs/dashboards/conversation-team-performance)\\n - [Ticket insights](/docs/dashboards/ticket-insights)\\n - [Ticket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n - [Ticket-Team Performance](/docs/dashboards/ticket-team-performance)\\n + [Conversations](/docs/product/conversation)\\n\\n - [Conversation to", - "title": "DevRev Documentation" + "id": "ART-3038_KNOWLEDGE_NODE-14", + "text": "and Dev360 with DevRev\\n* Centralized Memory integration\\n* Compliance workflows within DevRev\\n\\n![]()\\n\\nTop benefits\\n------------\\n\\n* 40% faster ticket resolution\\n* 35% faster product delivery cycle\\n* 25% increase in customer retention rates\\n* Enhanced enterprise search functionality by Computer through memory\\n* Increased agent productivity\\n* Centralized memory management\\n* Lower ticket volume through PLuG AI searches\\n* Scalable, future-proof support and engineering", + "title": "Bolt unifies support and product to deliver seamless commerce" } ] }, @@ -3812,8 +3812,8 @@ "query": "who can provide access to a dashboard or board", "retrievals": [ { - "id": "ART-1958_KNOWLEDGE_NODE-30", - "text": "do not, by default, have permission to read any datasets besides their own. Admins are responsible for granting read permissions to all or a subset of datasets, which platform users can then utilize in building dashboards or reports.\\n\\n### Sharing\\n\\nThe share functionality allows dashboard or report editors to grant read or update permissions to other users.\\n\\n1. Select **Share** from the actions drop-down.\\n2. Search for the desired user, assign them a role (Editor or Viewer), then click", + "id": "ART-1958_KNOWLEDGE_NODE-28", + "text": "are not authorized to perform this action\". Relevant buttons may be inactive.\\nUsers can contact the organization\\'s admins to enable access in that case.\\n\\n![]()\\n\\nGranting access permissions\\n---------------------------\\n\\nUsers are granted access permissions to dashboards or reports through MFZ policies and sharing.\\n\\n### MFZ policies\\n\\nUse of MFZ policies facilitates the need to grant access to a wider group of users.\\n\\nAn org admin has permission to define and enable roles, in", "title": "Access control | Computer by DevRev | DevRev" }, { @@ -3827,8 +3827,13 @@ "title": "Access control | Computer by DevRev | DevRev" }, { - "id": "ART-1958_KNOWLEDGE_NODE-28", - "text": "are not authorized to perform this action\". Relevant buttons may be inactive.\\nUsers can contact the organization\\'s admins to enable access in that case.\\n\\n![]()\\n\\nGranting access permissions\\n---------------------------\\n\\nUsers are granted access permissions to dashboards or reports through MFZ policies and sharing.\\n\\n### MFZ policies\\n\\nUse of MFZ policies facilitates the need to grant access to a wider group of users.\\n\\nAn org admin has permission to define and enable roles, in", + "id": "ART-1952_KNOWLEDGE_NODE-38", + "text": "the \\xe2\\x9c\\x8f\\xef\\xb8\\x8f\\xc2\\xa0icon. This will take you into the widget builder.\\n\\n### Share\\n\\nShare reports/dashboards by clicking the \\xe2\\x9a\\xa1\\xc2\\xa0button on your dashboard main page. Based on whether you have access, you can share with team members.\\n\\nAuthorization (MFZ)\\n-------------------\\n\\nFor Authorization (MFZ) related information, refer to [Vista Reports Authorization](./access-control).\\n\\n[PreviousVistas](/docs/product/vistas)[NextBoard", + "title": "Vista Reports | Vistas | Computer by DevRev | DevRev" + }, + { + "id": "ART-1958_KNOWLEDGE_NODE-30", + "text": "do not, by default, have permission to read any datasets besides their own. Admins are responsible for granting read permissions to all or a subset of datasets, which platform users can then utilize in building dashboards or reports.\\n\\n### Sharing\\n\\nThe share functionality allows dashboard or report editors to grant read or update permissions to other users.\\n\\n1. Select **Share** from the actions drop-down.\\n2. Search for the desired user, assign them a role (Editor or Viewer), then click", "title": "Access control | Computer by DevRev | DevRev" }, { @@ -3837,29 +3842,24 @@ "title": "Access control | Computer by DevRev | DevRev" }, { - "id": "ART-15687_KNOWLEDGE_NODE-1", - "text": "[Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access control](/docs/product/access-control)\\n +", + "id": "ART-15687_KNOWLEDGE_NODE-33", + "text": "organization.\\n Define the reference ID for each tab before mapping widgets to them.\\n* **Create the dashboard**:\\n Once satisfied with the linked widgets and layout, click the **Create dashboard** button.\\n* **Accessing dashboards**:\\n\\nSearch in the **Explore** section:\\n\\n* Go to **Explore** in the left nav in DevRev.\\n* Search for your dashboard by its name.\\n* Click on the dashboard to access it.\\n* For easy access, you can pin your dashboard under a section of your", "title": "Dashboards | Computer by DevRev | DevRev" }, - { - "id": "ART-1955_KNOWLEDGE_NODE-38", - "text": "allows a user to create a dashboard\\n\\n Privileges: dashboard object ['CREATE']\\n* *Dashboard Owner:* A role that allows the creator to view, edit and delete a dashboard\\n\\n Privileges: dashboard object ['READ', 'UPDATE', 'DELETE']\\n* *Question Answer Interactor:* Contains privileges on question answers for members of the default group 'Members'.\\n\\n Privileges: question\\\\_answer object ['CREATE', 'READ', 'UPDATE']\\n* *Dataset Creator:* A role that allows a user to create a dataset\\n\\n", - "title": "Default privileges by group | Roles | Computer by DevRev | DevRev" - }, { "id": "ART-15687_KNOWLEDGE_NODE-31", "text": "dashboards\\n-------------------\\n\\nDashboards organize and display multiple widgets.\\n\\n* **Access the dashboard builder**:\\n Similar to the widget builder, access the dashboard builder by modifying your DevRev workspace URL. For example, your\\\\_workspace\\\\_slug/dashboard-preview.\\n The builder provides a boilerplate code.\\n\\n ![]()\\n* **Link widgets to the dashboard**:\\n\\n + Scroll to the section that defines the widgets to be linked.\\n + Remove any existing widget IDs and paste the", "title": "Dashboards | Computer by DevRev | DevRev" }, { - "id": "ART-15687_KNOWLEDGE_NODE-33", - "text": "organization.\\n Define the reference ID for each tab before mapping widgets to them.\\n* **Create the dashboard**:\\n Once satisfied with the linked widgets and layout, click the **Create dashboard** button.\\n* **Accessing dashboards**:\\n\\nSearch in the **Explore** section:\\n\\n* Go to **Explore** in the left nav in DevRev.\\n* Search for your dashboard by its name.\\n* Click on the dashboard to access it.\\n* For easy access, you can pin your dashboard under a section of your", + "id": "ART-15687_KNOWLEDGE_NODE-1", + "text": "[Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access control](/docs/product/access-control)\\n +", "title": "Dashboards | Computer by DevRev | DevRev" }, { - "id": "ART-15687_KNOWLEDGE_NODE-37", - "text": "Service](/legal/terms-of-service)\\n\\n[System Status](/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.\\n\\n![]()\\n\\n![]()\\n\\n![]()'", - "title": "Dashboards | Computer by DevRev | DevRev" + "id": "ART-1955_KNOWLEDGE_NODE-55", + "text": "Contact Admin field access role\\n\\n Privileges: revu object None\\n* *Vista Creator:* A role that allows a user to create a vista\\n\\n Privileges: vista object ['CREATE']\\n* *Vista Owner:* A role that allows the creator to view, edit and delete a vista\\n\\n Privileges: vista object ['READ', 'UPDATE', 'DELETE']\\n* *Issue Admin Field Access:* Issue admin field access role\\n\\n Privileges: issue object None\\n* *Dashboard Admin:* A role that allows CRUDL operations to admins\\n\\n Privileges:", + "title": "Default privileges by group | Roles | Computer by DevRev | DevRev" } ] }, @@ -3868,54 +3868,54 @@ "query": "Escalation triggers for complex queries requiring human intervention, including probing questions and answer capturing", "retrievals": [ { - "id": "ART-1003_KNOWLEDGE_NODE-25", - "text": "* 100\\n \\n \\n\\n\\nSELECT (COUNT(*) * 100) / (SELECT COUNT(*) FROM tickets WHERE EXTRACT(@period FROM created_at) = EXTRACT(@period FROM CURRENT_DATE)) AS EscalationRate\\nFROM tickets\\nWHERE is_escalated = 1\\nAND EXTRACT(@period FROM created_at) = EXTRACT(@period FROM CURRENT_DATE);\\n-- NOTE: Replace @period with 'DAY', 'WEEK', 'MONTH', or 'QUARTER'.\\n\\n\\nAgent Utilization Rate\\n\\n\\n Definition\\n \\n The percentage of an engineer\\xe2\\x80\\x99s working hours spent on handling customer", - "title": "Understanding a Support Lead's Pain Points and KPIs" + "id": "ART-1709_KNOWLEDGE_NODE-12", + "text": "Significant cost overhead\\n\\n**After:**\\n\\n * AI-powered chatbot deflecting a huge portion of the basic incoming queries, in addition to email and live chat support\\n * Customer support scaled down to a team of two, handling complex queries that require human intervention.\\n * Cost-effective and optimized support operations, while maintaining customer satisfaction\\n\\n## Looking ahead\\n\\nPradeep believes the best customer service is when the customer does not have to reach out for support;", + "title": "ACC-qjz7ErXz - Mad Rewards: MadRewards uses DevRev\u2019s AI to modernize customer su" }, { - "id": "ART-1974_KNOWLEDGE_NODE-30", - "text": "stage.\\n* *Needs response* (NR)\\n\\n The customer has responded; the customer experience engineer needs to review the item and respond or resolve the issue if the user requests or validates the fix. When a customer experience engineer responds the stage transitions to *waiting on user*.\\n\\n In certain cases it may be necessary to escalate the item internally where the conversation may depend on tickets, issues, or a response from someone other than themselves. In this case the stage", - "title": "Conversations | Computer for Support Teams | DevRev" + "id": "ART-1027_KNOWLEDGE_NODE-9", + "text": "workflows** that streamline ticket triaging and severity assessment.\\n\\n### AI-powered deflection at scale\\n\\nAI answering has stabilized around 32\\xe2\\x80\\x9340% of all inquiries, with complex queries intelligently routed to human agents. **Computer CX Agents** for free vs. paid customers optimize deflection strategies for each segment, delivering tailored support while maximizing efficiency.\\n\\nDevRev has enabled us to streamline access to technical documentation, automate common developer", + "title": "Descope streamlines support at scale with automation, AI, and unified collaboration" }, { - "id": "ART-1983_KNOWLEDGE_NODE-28", - "text": "creation of Q&As, Computer learns from customer conversations\\xc2\\xa0in which a human answers a question that it previously could not answer.\\n\\nWhen a customer initiates a conversation seeking answers, Computer springs into action, drawing upon published Q&As and knowledge articles to provide a solution. If Computer falls short or the user prefers a more personalized touch, they opt to connect with a customer experience engineer and resolve the conversation. Computer doesn't just move", - "title": "Questions & answers | Computer for Support Teams | DevRev" + "id": "ART-6174_KNOWLEDGE_NODE-28", + "text": "tickets\\n--------------------------------\\n\\n**Manual conversion**\\n\\nGo to the conversation record pane and select **Convert to Ticket** to create a new ticket from the conversation.\\n\\n![]()\\n\\n**Automated conversion via workflows**\\n\\nSet up automated [workflows](./workflow-engine) to convert conversations to tickets based on specific triggers:\\n\\n* When a conversation meets defined criteria\\n* When the AI agent identifies an issue requiring escalation\\n* According to custom business", + "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" }, { - "id": "ART-1003_KNOWLEDGE_NODE-3", - "text": "transfer session (KT) with teams as new features go out?\\n\\nHow to resolve them:\\n\\n\\n Leverage intelligent deflection and AI offloads\\n \\n For example, don\\xe2\\x80\\x99t waste time making a human gather context, AI can now very accurately gather context and/or suggest articles.\\n \\n \\n Leverage load in terms of routing\\n \\n Normally routing is statically done or done in a round-robin manner, however, that doesn\\xe2\\x80\\x99t work when cases may be differing in complexity.\\n", - "title": "Understanding a Support Lead's Pain Points and KPIs" + "id": "ART-4271_KNOWLEDGE_NODE-29", + "text": "end user.\\n\\n## Why you should convert a Conversation to a Ticket\\n\\nConsider converting a conversation to a ticket in these scenarios:\\n\\n * **Complex issues** : When a customer inquiry requires in-depth investigation that can't be resolved in a quick conversation.\\n * **Cross-team collaboration** : Issues requiring input from multiple departments or specialists.\\n * **Escalation needs** : When a conversation needs to be escalated to a higher support tier.\\n * **Feature requests** :", + "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" }, { - "id": "ART-1004_KNOWLEDGE_NODE-4", - "text": "these resources most productive, it is important to leverage automation to handle some of these lower-level activities; then, by the time it reaches the engineer, they are dealing with more complex pieces of the puzzle. Examples of this are KB deflection, Q&A flows (gather context), and system offloads (AI is great here).\\n\\nA great example is the monotony and frequency of \\xe2\\x80\\x9cWhat\\xe2\\x80\\x99s the status of this?\\xe2\\x80\\x9d inquiries. If people have access to the system, and the", - "title": "Understanding a Support Engineer's Pain Points and KPIs" + "id": "ART-4172_KNOWLEDGE_NODE-3", + "text": "enlist a balance between AI, Automation and Human approaches to meet these goals. Our AI Support Agent is designed to enhance the efficiency of customer service operations by interacting with users to resolve common queries to taking complex actions. The majority of the time (>50%), our AI Support Agent can address our customers\\xe2\\x80\\x99 needs; however, in the event an issue is not resolved, the agent seamlessly escalates the conversation by creating a ticket. This hybrid approach of", + "title": "DevRev Service Level Agreement" }, { - "id": "ART-1974_KNOWLEDGE_NODE-28", - "text": "transitions from *new* to *waiting on user*. When a customer responds back to support, the stage transitions to *needs response*.\\n\\n Towards the end of the conversation when the resolution is expected to be valid, the customer experience engineer asks the customer to acknowledge their concerns have been resolved. When the customer experience engineer asks this question the stage transitions to *waiting on user*, and if they validate it moves to *needs response* for the customer experience", - "title": "Conversations | Computer for Support Teams | DevRev" + "id": "ART-16188_KNOWLEDGE_NODE-5", + "text": "investigate and troubleshoot issues, drive resolutions, and ensure accountability across functions during hypercare sprints.\\n\\n### **Key Responsibilities**\\n\\n* Act as the technical front line during **hypercare periods**, ensuring timely triage, resolution, and communication of issues raised by customer\\n* Help in resolving customer queries raised via different support channels using AI first approach and human escalated complex tickets\\n* Participating in daily, weekly and monthly calls with", + "title": "DevRev Careers | Applied AI - Technical Support Lead" }, { - "id": "ART-1983_KNOWLEDGE_NODE-27", - "text": "**Q&As** and click **+ QA** in the top-right corner.\\n2. Fill in the **Question** and **Answer** fields, and select the relevant **Part**.\\n3. Set the appropriate **Status** and **Access level**. Set the status to *External* or *Public* if you want Computer to use it.\\n4. Confirm by clicking **Create**.\\n\\n![]()\\n\\nAutomatic creation\\n------------------\\n\\nYour customer conversations include a lot of knowledge, including some of the most accurate and current information. With the automated", - "title": "Questions & answers | Computer for Support Teams | DevRev" + "id": "ART-16186_KNOWLEDGE_NODE-5", + "text": "investigate and troubleshoot issues, drive resolutions, and ensure accountability across functions during hypercare sprints.\\n\\n### **Key Responsibilities**\\n\\n* Act as the technical front line during **hypercare periods**, ensuring timely triage, resolution, and communication of issues raised by customer\\n* Help in resolving customer queries raised via different support channels using AI first approach and human escalated complex tickets\\n* Participating in daily, weekly and monthly calls with", + "title": "DevRev Careers | Support - AAI Engineer - Hypercare" }, { - "id": "ART-1987_KNOWLEDGE_NODE-27", - "text": "automatically replies to the user query before it gets assigned to support. It goes through the knowledge base (articles and QAs), generates an answer, and checks with the user if the answer is useful or not.\\n\\n* If Computer doesn't understand the query, it gives the user an option to rephrase the question and ask again.\\n* If the user marks the answer as useful, Computer asks the user if they have more questions, then resolves the conversation.\\n* If the user marks the answer as not useful,", - "title": "Turing AI agent | Computer for Support Teams | DevRev" + "id": "ART-4271_KNOWLEDGE_NODE-27", + "text": "via Workflows**\\n\\nSet up automated workflows to convert conversations to tickets based on specific triggers:\\n\\n * When a conversation is updated with certain criteria\\n * When your AI agent identifies an issue requiring escalation\\n * According to your custom business rules\\n\\nWorkflows enable seamless handovers from automated conversations to your support teams when necessary.\\n\\n## End user experience\\n\\n### PLuG widget experience\\n\\nWhen a conversation is converted to a ticket in the", + "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" }, { - "id": "ART-1004_KNOWLEDGE_NODE-2", - "text": "troubleshooting.\\n\\nKPIs to track:\\n\\n\\n First Contact Resolution Rate\\n Knowledge Base Contributions\\n\\n\\nHigh-pressure environment\\n\\nDealing with people are angry or frustrated isn\\xe2\\x80\\x99t easy, even for the calmest person. In their role, they are the primary person triaging requets from customers and status updates from others in the organization; this can make this a very complex and tense role.\\n\\nAdditionally, most support organizations are very speed focused, so there is pressure", - "title": "Understanding a Support Engineer's Pain Points and KPIs" + "id": "ART-15716_KNOWLEDGE_NODE-24", + "text": "collect browser/device details and escalate to engineering or support for further investigation.\\n\\nPhone Verification Troubleshooting\\n\\nIf phone verification fails:\\n\\nAsk the user to double-check the phone number format (country code, no extra spaces).\\n\\nEnsure they have a stable internet connection and can receive SMS.\\n\\nSometimes, SMS delivery can be delayed or blocked by carrier filters\\xe2\\x80\\x94ask them to wait a few minutes and check for messages from unknown senders.\\n\\nIf still", + "title": "Support queries related playbook" }, { - "id": "ART-1003_KNOWLEDGE_NODE-13", - "text": "this is ensuring you have visibility helping foster communication between internal teams. If you see an increase in escalations, that could point to a lack of enablement for the team.\\n\\nKPIs to track:\\n\\n\\n Escalation Rate\\n Time to Escalation Resolution\\n\\n\\nStaff retention and development\\n\\nAs much as you must support your customers, it\\xe2\\x80\\x99s also imperative to attract, retain, and develop top talent. How can you help enable them? Are you helping them grow? If the staff gets burnt", - "title": "Understanding a Support Lead's Pain Points and KPIs" + "id": "ART-15716_KNOWLEDGE_NODE-9", + "text": "tickets for escalation or tracking.\\n\\nQuick summary: If you\\xe2\\x80\\x99re a customer, you create tickets. If you\\xe2\\x80\\x99re a developer, you create issues.PLuG widget and SDK\\n\\nIntegrating PluG in React Native Expo Apps\\n\\nPluG is designed for web, but you can embed it in a React Native Expo app using react-native-webview. Install the package with npx expo install react-native-webview, then use a WebView component to load your PluG widget\\xe2\\x80\\x99s URL. Some advanced features may not", + "title": "Support queries related playbook" } ] }, @@ -3924,54 +3924,54 @@ "query": "API token vs Auth token for API calling DevRev", "retrievals": [ { - "id": "ART-1386_KNOWLEDGE_NODE-8", - "text": "[Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why", - "title": "Get Auth Token \u2014 DevRev | Docs" + "id": "ART-1389_KNOWLEDGE_NODE-0", + "text": "b'[](/public/api-reference/auth-tokens/security-tokens)\\n\\nPublic\\n\\n[API Reference](/public/api-reference/getting-started)[auth-tokens](/public/api-reference/auth-tokens/security-tokens)\\n\\n#\\n\\nSecurity tokens\\n\\n`auth-tokens` endpoint\\n\\n\\xe2\\x84\\xb9\\xef\\xb8\\x8f Security tokens are required for accessing DevRev. There are four types of security tokens:\\n\\n * **Application Access Token (AAT)** : Uniquely identifies an application belonging to a dev org.\\n * **System User Token (SUT)** :", + "title": "Security tokens \u2014 DevRev | Docs" }, { - "id": "ART-1384_KNOWLEDGE_NODE-9", - "text": "Engine](https://devrev.ai/workflow-engine)\\n * [Turing AI](https://devrev.ai/turing-ai)\\n\\nResources\\n\\n * [Pricing](https://devrev.ai/pricing/support)\\n * [Blog](https://devrev.ai/blog)\\n * [Events](https://devrev.ai/events)\\n * [News](https://devrev.ai/blog?category=news)\\n * [Case Studies](https://devrev.ai/case-study)\\n * [Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner", - "title": "Create Auth Token \u2014 DevRev | Docs" + "id": "ART-1362_KNOWLEDGE_NODE-5", + "text": "APIs on behalf of the corresponding dev user. The lifetime of a PAT is usually in days. The subject of the PAT is set to the corresponding dev users DON (for example, `don:identity:dvrv-us-1:devo/0:devu/30`).\\n\\n## Personal access token usage\\n\\nAuthentication to DevRev APIs requires a personal access token (PAT). A PAT is used to uniquely identify a dev user in context of a dev org and can be used by external third-party applications to access DevRev APIs on behalf of the corresponding dev", + "title": "Authentication \u2014 DevRev | Docs" }, { - "id": "ART-1388_KNOWLEDGE_NODE-9", - "text": "[Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why", - "title": "List Auth Tokens \u2014 DevRev | Docs" + "id": "ART-1170_KNOWLEDGE_NODE-5", + "text": "DevRev APIs on behalf of the corresponding dev user. The lifetime of a PAT is usually in days. The subject of the PAT is set to the corresponding dev users DON (for example, `don:identity:dvrv-us-1:devo/0:devu/30`).\\n\\nPersonal access token usage\\n---------------------------\\n\\nAuthentication to DevRev APIs requires a personal access token (PAT). A PAT is used to uniquely identify a dev user in context of a dev org and can be used by external third-party applications to access DevRev APIs on", + "title": "Authentication | DevRev | Docs" }, { - "id": "ART-1386_KNOWLEDGE_NODE-11", - "text": "AI?](https://devrev.ai/what-is-conversational-ai)\\n\\n[](https://devrev.ai)\\n\\n[](https://www.linkedin.com/company/devrev)[](https://medium.com/devrev)[](https://twitter.com/devrev)\\n\\n[System Status](https://devrev.ai/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a", - "title": "Get Auth Token \u2014 DevRev | Docs" + "id": "ART-1193_KNOWLEDGE_NODE-0", + "text": "b'Security tokens | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[auth-tokens](/api-reference/auth-tokens/security-tokens)\\n\\nSecurity tokens\\n===============\\n\\nCopy page\\n\\n`auth-tokens` endpoint\\n\\n\\xe2\\x84\\xb9\\xef\\xb8\\x8f Security tokens are required for accessing DevRev. There are four types of security tokens:\\n\\n* **Application Access Token (AAT)**: Uniquely identifies an application", + "title": "Security tokens | DevRev | Docs" }, { - "id": "ART-1196_KNOWLEDGE_NODE-6", - "text": "with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Get Auth Token | DevRev | Docs" + "id": "ART-1170_KNOWLEDGE_NODE-4", + "text": "customer (or customer). The application uses its own AAT to authenticate to the STS to obtain a session token for a customer and then uses that session token to access DevRev APIs. The lifetime of a session token is usually minutes. The subject of the session token is set to the DON of the corresponding customer (for example, `don:identity:dvrv-us-1:devo/0:revo/6:revu/131`).\\n* **Personal Access Token (PAT)**: Uniquely identifies a dev user. A PAT can be used by external applications to access", + "title": "Authentication | DevRev | Docs" }, { - "id": "ART-1394_KNOWLEDGE_NODE-9", - "text": "* [Blog](https://devrev.ai/blog)\\n * [Events](https://devrev.ai/events)\\n * [News](https://devrev.ai/blog?category=news)\\n * [Case Studies](https://devrev.ai/case-study)\\n * [Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n *", - "title": "Get Auth Token (POST) \u2014 DevRev | Docs" + "id": "ART-1362_KNOWLEDGE_NODE-4", + "text": "customer). The application uses its own AAT to authenticate to the STS to obtain a session token for a customer and then uses that session token to access DevRev APIs. The lifetime of a session token is usually minutes. The subject of the session token is set to the DON of the corresponding customer (for example, `don:identity:dvrv-us-1:devo/0:revo/6:revu/131`).\\n\\n * **Personal Access Token (PAT)** : Uniquely identifies a dev user. A PAT can be used by external applications to access DevRev", + "title": "Authentication \u2014 DevRev | Docs" }, { - "id": "ART-1384_KNOWLEDGE_NODE-4", - "text": "that identifies the token.\\n\\n### Response\\n\\nResponse for the request to create a new token corresponding to the requested token type.\\n\\naccess_tokenstring`format: \"text\"`\\n\\nThe issued JSON Web Token (JWT) corresponding to the requested token type.\\n\\nexpires_inlong\\n\\nThe validity lifetime of the token specified in seconds since Unix epoch.\\n\\ntoken_typeenum\\n\\nAllowed values: bearer\\n\\nThe type of the issued token. Bearer is the only supported token type.\\n\\nclient_idstringOptional`format:", - "title": "Create Auth Token \u2014 DevRev | Docs" + "id": "ART-1389_KNOWLEDGE_NODE-1", + "text": "Uniquely identifies a system user belonging to a dev org.\\n * **Personal Access Token (PAT)** : Uniquely identifies a dev user.\\n * **Session Token** : Obtained by an application to access DevRev APIs on behalf of a customer (or customer).\\n\\n\\xf0\\x9f\\x93\\x8c For more information about security tokens, refer to [Authentication](/public/about/authentication).\\n\\nWas this page helpful?YesNo\\n\\n[Product builders and service providersUp", + "title": "Security tokens \u2014 DevRev | Docs" }, { - "id": "ART-12969_KNOWLEDGE_NODE-6", - "text": "DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why How](https://devrev.ai/what-why-how)\\n\\nConnect\\n\\n * [Contact ](mailto:humansofdevrev@devrev.ai)\\n * [Instagram", - "title": "Info Auth Tokens \u2014 DevRev | Docs" + "id": "ART-1509_KNOWLEDGE_NODE-57", + "text": "is requesting the token. Only present in a response corresponding to an application access token (AAT).\\nrefresh_token string Optional\\nA token to refresh the issued token.\\nscope string Optional\\nThe scopes associated with the issued token. A space-delimited list of values in which the order of values does not matter.\\nAPI Reference auth-tokens Delete.\\n\\nPOST https:// api.devrev.ai / auth-tokens.delete\\nRevokes the token that matches the given token ID issued under the given Dev", + "title": "Prepare \u2014 DevRev | Docs" }, { - "id": "ART-1384_KNOWLEDGE_NODE-13", - "text": "AI?](https://devrev.ai/what-is-conversational-ai)\\n\\n[](https://devrev.ai)\\n\\n[](https://www.linkedin.com/company/devrev)[](https://medium.com/devrev)[](https://twitter.com/devrev)\\n\\n[System Status](https://devrev.ai/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a", - "title": "Create Auth Token \u2014 DevRev | Docs" + "id": "ART-1566_KNOWLEDGE_NODE-58", + "text": "response corresponding to an application access token (AAT).\\n\\nrefresh_token string Optional\\n\\nA token to refresh the issued token.\\n\\nscope string Optional\\n\\nThe scopes associated with the issued token. A space-delimited list of values in which the order of values does not matter.\\n\\nAPI Reference auth-tokens Delete.\\n\\nPOST https://api.devrev.ai / auth-tokens.delete\\n\\nRevokes the token that matches the given token ID issued under the given Dev organization.\\n\\nRequest.\\n\\nThis endpoint", + "title": "Transition (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-1384_KNOWLEDGE_NODE-8", - "text": "it.](https://devrev.ai/blog/soc-compliance)\\n\\nProduct\\n\\n * [Build](https://devrev.ai/build)\\n * [Support](https://devrev.ai/support)\\n * [Search](https://devrev.ai/search)\\n * [PLuG - User Engagement](https://devrev.ai/plug-user-engagement)\\n * [PLuG - User Observability](https://devrev.ai/plug-observability)\\n * [Marketplace](https://marketplace.devrev.ai/)\\n\\nPlatform\\n\\n * [Airdrop](https://devrev.ai/airdrop)\\n * [Analytics](https://devrev.ai/analytics)\\n * [Workflow", - "title": "Create Auth Token \u2014 DevRev | Docs" + "id": "ART-1193_KNOWLEDGE_NODE-1", + "text": "belonging to a dev org.\\n* **System User Token (SUT)**: Uniquely identifies a system user belonging to a dev org.\\n* **Personal Access Token (PAT)**: Uniquely identifies a dev user.\\n* **Session Token**: Obtained by an application to access DevRev APIs on behalf of a customer (or customer).\\n\\n\\xf0\\x9f\\x93\\x8c For more information about security tokens, refer to [Authentication](/about/authentication).\\n\\nWas this page", + "title": "Security tokens | DevRev | Docs" } ] }, @@ -3980,43 +3980,38 @@ "query": "SLA metrics dashboard filter not retaining selected data point showing all tickets instead of filtered tickets", "retrievals": [ { - "id": "ART-1986_KNOWLEDGE_NODE-44", - "text": "**Custom**: Filters all tickets that will breach by the selected date.\\n\\n![]()\\n\\nTroubleshooting: No SLA running on the ticket\\n---------------------------------------------\\n\\n### Issue\\n\\nYou have created and published an SLA, but no SLA is running on the ticket.\\n\\n### Solution\\n\\n1. Check the **SLA Name** attribute:\\n\\n\\xc2\\xa0\\xc2\\xa0 - Verify that the **SLA Name** attribute on the ticket is not empty.\\n\\n\\xc2\\xa0\\xc2\\xa0 - If the **SLA Name** is empty, it means the customer account", + "id": "ART-1986_KNOWLEDGE_NODE-42", + "text": "Target\\n------------------------------------\\n\\nIn order to filter tickets based on SLA, you can use the **Next SLA Target** filter.\\nHere\\xe2\\x80\\x99s how the filter works:\\n\\n* **All**: Filters all tickets that currently have an SLA applied to them. It will not filter tickets that had an SLA applied in the past and have been completed.\\n* **Breached since**:\\n\\n + **Any**: Filters all tickets that breached SLA, irrespective of when they were breached.\\n + **Over an hour**: Filters all", "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1972_KNOWLEDGE_NODE-24", - "text": "[Product demos](/docs/DevRevU/demos)\\n\\n1. [Documentation](/docs)\\n3. [Computer for Support Teams](/docs/product/support)\\n[Support analytics](/docs/product/support-analytics)\\n[Ticket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n\\nTicket-SLA Analytics\\n====================\\n\\n* **SLA applied Tickets**\\n\\n Number of tickets where SLA is applied.\\n* **SLA compliance rate**\\n\\n Percentage of tickets where SLA was met out of all tickets where SLA is applied.\\n* **Active tickets with", - "title": "Ticket-SLA Analytics | Support analytics | Computer for Support Teams | DevRev" - }, - { - "id": "ART-1972_KNOWLEDGE_NODE-15", - "text": "[Operational SLA Metrics](/docs/automations/operational-sla-metrics)\\n - [Custom field migration](/docs/automations/custom-field-migration)\\n - [Slack scraper](/docs/automations/slack-scraper)\\n - [Slack Broadcaster](/docs/automations/slack-broadcaster)\\n - [Reported by enricher](/docs/automations/ticket-reported-by)\\n - [Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n - [Ticket linked issues comment", + "id": "ART-1972_KNOWLEDGE_NODE-26", + "text": "Percentage of tickets where Next Response SLA was met out of all tickets where Next Response SLA is applied.\\n* **SLA compliance rate**\\n\\n Percentage of tickets where SLA was met, missed, or still in progress out of all tickets where SLA is applied.\\n* **SLA breaches by Customer tier**\\n\\n Number of Tickets where SLA was breached distributed over customer type and severity.\\n* **SLA Breached Tickets per Customer**\\n\\n Number of Tickets with SLA breaches for each customer.\\n* **SLA breaches", "title": "Ticket-SLA Analytics | Support analytics | Computer for Support Teams | DevRev" }, { - "id": "ART-1972_KNOWLEDGE_NODE-4", - "text": "analytics](/docs/product/support-analytics)\\n\\n - [Conversation insights](/docs/dashboards/conversation-insights)\\n - [Conversation-SLA Analytics](/docs/dashboards/conversation-sla-analytics)\\n - [Conversation-Team Performance](/docs/dashboards/conversation-team-performance)\\n - [Ticket insights](/docs/dashboards/ticket-insights)\\n - [Ticket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n - [Ticket-Team Performance](/docs/dashboards/ticket-team-performance)\\n +", - "title": "Ticket-SLA Analytics | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-1818_KNOWLEDGE_NODE-265", + "text": "filter.\\nQuery parameters.\\n\\napplies_to enum Optional\\nThe object types the SLA applies to.\\nAllowed values: conversation issue ticket\\napplies_to_op \"all\" or \"any\" Optional\\nThe Filter operator to be applied on the applies to object types filter.\\nAllowed values: all any\\ncursor string Optional\\nThe cursor to resume iteration from. If not provided, then iteration starts from the beginning.\\nlimit integer Optional\\nThe maximum number of SLAs to return. The default is \\'50\\'.\\nmode \"after\" or", + "title": "Sla Trackers Get Post \u2014 DevRev | Docs" }, { - "id": "ART-1972_KNOWLEDGE_NODE-25", - "text": "SLA breaches**\\n\\n Number of Active Tickets that breached an SLA.\\n* **Tickets with SLA warning**\\n\\n Number of Active Tickets that about to breach an SLA.\\n* **Resolution compliance rate**\\n\\n Percentage of tickets where Resolution SLA was met out of all tickets where Resolution SLA is applied.\\n* **First Response compliance rate**\\n\\n Percentage of tickets where First Response SLA was met out of all tickets where First Response SLA is applied.\\n* **Next Response compliance rate**\\n\\n", - "title": "Ticket-SLA Analytics | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-1986_KNOWLEDGE_NODE-41", + "text": "resolution is due in one day, the vista displays five minutes. In the case where the first response isn't provided within five minutes, the timer displays negative values (such as -10m), which indicates that it's been 10 minutes since the first response was due. Conversations or tickets can also be grouped by SLA stages.\\n\\nIn the **Detailed View**, all metrics applied to the ticket or conversation can be viewed along with their current stage.\\n\\nFiltering tickets by Next SLA", + "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1986_KNOWLEDGE_NODE-45", - "text": "selected on the ticket is not assigned any SLA.\\n\\n\\xc2\\xa0\\xc2\\xa0 \\xc2\\xa0 - Action: Check your SLA assignment rules or add the customer as an exception to any of your SLAs.\\n\\n![]()\\n\\nThe **SLA Name** is never empty if your organization has a default SLA.\\n\\n1. Verify policy conditions:\\n\\n\\xc2\\xa0\\xc2\\xa0 - If the **SLA Name** is populated but you still see no SLA metrics running on the ticket, the ticket does not satisfy the conditions of any policy within the SLA.\\n\\n\\xc2\\xa0\\xc2\\xa0", - "title": "Service-level agreement | Computer for Support Teams | DevRev" + "id": "ART-1975_KNOWLEDGE_NODE-26", + "text": "resolve tickets.\\n* **Tickets awaiting response**\\n\\n The number of active tickets awaiting response to customer.\\n* **Unassigned tickets**\\n\\n The number of tickets not yet assigned to a support agent.\\n* **Active blocker tickets**\\n\\n The number of tickets with severity Blocker that are in the Open or In Progress state.\\n* **SLA compliance rate**\\n\\n The percentage of tickets where the SLA was met out of all tickets where the SLA was applied.\\n* **Average CSAT score**\\n\\n The average", + "title": "Ticket insights | Support analytics | Computer for Support Teams | DevRev" }, { - "id": "ART-2017_KNOWLEDGE_NODE-4", - "text": "analytics](/docs/product/support-analytics)\\n\\n - [Conversation insights](/docs/dashboards/conversation-insights)\\n - [Conversation-SLA Analytics](/docs/dashboards/conversation-sla-analytics)\\n - [Conversation-Team Performance](/docs/dashboards/conversation-team-performance)\\n - [Ticket insights](/docs/dashboards/ticket-insights)\\n - [Ticket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n - [Ticket-Team Performance](/docs/dashboards/ticket-team-performance)\\n +", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" + "id": "ART-1972_KNOWLEDGE_NODE-24", + "text": "[Product demos](/docs/DevRevU/demos)\\n\\n1. [Documentation](/docs)\\n3. [Computer for Support Teams](/docs/product/support)\\n[Support analytics](/docs/product/support-analytics)\\n[Ticket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n\\nTicket-SLA Analytics\\n====================\\n\\n* **SLA applied Tickets**\\n\\n Number of tickets where SLA is applied.\\n* **SLA compliance rate**\\n\\n Percentage of tickets where SLA was met out of all tickets where SLA is applied.\\n* **Active tickets with", + "title": "Ticket-SLA Analytics | Support analytics | Computer for Support Teams | DevRev" }, { - "id": "ART-1986_KNOWLEDGE_NODE-42", - "text": "Target\\n------------------------------------\\n\\nIn order to filter tickets based on SLA, you can use the **Next SLA Target** filter.\\nHere\\xe2\\x80\\x99s how the filter works:\\n\\n* **All**: Filters all tickets that currently have an SLA applied to them. It will not filter tickets that had an SLA applied in the past and have been completed.\\n* **Breached since**:\\n\\n + **Any**: Filters all tickets that breached SLA, irrespective of when they were breached.\\n + **Over an hour**: Filters all", + "id": "ART-1986_KNOWLEDGE_NODE-44", + "text": "**Custom**: Filters all tickets that will breach by the selected date.\\n\\n![]()\\n\\nTroubleshooting: No SLA running on the ticket\\n---------------------------------------------\\n\\n### Issue\\n\\nYou have created and published an SLA, but no SLA is running on the ticket.\\n\\n### Solution\\n\\n1. Check the **SLA Name** attribute:\\n\\n\\xc2\\xa0\\xc2\\xa0 - Verify that the **SLA Name** attribute on the ticket is not empty.\\n\\n\\xc2\\xa0\\xc2\\xa0 - If the **SLA Name** is empty, it means the customer account", "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { @@ -4025,9 +4020,14 @@ "title": "Ticket-SLA Analytics | Support analytics | Computer for Support Teams | DevRev" }, { - "id": "ART-2818_KNOWLEDGE_NODE-4", - "text": "insights](/docs/dashboards/conversation-insights)\\n - [Conversation-SLA Analytics](/docs/dashboards/conversation-sla-analytics)\\n - [Conversation-Team Performance](/docs/dashboards/conversation-team-performance)\\n - [Ticket insights](/docs/dashboards/ticket-insights)\\n - [Ticket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n - [Ticket-Team Performance](/docs/dashboards/ticket-team-performance)\\n + [Conversations](/docs/product/conversation)\\n\\n - [Conversation to", - "title": "Operational SLA Metrics | Automate | Snap-ins | DevRev" + "id": "ART-1819_KNOWLEDGE_NODE-450", + "text": "response.\\nticket.rev_org string Optional\\nFilters for tickets that are associated with any of the provided Rev organizations.\\nticket.severity enum Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the provided", + "title": "Sla Trackers Get \u2014 DevRev | Docs" + }, + { + "id": "ART-1819_KNOWLEDGE_NODE-463", + "text": "need response.\\nticket.rev_org string Optional\\nFilters for tickets that are associated with any of the provided Rev organizations.\\nticket.severity enum Optional\\nFilters for tickets with any of the provided severities.\\nAllowed values: blocker high low medium\\nticket.sla_summary.stage enum Optional\\nFilters for records with any of the provided SLA stages.\\nAllowed values: breached completed paused running warning\\nticket.source_channel string Optional\\nFilters for tickets with any of the", + "title": "Sla Trackers Get \u2014 DevRev | Docs" } ] }, @@ -4035,6 +4035,11 @@ "query_id": "bebe20f1-dbce-4aaf-8ca4-28bfc94500c3", "query": "automatically change ticket stage when customer responds", "retrievals": [ + { + "id": "ART-2009_KNOWLEDGE_NODE-28", + "text": "ticket's stage when linked issue is linked or unlinked.\\n* Close pending tickets if they have remained in the *Awaiting customer response* stage for longer than x days.\\n* Update ticket's stage to waiting on user when user reverts on new conversation.\\n* Update ticket's stage to *Accepted* and notify owner and customers when an enhancement in ideation stage is linked.\\n* Update a spam conversation's stage to *Suspended*.\\n* Update a spam ticket's stage to", + "title": "Convergence | Automate | Snap-ins | DevRev" + }, { "id": "ART-1979_KNOWLEDGE_NODE-43", "text": "*awaiting customer response* until the customer responds.\\n\\n In certain scenarios, the customer experience engineer may be able to resolve the customer's concern. If that's the case, they would ask the customer if their resolution has resolved their concern and the stage would move to the *awaiting customer response*. Once the concern is resolved and the customer acknowledges the resolution, the stage may move to *resolved*. If the concern isn't resolved, the stage may change back to *work in", @@ -4046,24 +4051,14 @@ "title": "Support best practices | Computer for Support Teams | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-31", - "text": "stage of a ticket/conversation\\n----------------------------------------\\n\\n* **Trigger**: When there\\'s a change of stage in a ticket or conversation.\\n* **Action**: The system sends out a notification detailing the Ticket/Conversation number and stage change.\\n* **Sender**: {Company\\\\_Name} [support@yourdomain.com](mailto:support@yourdomain.com)\\n* **Subject**:\\n + For ticket: \"[{Company\\\\_Name}] Update on TKT-XXX - Ticket Title\"\"\"\\n + For conversations:", - "title": "Customer email notifications | Computer by DevRev | DevRev" - }, - { - "id": "ART-2009_KNOWLEDGE_NODE-28", - "text": "ticket's stage when linked issue is linked or unlinked.\\n* Close pending tickets if they have remained in the *Awaiting customer response* stage for longer than x days.\\n* Update ticket's stage to waiting on user when user reverts on new conversation.\\n* Update ticket's stage to *Accepted* and notify owner and customers when an enhancement in ideation stage is linked.\\n* Update a spam conversation's stage to *Suspended*.\\n* Update a spam ticket's stage to", - "title": "Convergence | Automate | Snap-ins | DevRev" - }, - { - "id": "ART-1981_KNOWLEDGE_NODE-27", - "text": "Periodically group the **Inbox** by stage and make sure there conversations only in *hold* or *awaiting customer response* stages.\\n* Let the customer know when a ticket linked to a conversation is closed and request their verification.\\n* Once all tickets of a conversation are resolved and the customer is satisfied, resolve the conversation.\\n* Move new tickets to the *awaiting product assist* stage.\\n\\nRespond to conversations\\n------------------------\\n\\n* Respond as fast as possible to any", - "title": "Support best practices | Computer for Support Teams | DevRev" + "id": "ART-1979_KNOWLEDGE_NODE-42", + "text": "it's automatically put into the *queued* stage, which indicates that it needs to be picked up by a customer experience engineer.\\n\\n**In-progress**\\n\\n* *Work in progress* (WIP)\\n\\n Work on the concern reported by the user has begun. When a customer experience engineer starts work on a ticket, the ticket's stage changes to *work in progress*. When they require more information, they may ask the customer for additional detail (such as logs or context), in which case the stage would change to", + "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1974_KNOWLEDGE_NODE-30", - "text": "stage.\\n* *Needs response* (NR)\\n\\n The customer has responded; the customer experience engineer needs to review the item and respond or resolve the issue if the user requests or validates the fix. When a customer experience engineer responds the stage transitions to *waiting on user*.\\n\\n In certain cases it may be necessary to escalate the item internally where the conversation may depend on tickets, issues, or a response from someone other than themselves. In this case the stage", - "title": "Conversations | Computer for Support Teams | DevRev" + "id": "ART-13189_KNOWLEDGE_NODE-37", + "text": "Experience\\n\\n We have improved our follow-up ticket experience & enhancing the way immutable tickets handle new customer messages. This update focuses on reducing duplicated efforts and streamlining communication across different channels.\\n\\n New Features:\\n\\n + Unified Follow-Up Ticket Creation: Introduces the ability to automatically create and link follow-up tickets when a customer responds to an archived ticket across various communication channels.\\n + Configurable Follow-Up", + "title": "March and April 2025 | Changelog | DevRev" }, { "id": "ART-1979_KNOWLEDGE_NODE-45", @@ -4071,19 +4066,24 @@ "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-2012_KNOWLEDGE_NODE-28", - "text": "say \\xe2\\x80\\x9cI would like to add a terminal stage on my tickets\\xe2\\x80\\x9d and we will get it done.\\n\\n * If no terminal stage is set, tickets will reopen on new comments from customers if **Reopen Closed Tickets on customer message** is enabled in the [convergence snap-in](./converge). The tickets move to the _In Progress_ state by default.\\n\\n * If you connected your support email address with DevRev, it is recommended that you enable the **Allow automations to send email** in your", + "id": "ART-1974_KNOWLEDGE_NODE-28", + "text": "transitions from *new* to *waiting on user*. When a customer responds back to support, the stage transitions to *needs response*.\\n\\n Towards the end of the conversation when the resolution is expected to be valid, the customer experience engineer asks the customer to acknowledge their concerns have been resolved. When the customer experience engineer asks this question the stage transitions to *waiting on user*, and if they validate it moves to *needs response* for the customer experience", + "title": "Conversations | Computer for Support Teams | DevRev" + }, + { + "id": "ART-2012_KNOWLEDGE_NODE-26", + "text": "customer knows why a new ticket was created. The following fields are automatically set on the follow-up ticket based on the archived ticket:\\n\\n * **Title**\\n * **Customer**\\n * **Reported By**\\n * **Tag** is_followup In addition, the tag has_followup is added to the archived ticket.\\n\\nIf the customer responds to a ticket in the terminal stage for the second time, their message will be added to that ticket and the **Needs response** toggle will be enabled. However, no follow-up tickets", "title": "Follow-up ticket | Automate | Snap-ins | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-42", - "text": "it's automatically put into the *queued* stage, which indicates that it needs to be picked up by a customer experience engineer.\\n\\n**In-progress**\\n\\n* *Work in progress* (WIP)\\n\\n Work on the concern reported by the user has begun. When a customer experience engineer starts work on a ticket, the ticket's stage changes to *work in progress*. When they require more information, they may ask the customer for additional detail (such as logs or context), in which case the stage would change to", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-2012_KNOWLEDGE_NODE-25", + "text": "following stages under the _Closed_ state: _Resolved_ , _Archived_ , _Accepted_ , _Canceled_. _Archived_ is the terminal stage. Now if a customer sends a new email or adds a new comment on the archived ticket from the customer portal, the archived ticket remains archived and a follow-up ticket is created. A message is added to the archived ticket automatically based on your configuration. The follow-up ticket will have the reference of the archived ticket in the first message so that your", + "title": "Follow-up ticket | Automate | Snap-ins | DevRev" }, { - "id": "ART-2016_KNOWLEDGE_NODE-28", - "text": "depending on the message given by a discussion participant.\\n\\n Enter /StageConfig in the snap-in **Discussions** tab and select the values from the dropdown for the stage transition whenever a message is given by a discussion participant.\\n4. Go to **Issues** or **Roadmap** and make updates. The tickets that were linked to the issue or enhancement reflect the changes you configured in the CSV file, notifying the ticket owner.\\n\\n[PreviousSend customized", - "title": "StageFlow automator | Automate | Snap-ins | DevRev" + "id": "ART-1974_KNOWLEDGE_NODE-30", + "text": "stage.\\n* *Needs response* (NR)\\n\\n The customer has responded; the customer experience engineer needs to review the item and respond or resolve the issue if the user requests or validates the fix. When a customer experience engineer responds the stage transitions to *waiting on user*.\\n\\n In certain cases it may be necessary to escalate the item internally where the conversation may depend on tickets, issues, or a response from someone other than themselves. In this case the stage", + "title": "Conversations | Computer for Support Teams | DevRev" } ] }, @@ -4092,24 +4092,14 @@ "query": "Article 471 not viewable from internal and external links", "retrievals": [ { - "id": "ART-15414_KNOWLEDGE_NODE-10", - "text": "elements exist.\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/links/list)[#### Replace Links\\n\\nNext](/api-reference/links/replace)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "List Links (POST) | DevRev | Docs" - }, - { - "id": "ART-1985_KNOWLEDGE_NODE-35", - "text": "and no longer required can be removed by archiving them.\\n\\nVisibility settings\\n-------------------\\n\\n### Article visibility\\n\\nTo control who can view the articles, open the **Visible to** menu. This displays all external groups that the article can be shared with. By default, the following groups are available:\\n\\n* **Customers**: Allows public access without verification.\\n\\n ![]()\\n\\n Public access requires the public portal to be enabled. If the public portal is not enabled, only", + "id": "ART-1985_KNOWLEDGE_NODE-39", + "text": "customers, the article should be visible to customers. If the **Visible to** option is set to **Verified Customers**, only signed-in customers are able to view the article.\\n* When sharing an external link with customers, the article status should be *Published*. If it is in *Draft* mode, they won\\xe2\\x80\\x99t be able to view it.\\n\\nArticle Formatting\\n------------------\\n\\nWhen you\\xe2\\x80\\x99re creating a new article or editing an existing article, formatting options are displayed. While", "title": "Articles | Knowledge Base | Computer for Support Teams | DevRev" }, { - "id": "ART-15402_KNOWLEDGE_NODE-9", - "text": "elements exist.\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/links/get-post)[#### List Links (POST)\\n\\nNext](/api-reference/links/list-post)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "List Links | DevRev | Docs" - }, - { - "id": "ART-15404_KNOWLEDGE_NODE-7", - "text": "Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/links/list-post)[#### Count Meetings\\n\\nNext](/api-reference/meetings/count)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Replace Links | DevRev | Docs" + "id": "ART-1985_KNOWLEDGE_NODE-36", + "text": "verified (signed-in) customers can view the article.\\n* **Verified Customers**: Limits visibility to customers signed in to the customer portal.\\n* **Customer Admins**: Restricts access to a subset of verified customers in the **Customer Admin** group. Membership in this group is managed through [**Settings** > **Customer Management** > **Segments**](https://app.devrev.ai/?setting=segments)\\\\*.\\n\\n ![]()\\n\\n If an article is for internal use only, leave the **Visible to** field blank.\\n\\n###", + "title": "Articles | Knowledge Base | Computer for Support Teams | DevRev" }, { "id": "ART-1985_KNOWLEDGE_NODE-38", @@ -4117,29 +4107,39 @@ "title": "Articles | Knowledge Base | Computer for Support Teams | DevRev" }, { - "id": "ART-1985_KNOWLEDGE_NODE-39", - "text": "customers, the article should be visible to customers. If the **Visible to** option is set to **Verified Customers**, only signed-in customers are able to view the article.\\n* When sharing an external link with customers, the article status should be *Published*. If it is in *Draft* mode, they won\\xe2\\x80\\x99t be able to view it.\\n\\nArticle Formatting\\n------------------\\n\\nWhen you\\xe2\\x80\\x99re creating a new article or editing an existing article, formatting options are displayed. While", + "id": "ART-1985_KNOWLEDGE_NODE-50", + "text": "article is considered approved when all reviewers have approved it.\\n\\n### Publish an article\\n\\n1. Open the article and locate the **Publish** icon at the top right.\\n2. Click **Publish** to make the article available to customers.\\n\\n### Status and stages\\n\\n* Status options:\\n\\n + *Draft*: Internal only, not visible to customers\\n + *Published*: Visible to customers via the customer portal\\n* Stage options:\\n\\n + *No Stage* (default): No approval process started\\n + *In Review*:", "title": "Articles | Knowledge Base | Computer for Support Teams | DevRev" }, { - "id": "ART-4070_KNOWLEDGE_NODE-1", - "text": "externalinternalprivatepublicrestricted\\n\\naliasesobjectOptional\\n\\nShow property\\n\\napplies_to_partsobjectOptional\\n\\nShow property\\n\\nartifactsobjectOptional\\n\\nShow property\\n\\nauthored_byobjectOptional\\n\\nShow property\\n\\nbrandstringOptional`format: \"id\"`\\n\\nThe updated brand of the article.\\n\\ncontent_blocksobjectOptional\\n\\nShow property\\n\\ncontent_formatenumOptional\\n\\nAllowed values: drdfv2rt\\n\\nContent format of the article.\\n\\ncustom_fieldsobjectOptional\\n\\nApplication-defined custom", - "title": "Update Article \u2014 DevRev | Docs" + "id": "ART-1982_KNOWLEDGE_NODE-28", + "text": "collection is **Public** but all the articles within it are intended for internal use only, the collection itself won\\xe2\\x80\\x99t be visible to the public in the help center.\\n\\nCollection management\\n---------------------\\n\\n### Create a collection\\n\\n1. Go to **Settings > Support > Article Collections**.\\n2. Click **+Collection** and fill in the following details:\\n\\n * Title\\n * Description\\n * Parent\\n3. Enable the **Publish Collection** option if you want your customers to see the", + "title": "Collections | Knowledge Base | Computer for Support Teams | DevRev" + }, + { + "id": "ART-17231_KNOWLEDGE_NODE-40", + "text": "article is shared and the corresponding roles. |\\n| `status` | enum | | Status of the article. |\\n| `tags` | reference (collection)\\xe2\\x86\\x92[#record:tag] | | Tags associated with the article. |\\n| `title` | text | \\xe2\\x9c\\x94\\xef\\xb8\\x8e | Title of the article. |\\n| `type` | enum | | Type of the article. |\\n| `visible_to` | enum | | |\\n\\n#### Enum values\\n\\n**access\\\\_level**\\n\\n| Value | Name | Description |\\n| --- | --- | --- |\\n| `EXTERNAL` | - | - |\\n| `INTERNAL` | - | - |\\n|", + "title": "Supported DevRev object types | DevRev | Docs" + }, + { + "id": "ART-15726_KNOWLEDGE_NODE-1", + "text": "is private (i.e., if the article is not shared with everyone in the external system).\\n\\nThis most frequently occurs if you're a customer success employee who helped a customer do an import and you're verifying the imported data. In that case consult the Airdrop import report:\\n\\nIf it says that all the extracted articles were created or updated in DevRev, then you can be reasonably sure that that was the case\\n\\nIf you're still skeptical you can ask the customer to verify that they see the", + "title": "Visibility of Airdrop-imported articles" }, { - "id": "ART-15297_KNOWLEDGE_NODE-9", - "text": "article\\'s ID.\\n\\naccess\\\\_levelenumOptional\\n\\nAllowed values:externalinternalprivatepublicrestricted\\n\\naliasesobjectOptional\\n\\nShow 1 properties\\n\\napplies\\\\_to\\\\_partsobjectOptional\\n\\nShow 1 properties\\n\\nartifactsobjectOptional\\n\\nShow 1 properties\\n\\nauthored\\\\_byobjectOptional\\n\\nShow 1 properties\\n\\nbrandstring or nullOptional`format: \"id\"`\\n\\nThe updated brand of the article.\\n\\ncontent\\\\_blocksobjectOptional\\n\\nShow 1 properties\\n\\ncontent\\\\_formatenumOptional\\n\\nContent format of", - "title": "Update Article | DevRev | Docs" + "id": "ART-17233_KNOWLEDGE_NODE-11", + "text": "specifies the permission level for each user or group using the `permission` type.\\nThis type is a structure that connects a reference to a user-like record type (the `member_id` field)\\nwith an `enum` value that defines the user\\xe2\\x80\\x99s role or permission level.\\n\\n### Scope interaction\\n\\n###### Internal scope\\n\\n###### External scope\\n\\nFor `scope=internal` articles:\\n\\n* By default, only the owner has access.\\n* Additional access is granted exclusively through the `shared_with`", + "title": "Permissions | DevRev | Docs" }, { - "id": "ART-15410_KNOWLEDGE_NODE-2", - "text": "link.\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n404\\n\\nNot Found Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/links/create)[#### Get Link\\n\\nNext](/api-reference/links/get)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Delete Link | DevRev | Docs" + "id": "ART-1655_KNOWLEDGE_NODE-26", + "text": "object.\\napplies_to_parts list of strings Required\\nThe parts that the article applies to.\\nowned_by list of strings Required\\nThe users that own the article.\\nresource object Required\\nShow 3 properties\\ntitle string Required\\nName of the article.\\naccess_level enum Optional\\nAllowed values: external internal private public restricted\\narticle_type \"article\" or \"content_block\" Optional\\nAllowed values: article content_block\\nType of the article.\\nauthored_by list of strings Optional\\nThe", + "title": "Update \u2014 DevRev | Docs" }, { - "id": "ART-2141_KNOWLEDGE_NODE-9", - "text": "Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/beta/api-reference/customization/custom-link-type-list)[#### Update Link Types Custom\\n\\nNext](/beta/api-reference/customization/custom-link-type-update)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "List Link Types Custom (POST) | DevRev | Docs" + "id": "ART-1592_KNOWLEDGE_NODE-26", + "text": "object.\\napplies_to_parts list of strings Required\\nThe parts that the article applies to.\\nowned_by list of strings Required\\nThe users that own the article.\\nresource object Required\\nShow 3 properties\\ntitle string Required\\nName of the article.\\naccess_level enum Optional\\nAllowed values: external internal private public restricted\\narticle_type \"article\" or \"content_block\" Optional\\nAllowed values: article content_block\\nType of the article.\\nauthored_by list of strings Optional\\nThe", + "title": "Update \u2014 DevRev | Docs" } ] }, @@ -4148,54 +4148,54 @@ "query": "change Stage state in stage library", "retrievals": [ { - "id": "ART-3894_KNOWLEDGE_NODE-4", - "text": "14| \"transitions\": [ \\n 15| { \\n 16| \"target_stage\": { \\n 17| \"id\": \"foo\", \\n 18| \"display_id\": \"foo\", \\n 19| \"name\": \"foo\" \\n 20| } \\n 21| } \\n 22| ] \\n 23| } \\n 24| ], \\n 25| \"created_by\": { \\n 26| \"display_id\": \"foo\", \\n 27| \"id\": \"foo\", \\n 28| \"display_name\": \"foo\", \\n", - "title": "List Stage Diagrams (Beta) \u2014 DevRev | Docs" + "id": "ART-15353_KNOWLEDGE_NODE-5", + "text": "stage.\\n\\nstate\\\\_idstringOptional`format: \"id\"`\\n\\nThe state ID.\\n\\n### Response\\n\\nSuccess.\\n\\ncustom\\\\_stageobject\\n\\nShow 9 properties\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n404\\n\\nNot Found Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/customization/custom-stages-list-post)[#### Create States", + "title": "Update Stages Custom | DevRev | Docs" }, { - "id": "ART-15345_KNOWLEDGE_NODE-1", - "text": "\" |\\n```\\n\\n[Try it](/api-reference/customization/stage-diagrams-list?explorer=true)\\n\\n200Retrieved\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"result\": [ |\\n| 3 | { |\\n| 4 | \"id\": \"string\", |\\n| 5 | \"stages\": [ |\\n| 6 | { |\\n| 7 | \"is_deprecated\": true, |\\n| 8 | \"is_start\": true, |\\n| 9 | \"stage\": { |\\n| 10 | \"id\": \"string\", |\\n| 11 | \"display_id\": \"string\", |\\n| 12 | \"name\": \"string\" |\\n| 13 | }, |\\n| 14 | \"transitions\": [ |\\n| 15 | { |\\n| 16 | \"target_stage\": { |\\n| 17 | \"id\":", - "title": "List Stage Diagrams | DevRev | Docs" + "id": "ART-1645_KNOWLEDGE_NODE-44", + "text": "object lifecycle to your organization\\xe2\\x80\\x99s specific requirements.\\n\\nA state is a group of stages. For example, the _open_ state groups the _triage_ , _backlog_ , and _prioritized_ stages. By default, DevRev creates _open_ , _in_progress_ , and _closed_ states in your organization.\\n\\n#####\\n\\nYou want to add a new stage _Needs RCA_ to the _bug_ subtype.\\n\\n### Create custom stages\\n\\n[code]\\n\\n $| curl --location \\'https://api.devrev.ai/stages.custom.create\\' \\\\ \\n ---|--- \\n", + "title": "Object customization (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-15354_KNOWLEDGE_NODE-2", - "text": "\"name\": \"string\" |\\n| 13 | }, |\\n| 14 | \"transitions\": [ |\\n| 15 | { |\\n| 16 | \"target_stage\": { |\\n| 17 | \"id\": \"string\", |\\n| 18 | \"display_id\": \"string\", |\\n| 19 | \"name\": \"string\" |\\n| 20 | } |\\n| 21 | } |\\n| 22 | ] |\\n| 23 | } |\\n| 24 | ], |\\n| 25 | \"created_by\": { |\\n| 26 | \"display_id\": \"string\", |\\n| 27 | \"id\": \"string\", |\\n| 28 | \"display_name\": \"string\", |\\n| 29 | \"display_picture\": { |\\n| 30 | \"display_id\": \"string\", |\\n| 31 | \"id\": \"string\", |\\n| 32 | \"file\": { |\\n| 33 | \"type\":", - "title": "List Stage Diagrams (POST) | DevRev | Docs" + "id": "ART-1801_KNOWLEDGE_NODE-237", + "text": "stage.\\nordinal integer Optional\\nThe ordinal of the custom stage.\\nstate_id string Optional\\nThe state ID.\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_stage object\\nShow 9 properties\\nAPI Reference customization Custom States Create.\\n\\nPOST https:// api.devrev.ai / states.custom.create\\nCreates a custom state.\\nRequest.\\n\\nThis endpoint expects an object.\\nname string Required\\nThe name of the custom state.\\nordinal integer Required\\nOrdinal of the custom state used to identify", + "title": "Get \u2014 DevRev | Docs" }, { - "id": "ART-3893_KNOWLEDGE_NODE-4", - "text": "\\n 5| { \\n 6| \"is_deprecated\": true, \\n 7| \"is_start\": true, \\n 8| \"stage\": { \\n 9| \"id\": \"foo\", \\n 10| \"display_id\": \"foo\", \\n 11| \"name\": \"foo\" \\n 12| }, \\n 13| \"transitions\": [ \\n 14| { \\n 15| \"target_stage\": { \\n 16| \"id\": \"foo\", \\n 17| \"display_id\": \"foo\", \\n 18| \"name\": \"foo\" \\n 19|", - "title": "Get Stage Diagram (Beta) \u2014 DevRev | Docs" + "id": "ART-2012_KNOWLEDGE_NODE-27", + "text": "will be created, and the previous ticket stage will remain unchanged.\\n\\n## Prerequisities\\n\\n * Before you install this snap-in, you need to set the **Stage** in closed state as a terminal stage or permanently closed stage. That is, once the ticket is moved to this stage, it cannot be reopened.\\n\\nNone of the default stages are terminal stages.\\n\\n * To create a new terminal stage, contact DevRev via the PLuG widget (chat bubble) on the bottom left of your home screen of the DevRev app. Just", + "title": "Follow-up ticket | Automate | Snap-ins | DevRev" }, { - "id": "ART-15350_KNOWLEDGE_NODE-2", - "text": "\"is_deprecated\": true, |\\n| 7 | \"is_start\": true, |\\n| 8 | \"stage\": { |\\n| 9 | \"id\": \"string\", |\\n| 10 | \"display_id\": \"string\", |\\n| 11 | \"name\": \"string\" |\\n| 12 | }, |\\n| 13 | \"transitions\": [ |\\n| 14 | { |\\n| 15 | \"target_stage\": { |\\n| 16 | \"id\": \"string\", |\\n| 17 | \"display_id\": \"string\", |\\n| 18 | \"name\": \"string\" |\\n| 19 | } |\\n| 20 | } |\\n| 21 | ] |\\n| 22 | } |\\n| 23 | ], |\\n| 24 | \"created_by\": { |\\n| 25 | \"display_id\": \"string\", |\\n| 26 | \"id\": \"string\", |\\n| 27 | \"display_name\":", - "title": "Create Stage Diagram | DevRev | Docs" + "id": "ART-1803_KNOWLEDGE_NODE-236", + "text": "stage.\\nordinal integer Optional\\nThe ordinal of the custom stage.\\nstate_id string Optional\\nThe state ID.\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_stage object\\nShow 9 properties\\nAPI Reference customization Custom States Create.\\n\\nPOST https:// api.devrev.ai / states.custom.create\\nCreates a custom state.\\nRequest.\\n\\nThis endpoint expects an object.\\nname string Required\\nThe name of the custom state.\\nordinal integer Required\\nOrdinal of the custom state used to identify", + "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-15353_KNOWLEDGE_NODE-5", - "text": "stage.\\n\\nstate\\\\_idstringOptional`format: \"id\"`\\n\\nThe state ID.\\n\\n### Response\\n\\nSuccess.\\n\\ncustom\\\\_stageobject\\n\\nShow 9 properties\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n404\\n\\nNot Found Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/customization/custom-stages-list-post)[#### Create States", - "title": "Update Stages Custom | DevRev | Docs" + "id": "ART-1789_KNOWLEDGE_NODE-235", + "text": "stage.\\nordinal integer Optional\\nThe ordinal of the custom stage.\\nstate_id string Optional\\nThe state ID.\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_stage object\\nShow 9 properties\\nAPI Reference customization Custom States Create.\\n\\nPOST https:// api.devrev.ai / states.custom.create\\nCreates a custom state.\\nRequest.\\n\\nThis endpoint expects an object.\\nname string Required\\nThe name of the custom state.\\nordinal integer Required\\nOrdinal of the custom state used to identify", + "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-3895_KNOWLEDGE_NODE-3", - "text": "\"is_start\": true, \\n 8| \"stage\": { \\n 9| \"id\": \"foo\", \\n 10| \"display_id\": \"foo\", \\n 11| \"name\": \"foo\" \\n 12| }, \\n 13| \"transitions\": [ \\n 14| { \\n 15| \"target_stage\": { \\n 16| \"id\": \"foo\", \\n 17| \"display_id\": \"foo\", \\n 18| \"name\": \"foo\" \\n 19| } \\n 20| } \\n 21| ] \\n 22| } \\n", - "title": "Update Stage Diagram (Beta) \u2014 DevRev | Docs" + "id": "ART-1781_KNOWLEDGE_NODE-233", + "text": "stage.\\nordinal integer Optional\\nThe ordinal of the custom stage.\\nstate_id string Optional\\nThe state ID.\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_stage object\\nShow 9 properties\\nAPI Reference customization Custom States Create.\\n\\nPOST https:// api.devrev.ai / states.custom.create\\nCreates a custom state.\\nRequest.\\n\\nThis endpoint expects an object.\\nname string Required\\nThe name of the custom state.\\nordinal integer Required\\nOrdinal of the custom state used to identify", + "title": "List \u2014 DevRev | Docs" }, { - "id": "ART-3898_KNOWLEDGE_NODE-8", - "text": "}\\n[/code] \\n \\n[Update Stage DiagramUp Next](/beta/api-reference/customization/stage-diagrams-update)\\n\\n[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)\\n\\n[Enterprise grade security to protect customer dataLearn more about it.](https://devrev.ai/blog/soc-compliance)\\n\\nProduct\\n\\n * [Build](https://devrev.ai/build)\\n * [Support](https://devrev.ai/support)\\n * [Search](https://devrev.ai/search)\\n * [PLuG - User", - "title": "List Stage Diagrams (POST) (Beta) \u2014 DevRev | Docs" + "id": "ART-1791_KNOWLEDGE_NODE-234", + "text": "stage.\\nordinal integer Optional\\nThe ordinal of the custom stage.\\nstate_id string Optional\\nThe state ID.\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_stage object\\nShow 9 properties\\nAPI Reference customization Custom States Create.\\n\\nPOST https:// api.devrev.ai / states.custom.create\\nCreates a custom state.\\nRequest.\\n\\nThis endpoint expects an object.\\nname string Required\\nThe name of the custom state.\\nordinal integer Required\\nOrdinal of the custom state used to identify", + "title": "Self Delete \u2014 DevRev | Docs" }, { - "id": "ART-3894_KNOWLEDGE_NODE-14", - "text": "__\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n'", - "title": "List Stage Diagrams (Beta) \u2014 DevRev | Docs" + "id": "ART-15353_KNOWLEDGE_NODE-6", + "text": "Custom\\n\\nNext](/api-reference/customization/custom-states-create)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", + "title": "Update Stages Custom | DevRev | Docs" }, { - "id": "ART-3898_KNOWLEDGE_NODE-4", - "text": "11| \"display_id\": \"foo\", \\n 12| \"name\": \"foo\" \\n 13| }, \\n 14| \"transitions\": [ \\n 15| { \\n 16| \"target_stage\": { \\n 17| \"id\": \"foo\", \\n 18| \"display_id\": \"foo\", \\n 19| \"name\": \"foo\" \\n 20| } \\n 21| } \\n 22| ] \\n 23| } \\n 24| ], \\n 25| \"created_by\": { \\n 26|", - "title": "List Stage Diagrams (POST) (Beta) \u2014 DevRev | Docs" + "id": "ART-1979_KNOWLEDGE_NODE-43", + "text": "*awaiting customer response* until the customer responds.\\n\\n In certain scenarios, the customer experience engineer may be able to resolve the customer's concern. If that's the case, they would ask the customer if their resolution has resolved their concern and the stage would move to the *awaiting customer response*. Once the concern is resolved and the customer acknowledges the resolution, the stage may move to *resolved*. If the concern isn't resolved, the stage may change back to *work in", + "title": "Tickets | Computer for Support Teams | DevRev" } ] }, @@ -4203,29 +4203,34 @@ "query_id": "d19ed0b4-ecf0-4ac7-b4d3-23c16b1a1d34", "query": "Google Calendar Snap-in connection setup authentication issue", "retrievals": [ + { + "id": "ART-2032_KNOWLEDGE_NODE-26", + "text": "section within your DevRev workspace settings.\\n2. Click **Explore Marketplace**.\\n3. Search for **Google Calendar** and click **Install** next to the Google Calendar snap-in.\\n4. In DevRev app, setup the connection in **Settings** > **Snap-ins** > **Connections** on top.\\n\\n * Search and choose an existing connection or create a new one by clicking **+ Connection**.\\n * Select **Google Calendar** from the dowpdown list.\\n * Give it a name and sign in with Google Calendar. Ensure to", + "title": "Google Calendar | Integrate | Snap-ins | DevRev" + }, { "id": "ART-16804_KNOWLEDGE_NODE-27", "text": "already exists, you can reuse it; otherwise, click **Add\\n Connection**. \\n In the connection modal, click **Sign in with snap-in** (with the Google\\n Calendar icon), enter a connection name, and proceed to **authorize via your\\n Google account using OAuth**. \\n Provide the necessary permissions and click **Continue** to complete the\\n setup.\\n5. Once the connection is established, select the calendars you want to import\\n and specify the DevRev part that should be used for any", "title": "Google Calendar AirSync | Integrate | Snap-ins | DevRev" }, { - "id": "ART-16804_KNOWLEDGE_NODE-26", - "text": "Identities | \\xe2\\x9c\\x85 |\\n| Meetings | Meetings | \\xe2\\x9c\\x85 |\\n\\nImport Google Calendar\\n----------------------\\n\\nFollow the steps below to import from Google Calendar:\\n\\n1. Go to the **Marketplace** and search for **Google Calendar** in the\\n **Import** category, and install.\\n2. Go to the **Import** section in your settings left nav.\\n3. Click **+Import** and select the Google Calendar logo.\\n4. In the **Select Connection** dropdown, choose **Google Calendar**. \\n If a connection", - "title": "Google Calendar AirSync | Integrate | Snap-ins | DevRev" + "id": "ART-2025_KNOWLEDGE_NODE-26", + "text": "**Explore Marketplace**.\\n3. Search for **Calendly** and click **Install** next to the Calendly snap-in.\\n4. In DevRev app, setup the connection in **Settings** > **Snap-ins** > **Connections** on top.\\n\\n * Search and choose an existing connection or create a new one by clicking **+ Connection**.\\n * Select **Snap-In Secret** from the dowpdown list.\\n * Give it a name and paste your Calendly personal access token in the **Secret** field. Toggle on **Make public** if you want to make the", + "title": "Calendly | Integrate | Snap-ins | DevRev" }, { - "id": "ART-3207_KNOWLEDGE_NODE-28", - "text": "In the top-right corner, select **+ Connection**, choose Google, and enter your connection name and domain name.\\n3. Toggle on **Make public** to make the connection public for your organization and click **Next**.\\n4. Click **Sign in with Google** and add your organization\\xe2\\x80\\x99s Gmail account. If you are already logged in using a different Gmail account select **Use another account** and continue.\\n\\n If you are using Google Groups then use the same Gmail account which has permission", - "title": "Email snap-in configuration | Email | Integrate | Snap-ins | DevRev" + "id": "ART-1473_KNOWLEDGE_NODE-17", + "text": "2. **Authentication of requests** : The configuration plays a pivotal role in authenticating incoming requests by validating the signature present in the header. This validation process involves comparing the signature in the header with the one sent by [GitHub](https://docs.github.com/en/webhooks/using-webhooks/validating-webhook-deliveries) along with its request body. Detailed setup instructions are provided within the snap-in screen, allowing users to copy the URL and Secret. Subsequently,", + "title": "Snap-in triggered by an external source \u2014 DevRev | Docs" }, { - "id": "ART-2032_KNOWLEDGE_NODE-26", - "text": "section within your DevRev workspace settings.\\n2. Click **Explore Marketplace**.\\n3. Search for **Google Calendar** and click **Install** next to the Google Calendar snap-in.\\n4. In DevRev app, setup the connection in **Settings** > **Snap-ins** > **Connections** on top.\\n\\n * Search and choose an existing connection or create a new one by clicking **+ Connection**.\\n * Select **Google Calendar** from the dowpdown list.\\n * Give it a name and sign in with Google Calendar. Ensure to", - "title": "Google Calendar | Integrate | Snap-ins | DevRev" + "id": "ART-2599_KNOWLEDGE_NODE-33", + "text": "rule.\\n\\n![]()\\n\\nOnce the above setup is complete, file a support ticket with DevRev to enable\\nthe Incident object in your workspace.\\n\\n[PreviousCoralogix security integration](/docs/integrations/coralogix)[NextGoogle Calendar AirSync](/docs/integrations/google-calendar-airdrop)\\n\\n#### On this page\\n\\n* [Installation](#installation)\\n* [Configuration](#configuration)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about", + "title": "Datadog | Integrate | Snap-ins | DevRev" }, { - "id": "ART-3207_KNOWLEDGE_NODE-27", - "text": "connection\\n--------------------------\\n\\nIf you are using Google as the mail provider, refer to **Gmail connection**; if you are using custom domains or other providers, refer to **Email connection**.\\n\\nGmail connection\\n\\nYou must be a part of the group and have permission to send emails to the Google Group. This approach doesn\\'t work with generic Google Groups ending with @googlegroups.com.\\n\\n1. In the DevRev app, go to **Settings > Integrations > Snap-ins** and click **Connections**.\\n2.", + "id": "ART-3207_KNOWLEDGE_NODE-28", + "text": "In the top-right corner, select **+ Connection**, choose Google, and enter your connection name and domain name.\\n3. Toggle on **Make public** to make the connection public for your organization and click **Next**.\\n4. Click **Sign in with Google** and add your organization\\xe2\\x80\\x99s Gmail account. If you are already logged in using a different Gmail account select **Use another account** and continue.\\n\\n If you are using Google Groups then use the same Gmail account which has permission", "title": "Email snap-in configuration | Email | Integrate | Snap-ins | DevRev" }, { @@ -4234,23 +4239,18 @@ "title": "Google Calendar | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2032_KNOWLEDGE_NODE-29", - "text": "as customers.\\n\\n* **Track meetings from free email domains**: Enable this feature to capture meetings scheduled by non-work email addresses, such as those from gmail.com or yahoo.com.\\n* **Recurring days**: Number of days in advance for recurring events to be synced. Default is 7 days.\\n\\n The recurring events inside the specified advance days are created, that is, if 7 days is specified, then all recurring events in next 7 days are created.\\n\\n1. Install the snap-in.\\n\\n#### User calendar", - "title": "Google Calendar | Integrate | Snap-ins | DevRev" - }, - { - "id": "ART-2025_KNOWLEDGE_NODE-26", - "text": "**Explore Marketplace**.\\n3. Search for **Calendly** and click **Install** next to the Calendly snap-in.\\n4. In DevRev app, setup the connection in **Settings** > **Snap-ins** > **Connections** on top.\\n\\n * Search and choose an existing connection or create a new one by clicking **+ Connection**.\\n * Select **Snap-In Secret** from the dowpdown list.\\n * Give it a name and paste your Calendly personal access token in the **Secret** field. Toggle on **Make public** if you want to make the", - "title": "Calendly | Integrate | Snap-ins | DevRev" + "id": "ART-16082_KNOWLEDGE_NODE-27", + "text": "Connection**. \\n In the connection modal, click **Sign in with snap-in** (with the Gmail\\n icon), enter a connection name, and proceed to **authorize via your Google\\n account using OAuth**. \\n Provide the necessary permissions and click **Continue** to complete the\\n setup.\\n5. Once the connection is established, select the email labels/folders you want\\n to import and specify the DevRev part where imported emails should reside.\\n This starts the bulk import.\\n\\nDevRev attempts", + "title": "Gmail AirSync | AirSync | Snap-ins | DevRev" }, { - "id": "ART-2032_KNOWLEDGE_NODE-16", - "text": "snap-in configuration](/docs/integrations/email-config)\\n - [Exotel](/docs/integrations/exotel)\\n - [Slack](/docs/integrations/slack)\\n - [WhatsApp](/docs/integrations/whatsapp)\\n - [GitHub](/docs/integrations/github)\\n - [GitLab](/docs/integrations/gitlab)\\n - [Harness](/docs/integrations/harness)\\n - [Marker.io](/docs/integrations/marker-io)\\n - [Instabug](/docs/integrations/instabug)\\n - [Qase](/docs/integrations/qase)\\n - [Tracxn", - "title": "Google Calendar | Integrate | Snap-ins | DevRev" + "id": "ART-3235_KNOWLEDGE_NODE-16", + "text": "+ [Integrate](/docs/integrate)\\n\\n - [Bitbucket](/docs/integrations/bitbucket)\\n - [Calendly](/docs/integrations/calendly)\\n - [Coralogix security integration](/docs/integrations/coralogix)\\n - [Datadog](/docs/integrations/datadog)\\n - [Google Calendar AirSync](/docs/integrations/google-calendar-airdrop)\\n - [Email](/docs/integrations/email)\\n\\n * [Email snap-in configuration](/docs/integrations/email-config)\\n - [Exotel](/docs/integrations/exotel)\\n -", + "title": "Reported by enricher | Automate | Snap-ins | DevRev" }, { - "id": "ART-16804_KNOWLEDGE_NODE-33", - "text": "Sync](#set-up-periodic-sync)\\n* [Delete an import](#delete-an-import)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about it.\\n\\n![]()](/blog/soc-compliance)\\n\\nComputer\\n\\n* [Meet Computer](/meet-computer)\\n* [How Computer works](/how-computer-works)\\n\\nApps\\n\\n* [For Support Teams](/for-support-teams)\\n* [For Builders](/for-builders)\\n* [For Customers](/for-customers)\\n* [For User Insights](/for-user-insights)\\n*", + "id": "ART-16804_KNOWLEDGE_NODE-26", + "text": "Identities | \\xe2\\x9c\\x85 |\\n| Meetings | Meetings | \\xe2\\x9c\\x85 |\\n\\nImport Google Calendar\\n----------------------\\n\\nFollow the steps below to import from Google Calendar:\\n\\n1. Go to the **Marketplace** and search for **Google Calendar** in the\\n **Import** category, and install.\\n2. Go to the **Import** section in your settings left nav.\\n3. Click **+Import** and select the Google Calendar logo.\\n4. In the **Select Connection** dropdown, choose **Google Calendar**. \\n If a connection", "title": "Google Calendar AirSync | Integrate | Snap-ins | DevRev" } ] @@ -4265,49 +4265,49 @@ "title": "Links | DevRev | Docs" }, { - "id": "ART-15664_KNOWLEDGE_NODE-8", - "text": "created from (ticket)\\n* Target types that the link can be created to (campaign custom object)\\n* Forward name (\\xe2\\x80\\x9cis parent of\\xe2\\x80\\x9d) describing the relationship from ticket to campaign\\n* Backward name (\\xe2\\x80\\x9cis child of\\xe2\\x80\\x9d) describing the relationship from campaign to ticket\\n\\nCreate links between objects\\n----------------------------\\n\\nOnce you have defined a link type, you can create links between objects:\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl", + "id": "ART-15664_KNOWLEDGE_NODE-9", + "text": "--location \\'https://api.devrev.ai/links.create\\' \\\\ |\\n| > | --header \\'Content-Type: application/json\\' \\\\ |\\n| > | --header \\'Authorization: Bearer \\' \\\\ |\\n| > | --data \\'{ |\\n| > | \"custom_link_type\": \"don:core:dvrv-us-1:devo/demo:custom_link_type/1\", |\\n| > | \"link_type\": \"custom_link\", |\\n| > | \"source\": \"don:core:dvrv-us-1:devo/demo:ticket/1\", |\\n| > | \"target\": \"don:core:dvrv-us-1:devo/demo:custom_object/campaign/1\" |\\n| > | }\\' |\\n```\\n\\n##### \\n\\nWhen creating a link:\\n\\n* Set", "title": "Links | DevRev | Docs" }, { - "id": "ART-12390_KNOWLEDGE_NODE-39", - "text": "to update * subtype: (Optional) Ticket subtype * apps: (Optional) Related apps * app\\\\_custom\\\\_fields: (Optional) Custom fields * stage: (Optional) New stage | Updated ticket object |\\n\\nObject links\\n------------\\n\\n| Operation | Description | Input Parameters | Output |\\n| --- | --- | --- | --- |\\n| LinkConversationWithTicket | Creates a link between a conversation and a ticket. | * source: Conversation ID * link\\\\_type: Type of link (usually \"is\\\\_related\\\\_to\") * target: Ticket ID | Empty", - "title": "Workflow action library | Workflows | Computer by DevRev | DevRev" + "id": "ART-1545_KNOWLEDGE_NODE-121", + "text": "object.\\n\\ntitle string Optional\\n\\nUpdates the title of the custom object.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_object object\\nShow 10 properties\\nAPI Reference customization Custom Link Type Create.\\n\\nPOST https://api.devrev.ai / link-types.custom.create\\n\\nCreates a custom link type.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\nbackward_name string Required\\n\\nThe name of the link in the backward direction.\\n\\nforward_name string Required\\n\\nThe name of the link in", + "title": "Create (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-15664_KNOWLEDGE_NODE-5", - "text": "Supported object types\\n\\nLinks can be created between the following object types:\\n\\n* custom object\\n* work (issue, ticket, task, opportunity)\\n* account, user\\n* part (product, capability, feature, enhancement)\\n\\nFor more details on customization or custom object concepts, please refer to the documentation below:\\n\\n* [Customization](/beta/guides/object-customization)\\n* [Custom objects](/beta/guides/custom-objects)\\n\\nCreate link types\\n-----------------\\n\\n##### \\n\\nLet\\xe2\\x80\\x99s say", - "title": "Links | DevRev | Docs" + "id": "ART-1564_KNOWLEDGE_NODE-121", + "text": "object.\\n\\ntitle string Optional\\n\\nUpdates the title of the custom object.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_object object\\nShow 10 properties\\nAPI Reference customization Custom Link Type Create.\\n\\nPOST https://api.devrev.ai / link-types.custom.create\\n\\nCreates a custom link type.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\nbackward_name string Required\\n\\nThe name of the link in the backward direction.\\n\\nforward_name string Required\\n\\nThe name of the link in", + "title": "List (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-15664_KNOWLEDGE_NODE-16", - "text": "\\'https://api.devrev.ai/link-types.custom.update\\' \\\\ |\\n| > | --header \\'Content-Type: application/json\\' \\\\ |\\n| > | --header \\'Authorization: Bearer \\' \\\\ |\\n| > | --data \\'{ |\\n| > | \"id\": \"don:core:dvrv-us-1:devo/demo:custom_link_type/1\", |\\n| > | \"is_deprecated\": true |\\n| > | }\\' |\\n```\\n\\nQuick reference: links from tickets, and issues\\n-----------------------------------------------\\n\\n##### \\n\\nThis section lists common links you can create from tickets and issues. It is not an", - "title": "Links | DevRev | Docs" + "id": "ART-1560_KNOWLEDGE_NODE-121", + "text": "object.\\n\\ntitle string Optional\\n\\nUpdates the title of the custom object.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_object object\\nShow 10 properties\\nAPI Reference customization Custom Link Type Create.\\n\\nPOST https://api.devrev.ai / link-types.custom.create\\n\\nCreates a custom link type.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\nbackward_name string Required\\n\\nThe name of the link in the backward direction.\\n\\nforward_name string Required\\n\\nThe name of the link in", + "title": "Assign (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-15664_KNOWLEDGE_NODE-13", - "text": "\\n\\nYou may want to restrict links to specific subtypes of objects. For example, only allowing issues\\nof a particular subtype to be linked to tickets.\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl --location \\'https://api.devrev.ai/link-types.custom.create\\' \\\\ |\\n| > | --header \\'Content-Type: application/json\\' \\\\ |\\n| > | --header \\'Authorization: Bearer \\' \\\\ |\\n| > | --data \\'{ |\\n| > | \"name\": \"Link between social media issues and tickets\", |\\n| > | \"source_types\": [ |\\n| > | { |\\n|", - "title": "Links | DevRev | Docs" + "id": "ART-1549_KNOWLEDGE_NODE-121", + "text": "object.\\n\\ntitle string Optional\\n\\nUpdates the title of the custom object.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_object object\\nShow 10 properties\\nAPI Reference customization Custom Link Type Create.\\n\\nPOST https://api.devrev.ai / link-types.custom.create\\n\\nCreates a custom link type.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\nbackward_name string Required\\n\\nThe name of the link in the backward direction.\\n\\nforward_name string Required\\n\\nThe name of the link in", + "title": "List Post (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-15664_KNOWLEDGE_NODE-12", - "text": "application/json\\' \\\\ |\\n| > | --header \\'Authorization: Bearer \\' \\\\ |\\n| > | --data \\'{ |\\n| > | \"id\": \"don:core:dvrv-us-1:devo/demo:custom_link_type/1\", |\\n| > | \"name\": \"Link type between issue/ticket and campaign\", |\\n| > | \"source_types_v2\": [ |\\n| > | { |\\n| > | \"leaf_type\": \"issue\" |\\n| > | }, |\\n| > | { |\\n| > | \"leaf_type\": \"ticket\" |\\n| > | } |\\n| > | ] |\\n| > | }\\' |\\n```\\n\\nCreate links between objects with subtypes\\n------------------------------------------\\n\\n#####", - "title": "Links | DevRev | Docs" + "id": "ART-1566_KNOWLEDGE_NODE-121", + "text": "object.\\n\\ntitle string Optional\\n\\nUpdates the title of the custom object.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_object object\\nShow 10 properties\\nAPI Reference customization Custom Link Type Create.\\n\\nPOST https://api.devrev.ai / link-types.custom.create\\n\\nCreates a custom link type.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\nbackward_name string Required\\n\\nThe name of the link in the backward direction.\\n\\nforward_name string Required\\n\\nThe name of the link in", + "title": "Transition (Beta) \u2014 DevRev | Docs" }, { - "id": "ART-2139_KNOWLEDGE_NODE-0", - "text": "b'Create Link Types Custom | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nBeta\\n\\nBeta\\n\\nBeta\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/beta/api-reference/accounts/create)[customization](/beta/api-reference/customization/custom-objects-count)\\n\\nCreate Link Types Custom\\n========================\\n\\nBeta\\n\\nCopy page\\n\\nPOST\\n\\nhttps://api.devrev.ai/link-types.custom.create\\n\\nPOST\\n\\n/link-types.custom.create\\n\\ncURL\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl -X POST", - "title": "Create Link Types Custom | DevRev | Docs" + "id": "ART-15664_KNOWLEDGE_NODE-13", + "text": "\\n\\nYou may want to restrict links to specific subtypes of objects. For example, only allowing issues\\nof a particular subtype to be linked to tickets.\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl --location \\'https://api.devrev.ai/link-types.custom.create\\' \\\\ |\\n| > | --header \\'Content-Type: application/json\\' \\\\ |\\n| > | --header \\'Authorization: Bearer \\' \\\\ |\\n| > | --data \\'{ |\\n| > | \"name\": \"Link between social media issues and tickets\", |\\n| > | \"source_types\": [ |\\n| > | { |\\n|", + "title": "Links | DevRev | Docs" }, { - "id": "ART-2139_KNOWLEDGE_NODE-8", - "text": "helpful?\\n\\nYesNo\\n\\n[Previous](/beta/api-reference/customization/custom-objects-update)[#### Get Link Types Custom\\n\\nNext](/beta/api-reference/customization/custom-link-type-get)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Create Link Types Custom | DevRev | Docs" + "id": "ART-15664_KNOWLEDGE_NODE-5", + "text": "Supported object types\\n\\nLinks can be created between the following object types:\\n\\n* custom object\\n* work (issue, ticket, task, opportunity)\\n* account, user\\n* part (product, capability, feature, enhancement)\\n\\nFor more details on customization or custom object concepts, please refer to the documentation below:\\n\\n* [Customization](/beta/guides/object-customization)\\n* [Custom objects](/beta/guides/custom-objects)\\n\\nCreate link types\\n-----------------\\n\\n##### \\n\\nLet\\xe2\\x80\\x99s say", + "title": "Links | DevRev | Docs" }, { - "id": "ART-2139_KNOWLEDGE_NODE-1", - "text": "https://api.devrev.ai/link-types.custom.create \\\\ |\\n| > | -H \"Authorization: Bearer \" \\\\ |\\n| > | -H \"Content-Type: application/json\" \\\\ |\\n| > | -d \\'{ |\\n| > | \"backward_name\": \"string\", |\\n| > | \"forward_name\": \"string\", |\\n| > | \"name\": \"string\", |\\n| > | \"source_types\": [ |\\n| > | {} |\\n| > | ], |\\n| > | \"target_types\": [ |\\n| > | {} |\\n| > | ] |\\n| > | }\\' |\\n```\\n\\n[Try it](/beta/api-reference/customization/custom-link-type-create?explorer=true)\\n\\n201Created\\n\\n```\\n| | |\\n|", - "title": "Create Link Types Custom | DevRev | Docs" + "id": "ART-1558_KNOWLEDGE_NODE-121", + "text": "object.\\n\\ntitle string Optional\\n\\nUpdates the title of the custom object.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_object object\\nShow 10 properties\\nAPI Reference customization Custom Link Type Create.\\n\\nPOST https://api.devrev.ai / link-types.custom.create\\n\\nCreates a custom link type.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\nbackward_name string Required\\n\\nThe name of the link in the backward direction.\\n\\nforward_name string Required\\n\\nThe name of the link in", + "title": "Metric Definitions List (Beta) \u2014 DevRev | Docs" } ] }, @@ -4316,54 +4316,54 @@ "query": "where can I view my articles in DevRev", "retrievals": [ { - "id": "ART-4065_KNOWLEDGE_NODE-4", - "text": "* [Blog](https://devrev.ai/blog)\\n * [Events](https://devrev.ai/events)\\n * [News](https://devrev.ai/blog?category=news)\\n * [Case Studies](https://devrev.ai/case-study)\\n * [Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n *", - "title": "Delete Article \u2014 DevRev | Docs" - }, - { - "id": "ART-4064_KNOWLEDGE_NODE-19", - "text": "[Documentation](https://docs.devrev.ai/)\\n * [API Reference](https://docs.devrev.ai/api/)\\n * [The Book of DevRev](https://thebook.devrev.ai/)\\n * [Partner Program](https://devrev.ai/partners)\\n * [Startup Program](https://devrev.ai/startups)\\n\\nCompany\\n\\n * [About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why", - "title": "Create Article \u2014 DevRev | Docs" + "id": "ART-1980_KNOWLEDGE_NODE-29", + "text": "by customers through the Plug widget and customer portal.\\n\\nIn the Plug widget, articles are available in two places: the search bar and the Help section.\\n\\n**Search bar**\\n\\n![]()\\n\\n**Help section**\\n\\n![]()\\n\\nUsers can also view articles grouped into collections by visiting your help center hosted on your website. The visibility of collections and articles depends on the **Visible to** settings configured.\\n\\n[### Articles](/docs/product/articles)[###", + "title": "Knowledge Base | Computer for Support Teams | DevRev" }, { - "id": "ART-4065_KNOWLEDGE_NODE-8", - "text": "Inc.\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a", - "title": "Delete Article \u2014 DevRev | Docs" + "id": "ART-1985_KNOWLEDGE_NODE-35", + "text": "and no longer required can be removed by archiving them.\\n\\nVisibility settings\\n-------------------\\n\\n### Article visibility\\n\\nTo control who can view the articles, open the **Visible to** menu. This displays all external groups that the article can be shared with. By default, the following groups are available:\\n\\n* **Customers**: Allows public access without verification.\\n\\n ![]()\\n\\n Public access requires the public portal to be enabled. If the public portal is not enabled, only", + "title": "Articles | Knowledge Base | Computer for Support Teams | DevRev" }, { - "id": "ART-4070_KNOWLEDGE_NODE-21", - "text": "__\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources __\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n'", - "title": "Update Article \u2014 DevRev | Docs" + "id": "ART-1985_KNOWLEDGE_NODE-36", + "text": "verified (signed-in) customers can view the article.\\n* **Verified Customers**: Limits visibility to customers signed in to the customer portal.\\n* **Customer Admins**: Restricts access to a subset of verified customers in the **Customer Admin** group. Membership in this group is managed through [**Settings** > **Customer Management** > **Segments**](https://app.devrev.ai/?setting=segments)\\\\*.\\n\\n ![]()\\n\\n If an article is for internal use only, leave the **Visible to** field blank.\\n\\n###", + "title": "Articles | Knowledge Base | Computer for Support Teams | DevRev" }, { - "id": "ART-4065_KNOWLEDGE_NODE-5", - "text": "[People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why How](https://devrev.ai/what-why-how)\\n\\nConnect\\n\\n * [Contact ](mailto:humansofdevrev@devrev.ai)\\n * [Instagram ](https://www.instagram.com/devrev)\\n * [Medium ](https://medium.com/devrev)\\n * [Linkedin ](https://www.linkedin.com/company/devrev)\\n * [X (formerly Twitter)](https://twitter.com/devrev)\\n *", - "title": "Delete Article \u2014 DevRev | Docs" + "id": "ART-1982_KNOWLEDGE_NODE-28", + "text": "collection is **Public** but all the articles within it are intended for internal use only, the collection itself won\\xe2\\x80\\x99t be visible to the public in the help center.\\n\\nCollection management\\n---------------------\\n\\n### Create a collection\\n\\n1. Go to **Settings > Support > Article Collections**.\\n2. Click **+Collection** and fill in the following details:\\n\\n * Title\\n * Description\\n * Parent\\n3. Enable the **Publish Collection** option if you want your customers to see the", + "title": "Collections | Knowledge Base | Computer for Support Teams | DevRev" }, { - "id": "ART-1985_KNOWLEDGE_NODE-51", - "text": "Submitted for review\\n + *Ready to Publish*: All reviewers have approved\\n\\nArticle analytics\\n-----------------\\n\\nArticle analytics in DevRev provides a customized prebuilt dashboard to assess whether customers can find relevant articles to address their queries.\\n\\nAccess analytics under **Settings** > **Support** > **Article analytics**.\\n\\nThe dashboard shows the effectiveness of your knowledge base for both customers and internal employees with these metrics:\\n\\n* Viewership: Total", - "title": "Articles | Knowledge Base | Computer for Support Teams | DevRev" + "id": "ART-1978_KNOWLEDGE_NODE-39", + "text": "toggle and craft your own title and description.\\n7. Enable **Public portal** to allow unauthenticated users to view/search public articles.\\n8. Click **Save & publish** to make the changes visible on your portal.\\n\\nIf you want to customize the font color and favicon, contact DevRev support. For favicon customization, an icon in .ico format is needed.\\n\\nCustomize portal URL\\n--------------------\\n\\nBy default, your customer portal is hosted at support.devrev.ai/. The", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1985_KNOWLEDGE_NODE-24", - "text": "[Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Article management](#article-management)\\n* [Create an article](#create-an-article)\\n* [Edit article content and settings](#edit-article-content-and-settings)\\n* [Delete articles](#delete-articles)\\n* [Bulk change options](#bulk-change-options)\\n* [Status settings](#status-settings)\\n* [Visibility settings](#visibility-settings)\\n* [Article visibility](#article-visibility)\\n* [Storage limits for", - "title": "Articles | Knowledge Base | Computer for Support Teams | DevRev" + "id": "ART-15295_KNOWLEDGE_NODE-0", + "text": "b'List Articles | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nPublic\\n\\nPublic\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/api-reference/getting-started)[articles](/api-reference/articles/create-article)\\n\\nList Articles\\n=============\\n\\nCopy page\\n\\nGET\\n\\nhttps://api.devrev.ai/articles.list\\n\\nGET\\n\\n/articles.list\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl https://api.devrev.ai/articles.list \\\\ |\\n| > | -H \"Authorization: Bearer \" |\\n```\\n\\n[Try", + "title": "List Articles | DevRev | Docs" }, { - "id": "ART-4065_KNOWLEDGE_NODE-9", - "text": "demo](https://devrev.ai/request-a-demo)\\n\\n'", - "title": "Delete Article \u2014 DevRev | Docs" + "id": "ART-1978_KNOWLEDGE_NODE-36", + "text": "base** > **Articles** and click **+Articles**. From there, you can either add a link to your article or upload articles directly from your device. Once you have added the articles, you can specify their status as either *Draft* or *Published*.\\nOnce the articles are published, your customers are able to search for them on the customer portal by entering their queries in the search bar.\\n\\nTo know more, refer to [articles](./articles)\\n\\nCustomize the customer", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-4066_KNOWLEDGE_NODE-0", - "text": "b'[](/public/api-reference/articles/get-article)\\n\\nPublic\\n\\n[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[](https://devrev.ai)\\n\\n __\\n\\nProduct __\\n\\nPlatform __\\n\\nSolutions __\\n\\nMarketplace __\\n\\nCompany __\\n\\nResources", - "title": "Get Article \u2014 DevRev | Docs" + "id": "ART-4068_KNOWLEDGE_NODE-1", + "text": "__\\n\\n[Pricing](https://devrev.ai/pricing)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](https://devrev.ai/request-a-demo)\\n\\n[API Reference](/public/api-reference/getting-started)[Articles](/public/api-reference/articles/create-article)\\n\\n# List Articles\\n\\nGET\\n\\nhttps://api.devrev.ai/articles.list\\n\\nTry it\\n\\nLists a collection of articles.\\n\\n### Query parameters\\n\\napplies_to_partslist of stringsOptional\\n\\nFilters for articles belonging to any of the provided", + "title": "List Articles \u2014 DevRev | Docs" }, { "id": "ART-4068_KNOWLEDGE_NODE-19", "text": "[About](https://devrev.ai/about)\\n * [People](https://devrev.ai/people)\\n * [Careers](https://devrev.ai/careers)\\n * [Places](https://devrev.ai/places)\\n * [Invest](https://revd.devrev.ai/)\\n * [What Why How](https://devrev.ai/what-why-how)\\n\\nConnect\\n\\n * [Contact ](mailto:humansofdevrev@devrev.ai)\\n * [Instagram ](https://www.instagram.com/devrev)\\n * [Medium ](https://medium.com/devrev)\\n * [Linkedin ](https://www.linkedin.com/company/devrev)\\n * [X (formerly", "title": "List Articles \u2014 DevRev | Docs" + }, + { + "id": "ART-1308_KNOWLEDGE_NODE-35", + "text": "required article.\\nResponse.\\n\\nThis endpoint returns an object.\\narticle object\\nShow 19 properties\\nAPI Reference articles Get Article Post.\\n\\nPOST https:// api.devrev.ai / articles.get\\nGets an article.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the required article.\\nResponse.\\n\\nThis endpoint returns an object.\\narticle object\\nShow 19 properties\\nAPI Reference articles List Articles.\\n\\nGET https:// api.devrev.ai / articles.list\\nLists a collection of", + "title": "Update \u2014 DevRev | Docs" } ] }, @@ -4372,54 +4372,54 @@ "query": "Next Best Action recommendations based on case context and history", "retrievals": [ { - "id": "ART-2133_KNOWLEDGE_NODE-56", - "text": "now.\\n\\n\\n\\nTime Travel (Context | Hisory) Hyper-Personalized Ontology | Fine-Tuning Predictive vs. Proactive Beyond SLAs Gustomer-Centric Lowest Latency Notifications Mobile-First User-over-Buyer Grassrocts Community | Word-of-Mouth Design-First | Consumer- Grade\\n\\n\\n\\nDeep Work | LLIs before Channels Cravi-n-index Everything Enterprise Shortcuts Discern Real Time Iterventions No Human-inthe-Loop Defloct L Deduplicate Text2SQL | Text2Visualization | TextdManagers Toxt2Logacy Voice for", - "title": "The Essential Methodology: Less but Better" + "id": "ART-13178_KNOWLEDGE_NODE-25", + "text": "complete solutions at first contact. For complex cases, they provide human specialists with AI-recommended actions based on similar historical tickets. \\nThe platform\\xe2\\x80\\x99s session replay feature offers visual context of user problems without relying on vague descriptions. This unified approach eliminates time wasted switching between disconnected tools, allowing support teams to focus on complex problem-solving while the AI powered agents handle routine diagnostics and", + "title": "Understanding Agentic AI: Capabilities and Implications for the Future" }, { - "id": "ART-2133_KNOWLEDGE_NODE-22", - "text": "suboptimal decisions. Only by going back in time can best decisions be taken.\\n\\n\\n\\nFine Tuning Customer ontologies \\xe2\\x80\\x93 {product, process, organization, skills} taxonomy, and people identities \\xe2\\x80\\x93 are extremely important in this day and age of AI to make models accurate and relevant within an enterprise. The Essential methodology embraces model \\xef\\xac\\x81ne-tuning as a necessary tenet of hyper-personalization.\\n\\nPredictive Servicing A large proportion of businesses are", - "title": "The Essential Methodology: Less but Better" + "id": "ART-13178_KNOWLEDGE_NODE-32", + "text": "satisfaction and loyalty. Organizations deploying such agentic artificial intelligence systems consistently see improved [customer retention metrics](/blog/customer-retention-rate).\\n\\nIn retail, AI agents remember preferences and anticipate needs. In healthcare, they customize care recommendations based on patient history.\\n\\n### Informed decision-making\\n\\nAutonomous agents process vast data streams in real time, providing actionable insights for smarter decisions. By detecting patterns and", + "title": "Understanding Agentic AI: Capabilities and Implications for the Future" }, { - "id": "ART-13178_KNOWLEDGE_NODE-44", - "text": "action demonstrates this approach.\\n * **Goal-based agents** evaluate actions based on how they contribute to achieving specific objectives. DevRev\\xe2\\x80\\x99s product development AI agents exemplify this approach by coordinating activities specifically designed to meet release deadlines and quality targets.\\n * **Utility-based agents** use sophisticated evaluation mechanisms to maximize overall benefit across multiple objectives. For instance, a marketing campaign optimizer might balance", + "id": "ART-13178_KNOWLEDGE_NODE-43", + "text": "business scenarios:\\n\\n * **Simple reflex agents** operate on straightforward condition-action rules without considering past experiences. For example, a basic customer inquiry routing system that assigns tickets based on predefined keywords falls into this category.\\n * **Model-based reflex agents** incorporate an internal model of the world, tracking the environment\\xe2\\x80\\x99s current state. A sales automation tool that considers past customer interactions when determining the next best", "title": "Understanding Agentic AI: Capabilities and Implications for the Future" }, { - "id": "ART-15621_KNOWLEDGE_NODE-17", - "text": "activity patterns for context-aware results\"\\n\\nBattle Tactic : Demonstrate comprehensive data access in head-to-head comparisons\\n\\n2. Conversational Analytics & Workflows\\n\\nPositioning : \"DevRev\\'s Search Agent combines search with deep object relationships, delivering conversational analytics and RCA through natural conversations while proactively surfacing business-critical patterns\"\\n\\nBattle Tactic : Show workflow automation and analytics capabilities that Glean cannot deliver\\n\\n3.", - "title": "Glean - Competitive - for the PLuG on website" + "id": "ART-16570_KNOWLEDGE_NODE-16", + "text": "information across integrated systems\\n* **Complete source transparency** with citations enables confident, well-documented decision-making\\n* **Cross-functional insights** allow teams to understand broader context and dependencies before taking action\\n\\n### Related Articles\\n\\n[![]()\\n\\n5 min readLuxCreo boosts operational efficiency and agility with DevRev](/case-study/luxcreo)[![]()\\n\\n5 min readAditya Birla Capital optimizes user experience with", + "title": "FAME transforms information access with AI-powered enterprise search" }, { - "id": "ART-13178_KNOWLEDGE_NODE-43", - "text": "business scenarios:\\n\\n * **Simple reflex agents** operate on straightforward condition-action rules without considering past experiences. For example, a basic customer inquiry routing system that assigns tickets based on predefined keywords falls into this category.\\n * **Model-based reflex agents** incorporate an internal model of the world, tracking the environment\\xe2\\x80\\x99s current state. A sales automation tool that considers past customer interactions when determining the next best", - "title": "Understanding Agentic AI: Capabilities and Implications for the Future" + "id": "ART-899_KNOWLEDGE_NODE-0", + "text": "b'With most things in life, the more context you have, the more informed you are and the better the decisions you can make.\\n\\nAs a support engineer we are constantly bombarded with customers reaching out for help. Now, what if we could see what the user was doing prior to contacting support? As a developer seeing if the customer\\xe2\\x80\\x99s problem is a defect, seeing the steps they took can be enlightening.\\n\\nIn comes PLuG Session Replay\\xe2\\x80\\xa6 Just wanna see it? Click HERE\\n\\nWith", + "title": "Nudges | The Book of DevRev" }, { - "id": "ART-1954_KNOWLEDGE_NODE-35", - "text": "determined by the type of action, rather than solely by the actor performing the action.\\n\\nExamples:\\n\\n* If mentions are set to **Important** and a bot's notifications are set to **Others**, then bot mentions will only appear in the **Others** tab.\\n* If mentions are set to **Important** and a bot's notifications are also set to **Important**, then bot mentions will appear in the **Important** tab.\\n* If mentions are set to **Others** and a bot's notifications are set to **Important**, then", - "title": "Updates | Computer by DevRev | DevRev" + "id": "ART-1003_KNOWLEDGE_NODE-3", + "text": "transfer session (KT) with teams as new features go out?\\n\\nHow to resolve them:\\n\\n\\n Leverage intelligent deflection and AI offloads\\n \\n For example, don\\xe2\\x80\\x99t waste time making a human gather context, AI can now very accurately gather context and/or suggest articles.\\n \\n \\n Leverage load in terms of routing\\n \\n Normally routing is statically done or done in a round-robin manner, however, that doesn\\xe2\\x80\\x99t work when cases may be differing in complexity.\\n", + "title": "Understanding a Support Lead's Pain Points and KPIs" }, { - "id": "ART-1989_KNOWLEDGE_NODE-37", - "text": "follow a common structure for easy categorization and search. If you have common themes or categories, the exact convention is up to you to standardize for your teams.\\n\\n One possible convention is Category-Subcategory-Specific command subject. For example:\\n\\n + Rerouting-Reroute to payments-Refund\\n + Rerouting-Reroute to payments-Payment failure\\n + Rerouting-Reroute to Sales\\n\\n[PreviousBest practices for documentation that supports AI](/docs/product/writing-bp)[NextService-level", - "title": "Commands | Computer for Support Teams | DevRev" + "id": "ART-4181_KNOWLEDGE_NODE-22", + "text": "breach\\n\\n![]()\\n\\nSLA timers on Conversation and Ticket panel\\n\\nEquip agents with the comprehensive context they need to prioritize based on service level commitments\\n\\n![]()\\n\\nSLA timers on Conversation and Ticket panel\\n\\nEquip agents with the comprehensive context they need to prioritize based on service level commitments\\n\\n![]()\\n\\nView SLA targets in Inbox view\\n\\nSee critical SLA information directly on your Omnichannel Inbox to prioritize and take action before breach", + "title": "Support like a lightning fast pit-crew" }, { - "id": "ART-1995_KNOWLEDGE_NODE-30", - "text": "a continuous planning approach that allows you to prioritize work in a more intuitive way.\\n\\n When creating an issue, you can categorize it under the following buckets:\\n\\n + **Now:** What is currently being executed.\\n + **Next:** Estimate of what will be worked on within a specific timeframe.\\n + **Backlog/Later:** Prioritized issues expected to be committed to in a later timeframe.\\n + **Triage:** Triage is a process to prioritize work items (issues or tickets) based on severity, risk,", - "title": "Build best practices | Computer for Builders | DevRev" + "id": "ART-4181_KNOWLEDGE_NODE-16", + "text": "breach\\n\\n![]()\\n\\nSLA timers on Conversation and Ticket panel\\n\\nEquip agents with the comprehensive context they need to prioritize based on service level commitments\\n\\n![]()\\n\\nSLA timers on Conversation and Ticket panel\\n\\nEquip agents with the comprehensive context they need to prioritize based on service level commitments\\n\\n![]()\\n\\nView SLA targets in Inbox view\\n\\nSee critical SLA information directly on your Omnichannel Inbox to prioritize and take action before breach", + "title": "Support like a lightning fast pit-crew" }, { - "id": "ART-1990_KNOWLEDGE_NODE-26", - "text": "worked on. This approach directly enables developers to pick up work that drives customer and business impact on a continuous basis. The power of continuous planning comes through deconstructing complex processes in favor of more intuitive and integrated workflows.\\n\\n\\xf0\\x9f\\x8e\\xa5 Video: Prioritize backlog by customer impact\\n\\nPrioritized work\\n----------------\\n\\nInstead of antiquated concepts requiring domain knowledge, prioritized work is defined by a state machine into *Now*, *Next*,", - "title": "Now, Next, Later | Computer for Builders | DevRev" + "id": "ART-4181_KNOWLEDGE_NODE-18", + "text": "breach\\n\\n![]()\\n\\nSLA timers on Conversation and Ticket panel\\n\\nEquip agents with the comprehensive context they need to prioritize based on service level commitments\\n\\n![]()\\n\\nSLA timers on Conversation and Ticket panel\\n\\nEquip agents with the comprehensive context they need to prioritize based on service level commitments\\n\\n![]()\\n\\nView SLA targets in Inbox view\\n\\nSee critical SLA information directly on your Omnichannel Inbox to prioritize and take action before breach", + "title": "Support like a lightning fast pit-crew" }, { - "id": "ART-12390_KNOWLEDGE_NODE-6", - "text": "+ [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best practices for documentation that supports AI](/docs/product/writing-bp)\\n + [Commands](/docs/product/commands)\\n + [Service-level agreement](/docs/product/sla)\\n + [Operational-level agreement](/docs/product/ola)\\n + [Support snap-ins](/docs/product/snapins-support)\\n* [Computer for Builders](/docs/product/build)\\n\\n + [Issues](/docs/product/issues)\\n + [Now, Next, Later](/docs/product/nnl)\\n + [Sprint", - "title": "Workflow action library | Workflows | Computer by DevRev | DevRev" + "id": "ART-4181_KNOWLEDGE_NODE-20", + "text": "breach\\n\\n![]()\\n\\nSLA timers on Conversation and Ticket panel\\n\\nEquip agents with the comprehensive context they need to prioritize based on service level commitments\\n\\n![]()\\n\\nSLA timers on Conversation and Ticket panel\\n\\nEquip agents with the comprehensive context they need to prioritize based on service level commitments\\n\\n![]()\\n\\nView SLA targets in Inbox view\\n\\nSee critical SLA information directly on your Omnichannel Inbox to prioritize and take action before breach", + "title": "Support like a lightning fast pit-crew" } ] }, @@ -4427,30 +4427,30 @@ "query_id": "f7f17717-1b4b-40c4-be08-730ba25da4c8", "query": "Pro license pricing cost subscription plan", "retrievals": [ - { - "id": "ART-962_KNOWLEDGE_NODE-0", - "text": "b'1. Core Pricing Plans:\\n\\nStarter: Ideal for small teams (up to 15 users) navigating product-market fit.\\n\\nLimited Time Offer: $1,000 credits.\\n\\nPlatform License: $9.99 per monthly active user (MAU).\\n\\nSupport License: $9.99 per MAU.\\n\\nFeatures:\\n\\nUnlimited viewers at no extra charge.\\n\\nConverge Issue and Ticket Management.\\n\\nMap your product features with Parts and Trails\\n\\nCustomize your data and insights with Vistas.\\n\\nCustomer and user management.\\n\\nLive chat and deflection", - "title": "DevRev Pricing" - }, { "id": "ART-962_KNOWLEDGE_NODE-2", "text": "offer).\\n\\n24/5 customer support.\\n\\nPricing: Platform license at $24.99 per MAU, support license at $34.99 per MAU.\\n\\nUltimate: Tailored for complex organizations with strict requirements.\\n\\nAll features from Pro, plus:\\n\\nAudit logging.\\n\\nEnhanced storage and retention.\\n\\nSLA-driven support response times.\\n\\nAdvanced object, subtype, and attribute customization.\\n\\nMulti-region high availability.\\n\\nLive read replica sandboxes.\\n\\nCustom pricing based on specific needs.\\n\\n2.", "title": "DevRev Pricing" }, { - "id": "ART-15627_KNOWLEDGE_NODE-1", - "text": "Starter, Pro, and Ultimate. This ensures flexibility and scalability as your business needs evolve. Most plans are priced per user per month, while PLuG offers usage-based pricing options. Is there a free trial available? Yes, DevRev offers a\\xc2\\xa0 45-day free trial \\xc2\\xa0for both Build and Support paid plans (Starter and Pro tiers). What are my payment options? You can use your credit card to pay for any plan. If you sign up for a Pro Plan, DevRev can invoice you annually and offer a", - "title": "DevRev Pricing - for the PLuG on the website" + "id": "ART-15258_KNOWLEDGE_NODE-5", + "text": "users per product. While the $10K credits typically cover around 14 pro-level licenses based on current pricing, you\\xe2\\x80\\x99re free to use as many licenses based on your business needs. Q:-How do my credits get consumed throughout the year?\\n\\nA:- Credits are consumed monthly, primarily based on the number of licenses you provision and any custom integrations you request for. To make the most of your credits, we recommend starting with just the minimum number of licenses you need and", + "title": "DevRev - Website - FAQs" + }, + { + "id": "ART-3908_KNOWLEDGE_NODE-5", + "text": "users per product. While the $10K credits typically cover around 14 pro-level licenses based on current pricing, you\\xe2\\x80\\x99re free to use as many licenses based on your business needs. Q:-How do my credits get consumed throughout the year?\\n\\nA:- Credits are consumed monthly, primarily based on the number of licenses you provision and any custom integrations you request for. To make the most of your credits, we recommend starting with just the minimum number of licenses you need and", + "title": "DevRev for Startups" }, { - "id": "ART-15627_KNOWLEDGE_NODE-13", - "text": "tier or contact sales for custom arrangements. Is there an enterprise discount for annual payments? Yes, for Pro Plans and above, DevRev can invoice annually and offers discounts. Contact\\xc2\\xa0 support@devrev.ai \\xc2\\xa0to discuss annual pricing options.'", + "id": "ART-15627_KNOWLEDGE_NODE-4", + "text": "based on requirements\\n\\nDevRev Build Pricing For detailed pricing and to get started: \\xc2\\xa0 https://devrev.ai/pricing/build What are the Build pricing plans?\\n\\nStarter : $9.99 per user/month\\n\\nPro : $24.99 per user/month\\n\\nUltimate : Custom pricing (contact sales)\\n\\nWhat\\'s included in Build Starter ($9.99/month)?\\n\\nAI agents, assistants, and issue tracking\\n\\nSprint management\\n\\nRoadmapping and dependency tracking\\n\\nReady-to-go reporting and analytics\\n\\n45-day free trial\\n\\nWhat\\'s", "title": "DevRev Pricing - for the PLuG on the website" }, { - "id": "ART-962_KNOWLEDGE_NODE-3", - "text": "Usage-Based Costs:\\n\\nOn top of the core plans, DevRev charges for specific usage:\\n\\nUser and Customer Management: $0.20 per user, per month.\\n\\nConversations:\\n\\n$0.01 per anonymous user conversation, per month.\\n\\n$0.45 per verified user conversation, per month.\\n\\nStorage:\\n\\n$2.00 per extra GB of file storage, per month.\\n\\n$25.00 per extra GB of base storage, per month.\\n\\n3. Additional Considerations:\\n\\nAuthorization roles and profiles: $10.00 per MAU (optional add-on).\\n\\nFree tier:", - "title": "DevRev Pricing" + "id": "ART-15627_KNOWLEDGE_NODE-2", + "text": "discount. Contact\\xc2\\xa0 support@devrev.ai \\xc2\\xa0to discuss annual pricing. DevRev Support Pricing For detailed pricing and to get started: \\xc2\\xa0 https://devrev.ai/pricing/support What are the Support pricing plans?\\n\\nStarter : $19.99 per user/month (up to 10 users)\\n\\nPro : $59.99 per user/month\\n\\nUltimate : Custom pricing (contact sales)\\n\\nWhat\\'s included in Support Starter ($19.99/month)?\\n\\nAI agents, assistants, and deflection\\n\\nModern omnichannel ticketing platform\\n\\nData", + "title": "DevRev Pricing - for the PLuG on the website" }, { "id": "ART-15627_KNOWLEDGE_NODE-3", @@ -4458,24 +4458,24 @@ "title": "DevRev Pricing - for the PLuG on the website" }, { - "id": "ART-15627_KNOWLEDGE_NODE-5", - "text": "included in Build Pro ($24.99/month)?\\n\\nEverything in Starter\\n\\nCustomizable issue management\\n\\nAdvanced reporting & analytics\\n\\n45-day free trial\\n\\nWhat\\'s included in Build Ultimate?\\n\\nEverything in Pro\\n\\nFull object model customization and unlimited integrations\\n\\nEnterprise-grade security, compliance, controls, and policies\\n\\nDevRev PLuG Pricing For detailed pricing and to get started: \\xc2\\xa0 https://devrev.ai/pricing/plug What are the PLuG pricing options?\\n\\nFree : AI-powered", - "title": "DevRev Pricing - for the PLuG on the website" + "id": "ART-962_KNOWLEDGE_NODE-0", + "text": "b'1. Core Pricing Plans:\\n\\nStarter: Ideal for small teams (up to 15 users) navigating product-market fit.\\n\\nLimited Time Offer: $1,000 credits.\\n\\nPlatform License: $9.99 per monthly active user (MAU).\\n\\nSupport License: $9.99 per MAU.\\n\\nFeatures:\\n\\nUnlimited viewers at no extra charge.\\n\\nConverge Issue and Ticket Management.\\n\\nMap your product features with Parts and Trails\\n\\nCustomize your data and insights with Vistas.\\n\\nCustomer and user management.\\n\\nLive chat and deflection", + "title": "DevRev Pricing" }, { - "id": "ART-15627_KNOWLEDGE_NODE-9", - "text": "that time, DevRev starts charging your credit card for subscription and consumption costs. What is a Platform vs. Support User?\\n\\nPlatform users : Have full access to the Build App and gain visibility across an organization to understand the context between product and customer\\n\\nSupport Users : Users that create or update customer-related records. The per-seat pricing is in addition to the platform license cost and includes customer records (RevO or RevU), plus other related records like", - "title": "DevRev Pricing - for the PLuG on the website" + "id": "ART-962_KNOWLEDGE_NODE-4", + "text": "Limited functionality for individual users and small teams.\\n\\n4. Summary:\\n\\nDevRev offers flexible pricing to cater to diverse needs.\\n\\nSmall teams can start with the Starter plan and scale up as needed.\\n\\nLarger organizations may benefit from Pro or Ultimate plans.\\n\\nUsage-based costs add transparency and control over spending.\\n\\nCarefully assess your team size, usage patterns, and desired features before choosing a plan.'", + "title": "DevRev Pricing" }, { - "id": "ART-15627_KNOWLEDGE_NODE-2", - "text": "discount. Contact\\xc2\\xa0 support@devrev.ai \\xc2\\xa0to discuss annual pricing. DevRev Support Pricing For detailed pricing and to get started: \\xc2\\xa0 https://devrev.ai/pricing/support What are the Support pricing plans?\\n\\nStarter : $19.99 per user/month (up to 10 users)\\n\\nPro : $59.99 per user/month\\n\\nUltimate : Custom pricing (contact sales)\\n\\nWhat\\'s included in Support Starter ($19.99/month)?\\n\\nAI agents, assistants, and deflection\\n\\nModern omnichannel ticketing platform\\n\\nData", + "id": "ART-15627_KNOWLEDGE_NODE-1", + "text": "Starter, Pro, and Ultimate. This ensures flexibility and scalability as your business needs evolve. Most plans are priced per user per month, while PLuG offers usage-based pricing options. Is there a free trial available? Yes, DevRev offers a\\xc2\\xa0 45-day free trial \\xc2\\xa0for both Build and Support paid plans (Starter and Pro tiers). What are my payment options? You can use your credit card to pay for any plan. If you sign up for a Pro Plan, DevRev can invoice you annually and offer a", "title": "DevRev Pricing - for the PLuG on the website" }, { - "id": "ART-15627_KNOWLEDGE_NODE-7", - "text": "session record)\\n\\nWhat\\'s included in PLuG Ultimate?\\n\\nAll Pay-as-you-go features\\n\\nAdvanced functionality for scale\\n\\nVolume discounting\\n\\nUnderstanding users wherever they are\\n\\nDevRev AgentOS Pricing For detailed pricing and to get started: \\xc2\\xa0 https://devrev.ai/pricing/agentos How is AgentOS priced? AgentOS is available only through custom pricing. Contact sales for a quote. What\\'s included in AgentOS?\\n\\nFlexible pricing models: usage-based or predictable fixed pricing\\n\\nFull", - "title": "DevRev Pricing - for the PLuG on the website" + "id": "ART-962_KNOWLEDGE_NODE-3", + "text": "Usage-Based Costs:\\n\\nOn top of the core plans, DevRev charges for specific usage:\\n\\nUser and Customer Management: $0.20 per user, per month.\\n\\nConversations:\\n\\n$0.01 per anonymous user conversation, per month.\\n\\n$0.45 per verified user conversation, per month.\\n\\nStorage:\\n\\n$2.00 per extra GB of file storage, per month.\\n\\n$25.00 per extra GB of base storage, per month.\\n\\n3. Additional Considerations:\\n\\nAuthorization roles and profiles: $10.00 per MAU (optional add-on).\\n\\nFree tier:", + "title": "DevRev Pricing" } ] }, @@ -4483,25 +4483,20 @@ "query_id": "4097c810-fcbe-42a6-93bb-79a94adf0faa", "query": "count tickets with customer CSAT review", "retrievals": [ - { - "id": "ART-2011_KNOWLEDGE_NODE-26", - "text": "**CSAT on ticket** > **Configure**.\\n2. Select the channel you want to send the survey on in **Survey channel**.\\n3. Write introductory text for the survey in **Survey introductory text**.\\n\\n ![]()\\n\\n To include the customer's name in the CSAT survey emails, add a key {{customer\\\\_name}} to the introductory text configuration of the CSAT.\\n4. Customize your survey response scale which is shown to the customers to select from in **Survey response scale**.\\n5. To collect additional feedback", - "title": "CSAT on ticket | Automate | Snap-ins | DevRev" - }, { "id": "ART-2011_KNOWLEDGE_NODE-24", "text": "[Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[CSAT on ticket](/docs/automations/csat-tickets)\\n\\nCSAT on ticket\\n==============\\n\\n[CSAT on ticket](/marketplace/csat_on_ticket_dwx7b2bp) offers a simplified approach to measure customer satisfaction level for the ticket resolved with the help of surveys which can be utilized to enhance the overall customer experience.\\n\\nThis snap-in displays a customer satisfaction survey to customers after their ticket gets resolved. The questions can", "title": "CSAT on ticket | Automate | Snap-ins | DevRev" }, { - "id": "ART-2011_KNOWLEDGE_NODE-27", - "text": "from the customer along with the scale rating, ensure that the toggle for **Additional Feedback Request** configuration is enabled.\\n6. Write a query for the customers after the survey is populated in **Survey query**.\\n7. Write a message for the customers after the survey response is submitted in **Survey response message**.\\n8. Specify the time for the survey to expire (in minutes) in **Survey expires after**.\\n\\n ![]()\\n9. If you want to send the survey only once, enable the **Send survey", - "title": "CSAT on ticket | Automate | Snap-ins | DevRev" + "id": "ART-1977_KNOWLEDGE_NODE-25", + "text": "Average CSAT rating for ticket Owners.\\n* **SLA breaches by Customer tier**\\n\\n Number of Tickets with SLA breaches for ticket owners.\\n* **Active Tickets**\\n\\n A distribution of tickets in Open and In Progress states and the respective owners.\\n* **Closed Tickets**\\n\\n A distribution of tickets in Closed state and the respective owners.\\n* **SLA breaches**\\n\\n Number of Tickets with SLA breaches for ticket owners.\\n* **Tickets Escalated**\\n\\n Number of tickets that are escalated by", + "title": "Ticket-Team Performance | Support analytics | Computer for Support Teams | DevRev" }, { - "id": "ART-2013_KNOWLEDGE_NODE-27", - "text": "customer's name in the CSAT survey emails, add a key {{customer\\\\_name}} to the introductory text configuration of the CSAT.\\n4. Customize your survey response scale which is shown to the customers to select from in **Survey response scale**.\\n5. To collect additional feedback from the customer along with the scale rating, ensure that the toggle for **Additional Feedback Request** configuration is enabled.\\n6. Write a query for the customers after the survey is populated in **Survey", - "title": "CSAT on conversation | Automate | Snap-ins | DevRev" + "id": "ART-1975_KNOWLEDGE_NODE-26", + "text": "resolve tickets.\\n* **Tickets awaiting response**\\n\\n The number of active tickets awaiting response to customer.\\n* **Unassigned tickets**\\n\\n The number of tickets not yet assigned to a support agent.\\n* **Active blocker tickets**\\n\\n The number of tickets with severity Blocker that are in the Open or In Progress state.\\n* **SLA compliance rate**\\n\\n The percentage of tickets where the SLA was met out of all tickets where the SLA was applied.\\n* **Average CSAT score**\\n\\n The average", + "title": "Ticket insights | Support analytics | Computer for Support Teams | DevRev" }, { "id": "ART-2011_KNOWLEDGE_NODE-25", @@ -4509,28 +4504,33 @@ "title": "CSAT on ticket | Automate | Snap-ins | DevRev" }, { - "id": "ART-2011_KNOWLEDGE_NODE-28", - "text": "only once per ticket** toggle.\\n10. If you want to automatically send CSAT surveys when tickets reach the *Resolved* stage, keep the **Trigger the CSAT survey based on configured rules** toggle turned off.\\n11. If you want to send CSAT at a specific ticket stage, turn the **Trigger the CSAT survey based on configured rules** toggle on and set up a custom workflow with the following configuration:\\n\\n| **Component** | **Details** |\\n| --- | --- |\\n| Trigger | Update Ticket |\\n| Stage Control |", - "title": "CSAT on ticket | Automate | Snap-ins | DevRev" + "id": "ART-1972_KNOWLEDGE_NODE-27", + "text": "by Channel**\\n\\n Number of tickets where SLA was breached for each source channel.\\n* **SLA breaches by Subtype**\\n\\n Number of tickets where SLA was breached for each ticket subtype.\\n* **SLA breaches by Owner**\\n\\n Number of Tickets with SLA breaches for ticket owners.\\n* **Avg CSAT by SLA status**\\n\\n Average CSAT rating of tickets w.r.t. their SLA status and severity.\\n* **Unassigned Tickets with SLA breaches per Customer**\\n\\n Number of Unassigned Tickets with SLA breaches for each", + "title": "Ticket-SLA Analytics | Support analytics | Computer for Support Teams | DevRev" }, { - "id": "ART-2011_KNOWLEDGE_NODE-29", - "text": "If Else |\\n| Condition | When: Ticket Updated / Output > Stage > Name (Make sure that the stage name is in snake case.) |\\n| Action | Update Ticket |\\n| ID | Ticket Updated > Output > Id |\\n| List of Integrations | CSAT |\\n| Integrations | App CSAT Send Survey > Yes |\\n\\n1. Click **Save** > **Next** and deploy the snap-in.\\n\\n[PreviousCSAT on conversation](/docs/automations/csat-conv)[NextCSV work item uploader](/docs/automations/csv-work-item-uploader)\\n\\n#### On this page\\n\\n*", - "title": "CSAT on ticket | Automate | Snap-ins | DevRev" + "id": "ART-1004_KNOWLEDGE_NODE-9", + "text": "tickets\\nWHERE EXTRACT(@period FROM created_at) = EXTRACT(@period FROM CURRENT_DATE)\\nGROUP BY engineer_id;\\n-- NOTE: Replace @period with 'DAY', 'WEEK', 'MONTH', or 'QUARTER'.\\n\\n\\nIndividual Customer Satisfaction (CSAT) Score\\n\\n\\n Definition\\n \\n A metric that gauges customer satisfaction with the support provided by a specific engineer, typically collected through surveys.\\n \\n \\n Calculation\\n \\n (Number of satisfied responses for the engineer) / (Total number of", + "title": "Understanding a Support Engineer's Pain Points and KPIs" }, { - "id": "ART-2011_KNOWLEDGE_NODE-5", - "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", + "id": "ART-2011_KNOWLEDGE_NODE-28", + "text": "only once per ticket** toggle.\\n10. If you want to automatically send CSAT surveys when tickets reach the *Resolved* stage, keep the **Trigger the CSAT survey based on configured rules** toggle turned off.\\n11. If you want to send CSAT at a specific ticket stage, turn the **Trigger the CSAT survey based on configured rules** toggle on and set up a custom workflow with the following configuration:\\n\\n| **Component** | **Details** |\\n| --- | --- |\\n| Trigger | Update Ticket |\\n| Stage Control |", "title": "CSAT on ticket | Automate | Snap-ins | DevRev" }, { - "id": "ART-1977_KNOWLEDGE_NODE-25", - "text": "Average CSAT rating for ticket Owners.\\n* **SLA breaches by Customer tier**\\n\\n Number of Tickets with SLA breaches for ticket owners.\\n* **Active Tickets**\\n\\n A distribution of tickets in Open and In Progress states and the respective owners.\\n* **Closed Tickets**\\n\\n A distribution of tickets in Closed state and the respective owners.\\n* **SLA breaches**\\n\\n Number of Tickets with SLA breaches for ticket owners.\\n* **Tickets Escalated**\\n\\n Number of tickets that are escalated by", - "title": "Ticket-Team Performance | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-1975_KNOWLEDGE_NODE-28", + "text": "conversations against standalone tickets.\\n* **Tickets linked to issues**\\n\\n The percentage of tickets linked to product issues.\\n* **Active tickets by owner**\\n\\n The number of Open or In Progress tickets grouped by owner.\\n* **Tickets created vs. closed**\\n\\n The trend of tickets created against those closed.\\n\\nCustomer satisfaction (CSAT)\\n----------------------------\\n\\n* **CSAT score distribution**\\n\\n A distribution of customer satisfaction scores on tickets.\\n\\nTime spent per", + "title": "Ticket insights | Support analytics | Computer for Support Teams | DevRev" + }, + { + "id": "ART-1003_KNOWLEDGE_NODE-20", + "text": "AverageResolutionTime\\nFROM tickets t\\nWHERE t.status = 'resolved'\\nAND EXTRACT(@period FROM t.created_at) = EXTRACT(@period FROM CURRENT_DATE);\\n-- NOTE: Replace @period with 'DAY', 'WEEK', 'MONTH', or 'QUARTER'.\\n\\n\\nCustomer Satisfaction Score (CSAT)\\n\\n\\n Definition\\n \\n A metric that gauges customer satisfaction with the support provided, typically collected through surveys.\\n \\n \\n Calculation\\n \\n (Number of satisfied responses) / (Total number of responses) * 100\\n", + "title": "Understanding a Support Lead's Pain Points and KPIs" }, { - "id": "ART-2011_KNOWLEDGE_NODE-4", - "text": "insights](/docs/dashboards/conversation-insights)\\n - [Conversation-SLA Analytics](/docs/dashboards/conversation-sla-analytics)\\n - [Conversation-Team Performance](/docs/dashboards/conversation-team-performance)\\n - [Ticket insights](/docs/dashboards/ticket-insights)\\n - [Ticket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n - [Ticket-Team Performance](/docs/dashboards/ticket-team-performance)\\n + [Conversations](/docs/product/conversation)\\n\\n - [Conversation to", + "id": "ART-2011_KNOWLEDGE_NODE-26", + "text": "**CSAT on ticket** > **Configure**.\\n2. Select the channel you want to send the survey on in **Survey channel**.\\n3. Write introductory text for the survey in **Survey introductory text**.\\n\\n ![]()\\n\\n To include the customer's name in the CSAT survey emails, add a key {{customer\\\\_name}} to the introductory text configuration of the CSAT.\\n4. Customize your survey response scale which is shown to the customers to select from in **Survey response scale**.\\n5. To collect additional feedback", "title": "CSAT on ticket | Automate | Snap-ins | DevRev" } ] @@ -4540,53 +4540,53 @@ "query": "save filters in support portal", "retrievals": [ { - "id": "ART-1978_KNOWLEDGE_NODE-11", - "text": "[CSV comments uploader](/docs/automations/csv-comments-uploader)\\n - [CSV commands uploader](/docs/automations/csv-commands-uploader)\\n - [Descope identity validation](/docs/automations/descope-identity-validation)\\n - [Effort logger](/docs/automations/effort-logger)\\n - [HTTP archive file upload & sanitization](/docs/automations/har-sanitization)\\n - [Link preview](/docs/automations/link-preview)\\n - [Org tags sync](/docs/automations/org-tags-sync)\\n - [Search", - "title": "Customer portal | Computer for Support Teams | DevRev" + "id": "ART-10697_KNOWLEDGE_NODE-30", + "text": "New filtering options let agents view tickets tied to specific articles, while updated analytics reveal the most and least linked articles, improving knowledge sharing and support strategy.\\n* Plug is our live chat widget designed for real-time conversations in your customer portal. It reduces ticket volume by resolving common queries instantly, enhancing self-service and speeding up issue resolution. Use spotlight cards or banners to notify customers about incidents, updates, or promotions,", + "title": "February 2025 | Changelog | DevRev" }, { - "id": "ART-15716_KNOWLEDGE_NODE-35", - "text": "filters\\n\\nYou can create a simple report by clicking on the Smart Icon at the top right corner and selecting \\'Create New report.\\' Create a dashboard and a widget by giving a name. Select the dimensions and measures and finalize the visualization of the widget and click on the preview widget to test it out.\\n\\nEach widget can be customized with filters, groupings, and visualizations (charts, tables, etc.)4. Create a dashboard for tracking ticket resolution time\\n\\nCreate a new dashboard in", - "title": "Support queries related playbook" + "id": "ART-10697_KNOWLEDGE_NODE-31", + "text": "boosting engagement and reducing repetitive inquiries. To enable Plug, go to **Settings > Portal Settings**, activate Plug widget, and **Save** and **Publish**.\\n\\n![]()\\xc2\\xa0For more information about *Support App*, refer to the following articles: \\xe2\\x80\\xa3 [Support snap-ins | Support](/docs/product/snapins-support) \\xe2\\x80\\xa3 [Support best practices | Support](/docs/product/support-bp) \\xe2\\x80\\xa3 [Support](/docs/product/support) \\xe2\\x80\\xa3", + "title": "February 2025 | Changelog | DevRev" }, { - "id": "ART-1978_KNOWLEDGE_NODE-37", - "text": "portal\\n-----------------------------\\n\\nYou can customize the look of your support portal to match your branding goals.\\n\\n1. Go to **Settings** > **Plug & Portal** > **Portal Settings**.\\n2. Under **Configuration**, enter your site name and upload your company logo.\\n * (Optional) Enable the footer and add your social media and text links in their respective fields.\\n * (Optional) Enable **Search** to get answers in search results.\\n * (Optional) Enable Plug widget to facilitate", + "id": "ART-1978_KNOWLEDGE_NODE-39", + "text": "toggle and craft your own title and description.\\n7. Enable **Public portal** to allow unauthenticated users to view/search public articles.\\n8. Click **Save & publish** to make the changes visible on your portal.\\n\\nIf you want to customize the font color and favicon, contact DevRev support. For favicon customization, an icon in .ico format is needed.\\n\\nCustomize portal URL\\n--------------------\\n\\nBy default, your customer portal is hosted at support.devrev.ai/. The", "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-10697_KNOWLEDGE_NODE-30", - "text": "New filtering options let agents view tickets tied to specific articles, while updated analytics reveal the most and least linked articles, improving knowledge sharing and support strategy.\\n* Plug is our live chat widget designed for real-time conversations in your customer portal. It reduces ticket volume by resolving common queries instantly, enhancing self-service and speeding up issue resolution. Use spotlight cards or banners to notify customers about incidents, updates, or promotions,", - "title": "February 2025 | Changelog | DevRev" + "id": "ART-1979_KNOWLEDGE_NODE-37", + "text": "filters and **Group** conditions across various vistas in DevRev to track specific work, capacity, and more.\\n\\nYou can add custom attributes to tickets to track additional information. For more information on custom attributes, see [object customization](./object-customization).\\n\\nIssues are attached to tickets in order to track efforts with product priorities.\\n\\nCreate a ticket\\n---------------\\n\\n1. Go to **Support** > **Tickets** from the sidebar on the left.\\n2. Click **New Ticket** on", + "title": "Tickets | Computer for Support Teams | DevRev" }, { - "id": "ART-1452_KNOWLEDGE_NODE-4", - "text": "users.\\n\\nstageobjectOptional\\n\\nThe filter for stages.\\n\\nShow property\\n\\nstaged_infoobjectOptional\\n\\nShow property\\n\\nstatelist of stringsOptional\\n\\nFilters for work with any of the provided states.\\n\\nsync_metadataobjectOptional\\n\\nShow 4 properties\\n\\ntagslist of stringsOptional\\n\\nFilters for work with any of the provided tags.\\n\\ntarget_close_dateobjectOptional\\n\\nProvides ways to specify date ranges on objects.\\n\\nShow 2 variants\\n\\nticketobjectOptional\\n\\nShow 13 properties\\n\\n###", - "title": "Export Works (POST) \u2014 DevRev | Docs" + "id": "ART-15716_KNOWLEDGE_NODE-35", + "text": "filters\\n\\nYou can create a simple report by clicking on the Smart Icon at the top right corner and selecting \\'Create New report.\\' Create a dashboard and a widget by giving a name. Select the dimensions and measures and finalize the visualization of the widget and click on the preview widget to test it out.\\n\\nEach widget can be customized with filters, groupings, and visualizations (charts, tables, etc.)4. Create a dashboard for tracking ticket resolution time\\n\\nCreate a new dashboard in", + "title": "Support queries related playbook" }, { - "id": "ART-1952_KNOWLEDGE_NODE-34", - "text": "filters from your vista will be transferred to your widget definition. If any filters are not carried over, a message will indicate the reason, and you will have the option to add the missing vista filters to your widget filter definition.\\n* **Widget Filters**: These filters are for your widget definition and include all filters from the vista, as well as other objects.\\n\\n![]()\\n\\nThe filters and dimensions are interlinked. To have filterable values, you must select them in dimensions as", - "title": "Vista Reports | Vistas | Computer by DevRev | DevRev" + "id": "ART-1978_KNOWLEDGE_NODE-37", + "text": "portal\\n-----------------------------\\n\\nYou can customize the look of your support portal to match your branding goals.\\n\\n1. Go to **Settings** > **Plug & Portal** > **Portal Settings**.\\n2. Under **Configuration**, enter your site name and upload your company logo.\\n * (Optional) Enable the footer and add your social media and text links in their respective fields.\\n * (Optional) Enable **Search** to get answers in search results.\\n * (Optional) Enable Plug widget to facilitate", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-10697_KNOWLEDGE_NODE-31", - "text": "boosting engagement and reducing repetitive inquiries. To enable Plug, go to **Settings > Portal Settings**, activate Plug widget, and **Save** and **Publish**.\\n\\n![]()\\xc2\\xa0For more information about *Support App*, refer to the following articles: \\xe2\\x80\\xa3 [Support snap-ins | Support](/docs/product/snapins-support) \\xe2\\x80\\xa3 [Support best practices | Support](/docs/product/support-bp) \\xe2\\x80\\xa3 [Support](/docs/product/support) \\xe2\\x80\\xa3", - "title": "February 2025 | Changelog | DevRev" + "id": "ART-2695_KNOWLEDGE_NODE-35", + "text": "the breach occurred.\\n + **Over an Hour**: Filters issues that have been in breach for more than one hour.\\n + **Over a Day**: Filters issues that have been in breach for more than one day.\\n + **Custom**: Filters issues that have been in breach since a specified date.\\n* **Will Breach In:**\\n\\n + **Any**: Filters all issues that are currently not in breach.\\n + **Over an Hour**: Filters issues with less than one hour left before breaching.\\n + **Over a Day**: Filters issues with less", + "title": "Operational-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1978_KNOWLEDGE_NODE-10", - "text": "data](/docs/automations/bulk-delete)\\n - [Bulk work item uploader](/docs/automations/bulk-upload)\\n - [Commands surface expander](/docs/automations/commands-surface-expander)\\n - [Convergence](/docs/automations/converge)\\n - [Conversation reminder](/docs/automations/conversation-reminder)\\n - [CSAT on conversation](/docs/automations/csat-conv)\\n - [CSAT on ticket](/docs/automations/csat-tickets)\\n - [CSV work item uploader](/docs/automations/csv-work-item-uploader)\\n -", + "id": "ART-1978_KNOWLEDGE_NODE-43", + "text": "with that email or not.\\n + This could also be because your customer hasn't logged in.\\n* Customer isn't able to view the tickets they have created.\\n\\n + Check if there are any reported tickets by that customer. You can do so by logging into your DevRev app and then going into the tickets section. Here you can filter based on **reported by** and see if any tickets have been reported by the customer who isn't able to view the tickets.\\n + Check if the customer has logged in on the correct", "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1978_KNOWLEDGE_NODE-27", - "text": "portal\\n-------------------------------------\\n\\n* **Enhanced customer experience**: Customers can access self-service options, track their tickets, and receive timely updates, leading to improved satisfaction.\\n* **Efficient ticket management**: The portal streamlines the ticket creation, assignment, and tracking process, ensuring faster resolution times.\\n* **Seamless, timely, and transparent communication**: Customers and support teams can engage in threaded conversations within the portal,", - "title": "Customer portal | Computer for Support Teams | DevRev" + "id": "ART-1986_KNOWLEDGE_NODE-42", + "text": "Target\\n------------------------------------\\n\\nIn order to filter tickets based on SLA, you can use the **Next SLA Target** filter.\\nHere\\xe2\\x80\\x99s how the filter works:\\n\\n* **All**: Filters all tickets that currently have an SLA applied to them. It will not filter tickets that had an SLA applied in the past and have been completed.\\n* **Breached since**:\\n\\n + **Any**: Filters all tickets that breached SLA, irrespective of when they were breached.\\n + **Over an hour**: Filters all", + "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1978_KNOWLEDGE_NODE-13", - "text": "group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket", + "id": "ART-1978_KNOWLEDGE_NODE-5", + "text": "ticket conversion](/docs/product/conversation-ticket)\\n + [Tickets](/docs/product/tickets)\\n + [Routing](/docs/product/routing)\\n + [Support best practices](/docs/product/support-bp)\\n + [Customer portal](/docs/product/support-portal)\\n + [Questions & answers](/docs/product/qa)\\n + [Knowledge Base](/docs/product/knowledge-base)\\n\\n - [Articles](/docs/product/articles)\\n - [Collections](/docs/product/collection)\\n + [Turing AI agent](/docs/product/conversational-bot)\\n\\n - [Best", "title": "Customer portal | Computer for Support Teams | DevRev" } ] @@ -4597,23 +4597,18 @@ "retrievals": [ { "id": "ART-4271_KNOWLEDGE_NODE-26", - "text": "conversation metadata including: \\n * Source channel\\n * Customer account information\\n * External members added as **reported by** on the ticket\\n * An AI-generated ticket title and description based on customer messages.\\n\\n### How to convert Conversations to Tickets\\n\\n**Manual Conversion**\\n\\nTo manually convert a conversation to a ticket:\\n\\n 1. Open the conversation record pane view.\\n 2. Click **Convert to Ticket** to initiate the conversion.\\n\\n**Automated Conversion", - "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" - }, - { - "id": "ART-4271_KNOWLEDGE_NODE-31", - "text": "AI-handled conversation reaches its capability limits and needs human expertise.\\n * **Extended troubleshooting** : Issues requiring multiple steps or follow-ups over time.\\n\\n## Key information\\n\\n * **Channel support** : Currently, the conversion feature is only available for PLuG and Slack conversations. Other channels still use the traditional **Link Ticket** functionality.\\n\\n * **CSAT surveys** : CSAT surveys are not sent when a conversation is converted to a ticket. Surveys are only", + "text": "conversation metadata including: \\n * Source channel\\n * Customer account information\\n * External members added as **reported by** on the ticket\\n * An AI-generated ticket title and description based on customer messages.\\n\\n### How to convert Conversations to Tickets\\n\\n**Manual Conversion**\\n\\nTo manually convert a conversation to a ticket:\\n\\n 1. Open the conversation record pane view.\\n 2. Click **Convert to Ticket** to initiate the conversion.\\n\\n**Automated Conversion", "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" }, { - "id": "ART-6174_KNOWLEDGE_NODE-28", - "text": "tickets\\n--------------------------------\\n\\n**Manual conversion**\\n\\nGo to the conversation record pane and select **Convert to Ticket** to create a new ticket from the conversation.\\n\\n![]()\\n\\n**Automated conversion via workflows**\\n\\nSet up automated [workflows](./workflow-engine) to convert conversations to tickets based on specific triggers:\\n\\n* When a conversation meets defined criteria\\n* When the AI agent identifies an issue requiring escalation\\n* According to custom business", + "id": "ART-6174_KNOWLEDGE_NODE-27", + "text": "happens automatically:\\n\\n* The original conversation moves to *Archived* stage and cannot be reopened.\\n* A new ticket is created with:\\n + All internal discussions and customer messages copied from the conversation\\n + Equivalent metadata as the conversation, including source channel, customer account information, and external members added as **reported by** on the ticket\\n + An AI-generated ticket title and description based on customer messages\\n\\nConvert conversations to", "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" }, { - "id": "ART-6174_KNOWLEDGE_NODE-26", - "text": "functionality is replaced with a new **Convert to Ticket** feature. Currently, the conversion feature is available only for Plug and Slack conversations. Other channels still use the traditional **Link Ticket** functionality.\\n\\nConversion cannot be undone. Once a conversation is converted to a ticket, this action is permanent and the conversation remains archived.\\n\\nConversation conversion process\\n-------------------------------\\n\\nWhen you convert a conversation to a ticket, the following", - "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" + "id": "ART-4271_KNOWLEDGE_NODE-25", + "text": "is being replaced with a new **Convert to Ticket** feature. This change provides a more seamless transition from conversation to ticket management.\\n\\n## How Conversation conversion works\\n\\nWhen you convert a conversation to a ticket, the following happens automatically:\\n\\n * The original conversation is moved to _Archived_ stage and cannot be reopened.\\n * A new ticket is created with: \\n * All internal discussions and customer messages copied from the conversation.\\n * Preserved", + "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" }, { "id": "ART-4271_KNOWLEDGE_NODE-29", @@ -4621,29 +4616,34 @@ "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" }, { - "id": "ART-6174_KNOWLEDGE_NODE-27", - "text": "happens automatically:\\n\\n* The original conversation moves to *Archived* stage and cannot be reopened.\\n* A new ticket is created with:\\n + All internal discussions and customer messages copied from the conversation\\n + Equivalent metadata as the conversation, including source channel, customer account information, and external members added as **reported by** on the ticket\\n + An AI-generated ticket title and description based on customer messages\\n\\nConvert conversations to", - "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" + "id": "ART-4271_KNOWLEDGE_NODE-24", + "text": "[Support](/docs/product/support?)\\n 4. [Conversations](/docs/product/conversation?)\\n 5. [Convert Conversations to Tickets](/docs/product/Conversation-Tickets?)\\n\\n# Convert Conversations to Tickets\\n\\nYou can now convert conversations from PLuG and Slack directly into tickets. Previously, conversations were only linked to tickets. This update streamlines workflows and enhances the customer experience.\\n\\nFor conversations originating from PLuG or Slack, the **Link to Ticket** functionality", + "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" }, { - "id": "ART-6174_KNOWLEDGE_NODE-31", - "text": "Cross-team collaboration needs\\n* Escalation requirements\\n* Feature requests\\n* Bug reports\\n* SLA tracking requirements\\n* Documentation needs\\n* Resource allocation requirements\\n* AI capability limitations\\n* Extended troubleshooting needs\\n\\nSupport workflows\\n-----------------\\n\\n* **CSAT surveys**: CSAT surveys are not sent when a conversation is converted to a ticket. Surveys are only triggered when a conversation is resolved, not when it's archived through conversion.\\n* **SLA", + "id": "ART-6174_KNOWLEDGE_NODE-25", + "text": "Teams](/docs/product/support)\\n[Conversations](/docs/product/conversation)\\n[Conversation to ticket conversion](/docs/product/conversation-ticket)\\n\\nConversation to ticket conversion\\n=================================\\n\\nYou can convert conversations from Plug and Slack directly into tickets. Previously, conversations were only linked to tickets. This update streamlines workflows and enhances the customer experience.\\n\\nFor conversations originating from Plug or Slack, the **Link to Ticket**", "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" }, { - "id": "ART-6174_KNOWLEDGE_NODE-32", - "text": "handling**: Conversation and ticket SLAs operate independently. When converting:\\n\\n + The new ticket starts with its own response and resolution SLA timers\\n + All active SLA metrics on the original conversation are marked as completed\\n\\n[PreviousConversations](/docs/product/conversation)[NextTickets](/docs/product/tickets)\\n\\n#### On this page\\n\\n* [Conversation conversion process](#conversation-conversion-process)\\n* [Convert conversations to tickets](#convert-conversations-to-tickets)\\n*", - "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" + "id": "ART-12391_KNOWLEDGE_NODE-26", + "text": "with *Conversation created* or *Ticket\\n created*.\\n\\n This trigger is whenever a conversation or ticket gets created by your\\n customers from Portal or Plug, or any of your integration which supports\\n conversation syncing, like Slack, WhatsApp, or email. You can find the\\n integrations in our marketplace.\\n2. Add the *Talk to agent* step as the next action. Fill all the required values\\n of this step. The values needed to fill here are explained below.\\n3. Deploy the", + "title": "Conversational workflows | Workflows | Computer by DevRev | DevRev" }, { - "id": "ART-6174_KNOWLEDGE_NODE-30", - "text": "there.\\n\\n![]()\\n\\nSlack end-user experience\\n-------------------------\\n\\nWhen a conversation is converted to a ticket in Slack:\\n\\n* Ticket information appears within the same thread.\\n* All subsequent messages sync with the newly created ticket.\\n* The transition is seamless for the end user.\\n\\nConversation conversion scenarios\\n---------------------------------\\n\\nConsider converting a conversation to a ticket in these scenarios:\\n\\n* Complex issues requiring in-depth investigation\\n*", + "id": "ART-6174_KNOWLEDGE_NODE-28", + "text": "tickets\\n--------------------------------\\n\\n**Manual conversion**\\n\\nGo to the conversation record pane and select **Convert to Ticket** to create a new ticket from the conversation.\\n\\n![]()\\n\\n**Automated conversion via workflows**\\n\\nSet up automated [workflows](./workflow-engine) to convert conversations to tickets based on specific triggers:\\n\\n* When a conversation meets defined criteria\\n* When the AI agent identifies an issue requiring escalation\\n* According to custom business", "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" }, { - "id": "ART-6174_KNOWLEDGE_NODE-24", - "text": "[Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Conversation conversion process](#conversation-conversion-process)\\n* [Convert conversations to tickets](#convert-conversations-to-tickets)\\n* [Plug widget end-user experience](#plug-widget-enduser-experience)\\n* [Slack end-user experience](#slack-enduser-experience)\\n* [Conversation conversion scenarios](#conversation-conversion-scenarios)\\n* [Support workflows](#support-workflows)\\n\\n1. [Documentation](/docs)\\n3. [Computer for Support", - "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" + "id": "ART-4271_KNOWLEDGE_NODE-33", + "text": "remains archived.\\n\\n[PreviousConversations](/docs/product/conversation)[NextTickets](/docs/product/tickets)\\n\\n#### On this page\\n\\n * How Conversation conversion works\\n * How to convert Conversations to Tickets\\n * End user experience\\n * PLuG widget experience\\n * Slack experience\\n * Why you should convert a Conversation to a Ticket\\n * Key information\\n\\n[Enterprise grade security to protect customer dataLearn more about it.](/blog/soc-compliance?)\\n\\nProduct\\n\\n *", + "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" + }, + { + "id": "ART-4271_KNOWLEDGE_NODE-31", + "text": "AI-handled conversation reaches its capability limits and needs human expertise.\\n * **Extended troubleshooting** : Issues requiring multiple steps or follow-ups over time.\\n\\n## Key information\\n\\n * **Channel support** : Currently, the conversion feature is only available for PLuG and Slack conversations. Other channels still use the traditional **Link Ticket** functionality.\\n\\n * **CSAT surveys** : CSAT surveys are not sent when a conversation is converted to a ticket. Surveys are only", + "title": "Convert Conversations to Tickets | Conversations | Support | DevRev" } ] }, @@ -4656,6 +4656,11 @@ "text": "linked to a conversation\\n-------------------------------\\n\\n* **Trigger**: A ticket is linked to an existing conversation.\\n* **Action**: The system sends out a notification with the linked ticket number.\\n* **Sender**: {Company\\\\_Name} [support@yourdomain.com](mailto:support@yourdomain.com)\\n* **Subject**: \"\"\\n\\n![]()\\n\\nThis email is only sent to the organizations with [Convergence snap-in](https://docs.devrev.ai/automations/converge)\\n\\nChange of", "title": "Customer email notifications | Computer by DevRev | DevRev" }, + { + "id": "ART-1953_KNOWLEDGE_NODE-31", + "text": "stage of a ticket/conversation\\n----------------------------------------\\n\\n* **Trigger**: When there\\'s a change of stage in a ticket or conversation.\\n* **Action**: The system sends out a notification detailing the Ticket/Conversation number and stage change.\\n* **Sender**: {Company\\\\_Name} [support@yourdomain.com](mailto:support@yourdomain.com)\\n* **Subject**:\\n + For ticket: \"[{Company\\\\_Name}] Update on TKT-XXX - Ticket Title\"\"\"\\n + For conversations:", + "title": "Customer email notifications | Computer by DevRev | DevRev" + }, { "id": "ART-1953_KNOWLEDGE_NODE-27", "text": "conversation, ensuring seamless and continuous communication.\\n\\nBy default, notifications are sent from [notifications@devrev.ai](mailto:notifications@devrev.ai). However, this setting can be overridden to use the organization\\xe2\\x80\\x99s primary email address as the sender, or notifications can be turned off entirely.\\n\\nTo configure the notifications setting, under [**Settings** > **Snap-ins** > **Email Integration**](https://app.devrev.ai/devrev/settings/snap-ins/email-with-tickets), go to", @@ -4667,39 +4672,34 @@ "title": "Customer email notifications | Computer by DevRev | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-28", - "text": "**Configure** > **Notification Sender Email Address** and select the required option.\\n\\nReply to the customer on a conversation\\n---------------------------------------\\n\\n* **Trigger**: When a reply is made to a customer on a conversation and they are not online anymore.\\n* **Action**: The system sends out a notification to the customer with the recent messages while highlighting the latest message that triggered the email.\\n* **Sender**: {Sender\\\\_Name}", - "title": "Customer email notifications | Computer by DevRev | DevRev" - }, - { - "id": "ART-1953_KNOWLEDGE_NODE-31", - "text": "stage of a ticket/conversation\\n----------------------------------------\\n\\n* **Trigger**: When there\\'s a change of stage in a ticket or conversation.\\n* **Action**: The system sends out a notification detailing the Ticket/Conversation number and stage change.\\n* **Sender**: {Company\\\\_Name} [support@yourdomain.com](mailto:support@yourdomain.com)\\n* **Subject**:\\n + For ticket: \"[{Company\\\\_Name}] Update on TKT-XXX - Ticket Title\"\"\"\\n + For conversations:", + "id": "ART-1953_KNOWLEDGE_NODE-33", + "text": "[no-reply@devrev.ai](mailto:no-reply@devrev.ai)\\n* **Subject**: \"CSAT for TKT-XXX\"\\n\\n![]()\\n\\nThis email is only sent to organizations that have installed [CSAT snap-in](https://docs.devrev.ai/automations/csat-conv).\\n\\nAuto customer reply\\n-------------------\\n\\n* **Trigger**: A new conversation is initiated from a customer.\\n* **Action**: An automated reply is sent.\\n* **Sender**: {Company\\\\_Name} [support@yourdomain.com](mailto:support@yourdomain.com)\\n* **Subject**: \" **Notification Sender Email Address** and select the required option.\\n\\nReply to the customer on a conversation\\n---------------------------------------\\n\\n* **Trigger**: When a reply is made to a customer on a conversation and they are not online anymore.\\n* **Action**: The system sends out a notification to the customer with the recent messages while highlighting the latest message that triggered the email.\\n* **Sender**: {Sender\\\\_Name}", "title": "Customer email notifications | Computer by DevRev | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-4", - "text": "insights](/docs/dashboards/conversation-insights)\\n - [Conversation-SLA Analytics](/docs/dashboards/conversation-sla-analytics)\\n - [Conversation-Team Performance](/docs/dashboards/conversation-team-performance)\\n - [Ticket insights](/docs/dashboards/ticket-insights)\\n - [Ticket-SLA Analytics](/docs/dashboards/ticket-sla-analytics)\\n - [Ticket-Team Performance](/docs/dashboards/ticket-team-performance)\\n + [Conversations](/docs/product/conversation)\\n\\n - [Conversation to", - "title": "Customer email notifications | Computer by DevRev | DevRev" + "id": "ART-2015_KNOWLEDGE_NODE-29", + "text": "the user during OTP collection.\\n * Customize the message that is shown to the user on successful verification\\n of email.\\n * You can trigger this either for all new conversations from an unverified\\n user or when Computer is unable to deflect a conversation.\\n\\n + To activate the automation for every new conversation, toggle on **Send\\n on Create**.\\n + If you prefer the automation to only be triggered when Computer is unable\\n to deflect a conversation, make", + "title": "Descope identity validation | Automate | Snap-ins | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-24", - "text": "conversation](#reply-to-the-customer-on-a-conversation)\\n* [Reply to the customer on a ticket](#reply-to-the-customer-on-a-ticket)\\n* [Ticket linked to a conversation](#ticket-linked-to-a-conversation)\\n* [Change of stage of a ticket/conversation](#change-of-stage-of-a-ticketconversation)\\n* [CSAT survey for conversation/ticket](#csat-survey-for-conversationticket)\\n* [Auto customer reply](#auto-customer-reply)\\n* [Auto reply on email](#auto-reply-on-email)\\n\\n1. [Documentation](/docs)\\n3.", - "title": "Customer email notifications | Computer by DevRev | DevRev" + "id": "ART-2035_KNOWLEDGE_NODE-35", + "text": "the channel will not sync to DevRev.\\n\\nConversation notifications\\n--------------------------\\n\\nAny new message added to a conversation within your DevRev workspace, regardless of its originating source channel or platform, can trigger a notification in a designated Slack channel, helping your team stay updated on customer interactions.\\n\\n### To enable conversation notifications\\n\\n1. Turn on **Enable the conversation notification feature** in the Slack snap-in configuration.\\n2. Provide a", + "title": "Slack | Integrate | Snap-ins | DevRev" }, { - "id": "ART-1820_KNOWLEDGE_NODE-3", - "text": "Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/beta/api-reference/notifications/content-template-list-post)[#### Create Conversation\\n\\nNext](/beta/api-reference/conversations/create)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Send Notifications | DevRev | Docs" + "id": "ART-2027_KNOWLEDGE_NODE-38", + "text": "support agent perspective\\n--------------------------------------------------\\n\\nWith DevRev\\xe2\\x80\\x99s email integration, support agents can seamlessly handle email conversations within the support interface\\xe2\\x80\\x94replying to customer messages, managing threads, and configuring personal email settings. Here's a breakdown of key tools and capabilities available to agents:\\n\\n### Email notifications\\n\\nAgents can configure how and when they receive email notifications through **Settings >", + "title": "Email | Integrate | Snap-ins | DevRev" }, { - "id": "ART-1953_KNOWLEDGE_NODE-35", - "text": "installed [Auto-reply snap-in](https://docs.devrev.ai/automations/auto-reply).\\n\\n[PreviousUpdates](/docs/product/updates)[NextRoles](/docs/product/roles)\\n\\n#### On this page\\n\\n* [White-label customer email notifications](#whitelabel-customer-email-notifications)\\n* [Reply to the customer on a conversation](#reply-to-the-customer-on-a-conversation)\\n* [Reply to the customer on a ticket](#reply-to-the-customer-on-a-ticket)\\n* [Ticket linked to a", - "title": "Customer email notifications | Computer by DevRev | DevRev" + "id": "ART-3068_KNOWLEDGE_NODE-1", + "text": "[Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access control](/docs/product/access-control)\\n +", + "title": "Conversation reminder | Automate | Snap-ins | DevRev" } ] }, @@ -4708,54 +4708,54 @@ "query": "create mandatory field time log spent on a ticket", "retrievals": [ { - "id": "ART-15688_KNOWLEDGE_NODE-29", - "text": "system automatically validates:\\n\\n * Date format and range (within last 10 days to next 10 days)\\n * Hours and minutes values\\n * Prevents logging when both hours and minutes are zero\\n3. **Confirmation**: After successful validation, the effort is logged and a confirmation message appears in the timeline.\\n\\nSupported object types\\n----------------------\\n\\nThe Effort logger snap-in works with the following object types:\\n\\n* **Tickets**: Log effort against support tickets, bug reports,", + "id": "ART-15688_KNOWLEDGE_NODE-24", + "text": "[Supported object types](#supported-object-types)\\n\\n1. [Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Effort logger](/docs/automations/effort-logger)\\n\\nEffort logger\\n=============\\n\\nThe effort logger snap-in allows users to log effort against objects with comprehensive validation and custom schema management. It provides a seamless way for teams to track time spent on tickets, conversations, and other objects within", "title": "Effort logger | Automate | Snap-ins | DevRev" }, { - "id": "ART-2021_KNOWLEDGE_NODE-24", - "text": "[Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n\\nTicket age in engineering\\n=========================\\n\\n[Ticket age in engineering](/marketplace/ticket-age-in-engineering)\\noffers the ability to track how much time tickets spend on engineering, measured\\nby ticket time spent on engineering stages.\\n\\nThe snap-in adds a new attribute to tickets which automatically calculates the\\ntime", - "title": "Ticket age in engineering | Automate | Snap-ins | DevRev" - }, - { - "id": "ART-2021_KNOWLEDGE_NODE-25", - "text": "spent on engineering for that ticket. There can be multiple engineering\\nsessions. An engineering session starts when a ticket moves from a\\nnon-engineering stage to an engineering stage and it ends when it moves from an\\nengineering stage to a non-engineering stage. You should select which ticket\\nstages reflect engineering work and if the time spent should be shown in hours\\nor days.\\n\\nInstalling the Ticket age in engineering snap-in\\n------------------------------------------------\\n\\n1.", + "id": "ART-2021_KNOWLEDGE_NODE-26", + "text": "Install the\\n [Ticket age in engineering](/marketplace/ticket-age-in-engineering)\\n from the DevRev marketplace.\\n2. Add all of the **stage names** that reflect that engineering work is planned\\n or is being done for that ticket. The stages you specify are the ones that\\n track time spent on engineering. The default values are the default DevRev\\n engineering stages for tickets.\\n3. Select whether time spent on engineering should be displayed in hours or\\n days.\\n4. Click **Install", "title": "Ticket age in engineering | Automate | Snap-ins | DevRev" }, - { - "id": "ART-1961_KNOWLEDGE_NODE-37", - "text": "\\n{{Ticket\\xc2\\xa0Created\\xc2\\xa0>\\xc2\\xa0Output\\xc2\\xa0>\\xc2\\xa0Reported\\xc2\\xa0By\\xc2\\xa0>\\xc2\\xa0Rev\\xc2\\xa0Org\\xc2\\xa0>\\xc2\\xa0Display\\xc2\\xa0Name}}.\\xe2\\x80\\x9d\\n\\n\\n\\nDelay\\n\\n\\n\\nDuration: 2 minutes\\n\\n\\n\\nIf-else\\n\\n\\n\\nAttribute:\\xc2\\xa0Ticket\\xc2\\xa0Created/Output\\xc2\\xa0>\\xc2\\xa0Applies\\xc2\\xa0to\\xc2\\xa0part\\xc2\\xa0>\\xc2\\xa0Display\\xc2\\xa0ID \\nOperator: Equals \\nOperand: CAPL-18\\n\\n\\n\\nTicket \\ncreated\\n\\n\\n\\nEnd\\n```\\n\\n[### Workflow action", - "title": "Workflows | Computer by DevRev | DevRev" - }, { "id": "ART-15688_KNOWLEDGE_NODE-28", "text": "effort logs as custom objects with structured data\\n\\nHow to use\\n----------\\n\\n1. **Access the command**: In the timeline of any ticket or conversation, type the following command:\\n\\n```\\n```\\n1 /log_effort\\n```\\n```\\n\\n1. **Enter effort details**: The snap-in prompts you to enter:\\n\\n * **Date**: The date when the effort was performed (MM/DD/YYYY format)\\n * **Hours**: Number of hours worked (0 or positive number)\\n * **Minutes**: Number of minutes worked (0-59)\\n2. **Validation**: The", "title": "Effort logger | Automate | Snap-ins | DevRev" }, { - "id": "ART-2021_KNOWLEDGE_NODE-26", - "text": "Install the\\n [Ticket age in engineering](/marketplace/ticket-age-in-engineering)\\n from the DevRev marketplace.\\n2. Add all of the **stage names** that reflect that engineering work is planned\\n or is being done for that ticket. The stages you specify are the ones that\\n track time spent on engineering. The default values are the default DevRev\\n engineering stages for tickets.\\n3. Select whether time spent on engineering should be displayed in hours or\\n days.\\n4. Click **Install", + "id": "ART-2021_KNOWLEDGE_NODE-25", + "text": "spent on engineering for that ticket. There can be multiple engineering\\nsessions. An engineering session starts when a ticket moves from a\\nnon-engineering stage to an engineering stage and it ends when it moves from an\\nengineering stage to a non-engineering stage. You should select which ticket\\nstages reflect engineering work and if the time spent should be shown in hours\\nor days.\\n\\nInstalling the Ticket age in engineering snap-in\\n------------------------------------------------\\n\\n1.", "title": "Ticket age in engineering | Automate | Snap-ins | DevRev" }, { - "id": "ART-2665_KNOWLEDGE_NODE-13", - "text": "creator](/docs/automations/smart-issue-creator)\\n - [Set user preference for group](/docs/automations/set-user-preference)\\n - [SLA status change Slack notifier](/docs/automations/sla-change-notifier)\\n - [Slash commands](/docs/automations/slash-commands)\\n - [Spam Shield](/docs/automations/spam-shield)\\n - [Subtype Migration](/docs/automations/subtype-migration)\\n - [Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n - [Ticket issue field", + "id": "ART-1992_KNOWLEDGE_NODE-25", + "text": "issues in various views. Certain fields will be highlighted as mandatory during creation. For example, **Priority** is a required field.\\nYou can find all the stock attributes listed in **Settings** > **Object customization** > **Issue** > **Stock fields**.\\nThese are the stock attributes that come with DevRev:\\n\\n* **Owner**: The person responsible for the issue. Issues are assigned to an engineer, PM, designer, or any other team member through the **Owner** attribute.\\n* **Priority**: The", + "title": "Issues | Computer for Builders | DevRev" + }, + { + "id": "ART-2665_KNOWLEDGE_NODE-14", + "text": "migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket Immutability](/docs/automations/ticket-immutability)\\n - [Ticket email notifier](/docs/automations/ticket-email-notifier)\\n - [Task tracker](/docs/automations/task-tracker)\\n - [Ticket Tagger](/docs/automations/ticket-tagger)\\n - [Tracxn sync](/docs/automations/tracxn-sync)\\n - [User group validator](/docs/automations/user-group-validator)\\n - [Work duration](/docs/automations/work-duration)\\n -", "title": "Session recording options | Session analytics | Computer for Your Customers | DevRev" }, + { + "id": "ART-2874_KNOWLEDGE_NODE-25", + "text": "mappings specified in the configuration input. The process features robust error handling, detailed logging, and appends a summary comment to the timeline for easy update tracking.\\n\\nInstallation\\n------------\\n\\n1. Install the **Ticket Issue Field Migrator** snap-in from the DevRev marketplace.\\n2. Select the workspace where you want to install the snap-in, confirm your selection, and click **Deploy snap-in**.\\n\\nConfiguration\\n-------------\\n\\n1. In DevRev, go to **Settings** > **Snap-ins**", + "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" + }, { "id": "ART-2028_KNOWLEDGE_NODE-24", "text": "[Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Work duration](/docs/automations/work-duration)\\n\\nWork duration\\n=============\\n\\n[Work duration](/marketplace/work-duration) offers the ability\\nto track how much work issues and tickets took to complete, measured by time\\nspent in work sessions.\\n\\nThe snap-in adds a new attribute to tickets and issues which automatically\\ncalculates the work duration for that item. Work duration is meassured in time\\nspent through work sessions. A work", "title": "Work duration | Automate | Snap-ins | DevRev" }, { - "id": "ART-2665_KNOWLEDGE_NODE-14", - "text": "migrator](/docs/automations/ticket-issue-field-migrator)\\n - [Ticket Immutability](/docs/automations/ticket-immutability)\\n - [Ticket email notifier](/docs/automations/ticket-email-notifier)\\n - [Task tracker](/docs/automations/task-tracker)\\n - [Ticket Tagger](/docs/automations/ticket-tagger)\\n - [Tracxn sync](/docs/automations/tracxn-sync)\\n - [User group validator](/docs/automations/user-group-validator)\\n - [Work duration](/docs/automations/work-duration)\\n -", - "title": "Session recording options | Session analytics | Computer for Your Customers | DevRev" + "id": "ART-2021_KNOWLEDGE_NODE-24", + "text": "[Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Ticket age in engineering](/docs/automations/ticket-age-in-engineering)\\n\\nTicket age in engineering\\n=========================\\n\\n[Ticket age in engineering](/marketplace/ticket-age-in-engineering)\\noffers the ability to track how much time tickets spend on engineering, measured\\nby ticket time spent on engineering stages.\\n\\nThe snap-in adds a new attribute to tickets which automatically calculates the\\ntime", + "title": "Ticket age in engineering | Automate | Snap-ins | DevRev" }, { - "id": "ART-1003_KNOWLEDGE_NODE-26", - "text": "support tickets, which helps measure workload balance and resource allocation.\\n \\n \\n Calculation\\n \\n (Total hours spent on support tasks) / (Total working hours) * 100\\n \\n \\n\\n\\nSELECT (SUM(TIMESTAMPDIFF(MINUTE, t.start_time, t.end_time)) * 100) / (COUNT(DISTINCT t.engineer_id) * 8 * 60) AS AgentUtilizationRate\\nFROM ticket_work_times\\n\\n\"", - "title": "Understanding a Support Lead's Pain Points and KPIs" + "id": "ART-2874_KNOWLEDGE_NODE-26", + "text": "> **Ticket Issue Field Migrator** > **Configure**.\\n2. Specify the **Field Names** to migrate values from the ticket to the issue when fields are empty or undefined.\\n3. Click **Save** and **Install** to complete the setup.\\n4. Link an issue to a ticket to begin the migration of values from the ticket fields to the issue fields.\\n5. After the migration process is complete, you will receive a summary message in the snap-in **Discussion** tab, informing you of the number of fields processed,", + "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" } ] }, @@ -4764,39 +4764,39 @@ "query": "Just-in-time (JIT) provisioning for dynamic access", "retrievals": [ { - "id": "ART-1978_KNOWLEDGE_NODE-41", - "text": "If no such contact is found, JIT provisioning automatically creates a user account, allowing immediate access to the portal. This means users can sign up and log in without manual contact creation within the app.\\n* **Existing contacts without mapped accounts**: If a user is already a contact within the app but does not have a mapped account, they can still log in and create a ticket. In this scenario, the login is performed under the default workspace assigned to the contact.\\n* **Account", + "id": "ART-1978_KNOWLEDGE_NODE-40", + "text": " portion is based on your company name.\\n\\nIf you want to host your customer portal on a custom domain, please contact our support team.\\n\\nJust-in-time access to the customer portal\\n------------------------------------------\\n\\nDevRev offers just-in-time (JIT) provisioning to streamline login processes by automatically handling user account management.\\n\\n* **Automatic account creation**: When a user logs in, the system verifies if the user exists as a contact within an account.", "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-738_KNOWLEDGE_NODE-17", - "text": "level\\n Also, some vendors who didn\\xe2\\x80\\x99t grow up in the \\xe2\\x80\\x9cas a service\\xe2\\x80\\x9d era will need to change processes to embrace CI/CD (some may have)\\n A good ask here is how frequently changes are deployed\\n When something new comes out, we can react and enable rapidly; others may be slower to enable, leading to a gap between when something is \\xe2\\x80\\x9cavailable\\xe2\\x80\\x9d and \\xe2\\x80\\x9creally available\\xe2\\x80\\x9d\\n \\n \\n\\n\\nMost of the available", - "title": "DevRev | Built for AI (not by AI... yet)" + "id": "ART-1978_KNOWLEDGE_NODE-41", + "text": "If no such contact is found, JIT provisioning automatically creates a user account, allowing immediate access to the portal. This means users can sign up and log in without manual contact creation within the app.\\n* **Existing contacts without mapped accounts**: If a user is already a contact within the app but does not have a mapped account, they can still log in and create a ticket. In this scenario, the login is performed under the default workspace assigned to the contact.\\n* **Account", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1978_KNOWLEDGE_NODE-40", - "text": " portion is based on your company name.\\n\\nIf you want to host your customer portal on a custom domain, please contact our support team.\\n\\nJust-in-time access to the customer portal\\n------------------------------------------\\n\\nDevRev offers just-in-time (JIT) provisioning to streamline login processes by automatically handling user account management.\\n\\n* **Automatic account creation**: When a user logs in, the system verifies if the user exists as a contact within an account.", + "id": "ART-1978_KNOWLEDGE_NODE-25", + "text": "articles](#integrating-your-knowledge-base-articles)\\n* [Customize the customer portal](#customize-the-customer-portal)\\n* [Customize portal URL](#customize-portal-url)\\n* [Just-in-time access to the customer portal](#justintime-access-to-the-customer-portal)\\n* [Troubleshooting](#troubleshooting)\\n\\n1. [Documentation](/docs)\\n3. [Computer for Support Teams](/docs/product/support)\\n[Customer portal](/docs/product/support-portal)\\n\\nCustomer portal\\n===============\\n\\nThe customer portal is an", "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1687_KNOWLEDGE_NODE-3", - "text": "Jira, simplifying the process.\\n2. **Provide credentials:** During development, you\\xe2\\x80\\x99ll provide your developer keyring of type `oauth-secret` which contains client ID and client secret for the chosen service within the keyring definition. These credentials are securely stored and not distributed with your published snap-in.\\n3. **OAuth 2.0 flow:** When your snap-in needs to access user data from the external service, it initiates the OAuth flow. This typically involves redirecting the", - "title": "OAuth 2.0 configuration: Securely storing access tokens | DevRev | Docs" + "id": "ART-1978_KNOWLEDGE_NODE-47", + "text": "articles](#integrating-your-knowledge-base-articles)\\n* [Customize the customer portal](#customize-the-customer-portal)\\n* [Customize portal URL](#customize-portal-url)\\n* [Just-in-time access to the customer portal](#justintime-access-to-the-customer-portal)\\n* [Troubleshooting](#troubleshooting)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about it.\\n\\n![]()](/blog/soc-compliance)\\n\\nComputer\\n\\n* [Meet Computer](/meet-computer)\\n* [How Computer", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-992_KNOWLEDGE_NODE-13", - "text": "delivery model where we can offload the burden of requests from hitting origin and push more to the edge (more to come here!).\\n\\nIn our case we are using a mix of edge compute (C@E) which allows us to compile and execute RUST code on Fastly\\xe2\\x80\\x99s edge, which can also take advantage of their CDN which can cache content from origin.\\n\\nA quick note on WebAssembly (WASM)\\xe2\\x80\\xa6 this is one thing that is very interesting/exciting and will be one of the core enablers to making clients", - "title": "Perimeter security with Fastly edge and AWS \u2014 Part I" + "id": "ART-1005_KNOWLEDGE_NODE-9", + "text": "meaning it was the authoritative source of truth for user information; this was a thing of beauty. In 3+ years I haven\\xe2\\x80\\x99t really had to touch this at all.\\n\\nWhen a user\\xe2\\x80\\x99s start date is approaching, we have a pre-start buffer we use to pull the employee into Okta (this also works for job changes). Within 5 days of starting, the user is provisioned into Okta and all of their other accounts are provisioned. The email set in BambooHR is used to specify the login to Okta and", + "title": "Choosing the Right Systems For Your Startup" }, { - "id": "ART-992_KNOWLEDGE_NODE-12", - "text": "0 IN A 151.101.194.137\\n;; Query time: 50 msec\\n;; SERVER: 172.29.208.1#53(172.29.208.1)\\n;; WHEN: Thu Apr 14 09:29:47 CDT 2022\\n;; MSG SIZE rcvd: 168\\n\\n\\nRequest handling/caching\\n\\nTraditionally a lot of delivery models would rely on CDNs only for their static asset caching and DDoS mitigation, still relying on origin to handle the majority of requests.\\n\\nHowever, I do believe with edge compute and the ability to execute logic efficiently on the edge via WASM we will see an inverting of the", - "title": "Perimeter security with Fastly edge and AWS \u2014 Part I" + "id": "ART-970_KNOWLEDGE_NODE-95", + "text": "as you need to build things at a much more macro level\\n Also, some vendors who didn\\xe2\\x80\\x99t grow up in the \\xe2\\x80\\x9cas a service\\xe2\\x80\\x9d era will need to change processes to embrace CI/CD (some may have)\\n A good ask here is how frequently changes are deployed\\n When something new comes out, we can react and enable rapidly; others may be slower to enable, leading to a gap between when something is \\xe2\\x80\\x9cavailable\\xe2\\x80\\x9d and \\xe2\\x80\\x9creally", + "title": "The Story" }, { - "id": "ART-738_KNOWLEDGE_NODE-13", - "text": "customization in from the start\\n \\n We knew extensibility would be key for any platform\\n Given the simplicity of customization, we can easily extend our object model with new annotations or context that can be used and fed into models\\n This means, that a customer or vendor, can easily extend our object model with new data on objects which can be used by models, new object types, or with the output of a model\\n \\n \\n We built multi-tenancy into the object\\n \\n", - "title": "DevRev | Built for AI (not by AI... yet)" + "id": "ART-1005_KNOWLEDGE_NODE-15", + "text": "really two core options: GitHub and GitLab, GitHub being the largest by a far cry even though GitLab has some cool features.\\n\\nWith Github we could integrate natively into Okta for SSO and SCIM based user provisioning. As users are onboarded into Okta, and based upon their department (e.g. Engineering), it will automatically invite the users to our organization in GitHub.\\n\\nWe then have IdP synchronization for groups which repo access is mapped to. So as users changes groups, their privileges", + "title": "Choosing the Right Systems For Your Startup" }, { "id": "ART-992_KNOWLEDGE_NODE-8", @@ -4804,13 +4804,13 @@ "title": "Perimeter security with Fastly edge and AWS \u2014 Part I" }, { - "id": "ART-738_KNOWLEDGE_NODE-14", - "text": "Rather than physically segmenting tenant data, we built tenancy into the objects using specific attributes which act as partitions\\n This allows us to create macro partitions (e.g., customer) or extremely granular partitions (e.g., user level)\\n This gives us a ton of flexibility as all data is in one place and the granularity can range from macro to micro\\n \\n \\n We designed our services for the cloud\\n \\n Being built in the \\xe2\\x80\\x9cera of cloud\\xe2\\x80\\x9d we had a", + "id": "ART-738_KNOWLEDGE_NODE-17", + "text": "level\\n Also, some vendors who didn\\xe2\\x80\\x99t grow up in the \\xe2\\x80\\x9cas a service\\xe2\\x80\\x9d era will need to change processes to embrace CI/CD (some may have)\\n A good ask here is how frequently changes are deployed\\n When something new comes out, we can react and enable rapidly; others may be slower to enable, leading to a gap between when something is \\xe2\\x80\\x9cavailable\\xe2\\x80\\x9d and \\xe2\\x80\\x9creally available\\xe2\\x80\\x9d\\n \\n \\n\\n\\nMost of the available", "title": "DevRev | Built for AI (not by AI... yet)" }, { - "id": "ART-970_KNOWLEDGE_NODE-102", - "text": "groundwork, ensuring we possessed the requisite keys to partition and segment data effectively. This profound understanding of the structure empowered us to fashion granular and precise authorization mechanisms. By dedicating upfront effort to this aspect, we\\xe2\\x80\\x99ve endowed our system with authorization capabilities that some mature companies can only envision, including support for role-based access control (RBAC), attribute-based access control (ABAC), policy-based access control", + "id": "ART-970_KNOWLEDGE_NODE-101", + "text": "must be elevated to the status of a first-class citizen in our development philosophy. Vital facets such as identity, authentication (AuthN), authorization (AuthZ), compliance, and platform security demanded the same level of attention as any other service or component.\\n\\nOur approach involved a symbiotic design process, orchestrating our authorization platform and object model in unison. This synergistic approach proved immensely potent. Within our object model, we meticulously laid the", "title": "The Story" } ] @@ -4820,53 +4820,53 @@ "query": "Audit logging for all customer portal activities", "retrievals": [ { - "id": "ART-1978_KNOWLEDGE_NODE-32", - "text": "on the following URL: support.devrev.ai/.\\n* Your customers can log in on the portal by entering their registered email address and OTP sent to that email address.\\n\\n![]()\\n\\n### Customer roles and permissions\\n\\nThe customer portal has two levels of customer roles and permissions:\\n\\n* **Verified customers**: Customers who can log in on the portal and see the tickets that they have created.\\n* **Customer admins**: Customers who can log in on the portal and see not just their own", - "title": "Customer portal | Computer for Support Teams | DevRev" + "id": "ART-16789_KNOWLEDGE_NODE-34", + "text": "controls, activity logging, and dedicated customer success management for enterprise customers.'", + "title": "Computer General FAQs" }, { - "id": "ART-1978_KNOWLEDGE_NODE-46", - "text": "tracking, and team collaboration](#ticket-creation-tracking-and-team-collaboration)\\n* [Conversations and messaging](#conversations-and-messaging)\\n* [Article search](#article-search)\\n* [SEO compatibility](#seo-compatibility)\\n* [Get started](#get-started)\\n* [Customer roles and permissions](#customer-roles-and-permissions)\\n* [Set up customer admins](#set-up-customer-admins)\\n* [Customer portal login methods](#customer-portal-login-methods)\\n* [Integrating your knowledge base", + "id": "ART-1978_KNOWLEDGE_NODE-11", + "text": "[CSV comments uploader](/docs/automations/csv-comments-uploader)\\n - [CSV commands uploader](/docs/automations/csv-commands-uploader)\\n - [Descope identity validation](/docs/automations/descope-identity-validation)\\n - [Effort logger](/docs/automations/effort-logger)\\n - [HTTP archive file upload & sanitization](/docs/automations/har-sanitization)\\n - [Link preview](/docs/automations/link-preview)\\n - [Org tags sync](/docs/automations/org-tags-sync)\\n - [Search", "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1978_KNOWLEDGE_NODE-34", - "text": "registered email address and go to **Settings** > **User management** > **Groups > Customer Admins**.\\n2. Select the **Add User** option in the top-right corner to search for the customer whom you want to designate as a customer admin.\\n\\n### Customer portal login methods\\n\\nThe customer portal supports three login methods:\\n\\n1. Email OTP (One-Time Password): User enters their email, receives a one-time code, and enters it to log in.\\n2. SSO: Users log in through organization\\xe2\\x80\\x99s", - "title": "Customer portal | Computer for Support Teams | DevRev" + "id": "ART-2718_KNOWLEDGE_NODE-2", + "text": "token.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\nfromstringRequired`format: \"date-time\"`\\n\\nTime from which logs are to be retrieved.\\n\\ntostringRequired`format: \"date-time\"`\\n\\nTime till which logs are to be retrieved.\\n\\ncategorieslist of stringsOptional\\n\\nCategories of the logs to filter by.\\n\\noperation\\\\_typeslist of enumsOptional\\n\\nOperation type to filter the logs by.\\n\\nAllowed values:createdeleteotherreadupdate\\n\\n### Response\\n\\nResponse for the audit logs export", + "title": "Fetch Audit Logs | DevRev | Docs" }, { - "id": "ART-1978_KNOWLEDGE_NODE-24", - "text": "creation, tracking, and team collaboration](#ticket-creation-tracking-and-team-collaboration)\\n* [Conversations and messaging](#conversations-and-messaging)\\n* [Article search](#article-search)\\n* [SEO compatibility](#seo-compatibility)\\n* [Get started](#get-started)\\n* [Customer roles and permissions](#customer-roles-and-permissions)\\n* [Set up customer admins](#set-up-customer-admins)\\n* [Customer portal login methods](#customer-portal-login-methods)\\n* [Integrating your knowledge base", - "title": "Customer portal | Computer for Support Teams | DevRev" + "id": "ART-2718_KNOWLEDGE_NODE-0", + "text": "b'Fetch Audit Logs | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nBeta\\n\\nBeta\\n\\nBeta\\n\\nSearch\\n\\n`/`\\n\\n[API Reference](/beta/api-reference/accounts/create)[compliance](/beta/api-reference/compliance/export-audit-logs)\\n\\nFetch Audit Logs\\n================\\n\\nBeta\\n\\nCopy page\\n\\nPOST\\n\\nhttps://api.devrev.ai/audit-logs.fetch\\n\\nPOST\\n\\n/audit-logs.fetch\\n\\ncURL\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl -X POST https://api.devrev.ai/audit-logs.fetch \\\\ |\\n| > | -H", + "title": "Fetch Audit Logs | DevRev | Docs" }, { - "id": "ART-16789_KNOWLEDGE_NODE-34", - "text": "controls, activity logging, and dedicated customer success management for enterprise customers.'", - "title": "Computer General FAQs" + "id": "ART-2718_KNOWLEDGE_NODE-1", + "text": "\"Authorization: Bearer \" \\\\ |\\n| > | -H \"Content-Type: application/json\" \\\\ |\\n| > | -d \\'{ |\\n| > | \"from\": \"2023-01-01T12:00:00.000Z\", |\\n| > | \"to\": \"2023-01-01T12:00:00.000Z\" |\\n| > | }\\' |\\n```\\n\\n[Try it](/beta/api-reference/compliance/export-audit-logs?explorer=true)\\n\\n200Successful\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | {} |\\n```\\n\\nRetrieves audit logs.\\n\\n### Headers\\n\\nAuthorizationstringRequired\\n\\nBearer authentication of the form `Bearer `, where token is your auth", + "title": "Fetch Audit Logs | DevRev | Docs" }, { - "id": "ART-2664_KNOWLEDGE_NODE-27", - "text": "your\\n [website](https://developer.devrev.ai/sdks/web/installation) or\\n [mobile app](https://developer.devrev.ai/sdks/mobile).\\n2. For web applications, configure\\n [user identification](https://developer.devrev.ai/sdks/web/user-identity).\\n3. Enable session recording for your users, go to **Settings** > **PluG and Portal** >\\n **Session Replays** and enable recording for your desired platform.\\n\\n **Note**: Alternatively, you can enable session recording during Plug SDK\\n", - "title": "Session analytics | Computer for Your Customers | DevRev" + "id": "ART-1978_KNOWLEDGE_NODE-29", + "text": "Ticket tracking allows customers to monitor the progress of their requests and view updates in real-time.\\n* Customer admins can access all tickets created by their team members, facilitating collaboration and knowledge sharing.\\n\\n### Conversations and messaging\\n\\n* Customers can engage in threaded conversations with support representatives, providing additional information or seeking clarification regarding their tickets.\\n* Support teams can respond to customer inquiries, ensuring effective", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-2665_KNOWLEDGE_NODE-1", - "text": "[Apps](/docs/product/apps)\\n + [Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access", - "title": "Session recording options | Session analytics | Computer for Your Customers | DevRev" + "id": "ART-2718_KNOWLEDGE_NODE-3", + "text": "request. Response is empty as the\\nprocess is asynchronous. Upon completion, the user will be notified.\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden Error\\n\\n404\\n\\nNot Found Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/beta/api-reference/atoms/get-post)[#### Delete-Personal-Data Rev", + "title": "Fetch Audit Logs | DevRev | Docs" }, { - "id": "ART-1978_KNOWLEDGE_NODE-25", - "text": "articles](#integrating-your-knowledge-base-articles)\\n* [Customize the customer portal](#customize-the-customer-portal)\\n* [Customize portal URL](#customize-portal-url)\\n* [Just-in-time access to the customer portal](#justintime-access-to-the-customer-portal)\\n* [Troubleshooting](#troubleshooting)\\n\\n1. [Documentation](/docs)\\n3. [Computer for Support Teams](/docs/product/support)\\n[Customer portal](/docs/product/support-portal)\\n\\nCustomer portal\\n===============\\n\\nThe customer portal is an", + "id": "ART-1978_KNOWLEDGE_NODE-43", + "text": "with that email or not.\\n + This could also be because your customer hasn't logged in.\\n* Customer isn't able to view the tickets they have created.\\n\\n + Check if there are any reported tickets by that customer. You can do so by logging into your DevRev app and then going into the tickets section. Here you can filter based on **reported by** and see if any tickets have been reported by the customer who isn't able to view the tickets.\\n + Check if the customer has logged in on the correct", "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-2664_KNOWLEDGE_NODE-1", - "text": "[Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access control](/docs/product/access-control)\\n +", - "title": "Session analytics | Computer for Your Customers | DevRev" + "id": "ART-1978_KNOWLEDGE_NODE-46", + "text": "tracking, and team collaboration](#ticket-creation-tracking-and-team-collaboration)\\n* [Conversations and messaging](#conversations-and-messaging)\\n* [Article search](#article-search)\\n* [SEO compatibility](#seo-compatibility)\\n* [Get started](#get-started)\\n* [Customer roles and permissions](#customer-roles-and-permissions)\\n* [Set up customer admins](#set-up-customer-admins)\\n* [Customer portal login methods](#customer-portal-login-methods)\\n* [Integrating your knowledge base", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "id": "ART-1978_KNOWLEDGE_NODE-1", - "text": "[Groups](/docs/product/groups)\\n + [Parts & trails](/docs/product/parts)\\n + [Vistas](/docs/product/vistas)\\n\\n - [Vista Reports](/docs/product/vista-reports)\\n - [Board view](/docs/product/board-view)\\n + [Tasks](/docs/product/tasks)\\n + [Updates](/docs/product/updates)\\n + [Customer email notifications](/docs/product/customer-emails)\\n + [Roles](/docs/product/roles)\\n\\n - [Default privileges by group](/docs/product/privs)\\n + [Access control](/docs/product/access-control)\\n +", + "id": "ART-1978_KNOWLEDGE_NODE-33", + "text": "tickets but also all the tickets raised by the other users from their organization. You can add multiple customer admins from the same customer organization.\\n\\nOnly verified users can login into the portal.\\n\\nTo create a verified user:\\n\\n1. Go to **Accounts** in the DevRev app and create an account.\\n2. Create a contact under **Contacts** and link it to the account.\\n\\n### Set up customer admins\\n\\nTo set up customer admins, follow these steps:\\n\\n1. Log in on your DevRev app with your", "title": "Customer portal | Computer for Support Teams | DevRev" } ] @@ -4881,49 +4881,49 @@ "title": "Plug widget customization | Computer for Your Customers | DevRev" }, { - "id": "ART-3109_KNOWLEDGE_NODE-28", - "text": "highlight something to your users.\\n\\n#### **Turing search**\\n\\nHere's how Turing search works in Plug.\\n\\n![]()\\n\\nSpotlight cards\\n---------------\\n\\nSpotlight cards are top-level cards on the Plug widget. You can use them for showcasing PR articles, product releases, blog posts, or any other marketing/product-related content that can educate your users about things happening in your company.\\n\\nHere is how a spotlight card looks.\\n\\n![]()\\n\\n### Add a spotlight card\\n\\n1. In the DevRev app,", - "title": "Plug widget customization | Computer for Your Customers | DevRev" + "id": "ART-1260_KNOWLEDGE_NODE-5", + "text": "\"string\", |\\n| 71 | \"display_name\": \"string\" |\\n| 72 | }, |\\n| 73 | \"tier\": \"string\", |\\n| 74 | \"websites\": [ |\\n| 75 | \"string\" |\\n| 76 | ] |\\n| 77 | } |\\n| 78 | } |\\n```\\n\\nUpdates an account\\'s information.\\n\\n### Headers\\n\\nAuthorizationstringRequired\\n\\nBearer authentication of the form `Bearer `, where token is your auth token.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\nidstringRequired`format: \"id\"`\\n\\nThe ID of account to update.\\n\\ndescriptionstringOptional`format:", + "title": "Update Account | DevRev | Docs" }, { - "id": "ART-3109_KNOWLEDGE_NODE-27", - "text": "shown at the top of your widget.\\n* Search: Enables users to search for articles through the widget.\\n* Search bar title: The text shown in the search bar.\\n\\n* [Turing search](#turing-search): Computer answers search queries of the users.\\n* Open articles in Plug: Open your linked articles within the Plug Widget.\\n* Recent conversations: Show recent conversations card on Plug Home.\\n* Recent tickets: Show recent tickets card on Plug Home.\\n* Add a Card: Create a Spotlight card to announce or", - "title": "Plug widget customization | Computer for Your Customers | DevRev" + "id": "ART-1225_KNOWLEDGE_NODE-4", + "text": "the form `Bearer `, where token is your auth token.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\nidstringRequired`format: \"id\"`\\n\\nThe ID of the tag to update.\\n\\nallowed\\\\_valuesobjectOptional\\n\\nSpecifies an update to a tag\\'s allowed values.\\n\\nShow 1 properties\\n\\ndescriptionstringOptional`format: \"text\"`\\n\\nThe updated description of the tag.\\n\\nnamestringOptional`format: \"text\"`\\n\\nThe updated name of the tag. The name must be unique across all\\ntags.\\n\\n###", + "title": "Update Tag | DevRev | Docs" }, { - "id": "ART-3109_KNOWLEDGE_NODE-24", - "text": "[Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Configuration](#configuration)\\n* [Styling](#styling)\\n* [Layout](#layout)\\n* [\\\\*\\\\*Turing search\\\\*\\\\*](#turing-search)\\n* [Spotlight cards](#spotlight-cards)\\n* [Add a spotlight card](#add-a-spotlight-card)\\n\\n1. [Documentation](/docs)\\n3. [Computer for Your Customers](/docs/plug)\\n[Plug widget customization](/docs/plug/customize)\\n\\nPlug widget customization\\n=========================\\n\\nYou can customize the look and feel of your", - "title": "Plug widget customization | Computer for Your Customers | DevRev" + "id": "ART-1305_KNOWLEDGE_NODE-25", + "text": "exist.\\nAPI Reference accounts Update.\\n\\nPOST https:// api.devrev.ai / accounts.update\\nUpdates an account\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of account to update.\\nartifacts object Optional\\nShow property\\ncustom_fields map from strings to any Optional\\nApplication-defined custom fields.\\ndescription string Optional\\nUpdated description of the account.\\ndisplay_name string Optional\\nUpdated display name for the account.\\ndomains list of", + "title": "Get Post \u2014 DevRev | Docs" }, { - "id": "ART-10697_KNOWLEDGE_NODE-31", - "text": "boosting engagement and reducing repetitive inquiries. To enable Plug, go to **Settings > Portal Settings**, activate Plug widget, and **Save** and **Publish**.\\n\\n![]()\\xc2\\xa0For more information about *Support App*, refer to the following articles: \\xe2\\x80\\xa3 [Support snap-ins | Support](/docs/product/snapins-support) \\xe2\\x80\\xa3 [Support best practices | Support](/docs/product/support-bp) \\xe2\\x80\\xa3 [Support](/docs/product/support) \\xe2\\x80\\xa3", - "title": "February 2025 | Changelog | DevRev" + "id": "ART-15506_KNOWLEDGE_NODE-24", + "text": "[\\'+1234567890\\'] |\\n| 10 | } |\\n| 11 | } |\\n| 12 | }); |\\n```\\n\\nYou can add or update the data in `user_traits` by using the `updateIdentity` method on the Plug SDK. Attached is a sample code snippet for the same.\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | window.plugSDK.updateIdentity({ |\\n| 2 | user_traits: { |\\n| 3 | custom_fields?: object; // optional |\\n| 4 | display_name?: string; // optional |\\n| 5 | email?: string; // optional |\\n| 6 | phone_numbers?: string[]; // optional |\\n| 7 | } |\\n|", + "title": "Identify your users with Plug | DevRev | Docs" }, { - "id": "ART-1360_KNOWLEDGE_NODE-1", - "text": "application/json\" \\\\ |\\n| > | -d \\'{}\\' |\\n```\\n\\n[Try it](/api-reference/parts/update?explorer=true)\\n\\n200Successful\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"part\": { |\\n| 3 | \"created_by\": { |\\n| 4 | \"display_id\": \"string\", |\\n| 5 | \"id\": \"string\", |\\n| 6 | \"display_name\": \"string\", |\\n| 7 | \"display_picture\": { |\\n| 8 | \"display_id\": \"string\", |\\n| 9 | \"id\": \"string\", |\\n| 10 | \"file\": { |\\n| 11 | \"type\": \"string\", |\\n| 12 | \"name\": \"string\", |\\n| 13 | \"size\": 1 |\\n| 14 | } |\\n| 15", - "title": "Update Part | DevRev | Docs" + "id": "ART-1827_KNOWLEDGE_NODE-418", + "text": "prev_cursor \" , 4 \" tags \" : [ 5 { 6 \" created_date \" : \" 2023-01-01T12:00:00Z \" , 7 \" display_id \" : \" display_id \" , 8 \" id \" : \" id \" , 9 \" modified_date \" : \" 2023-01-01T12:00:00Z \" , 10 \" allowed_values \" : [ 11 \" allowed_values \" 12 ] , 13 \" description \" : \" description \" , 14 \" name \" : \" name \" 15 } 16 ] 17 }\\nAPI Reference tags Update.\\n\\nPOST https:// api.devrev.ai / tags.update\\nUpdates a tag\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID", + "title": "Update \u2014 DevRev | Docs" }, { - "id": "ART-1290_KNOWLEDGE_NODE-17", - "text": "[Card](/snapin-development/references/snapkit#card) snap.\\n\\n![]()\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"elements\": [ |\\n| 3 | { |\\n| 4 | \"direction\": \"row\", |\\n| 5 | \"elements\": [ |\\n| 6 | { |\\n| 7 | \"action_id\": \"PRIMARY\", |\\n| 8 | \"action_type\": \"remote\", |\\n| 9 | \"style\": \"primary\", |\\n| 10 | \"text\": { |\\n| 11 | \"text\": \"PRIMARY\", |\\n| 12 | \"type\": \"plain_text\" |\\n| 13 | }, |\\n| 14 | \"type\": \"button\", |\\n| 15 | \"value\": \"PRIMARY\" |\\n| 16 | }, |\\n| 17 | { |\\n| 18 | \"action_id\":", - "title": "Snapkit | DevRev | Docs" + "id": "ART-1509_KNOWLEDGE_NODE-18", + "text": "https:// api.devrev.ai / accounts.update\\nUpdates an account\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of account to update.\\nartifacts object Optional\\nShow property\\ncustom_fields map from strings to any Optional\\nApplication-defined custom fields.\\ndescription string Optional\\nUpdated description of the account.\\ndisplay_name string Optional\\nUpdated display name for the account.\\ndomains list of strings Optional\\nUpdated list of company\\'s", + "title": "Prepare \u2014 DevRev | Docs" }, { - "id": "ART-2897_KNOWLEDGE_NODE-24", - "text": "\"Credit Card\", \\n 6| \"expiry_date\" : \"2024-12-12\" \\n 7| } \\n 8| window.plugSDK.trackEvent(\"signed_up\",properties)\\n[/code] \\n \\nTo learn more about tracking events, visit [Track events](/public/sdks/web/track-events).\\n\\n## Restart session recording\\n\\nThe `restartSessionRecording` method is used to restart session recording.\\n\\n[code]\\n\\n 1| window.plugSDK.restartSessionRecording(); \\n ---|---\\n[/code] \\n \\nWas this page helpful?YesNo\\n\\n[Custom implementationUp", - "title": "Methods \u2014 DevRev | Docs" + "id": "ART-15506_KNOWLEDGE_NODE-25", + "text": "8 | }) |\\n```\\n\\n##### \\n\\nNote that the `updateIdentity` method cannot be used to update the `user_ref` of the user. In order to change the identity of the user completely to a new one, you need to re-initialize Plug. See the [Changing the user identity](/sdks/web/user-identity#changing-the-user-identity) section for more details.\\n\\nChanging the user identity\\n--------------------------\\n\\nAs described in the above sections, to identify a user, you need to initialize the Plug SDK with the", + "title": "Identify your users with Plug | DevRev | Docs" }, { - "id": "ART-15496_KNOWLEDGE_NODE-1", - "text": "SDK](/sdks/web/installation)\\n\\nCustom implementation\\n=====================\\n\\nCopy page\\n\\nPlug has a completely [no-code way](https://docs.devrev.ai/plug/customize#branding-style-and-layout) of changing the look and interaction of your widget. In case you wish to make your Plug widget more interactive and customized to how your app is structured, you can use these customization properties to set up your widget.\\n\\n##### \\n\\nIf you have customized these properties of the widget through the", - "title": "Custom implementation | DevRev | Docs" + "id": "ART-1804_KNOWLEDGE_NODE-18", + "text": "https:// api.devrev.ai / accounts.update\\nUpdates an account\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of account to update.\\nartifacts object Optional\\nShow property\\ncustom_fields map from strings to any Optional\\nApplication-defined custom fields.\\ndescription string Optional\\nUpdated description of the account.\\ndisplay_name string Optional\\nUpdated display name for the account.\\ndomains list of strings Optional\\nUpdated list of company\\'s", + "title": "Self \u2014 DevRev | Docs" }, { - "id": "ART-15506_KNOWLEDGE_NODE-25", - "text": "8 | }) |\\n```\\n\\n##### \\n\\nNote that the `updateIdentity` method cannot be used to update the `user_ref` of the user. In order to change the identity of the user completely to a new one, you need to re-initialize Plug. See the [Changing the user identity](/sdks/web/user-identity#changing-the-user-identity) section for more details.\\n\\nChanging the user identity\\n--------------------------\\n\\nAs described in the above sections, to identify a user, you need to initialize the Plug SDK with the", - "title": "Identify your users with Plug | DevRev | Docs" + "id": "ART-1806_KNOWLEDGE_NODE-18", + "text": "https:// api.devrev.ai / accounts.update\\nUpdates an account\\'s information.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of account to update.\\nartifacts object Optional\\nShow property\\ncustom_fields map from strings to any Optional\\nApplication-defined custom fields.\\ndescription string Optional\\nUpdated description of the account.\\ndisplay_name string Optional\\nUpdated display name for the account.\\ndomains list of strings Optional\\nUpdated list of company\\'s", + "title": "Self Post \u2014 DevRev | Docs" } ] }, @@ -4932,54 +4932,54 @@ "query": "ticket resolution time close to breach after ticket resolved", "retrievals": [ { - "id": "ART-1979_KNOWLEDGE_NODE-48", - "text": "engineer can directly close and cancel such tickets.\\n* *Accepted* (A)\\n\\n The ticket requires a new feature development on the platform for resolution. However, there is no active work on the ticket but the feature addition required to meet the ticket will be done in the future. This stage is added to ensure that feature requests do not linger in the APA queue and to ensure that the right features are prioritized during roadmap planning.\\n* *Resolved* (R)\\n\\n The goal target stage for", - "title": "Tickets | Computer for Support Teams | DevRev" - }, - { - "id": "ART-1979_KNOWLEDGE_NODE-47", - "text": "validate the fix with the user and then to *resolved*. If the user wants to cancel the ticket then the stage moves to *canceled*.\\n\\n**Closed**\\n\\n* *Canceled* (C)\\n\\n The ticket is determined to be invalid either by the user or the customer experience engineer. In certain scenarios, a ticket may have been created by accident and may be canceled by the creator. In other scenarios, garbage tickets may be created through automation or because of spam. Automation or the customer experience", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-1986_KNOWLEDGE_NODE-40", + "text": "conversation moves to any stage except Waiting on User |\\n\\nViewing SLAs\\n------------\\n\\nThe SLA targets applied to a particular conversation can be viewed in the **Inbox** and the **Conversation Detailed** view. For a ticket in any of the ticket vistas.\\n\\nWhen there are two active metrics, vista displays the one closest to the breach. In the case of a conversation where both the first response and full resolution metrics are active, and the first response is due in five minutes but the full", + "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1986_KNOWLEDGE_NODE-43", - "text": "tickets that have been in breach for more than one hour.\\n + **Over a day**: Filters all tickets that have been in breach for more than one day.\\n + **Custom**: Filters all tickets that have been in breach from a given date.\\n* **Will breach in**:\\n\\n + **Any**: Filters all tickets that are currently not in breach.\\n + **Over an hour**: Filters all tickets that have less than 1 hour left for breach.\\n + **Over a day**: Filters all tickets that have less than 1 day left for breach.\\n +", + "id": "ART-1986_KNOWLEDGE_NODE-33", + "text": "calculation\\n----------------------\\n\\nSLA metrics are calculated based on the policy that's applied to the conversation or the ticket. There can be one or more SLA metrics active on a given conversation or a ticket, with each one being tracked separately.\\n\\nSLA metric can be in one of the following stages:\\n\\n* *Active*: The metric is currently being tracked on the conversation or ticket.\\n* *Close to breach*: The time spent by the SLA metric is greater than or equal to the close to breach", "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1979_KNOWLEDGE_NODE-41", - "text": "progress\\n\\n\\n\\nOpen\\n\\n\\n\\nEscalate\\n\\n\\n\\nValidate the fix\\n\\n\\n\\nAdditional detail needed\\n\\n\\n\\nCustomer responds\\n\\n\\n\\nStart\\n\\n\\n\\nFeature request accepted\\n\\n\\n\\nResolved\\n\\n\\n\\nNot valid\\n\\n\\n\\nQueued\\n\\n\\n\\nWork in progress\\n\\n\\n\\nAwaiting product assist\\n\\n\\n\\nAwaiting development\\n\\n\\n\\nAwating customer response\\n\\n\\n\\nIn development\\n\\n\\n\\nAccepted\\n\\n\\n\\nResolved\\n\\n\\n\\nCanceled\\n```\\n\\n**Open**\\n\\n* *Queued* (Q)\\n The initial stage for all tickets. When a new ticket is created,", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-2695_KNOWLEDGE_NODE-32", + "text": "is not recommended.\\n\\nTracking OLAs on issues\\n-----------------------\\n\\nIn the issues view, the **Next OLA Target** column displays the OLA targets for each issue. If there are two active metrics, the one closest to breaching is shown as the **Next OLA Target**. Negative values ( -10m) indicate how much time has passed since a metric was breached.\\n\\nOLA metrics can be in the following stages:\\n\\n* **Active**: The metric is currently being tracked.\\n* **Close to Breach**: The time spent", + "title": "Operational-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-2012_KNOWLEDGE_NODE-24", - "text": "customer comments on permanently closed tickets. It allows you to configure the time after which a ticket stage should be marked as closed and creates a new follow-up ticket along with all the attachments and a custom message to let the customers know that the ticket is permanently closed automatically if required.\\n\\nFor more information, refer to the [Follow-up ticket snap-in](https://marketplace.devrev.ai/followup?) on the DevRev marketplace.\\n\\nLet\\xe2\\x80\\x99s say your ticket has the", - "title": "Follow-up ticket | Automate | Snap-ins | DevRev" + "id": "ART-1986_KNOWLEDGE_NODE-34", + "text": "target defined in the policy.\\n* *Breached*: The time spent by the SLA metric is greater than or equal to the breach target defined in the policy.\\n* *Paused*: The metric is currently paused based on some conditions. For example, when a ticket moves to awaiting customer response.\\n* *Completed*: The conversation or ticket has reached the completion condition.\\n\\nBased on business hours defined for an organization, *Active/Close to breach/Breached* metrics can change schedules. Metrics move out", + "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1986_KNOWLEDGE_NODE-41", - "text": "resolution is due in one day, the vista displays five minutes. In the case where the first response isn't provided within five minutes, the timer displays negative values (such as -10m), which indicates that it's been 10 minutes since the first response was due. Conversations or tickets can also be grouped by SLA stages.\\n\\nIn the **Detailed View**, all metrics applied to the ticket or conversation can be viewed along with their current stage.\\n\\nFiltering tickets by Next SLA", + "id": "ART-1986_KNOWLEDGE_NODE-43", + "text": "tickets that have been in breach for more than one hour.\\n + **Over a day**: Filters all tickets that have been in breach for more than one day.\\n + **Custom**: Filters all tickets that have been in breach from a given date.\\n* **Will breach in**:\\n\\n + **Any**: Filters all tickets that are currently not in breach.\\n + **Over an hour**: Filters all tickets that have less than 1 hour left for breach.\\n + **Over a day**: Filters all tickets that have less than 1 day left for breach.\\n +", "title": "Service-level agreement | Computer for Support Teams | DevRev" }, { - "id": "ART-1981_KNOWLEDGE_NODE-32", - "text": "assigned; tickets should be assigned only to revenue team members.\\n\\nManage tickets\\n--------------\\n\\n* Regularly follow up with the customer on any ticket in the *awaiting customer* stage. If no response is forthcoming in a reasonable amount of time as defined by your SLA, mark the ticket as *resolved*.\\n* Critically assess the severity of the ticket according to the impact on the customer\\xe2\\x80\\x99s business. Blockers are those tickets that are critical to customer adoption or operations.", - "title": "Support best practices | Computer for Support Teams | DevRev" + "id": "ART-2749_KNOWLEDGE_NODE-7", + "text": "impact: Enhanced collaboration, faster resolution, measurable results\\n-------------------------------------------------------------------------\\n\\n### Improved support operations\\n\\nPhenom's adoption of Computer by DevRev has significantly improved support operations by allowing L1 and L2 teams to collaborate within the same tool, leading to a 30% decrease in ticket resolution time and a 29% decrease in time to close tickets.\\n\\nCustomer self-service options were improved with Computer CX", + "title": "Phenom transforms talent experience with streamlined support and development workflows" }, { - "id": "ART-1986_KNOWLEDGE_NODE-36", - "text": "conversations:\\n\\n**Tickets**\\n\\n| Metric | Default conditions | Start event | End event | Pause event | Resume event |\\n| --- | --- | --- | --- | --- | --- |\\n| First response time | * Ticket created by a customer * The ticket was created by a customer experience engineer but reported by a customer | Ticket created | * The agent added a comment to the customer chat * The ticket is moved to Awaiting Customer Response, or the ticket is closed | | |\\n| Next response time | * Ticket created by", - "title": "Service-level agreement | Computer for Support Teams | DevRev" + "id": "ART-15716_KNOWLEDGE_NODE-36", + "text": "the Dashboards section.\\n\\nAdd a widget for \\xe2\\x80\\x9cTicket Resolution Time\\xe2\\x80\\x9d or \\xe2\\x80\\x9cAverage Time to Resolution.\\xe2\\x80\\x9d\\n\\nConfigure the widget to display data by agent, team, or time period.\\n\\nUse filters to focus on specific ticket types, priorities, or customer segments.\\n\\nFor more granular analysis, use a table or chart widget with custom SQL or filters.\\n\\nThis will help you monitor and improve your team\\xe2\\x80\\x99s responsiveness.5. Configuring branding of the", + "title": "Support queries related playbook" }, { - "id": "ART-1986_KNOWLEDGE_NODE-38", - "text": "ticket is moved to the Closed state | The ticket was moved to Awaiting Customer Response state | The ticket moves to any state except Closed |\\n\\n**Conversations**\\n\\n| Metric | Default conditions | Start event | End event | Pause event | Resume event |\\n| --- | --- | --- | --- | --- | --- |\\n| First response time | The first message sent by a customer | Conversation created | * The agent replied to the conversation * The conversation is moved to Waiting on User/Resolved * The conversation is", - "title": "Service-level agreement | Computer for Support Teams | DevRev" + "id": "ART-1970_KNOWLEDGE_NODE-26", + "text": "Conversations with SLA breaches with breach type for ticket owners.\\n* **SLA breaches w.r.t. Customer Tier**\\n\\n Number of Conversations with SLA breaches per owner.\\n* **Average Resolution Time**\\n\\n Indicates the average time taken to resolve requests for each conversation owner.\\n\\n[PreviousConversation-SLA Analytics](/docs/dashboards/conversation-sla-analytics)[NextTicket insights](/docs/dashboards/ticket-insights)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about", + "title": "Conversation-Team Performance | Support analytics | Computer for Support Teams | DevRev" }, { - "id": "ART-1975_KNOWLEDGE_NODE-25", - "text": "insights\\n===============\\n\\n* **Tickets created**\\n\\n The number of tickets created within the date range that meet the other filtering criteria.\\n* **Active tickets**\\n\\n The number of tickets that are in the Open or In Progress state.\\n* **Closed tickets**\\n\\n The number of tickets closed within the date range that meet the other filtering criteria.\\n* **Average resolution time**\\n\\n The average time taken to resolve tickets.\\n* **Median resolution time**\\n\\n The median time taken to", - "title": "Ticket insights | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-15716_KNOWLEDGE_NODE-35", + "text": "filters\\n\\nYou can create a simple report by clicking on the Smart Icon at the top right corner and selecting \\'Create New report.\\' Create a dashboard and a widget by giving a name. Select the dimensions and measures and finalize the visualization of the widget and click on the preview widget to test it out.\\n\\nEach widget can be customized with filters, groupings, and visualizations (charts, tables, etc.)4. Create a dashboard for tracking ticket resolution time\\n\\nCreate a new dashboard in", + "title": "Support queries related playbook" + }, + { + "id": "ART-1035_KNOWLEDGE_NODE-0", + "text": "b'Goodmeetings uses PLuG to reduce ticket resolution time\\n\\n* Computer\\n* Resources\\n* [Our Customers](/case-study)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\nComputer\\n\\nResources\\n\\n[Our Customers](/case-study)\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\n- [Case Studies](/case-study)\\n\\n- Goodmeetings\\n\\nGoodmeetings uses DevRev to reduce ticket resolution time\\n=========================================================\\n\\n3 min", + "title": "Goodmeetings uses PLuG to reduce ticket resolution time" } ] }, @@ -4987,35 +4987,30 @@ "query_id": "b580c85d-067a-47f0-951d-58b0360254a1", "query": "link single contact to multiple accounts using csv import", "retrievals": [ - { - "id": "ART-2575_KNOWLEDGE_NODE-26", - "text": "the sample CSV.\\n\\n ![]()\\n\\n Columns with headers that do not conform to the predefined schema will not be imported.\\n4. In the dialog box, upload the populated CSV file.\\n5. (Optional) Configure import settings.\\n\\n * **Add tags to identify new imports**: Attach any existing tags to new imports for easy identification post-import.\\n * **Update existing accounts**: Select to update existing accounts by appending new values, rather than creating new objects.\\n6. Click **Import** to", - "title": "Account and contact import | Computer for Growth Teams | DevRev" - }, { "id": "ART-2575_KNOWLEDGE_NODE-25", "text": "contact import\\n==========================\\n\\nYou can upload and manage accounts and contacts by importing data from CSV files.\\n\\n![]()\\n\\nImport data\\n-----------\\n\\n1. Go to the top-right corner of the **Accounts and Contacts** vista and click the \\xe2\\x9a\\xa1 button.\\n2. Click **Download sample CSV**. The sample CSV file includes all the necessary headers and sample values supported by DevRev.\\n3. Open the downloaded sample CSV file. Fill in the required headers and values as specified in", "title": "Account and contact import | Computer for Growth Teams | DevRev" }, { - "id": "ART-2575_KNOWLEDGE_NODE-30", - "text": "CSV import feature currently supports a maximum of 500 rows per request. For larger datasets, split the CSV into smaller files containing up to 500 rows each.\\n\\nTroubleshooting\\n---------------\\n\\nThe following table describes the errors you may encounter during import and how to troubleshoot them:\\n\\n| Error | Resolution |\\n| --- | --- |\\n| Invalid format for phone numbers | Validate the phone number is in E164 Format. For example, +12014631690. |\\n| Tags not found in organization |", + "id": "ART-2575_KNOWLEDGE_NODE-27", + "text": "initiate the process. Notifications about successful imports and any errors will appear in the form of toasts at the bottom left.\\n\\nCSV file requirements\\n---------------------\\n\\n### Mandatory fields\\n\\nTo ensure a successful import, certain fields are required.\\n\\n**Accounts**:\\n\\n* display\\\\_name\\n* external\\\\_refs (a unique identifier for the account, such as the company\\'s website domain.)\\n\\n**Contacts:**\\n\\n* display\\\\_name\\n* external\\\\_ref (a unique identifier for the contact, such as", "title": "Account and contact import | Computer for Growth Teams | DevRev" }, { - "id": "ART-2575_KNOWLEDGE_NODE-28", - "text": "a database identifier or an email address.)\\n* account\\\\_external\\\\_reference (the external reference of the contact\\'s parent account)\\n\\n### Array fields\\n\\nFor fields that accept multiple values, such as **owners** and **industry**, values should be separated by commas (,). For example, Agriculture and Forestry should be written as Agriculture,Forestry.\\n\\n![]()\\n\\nIf a value contains a comma, enclose it in backticks. For example, enter \"Rail, Bus & Taxi\" as `Rail, Bus & Taxi`.\\n\\n###", - "title": "Account and contact import | Computer for Growth Teams | DevRev" + "id": "ART-2045_KNOWLEDGE_NODE-55", + "text": "connection in DevRev for that source.\\n\\n### Data model constraints\\n\\n* Links\\n + Parent/child relationships deeper than 3 levels are not created in DevRev.\\n + Links from external systems are mapped to the closest equivalent in DevRev.\\n + Links with no plausible DevRev equivalent are dropped, such as links between tickets.\\n* Contacts\\n + DevRev does not support contacts in multiple accounts. Contacts imported that belong to multiple accounts are only created under one account in DevRev,", + "title": "AirSync | Snap-ins | DevRev" }, { - "id": "ART-2575_KNOWLEDGE_NODE-27", - "text": "initiate the process. Notifications about successful imports and any errors will appear in the form of toasts at the bottom left.\\n\\nCSV file requirements\\n---------------------\\n\\n### Mandatory fields\\n\\nTo ensure a successful import, certain fields are required.\\n\\n**Accounts**:\\n\\n* display\\\\_name\\n* external\\\\_refs (a unique identifier for the account, such as the company\\'s website domain.)\\n\\n**Contacts:**\\n\\n* display\\\\_name\\n* external\\\\_ref (a unique identifier for the contact, such as", + "id": "ART-2575_KNOWLEDGE_NODE-26", + "text": "the sample CSV.\\n\\n ![]()\\n\\n Columns with headers that do not conform to the predefined schema will not be imported.\\n4. In the dialog box, upload the populated CSV file.\\n5. (Optional) Configure import settings.\\n\\n * **Add tags to identify new imports**: Attach any existing tags to new imports for easy identification post-import.\\n * **Update existing accounts**: Select to update existing accounts by appending new values, rather than creating new objects.\\n6. Click **Import** to", "title": "Account and contact import | Computer for Growth Teams | DevRev" }, { - "id": "ART-2575_KNOWLEDGE_NODE-32", - "text": "required headers | Include headers for the required fields in the CSV. |\\n\\n[PreviousContacts](/docs/product/customers)[NextGrow snap-ins](/docs/product/snapins-grow)\\n\\n#### On this page\\n\\n* [Import data](#import-data)\\n* [CSV file requirements](#csv-file-requirements)\\n* [Mandatory fields](#mandatory-fields)\\n* [Array fields](#array-fields)\\n* [Tags](#tags)\\n* [Owner fields](#owner-fields)\\n* [Limitations](#limitations)\\n* [Troubleshooting](#troubleshooting)\\n\\n[Enterprise grade security to", - "title": "Account and contact import | Computer for Growth Teams | DevRev" + "id": "ART-12395_KNOWLEDGE_NODE-27", + "text": "update**: Link multiple accounts using /slack\\\\_broadcaster\\\\_upload external or /slack\\\\_broadcaster\\\\_upload internal and upload a CSV with account display names and Slack channel IDs.\\n* **Internal release notes**: Share internal updates by uploading a CSV with channel names and IDs using /slack\\\\_broadcaster\\\\_upload internal.\\n* **Configuration management**: Only authorized users in specific groups can post to Slack channels.\\n\\nSlash Commands\\n--------------\\n\\nThe Slack Broadcaster", + "title": "Slack Broadcaster | Automate | Snap-ins | DevRev" }, { "id": "ART-2575_KNOWLEDGE_NODE-31", @@ -5023,19 +5018,24 @@ "title": "Account and contact import | Computer for Growth Teams | DevRev" }, { - "id": "ART-2575_KNOWLEDGE_NODE-11", - "text": "uploader](/docs/automations/csv-work-item-uploader)\\n - [CSV comments uploader](/docs/automations/csv-comments-uploader)\\n - [CSV commands uploader](/docs/automations/csv-commands-uploader)\\n - [Descope identity validation](/docs/automations/descope-identity-validation)\\n - [Effort logger](/docs/automations/effort-logger)\\n - [HTTP archive file upload & sanitization](/docs/automations/har-sanitization)\\n - [Link preview](/docs/automations/link-preview)\\n - [Org tags", + "id": "ART-2575_KNOWLEDGE_NODE-30", + "text": "CSV import feature currently supports a maximum of 500 rows per request. For larger datasets, split the CSV into smaller files containing up to 500 rows each.\\n\\nTroubleshooting\\n---------------\\n\\nThe following table describes the errors you may encounter during import and how to troubleshoot them:\\n\\n| Error | Resolution |\\n| --- | --- |\\n| Invalid format for phone numbers | Validate the phone number is in E164 Format. For example, +12014631690. |\\n| Tags not found in organization |", "title": "Account and contact import | Computer for Growth Teams | DevRev" }, { - "id": "ART-2575_KNOWLEDGE_NODE-29", - "text": "Tags\\n\\nEnsure all tags listed in the CSV file already exist within the application. Tags are not created automatically during the import process to prevent errors and maintain control. For example, if your CSV contains a tag in the tags.name column such as Q3FY25\\\\_CSS\\\\_Forum\\\\_Bay\\\\_Area, ensure to create the tag in the system first.\\n\\n### Owner fields\\n\\nFor accounts, owner information must be provided in email format. Avoid using names or display names.\\n\\nLimitations\\n-----------\\n\\nThe", + "id": "ART-2575_KNOWLEDGE_NODE-32", + "text": "required headers | Include headers for the required fields in the CSV. |\\n\\n[PreviousContacts](/docs/product/customers)[NextGrow snap-ins](/docs/product/snapins-grow)\\n\\n#### On this page\\n\\n* [Import data](#import-data)\\n* [CSV file requirements](#csv-file-requirements)\\n* [Mandatory fields](#mandatory-fields)\\n* [Array fields](#array-fields)\\n* [Tags](#tags)\\n* [Owner fields](#owner-fields)\\n* [Limitations](#limitations)\\n* [Troubleshooting](#troubleshooting)\\n\\n[Enterprise grade security to", "title": "Account and contact import | Computer for Growth Teams | DevRev" }, { "id": "ART-2575_KNOWLEDGE_NODE-24", "text": "[Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Import data](#import-data)\\n* [CSV file requirements](#csv-file-requirements)\\n* [Mandatory fields](#mandatory-fields)\\n* [Array fields](#array-fields)\\n* [Tags](#tags)\\n* [Owner fields](#owner-fields)\\n* [Limitations](#limitations)\\n* [Troubleshooting](#troubleshooting)\\n\\n1. [Documentation](/docs)\\n3. [Computer for Growth Teams](/docs/product/grow)\\n[Account and contact import](/docs/product/account-contact-import)\\n\\nAccount and", "title": "Account and contact import | Computer for Growth Teams | DevRev" + }, + { + "id": "ART-2575_KNOWLEDGE_NODE-28", + "text": "a database identifier or an email address.)\\n* account\\\\_external\\\\_reference (the external reference of the contact\\'s parent account)\\n\\n### Array fields\\n\\nFor fields that accept multiple values, such as **owners** and **industry**, values should be separated by commas (,). For example, Agriculture and Forestry should be written as Agriculture,Forestry.\\n\\n![]()\\n\\nIf a value contains a comma, enclose it in backticks. For example, enter \"Rail, Bus & Taxi\" as `Rail, Bus & Taxi`.\\n\\n###", + "title": "Account and contact import | Computer for Growth Teams | DevRev" } ] }, @@ -5044,54 +5044,54 @@ "query": "how to build an agent", "retrievals": [ { - "id": "ART-15618_KNOWLEDGE_NODE-9", - "text": "reduced barriers to entry\\n\\nAgentExchange Marketplace : Largest marketplace of ready-made agents, actions, and topics for faster deployment\\n\\nEnterprise Security : Field-based data masking, RBAC, Einstein Trust Layer battle-tested at Fortune 100 scale\\n\\nMultilingual Support : Supports AI prompts and agent behavior across 25+ languages natively\\n\\nNative Integrations : Extensive integration ecosystem due to market dominance and longevity\\n\\nAdvanced Tooling : Deep debugging tools, bulk", - "title": "SF Agentforce - Competitive - for the PLuG on website" + "id": "ART-15792_KNOWLEDGE_NODE-2", + "text": "structured around two critical business dimensions: Products (Dev) and Customers (Rev). This architectural approach ensures that AI agents have comprehensive context when making decisions or taking actions.\\n\\nAgentic AI capabilities: DevRev provides both out-of-the-box agents and an Agent Studio to build, customize, deploy and manage agents. Users can instruct these agents in plain language to execute complex workflows autonomously, with agents capable of creating tickets, updating records,", + "title": "DevRev Products and Agents" }, { - "id": "ART-13178_KNOWLEDGE_NODE-69", - "text": "data.\\n\\n * Define your agent\\xe2\\x80\\x99s specific goal and purpose.\\n * Write clear instructions for its operation.\\n * Connect your business knowledge and existing workflows.\\n\\nEvery team gains powerful capabilities without technical skills. It\\xe2\\x80\\x99s like having expert analysts and operators working 24/7.\\n\\nNeed to route customer requests? Create sales materials? Recommend support actions? All possible without writing a single line of code, including the generation of original", - "title": "Understanding Agentic AI: Capabilities and Implications for the Future" + "id": "ART-15799_KNOWLEDGE_NODE-3", + "text": "agents summarize critical context and escalate to the right person.\\n\\n![]()\\n\\nSet up is simple. Maintenance is simpler.\\n\\nSet up Computer in minutes and build agents using plain English. No PhD in AI required.\\n\\n### A few lines of code\\n\\nA few lines of code\\n\\nGet Computer's CX agent running with just a few lines of code and automatically track real performance metrics to measure progress against your goals.\\n\\n![]()\\n\\n### Built-in integrations\\n\\n### Agent", + "title": "Computer for Your Customers: AI Self-Service Support | DevRev" }, { - "id": "ART-15618_KNOWLEDGE_NODE-15", - "text": "behavior\\n\\nDevRev : AI-native architecture offering outcome-driven workflows and intuitive, conversational agents User Experience\\n\\nAgentforce : Multiple tabs, nested screens, fragmented multi-stage agent creation process\\n\\nDevRev : Consolidated actions, modern agent-first UX, single cohesive screen for agent building Learning Capabilities\\n\\nAgentforce : Manual improvements, no learning from real usage or customer interactions\\n\\nDevRev : Auto-learning by identifying knowledge gaps", - "title": "SF Agentforce - Competitive - for the PLuG on website" + "id": "ART-4167_KNOWLEDGE_NODE-3", + "text": "agents summarize critical context and escalate to the right person.\\n\\n![]()\\n\\nSet up is simple. Maintenance is simpler.\\n\\nSet up Computer in minutes and build agents using plain English. No PhD in AI required.\\n\\n### A few lines of code\\n\\nA few lines of code\\n\\nGet Computer's CX agent running with just a few lines of code and automatically track real performance metrics to measure progress against your goals.\\n\\n![]()\\n\\n### Built-in integrations\\n\\n### Agent", + "title": "Computer for Your Customers: AI Self-Service Support | DevRev" }, { - "id": "ART-13178_KNOWLEDGE_NODE-19", - "text": "interact with the agentic AI system using natural language. Unlike traditional systems requiring precise commands, you communicate conversationally. The autonomous agents interpret your intent and may ask clarifying questions.\\n 2. **Agent system plans, allocates, and executes work:** The system transforms your request into [structured workflows](/blog/native-workflow-engine), dividing it into tasks and subtasks. A managing component assigns these to specialized subagents.\\n 3. **Agent system", + "id": "ART-13178_KNOWLEDGE_NODE-68", + "text": "across society.\\n\\n## Future outlook: Evolving agentic AI with DevRev\\n\\nThe future of agentic AI promises autonomous agents collaboration, advanced reasoning capabilities, and seamless ecosystem integration.\\n\\nDevRev\\xe2\\x80\\x99s innovation positions organizations to capitalize on these emerging trends.\\n\\nBuild powerful agents without coding expertise with DevRev\\xe2\\x80\\x99s no-code tools, anyone can create AI intelligent agents in three simple steps that can analyze vast amounts of", "title": "Understanding Agentic AI: Capabilities and Implications for the Future" }, { - "id": "ART-15618_KNOWLEDGE_NODE-10", - "text": "testing via CSV uploads, auto-generation of test cases\\n\\nOutbound Capabilities : Supports automated outreach campaigns and lead nurturing sequences\\n\\nRich UI Elements : Agents can display buttons, forms, and visuals across different platforms\\n\\nMuleSoft Integration : Can turn existing APIs into agent actions using plain language Agentforce Weaknesses\\n\\nForced Migration : With Live Agent being deprecated, customers are pushed toward Agentforce with a \"take it or leave it\"", - "title": "SF Agentforce - Competitive - for the PLuG on website" + "id": "ART-13178_KNOWLEDGE_NODE-69", + "text": "data.\\n\\n * Define your agent\\xe2\\x80\\x99s specific goal and purpose.\\n * Write clear instructions for its operation.\\n * Connect your business knowledge and existing workflows.\\n\\nEvery team gains powerful capabilities without technical skills. It\\xe2\\x80\\x99s like having expert analysts and operators working 24/7.\\n\\nNeed to route customer requests? Create sales materials? Recommend support actions? All possible without writing a single line of code, including the generation of original", + "title": "Understanding Agentic AI: Capabilities and Implications for the Future" }, { - "id": "ART-13178_KNOWLEDGE_NODE-39", - "text": "agents incorporate medical knowledge and compliance requirements, while financial agents understand regulatory frameworks and transaction patterns.\\n\\n### 3\\\\. Orchestration frameworks\\n\\nOrchestration components coordinate multiple AI agents working together. They manage workflows, handle exceptions, and maintain performance standards. This capability is crucial when deploying complex multi-agent systems across departments.\\n\\n### 4\\\\. Integration capabilities\\n\\nYour platform must connect", + "id": "ART-13178_KNOWLEDGE_NODE-70", + "text": "content.\\n\\nDevRev puts AI automation directly in business users\\xe2\\x80\\x99 hands, no development team required.\\n\\nThe future belongs to organizations that harness autonomous intelligence effectively. Will you lead this transformation? DevRev\\xe2\\x80\\x99s platform offers the fastest path forward.\\n\\nCurious how DevRev could work in your organisation\\xe2\\x80\\x99s environment? We\\xe2\\x80\\x99d love to walk you through how to:\\n\\n * **Build and test your own AI agents**\\n * **Deploy this in a", "title": "Understanding Agentic AI: Capabilities and Implications for the Future" }, { - "id": "ART-15618_KNOWLEDGE_NODE-8", - "text": "doesn\\'t inherit legacy tech debt.\\n\\nShield 2: AgentExchange Offers the Largest Marketplace\\n\\nSalesforce buyers can customize and use prebuilt agents across industries, making it easy to go live quickly. DevRev offers a growing set of templates, but the depth and breadth of AgentExchange are currently unmatched. Detailed Strengths and Weaknesses Analysis Agentforce Strengths\\n\\nMarket Position : Service Cloud is one of the most common systems of record, making Agentforce an easy upsell with", - "title": "SF Agentforce - Competitive - for the PLuG on website" + "id": "ART-15799_KNOWLEDGE_NODE-1", + "text": "resolutions by up to 10x.\\n\\nComputer\\xe2\\x80\\x99s customer experience agent is a problem solver that clears tickets with ease.\\n\\n### Next-gen customer support\\n\\nNext-gen customer support\\n\\nStart with Computer\\xe2\\x80\\x99s battle-tested CX agent that has instant, accurate answers to customer questions.\\n\\n![]()\\n\\n### Take action\\n\\n### Build agent teams\\n\\nMeet your customers where they are, in your voice.\\n\\nTrain Computer on your brand\\xe2\\x80\\x99s voice, no matter where you deploy it.", + "title": "Computer for Your Customers: AI Self-Service Support | DevRev" }, { - "id": "ART-15618_KNOWLEDGE_NODE-11", - "text": "approach\\n\\nPlatform Dependency : Cannot run without Salesforce as system of record, incompatible with modern tools like Zendesk and Intercom\\n\\nComplex Setup : Overwhelms users with dozens of setup steps and dependencies, steep learning curve even for skilled users\\n\\nLegacy Architecture : Built on traditional CRM architecture with rigid underlying schema resulting in slower, more brittle agents\\n\\nPartner Dependency : 70% of implementations require partners, demanding heavy admin", - "title": "SF Agentforce - Competitive - for the PLuG on website" + "id": "ART-13178_KNOWLEDGE_NODE-58", + "text": "decisions.\\n\\n**Solution:** Implement a unified system that brings together teams, product, support, and customer data in one place. Establish data quality standards before deployment to ensure AI agents have reliable information.\\n\\n### 3\\\\. Technical complexity\\n\\nAgentic AI systems require sophisticated infrastructure, specialized expertise, and ongoing maintenance. Many organizations underestimate these requirements initially, leading to implementation delays.\\n\\n**Solution:** Choose", + "title": "Understanding Agentic AI: Capabilities and Implications for the Future" }, { - "id": "ART-13178_KNOWLEDGE_NODE-41", - "text": "reasons.\\n\\n### 6\\\\. Development tools\\n\\nThe platform\\xe2\\x80\\x99s development environment significantly impacts customization capabilities. Low-code interfaces enable business users to modify agent behavior without technical expertise. Developer-focused systems offer greater flexibility but require coding skills. DevRev provides both options, supporting different organizational capabilities.\\n\\n### 7\\\\. Pricing structures\\n\\nPricing models vary significantly between vendors.", - "title": "Understanding Agentic AI: Capabilities and Implications for the Future" + "id": "ART-15618_KNOWLEDGE_NODE-15", + "text": "behavior\\n\\nDevRev : AI-native architecture offering outcome-driven workflows and intuitive, conversational agents User Experience\\n\\nAgentforce : Multiple tabs, nested screens, fragmented multi-stage agent creation process\\n\\nDevRev : Consolidated actions, modern agent-first UX, single cohesive screen for agent building Learning Capabilities\\n\\nAgentforce : Manual improvements, no learning from real usage or customer interactions\\n\\nDevRev : Auto-learning by identifying knowledge gaps", + "title": "SF Agentforce - Competitive - for the PLuG on website" }, { - "id": "ART-4206_KNOWLEDGE_NODE-4", - "text": "create a webhook to receive agent execution events:\\n\\nBashJavaScript\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | curl --location \\'https://api.devrev.ai/internal/webhooks.create\\' \\\\ |\\n| > | --header \\'Content-Type: application/json\\' \\\\ |\\n| > | --header \\'Authorization: Bearer \\' \\\\ |\\n| > | --data \\'{ |\\n| > | \"url\": \"https://your-application.com/webhook-endpoint\", |\\n| > | \"event_types\": [\"ai_agent_response\"], |\\n| > | \"headers\": [ |\\n| > | { |\\n| > | \"name\": \"x-api-key\", |\\n| >", - "title": "Agents async API | DevRev | Docs" + "id": "ART-13178_KNOWLEDGE_NODE-20", + "text": "iteratively refines output:** During processing, your AI agents may request additional input to ensure accuracy. The system refines results based on your feedback.\\n 4. **Agent executes action:** Finally, the AI powered agents implement necessary solutions directly. Unlike advisory systems that only recommend, agentic AI completes tasks autonomously. This end-to-end automation delivers significantly faster resolution times.\\n\\n## An AI agent consists of three main components:\\n\\n *", + "title": "Understanding Agentic AI: Capabilities and Implications for the Future" } ] }, @@ -5100,54 +5100,54 @@ "query": "multiple messages sent quickly AI interpretation delay", "retrievals": [ { - "id": "ART-990_KNOWLEDGE_NODE-1", - "text": "and is a good thing; it alerts us that a fundamental shift is happening, just like the internet had done previously. And, no, this isn\\xe2\\x80\\x99t the beginning of SkyNet.\\n\\n\\n\\nLet\\xe2\\x80\\x99s face it; support is moving to a more asynchronous communication model (a-la chat). With the ability for ChatGPT to \\xe2\\x80\\x9cstream\\xe2\\x80\\x9d messages similar to how a user would, backed by the knowledge of the internet, the result can be a very powerful one-two punch. Plus, it can eliminate a lot", - "title": "To AI, or Not to AI for Support, It's Not a Question" + "id": "ART-1478_KNOWLEDGE_NODE-24", + "text": "\"https://api.devrev.ai/event-sources.schedule\"; \\n ---|--- \\n 2| const work = event.payload.work_created.work; \\n 3| const delay_secs = 30; \\n 4| const event_payload = { \\n 5| \"object_id\": work.id, \\n 6| \"name\" : work.created_by.full_name, \\n 7| \"delay\": delay_secs, \\n 8| } \\n 9| const payload_bytes = Buffer.from(JSON.stringify(event_payload)).toString(\\'base64\\'); \\n 10| const publish_at = new Date(Date.now() + 1000 *", + "title": "Event sources \u2014 DevRev | Docs" }, { - "id": "ART-990_KNOWLEDGE_NODE-5", - "text": "assistance whenever they need it, irrespective of geographical and time zone differences.\\n For a follow-the-sun model this may be less important, however, if you don\\xe2\\x80\\x99t have this coverage in place, an AI-assist can be extremely valuable to provide coverage between gaps\\n\\n\\nPersonalization\\n\\n\\n By leveraging natural language processing and machine learning, ChatGPT and similar tools can understand customers\\xe2\\x80\\x99 needs and preferences, providing personalized and contextually", - "title": "To AI, or Not to AI for Support, It's Not a Question" + "id": "ART-4206_KNOWLEDGE_NODE-19", + "text": "const conversationId = |\\n| 38 | event.payload.ai_agent_response.client_metadata.conversation_id; |\\n| 39 | |\\n| 40 | if (event.payload.ai_agent_response.agent_response === \"message\") { |\\n| 41 | // Final message |\\n| 42 | const message = event.payload.ai_agent_response.message; |\\n| 43 | sendToClient(conversationId, { |\\n| 44 | type: \"agent_response\", |\\n| 45 | message: message, |\\n| 46 | }); |\\n| 47 | } else if (event.payload.ai_agent_response.agent_response === \"error\") { |\\n| 48 | // Error", + "title": "Agents async API | DevRev | Docs" }, { - "id": "ART-990_KNOWLEDGE_NODE-3", - "text": "multiple customer queries simultaneously, significantly reducing response times and providing instant support, resulting in higher customer satisfaction levels.\\n By offloading the initial responses to an intelligent system, you can buffer the amount of time a traditional agent has to respond\\n This may also help ensure you meet you SLA requirements\\n\\n\\nCost-Effectiveness\\n\\n\\n AI-driven customer support tools can minimize the need for large customer service teams, reducing operational", - "title": "To AI, or Not to AI for Support, It's Not a Question" + "id": "ART-1284_KNOWLEDGE_NODE-20", + "text": "after the work is created.\\n\\nIn `function_1`, you can publish the event as follows:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | const url = \"https://api.devrev.ai/event-sources.schedule\"; |\\n| 2 | const work = event.payload.work_created.work; |\\n| 3 | const delay_secs = 30; |\\n| 4 | const event_payload = { |\\n| 5 | \"object_id\": work.id, |\\n| 6 | \"name\" : work.created_by.full_name, |\\n| 7 | \"delay\": delay_secs, |\\n| 8 | } |\\n| 9 | const payload_bytes =", + "title": "Event sources | DevRev | Docs" }, { - "id": "ART-990_KNOWLEDGE_NODE-9", - "text": "While this is likely a edge case, you can easily account for this with logic in the system than can allow the user or system to automatically switch the interaction to a support engineer.\\n\\n\\nLack of empathy\\n\\n\\n Chatbots may struggle to replicate the empathy and human touch that customer service representatives provide. In sensitive or emotionally charged situations, an AI-driven response may appear impersonal or unsympathetic, negatively impacting customer relations.\\n This is both a good", + "id": "ART-990_KNOWLEDGE_NODE-3", + "text": "multiple customer queries simultaneously, significantly reducing response times and providing instant support, resulting in higher customer satisfaction levels.\\n By offloading the initial responses to an intelligent system, you can buffer the amount of time a traditional agent has to respond\\n This may also help ensure you meet you SLA requirements\\n\\n\\nCost-Effectiveness\\n\\n\\n AI-driven customer support tools can minimize the need for large customer service teams, reducing operational", "title": "To AI, or Not to AI for Support, It's Not a Question" }, { - "id": "ART-4206_KNOWLEDGE_NODE-19", - "text": "const conversationId = |\\n| 38 | event.payload.ai_agent_response.client_metadata.conversation_id; |\\n| 39 | |\\n| 40 | if (event.payload.ai_agent_response.agent_response === \"message\") { |\\n| 41 | // Final message |\\n| 42 | const message = event.payload.ai_agent_response.message; |\\n| 43 | sendToClient(conversationId, { |\\n| 44 | type: \"agent_response\", |\\n| 45 | message: message, |\\n| 46 | }); |\\n| 47 | } else if (event.payload.ai_agent_response.agent_response === \"error\") { |\\n| 48 | // Error", - "title": "Agents async API | DevRev | Docs" + "id": "ART-1954_KNOWLEDGE_NODE-32", + "text": "workflow.\\n\\nPersonalizing notifications\\n---------------------------\\n\\nDevRev allows users to personalize their notification preferences to ensure they receive only relevant updates. Follow these steps to personalize your notifications.\\n\\n1. Go to [**Settings > Notifications**](https://app.devrev.ai/devrev/settings/user-preferences) page.\\n2. Under the **General** panel, enable the following options as required:\\n\\n * Reminders: Set notifications for reminders.\\n * Assignments: Enable", + "title": "Updates | Computer by DevRev | DevRev" }, { - "id": "ART-4109_KNOWLEDGE_NODE-5", - "text": "Error\\n\\n429\\n\\nToo Many Requests Error\\n\\n500\\n\\nInternal Server Error\\n\\n503\\n\\nService Unavailable Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/beta/api-reference/accounts/update)[#### Get Airdrop Sync Unit\\n\\nNext](/beta/api-reference/airdrop/sync-units-get)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", - "title": "Execute-Async Ai Agents Events | DevRev | Docs" + "id": "ART-2029_KNOWLEDGE_NODE-29", + "text": "Install the WhatsApp snap-in from the marketplace as mentioned above.\\n2. **Create a connection:** In the **Connections** tab, add your existing connection or create a new connection.\\n * Give your connection a name, and ensure that you completed the required steps in the prerequisites.\\n * Click **Connect**.\\n * Open the dialog and follow the process to finish creating a connection.\\n\\n ![]()\\n3. **Configure business phone number:** In the **Configuration** tab, enter the business", + "title": "WhatsApp | Integrate | Snap-ins | DevRev" }, { - "id": "ART-990_KNOWLEDGE_NODE-0", - "text": "b'\\n\\n\\n \\xe2\\x80\\x9cThe greatest danger in times of turbulence is not the turbulence; it is to act with yesterday\\xe2\\x80\\x99s logic.\\xe2\\x80\\x9d - Peter Drucker\\n\\n\\n\\n\\n\\xe2\\x80\\xa6\\n\\nAt this point, you\\xe2\\x80\\x99ve likely been inundated with with the news of AI, LLM, GPT, or ChatGPT. Hint: GPT stands for \"Generative Pre-trained Transformer\". And it likely begs a few questions\\xe2\\x80\\xa6 Is this the start of SkyNet? Will I become irrelevant? And a multitude of others. This anxiety is OK", + "id": "ART-990_KNOWLEDGE_NODE-1", + "text": "and is a good thing; it alerts us that a fundamental shift is happening, just like the internet had done previously. And, no, this isn\\xe2\\x80\\x99t the beginning of SkyNet.\\n\\n\\n\\nLet\\xe2\\x80\\x99s face it; support is moving to a more asynchronous communication model (a-la chat). With the ability for ChatGPT to \\xe2\\x80\\x9cstream\\xe2\\x80\\x9d messages similar to how a user would, backed by the knowledge of the internet, the result can be a very powerful one-two punch. Plus, it can eliminate a lot", "title": "To AI, or Not to AI for Support, It's Not a Question" }, { - "id": "ART-4206_KNOWLEDGE_NODE-20", - "text": "occurred |\\n| 49 | sendToClient(conversationId, { |\\n| 50 | type: \"agent_error\", |\\n| 51 | error: event.payload.ai_agent_response.error.error, |\\n| 52 | }); |\\n| 53 | } |\\n| 54 | |\\n| 55 | res.status(200).send(\"OK\"); |\\n| 56 | }); |\\n```\\n\\n##### \\n\\nUsing WebSockets or Server-Sent Events can provide real-time updates to your\\nUI as events are received.\\n\\n### Talk to agent node in workflows\\n\\n##### \\n\\nThis is in early access, please contact support to have it enabled for you.\\n\\nIf", - "title": "Agents async API | DevRev | Docs" + "id": "ART-970_KNOWLEDGE_NODE-94", + "text": "built to iterate quickly\\n \\n AI evolves faster than we can imagine; being able to iterate quickly is quintessential to ensure customers get the value of this evolution\\n Given the granularity of our services, teams can operate with much more autonomy and speed\\n We were also built during the CI/CD era, meaning we have fully continuous integration and delivery. As an example, we deploy hundreds of changes daily\\n With monolithic systems, changing things can be complicated", + "title": "The Story" }, { - "id": "ART-990_KNOWLEDGE_NODE-2", - "text": "of the \\xe2\\x80\\x9cgrunt work\\xe2\\x80\\x9d (aka work \\xe2\\x80\\x9csuck\\xe2\\x80\\x9d) that support engineers commonly deal with, allowing them to focus on the real problems at hand.\\n\\nAlso, with this evolution to a semi-sentient system, the experience for end-users is far superior, sometimes to the point where you may not even know you\\xe2\\x80\\x99re conversing with a computer.\\n\\nBenefits\\n\\nHere are some of the potential benefits:\\n\\nEfficient Response Times\\n\\n\\n AI-powered chatbots can handle", - "title": "To AI, or Not to AI for Support, It's Not a Question" + "id": "ART-1287_KNOWLEDGE_NODE-6", + "text": "execution include:\\n\\n* Ensuring order of message processing for chatbots or messaging integrations.\\n* Preventing duplicate or out-of-order actions when multiple events are triggered.\\n\\nTo enable this:\\n\\n1. Enable synchronization in manifest\\n\\n * In your function\\xe2\\x80\\x99s manifest, add the field:\\n\\n ```\\n | | |\\n | --- | --- |\\n | 1 | functions: |\\n | 2 | - name: function_name |\\n | 3 | description: Let me execute |\\n | 4 | supports_synchronization: true", + "title": "Functions | DevRev | Docs" }, { - "id": "ART-990_KNOWLEDGE_NODE-8", - "text": "natively\\n\\n\\n\\n\\nPotential Risks\\n\\n\\n\\nWhile the use of artificial intelligence and tools like ChatGPT offers numerous benefits in the realm of customer support, it is crucial to consider potential risks that may arise.\\n\\nSome of these risks include:\\n\\nMisunderstandings\\n\\n\\n AI-driven chatbots might misunderstand complex customer queries or interpret context inaccurately, leading to incorrect or irrelevant responses. This can result in customer frustration and diminished satisfaction.\\n", - "title": "To AI, or Not to AI for Support, It's Not a Question" + "id": "ART-10697_KNOWLEDGE_NODE-27", + "text": "bidirectional synchronization between DevRev objects and Slack channels.\\n* A workflow node has been added to create a Slack channel and automatically invite specified users.\\n* A random wait time (1-20 seconds) has been added before creating a conversation to prevent duplicate conversations on WhatsApp when messages are sent rapidly.\\n* Customer identification in Slack has been enhanced by resolving users via their Slack ID when their email is hidden.\\n* An optional field has been added to the", + "title": "February 2025 | Changelog | DevRev" } ] }