diff --git a/.gitignore b/.gitignore index 9d3993f..a90a536 100644 --- a/.gitignore +++ b/.gitignore @@ -13,6 +13,9 @@ build/ # Large binary files embeddings.npy +embeddings_bge_base.npy +*.faiss +*.pkl faiss_index/ data/ diff --git a/requirements.txt b/requirements.txt index b196bf1..7ebebd5 100644 --- a/requirements.txt +++ b/requirements.txt @@ -6,3 +6,6 @@ faiss-cpu numpy tqdm pyarrow +rank-bm25 +sentence-transformers +torch diff --git a/search.py b/search.py new file mode 100644 index 0000000..7fca3f3 --- /dev/null +++ b/search.py @@ -0,0 +1,296 @@ +#!/usr/bin/env python3 +""" +DevRev Search Challenge - Hybrid BM25 + Semantic + Cross-Encoder Re-ranking Pipeline + +Strategy: +1. BM25 (keyword search) - catches exact term matches +2. BGE embeddings + FAISS (semantic search) - catches meaning-based matches +3. Reciprocal Rank Fusion - merges both candidate lists +4. Cross-encoder re-ranking - neural model scores top candidates + +No API keys required - uses fully open-source models. +""" + +import json +import os +import re +import time +import pickle + +import numpy as np +import faiss +from datasets import load_dataset +from rank_bm25 import BM25Okapi +from sentence_transformers import SentenceTransformer, CrossEncoder +from tqdm import tqdm + +# ── Configuration ────────────────────────────────────────────────────────────── +SEMANTIC_TOP_K = 50 # candidates from semantic search +BM25_TOP_K = 50 # candidates from BM25 +RERANK_TOP_K = 20 # candidates sent to cross-encoder +FINAL_TOP_K = 10 # final results per query +RRF_K = 60 # RRF constant + +EMBEDDING_MODEL = "BAAI/bge-base-en-v1.5" +CROSS_ENCODER_MODEL = "cross-encoder/ms-marco-MiniLM-L-6-v2" +EMBEDDING_BATCH_SIZE = 64 +QUERY_PREFIX = "Represent this sentence for searching relevant passages: " + +EMBEDDINGS_CACHE = "embeddings_bge_base.npy" +FAISS_INDEX_CACHE = "bge_base.faiss" +BM25_CACHE = "bm25_index.pkl" +OUTPUT_FILE = "test_queries_results.json" + + +# ── Text Preprocessing ──────────────────────────────────────────────────────── +def clean_text(text: str) -> str: + """Remove markdown artifacts, excess whitespace, URLs.""" + text = re.sub(r"!\[\]\([^)]*\)", "", text) # markdown images + text = re.sub(r"\[([^\]]+)\]\([^)]+\)", r"\1", text) # markdown links -> text + text = re.sub(r"https?://\S+", "", text) # URLs + text = re.sub(r"[#*\-]{2,}", " ", text) # repeated markdown chars + text = re.sub(r"\\n", " ", text) # escaped newlines + text = re.sub(r"\s+", " ", text).strip() + return text + + +def make_semantic_doc(title: str, text: str) -> str: + """Format document for embedding model.""" + cleaned = clean_text(text) + return f"{title}. {cleaned}" + + +def make_bm25_tokens(title: str, text: str) -> list[str]: + """Tokenize document for BM25. Title repeated for emphasis.""" + cleaned = clean_text(text) + combined = f"{title} {title} {cleaned}".lower() + return combined.split() + + +# ── Data Loading ─────────────────────────────────────────────────────────────── +def load_data(): + """Load all dataset splits from HuggingFace.""" + print("Loading datasets from HuggingFace...") + knowledge_base = load_dataset("devrev/search", "knowledge_base", split="corpus") + test_queries = load_dataset("devrev/search", "test_queries", split="test") + annotated_queries = load_dataset("devrev/search", "annotated_queries", split="train") + print(f" Knowledge base: {len(knowledge_base):,} documents") + print(f" Test queries: {len(test_queries):,} queries") + print(f" Annotated queries: {len(annotated_queries):,} queries") + return knowledge_base, test_queries, annotated_queries + + +# ── BM25 Index ───────────────────────────────────────────────────────────────── +def build_bm25_index(corpus): + """Build BM25 index over knowledge base.""" + if os.path.exists(BM25_CACHE): + print("Loading cached BM25 index...") + with open(BM25_CACHE, "rb") as f: + return pickle.load(f) + + print("Building BM25 index...") + tokenized_corpus = [ + make_bm25_tokens(doc["title"], doc["text"]) + for doc in tqdm(corpus, desc="Tokenizing for BM25") + ] + bm25 = BM25Okapi(tokenized_corpus) + + with open(BM25_CACHE, "wb") as f: + pickle.dump(bm25, f) + print(f" BM25 index built and cached to {BM25_CACHE}") + return bm25 + + +def bm25_search(bm25, query: str, k: int = BM25_TOP_K) -> list[tuple[int, float]]: + """Search BM25 index, return list of (doc_index, score).""" + tokens = clean_text(query).lower().split() + scores = bm25.get_scores(tokens) + top_indices = np.argsort(scores)[::-1][:k] + return [(int(idx), float(scores[idx])) for idx in top_indices if scores[idx] > 0] + + +# ── Semantic Index ───────────────────────────────────────────────────────────── +def build_semantic_index(corpus): + """Build FAISS index with BGE embeddings.""" + model = SentenceTransformer(EMBEDDING_MODEL) + + # Load or generate embeddings + if os.path.exists(EMBEDDINGS_CACHE): + print(f"Loading cached embeddings from {EMBEDDINGS_CACHE}...") + embeddings = np.load(EMBEDDINGS_CACHE) + if embeddings.shape[0] != len(corpus): + print(f" Cache mismatch ({embeddings.shape[0]} vs {len(corpus)}), regenerating...") + embeddings = None + else: + print(f" Loaded embeddings: {embeddings.shape}") + else: + embeddings = None + + if embeddings is None: + print(f"Generating embeddings with {EMBEDDING_MODEL}...") + semantic_docs = [ + make_semantic_doc(doc["title"], doc["text"]) + for doc in tqdm(corpus, desc="Preparing documents") + ] + embeddings = model.encode( + semantic_docs, + batch_size=EMBEDDING_BATCH_SIZE, + show_progress_bar=True, + normalize_embeddings=True, + ) + embeddings = embeddings.astype("float32") + np.save(EMBEDDINGS_CACHE, embeddings) + print(f" Embeddings saved to {EMBEDDINGS_CACHE}") + + # Build FAISS index + if os.path.exists(FAISS_INDEX_CACHE): + print(f"Loading cached FAISS index from {FAISS_INDEX_CACHE}...") + index = faiss.read_index(FAISS_INDEX_CACHE) + else: + print("Building FAISS index...") + dim = embeddings.shape[1] + index = faiss.IndexFlatIP(dim) + embeddings_norm = embeddings.copy() + faiss.normalize_L2(embeddings_norm) + index.add(embeddings_norm) + faiss.write_index(index, FAISS_INDEX_CACHE) + print(f" FAISS index saved to {FAISS_INDEX_CACHE}") + + print(f" Index contains {index.ntotal:,} vectors of dim {index.d}") + return model, index + + +def semantic_search( + model, index, query: str, k: int = SEMANTIC_TOP_K +) -> list[tuple[int, float]]: + """Search semantic index, return list of (doc_index, score).""" + query_embedding = model.encode( + QUERY_PREFIX + query, normalize_embeddings=True + ).astype("float32").reshape(1, -1) + scores, indices = index.search(query_embedding, k) + return [(int(idx), float(score)) for idx, score in zip(indices[0], scores[0])] + + +# ── Reciprocal Rank Fusion ───────────────────────────────────────────────────── +def reciprocal_rank_fusion( + *results_lists, k: int = RRF_K +) -> list[tuple[int, float]]: + """Merge multiple ranked lists using RRF.""" + scores = {} + for results in results_lists: + for rank, (doc_idx, _) in enumerate(results): + if doc_idx not in scores: + scores[doc_idx] = 0.0 + scores[doc_idx] += 1.0 / (k + rank + 1) + return sorted(scores.items(), key=lambda x: x[1], reverse=True) + + +# ── Cross-Encoder Re-ranking ────────────────────────────────────────────────── +def build_reranker(): + """Load cross-encoder model.""" + print(f"Loading cross-encoder: {CROSS_ENCODER_MODEL}...") + return CrossEncoder(CROSS_ENCODER_MODEL) + + +def rerank( + reranker, query: str, candidates: list[tuple[int, float]], corpus, top_k: int = FINAL_TOP_K +) -> list[tuple[int, float]]: + """Re-rank top candidates with cross-encoder.""" + candidates_to_rerank = candidates[:RERANK_TOP_K] + if not candidates_to_rerank: + return [] + + pairs = [ + (query, make_semantic_doc(corpus[idx]["title"], corpus[idx]["text"])) + for idx, _ in candidates_to_rerank + ] + scores = reranker.predict(pairs) + + indexed_scores = [ + (idx, float(score)) + for (idx, _), score in zip(candidates_to_rerank, scores) + ] + indexed_scores.sort(key=lambda x: x[1], reverse=True) + return indexed_scores[:top_k] + + +# ── Evaluation (optional, against annotated queries) ────────────────────────── +def evaluate_on_annotated(results_by_qid: dict, annotated_queries): + """Compute recall@10 against annotated golden retrievals.""" + hits = 0 + total = 0 + for item in annotated_queries: + qid = item["query_id"] + if qid not in results_by_qid: + continue + golden_ids = {r["id"] for r in item["retrievals"]} + predicted_ids = {r["id"] for r in results_by_qid[qid]} + hits += len(golden_ids & predicted_ids) + total += len(golden_ids) + if total > 0: + print(f"\n Recall@{FINAL_TOP_K} on annotated queries: {hits}/{total} = {hits/total:.4f}") + else: + print("\n No overlapping queries for evaluation") + + +# ── Main Pipeline ────────────────────────────────────────────────────────────── +def main(): + start_time = time.time() + + # Load data + corpus, test_queries, annotated_queries = load_data() + + # Build indices + bm25 = build_bm25_index(corpus) + embedding_model, faiss_index = build_semantic_index(corpus) + reranker = build_reranker() + + # Process test queries + print(f"\nProcessing {len(test_queries)} test queries...") + results = [] + for item in tqdm(test_queries, desc="Searching"): + query = item["query"] + query_id = item["query_id"] + + # Stage 1: Retrieve from both sources + sem_results = semantic_search(embedding_model, faiss_index, query) + bm25_results = bm25_search(bm25, query) + + # Stage 2: Fuse with RRF + fused = reciprocal_rank_fusion(sem_results, bm25_results) + + # Stage 3: Re-rank top candidates + reranked = rerank(reranker, query, fused, corpus) + + # Format output + retrievals = [] + for idx, score in reranked: + doc = corpus[int(idx)] + retrievals.append({ + "id": doc["id"], + "text": doc["text"], + "title": doc["title"], + }) + + results.append({ + "query_id": query_id, + "query": query, + "retrievals": retrievals, + }) + + # Save results + with open(OUTPUT_FILE, "w") as f: + json.dump(results, f, indent=2) + + elapsed = time.time() - start_time + print(f"\nDone! Saved {len(results)} query results to {OUTPUT_FILE}") + print(f"Total time: {elapsed:.1f}s") + + # Optional: evaluate against annotated queries + results_by_qid = {r["query_id"]: r["retrievals"] for r in results} + evaluate_on_annotated(results_by_qid, annotated_queries) + + +if __name__ == "__main__": + main() + diff --git a/test_queries_results.json b/test_queries_results.json index 74c199a..4f1861c 100644 --- a/test_queries_results.json +++ b/test_queries_results.json @@ -4,54 +4,54 @@ "query": "end customer organization name not appearing in ticket or conversation", "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-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-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", + "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-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-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-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-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-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-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-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-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-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-2027_KNOWLEDGE_NODE-35", + "text": "bounces.\\n\\nEmail experience from an end user perspective\\n---------------------------------------------\\n\\nCustomers can initiate communication in two ways:\\n\\n* **By emailing your support address**: Automatically creates a ticket or conversation in DevRev.\\n* **By submitting a ticket via the DevRev Customer Portal**: Generates email notifications for replies.\\n\\nDepending on the source channel (email or portal), email behaves slightly differently:\\n\\n| Scenario | Customer Sends | Customer", + "title": "Email | Integrate | Snap-ins | 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", - "title": "Customer email notifications | Computer by DevRev | DevRev" + "id": "ART-6174_KNOWLEDGE_NODE-29", + "text": "rules\\n\\nWorkflows enable seamless handovers from automated conversations to your support teams when necessary.\\n\\nPlug widget end-user experience\\n-------------------------------\\n\\nWhen a conversation is converted to a ticket in the Plug widget:\\n\\n* The ticket number and basic details appear in the same conversation pane.\\n* Users can click **Details** to view complete ticket information.\\n* If the **Tickets** tab is enabled in Plug, users can track their ticket status", + "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | 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-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-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-16806_KNOWLEDGE_NODE-27", + "text": "Internal Ticket** from the **Ticket Creation** dropdown.\\n* **Focused UI:** The **Customer Messages** tab is disabled on internal tickets to prevent unintended communication.\\n\\nThis feature supports internal workflows while giving you control over when customer engagement begins.\\n\\n![]()\\xc2\\xa0For more information about *Conversation and Ticket Workflows*, refer to the following articles: \\xe2\\x80\\xa3 [Auto parts to conversation | Automate | Snap-ins](/docs/automations/auto-parts)", + "title": "July 2025 | Changelog | DevRev" } ] }, @@ -60,54 +60,54 @@ "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-4255_KNOWLEDGE_NODE-18", + "text": "method.\\n\\n#####\\n\\nThis feature only stores a monitoring permission flag and does not provide any user interface or dialog.\\n\\n### Session recording\\n\\nYou can enable session recording to capture user interactions with your app.\\n\\n#####\\n\\nThe session recording feature is opt-out and is enabled by default.\\n\\nHere are the available methods to help you control the session recording feature:\\n\\nAction| Kotlin (`DevRev`)| Java (`DevRevObservabilityExtKt`) \\n---|---|--- \\nStarts the session", + "title": "DevRev SDK for Android \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", - "title": "Features | DevRev | Docs" + "id": "ART-2895_KNOWLEDGE_NODE-1", + "text": "token](/public/sdks/web/user-identity#identify-users-without-session-token)\\n\\n[SDKs](/public/sdks)[PLuG Web SDK](/public/sdks/web/installation)\\n\\n#\\n\\nIdentify your users with PLuG\\n\\nOnce you have [installed PLuG](/public/sdks/web/installation), all your users who interact with the widget are created as anonymous users in the DevRev app with a random name since there is no information about the user.\\n\\nFor users who are logged into your website, you can identify them in PLuG so they can", + "title": "Identify your users with PLuG \u2014 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-2895_KNOWLEDGE_NODE-0", + "text": "b'[](/public/sdks/web/user-identity)\\n\\nPublic\\n\\nOn this page\\n\\n * [Generate an application access token](/public/sdks/web/user-identity#generate-an-application-access-token)\\n * [Generate a session token](/public/sdks/web/user-identity#generate-a-session-token)\\n * [Pass custom attributes](/public/sdks/web/user-identity#pass-custom-attributes)\\n * [Pass the session token](/public/sdks/web/user-identity#pass-the-session-token)\\n * [Identify users without session", + "title": "Identify your users with PLuG \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-4255_KNOWLEDGE_NODE-17", + "text": "analytics.\\n\\n###### Kotlin\\n\\n###### Java\\n\\n[code]\\n\\n 1| DevRev.stopAllMonitoring() \\n ---|---\\n[/code] \\n \\nThis method terminates and deletes the current session recording and also disables future session recording by our SDK for this user.\\n\\n###### Kotlin\\n\\n###### Java\\n\\n[code]\\n\\n 1| DevRev.resumeAllMonitoring() \\n ---|---\\n[/code] \\n \\nIf session recording was disabled for the user using the `stopAllMonitoring()` method, you can enable recording at runtime with this", + "title": "DevRev SDK for Android \u2014 DevRev | Docs" }, { - "id": "ART-4255_KNOWLEDGE_NODE-10", - "text": "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 identity with the DevRev backend.\\n\\n###### Kotlin\\n\\n###### Java\\n\\n[code]\\n\\n 1| DevRev.identifyUnverifiedUser( \\n ---|--- \\n 2| identity: Identity \\n 3| )\\n[/code] \\n \\nThe function accepts the `Identity` object, where 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-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-4255_KNOWLEDGE_NODE-20", + "text": "session. The properties are defined as a hashmap of string values.\\n\\n###### Kotlin\\n\\n###### Java\\n\\n[code]\\n\\n 1| DevRev.addSessionProperties(properties: HashMap) \\n ---|---\\n[/code] \\n \\nTo clear the session properties in scenarios such as user logout or when the session ends, use the following method:\\n\\n###### Kotlin\\n\\n###### Java\\n\\n[code]\\n\\n 1| DevRev.clearSessionProperties() \\n ---|---\\n[/code] \\n \\n### Timers\\n\\nThe DevRev SDK offers a timer mechanism", + "title": "DevRev SDK for Android \u2014 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", + "id": "ART-4255_KNOWLEDGE_NODE-16", + "text": "---|---\\n[/code] \\n \\nFor example:\\n\\n###### Kotlin\\n\\n###### Java\\n\\n[code]\\n\\n 1| DevRev.trackEvent(name = \"open-message-screen\", properties = {\"id\": \"message-1337\"}) \\n ---|---\\n[/code] \\n \\n## Session analytics\\n\\nThe DevRev SDK offers session analytics features to help you understand how users interact with your app.\\n\\n### Opt in or out\\n\\nEnd users can opt in or out of the session analytics feature, enabling them to control whether their interactions are tracked for", "title": "DevRev SDK for Android \u2014 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-2895_KNOWLEDGE_NODE-2", + "text": "view their past conversations. Identifying your users also enables more personalized engagement.\\n\\nIn this flow, you have to generate a session token for every user who visits your website. The session token identifies the customer when they interact with the widget. The session token is generated using the application access token and customer information. It should be generated on your website\\xe2\\x80\\x99s back end since the app token needs to be kept hidden.\\n\\nTo identify logged-in users,", + "title": "Identify your users with PLuG \u2014 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-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-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-4255_KNOWLEDGE_NODE-11", + "text": "identifier (`userId`) is the only required property; all other properties are optional.\\n\\nFor example:\\n\\n###### Kotlin\\n\\n###### Java\\n\\n[code]\\n\\n 1| // Identify an unverified user using their email address as the user identifier. \\n ---|--- \\n 2| DevRev.identifyUnverifiedUser(Identity(userId = \"user@example.org\"))\\n[/code] \\n \\n## Update user information\\n\\nTo update a user\\xe2\\x80\\x99s information, use the following method:\\n\\n###### Kotlin\\n\\n###### Java\\n\\n[code]\\n\\n 1|", + "title": "DevRev SDK for Android \u2014 DevRev | Docs" } ] }, @@ -121,49 +121,49 @@ "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-36", + "text": "Receives Replies From | Thread is visible in portal |\\n| --- | --- | --- | --- |\\n| Email to support | [support@yourcompany.com](mailto:support@yourcompany.com) | [support@yourcompany.com](mailto:support@yourcompany.com) | Yes |\\n| Ticket via Customer Portal or Plug widget (Channel on ticket = Plug or Portal) | Ticket form on Customer Portal or conversation converted to ticket from Plug widget | - If Channel is set as email in the config, replies are sent via the configured email address. -", + "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-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-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-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-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-28", + "text": "email address that messages to it create either a conversation or a ticket, but not both simultaneously. Whether to create a conversation or a ticket depends on the nature of the emails received at a specific email address.\\n\\nRead more about [conversations](../product/conversation) and [tickets](../product/tickets) to decide which is more suitable for your use case.\\n\\nWhen needed, you can link a conversation to a ticket. This is particularly useful if you decide to use conversations for all", + "title": "Email | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2027_KNOWLEDGE_NODE-36", - "text": "Receives Replies From | Thread is visible in portal |\\n| --- | --- | --- | --- |\\n| Email to support | [support@yourcompany.com](mailto:support@yourcompany.com) | [support@yourcompany.com](mailto:support@yourcompany.com) | Yes |\\n| Ticket via Customer Portal or Plug widget (Channel on ticket = Plug or Portal) | Ticket form on Customer Portal or conversation converted to ticket from Plug widget | - If Channel is set as email in the config, replies are sent via the configured email address. -", + "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" }, { - "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-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-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-37", + "text": "If Channel is not email, it is sent from the email address configured in the snap-in under **Notification sender email address**. - If no email snap-in is installed, the reply is sent from [notifications@devrev.ai](mailto:notifications@devrev.ai). | Yes |\\n| Replies to notification emails | Email reply | Response added to ticket thread | Yes |\\n\\n![]()\\n\\nEven when a reply comes via email, it\\xe2\\x80\\x99s always synced into the customer\\xe2\\x80\\x99s portal view.\\n\\nEmail experience from an", + "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-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", "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-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" } ] }, @@ -172,54 +172,54 @@ "query": "manage access and privileges in DevRev", "retrievals": [ { - "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-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-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-54", + "text": "*Dataset Admin:* Contains privileges on datasets for Admins.\\n\\n Privileges: dataset object ['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *Quote Admin:* Contains admin privileges for quote.\\n\\n Privileges: quote object ['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *Account Internal Field Access:* Field Access Role for Internal Users\\n\\n Privileges: account object None\\n* *Ticket Admin Field Access:* Ticket admin field access role\\n\\n Privileges: ticket object None\\n* *Contact Admin Field Access:*", "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-1955_KNOWLEDGE_NODE-39", + "text": "Privileges: dataset object ['CREATE']\\n* *Dataset Owner:* A role that allows the creator to view, edit and delete a dataset\\n\\n Privileges: dataset object ['READ', 'UPDATE', 'DELETE']\\n\\n\\xe2\\x80\\x9cAdmins\\xe2\\x80\\x9d group\\n--------------\\n\\nGroup for all organization admins, includes the necessary privileges to manage the platform configuration, integrations, and other administrative items. Only an admin can promote another user to admin.\\n\\n**Privileges:**\\n\\n* *Issue Interactor:* Contains", + "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", + "id": "ART-1958_KNOWLEDGE_NODE-33", + "text": "privileges by group](/docs/product/privs)[NextObject customization](/docs/product/object-customization)\\n\\n#### On this page\\n\\n* [Privilege determination](#privilege-determination)\\n* [Granting access permissions](#granting-access-permissions)\\n* [MFZ policies](#mfz-policies)\\n* [Sharing](#sharing)\\n* [Vista privileges](#vista-privileges)\\n\\n[Enterprise grade security to protect customer data\\n\\nLearn more about it.\\n\\n![]()](/blog/soc-compliance)\\n\\nComputer\\n\\n* [Meet", "title": "Access control | 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-59", + "text": "['UPDATE']\\n* *Portal Preferences Update:* A role that allows a user to update portal preferences.\\n\\n Privileges: portal\\\\_preferences object ['UPDATE']\\n* *Service Account Manager:* A role that allows a user to delete and update a service account\\n\\n Privileges: svcacc object ['DELETE', 'UPDATE']\\n\\n\\xe2\\x80\\x9cSystems\\xe2\\x80\\x9d group\\n---------------\\n\\nGroup for admin privileged service accounts, includes the necessary privileges to manage the platform configuration, integrations, and", "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-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-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-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-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-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" }, { - "id": "ART-1955_KNOWLEDGE_NODE-95", - "text": "Status](/status)\\n\\n\\xc2\\xa9 2025 DevRev Inc.\"", + "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" }, { - "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" + "id": "ART-1958_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": "Access control | Computer by DevRev | DevRev" } ] }, @@ -228,54 +228,54 @@ "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-42", + "text": "process from your identity provider\\'s portal. The latter is not supported on DevRev.\\n\\nA workaround for supporting IDP-initiated SSO is to bookmark your DevRev workspace URL (that is https://app.devrev.ai/) in your IDP. With only SSO Auth connection enabled, the experience would be as seamless as SP-initiated SSO.\\n\\n### Parameter reference\\n\\n* : Your Personal Access Token with admin permissions\\n* : Your DevRev organization ID (from the initial API", "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-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-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-15701_KNOWLEDGE_NODE-16", + "text": "created\\n\\nEnter the SSO URL in case you have configured SAML login as identity management in amazon connect instance.\\n\\nEnter the complete S3 Bucket names and path for call recording and transcript. The complete bucket names and path can be found here. Copy the complete path directly.\\n\\nSelect Invite All checkbox if you would like to invite all the support agents to DevRev workspace if not present.\\n\\nClick on install snap-in.\\n\\nAfter the snap-in status shows Active, go to the configured", + "title": "Amazon Connect Telephony Integration Guide" }, { - "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-33", + "text": "API](https://developer.devrev.ai/public/api-reference/auth-connections/dev-org-auth-connections-create) to create this connection.\\n\\nChoose the appropriate protocol based on your identity provider:\\n\\nSAML 2.0OpenID Connect\\n\\n**For SAML-based identity providers (Azure AD, Okta, etc.):**\\n\\n```\\n```\\n1 curl --location --request POST \\'https://api.devrev.ai/dev-orgs.auth-connections.create\\' \\\\\\n\\n\\n\\n2 --header \\'Authorization: Bearer \\' \\\\\\n\\n\\n\\n3 --header \\'Content-Type:", "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\":", + "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-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-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-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", - "title": "Google Docs | AirSync | Snap-ins | 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-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-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", - "title": "External identity provider setup | Computer by DevRev | DevRev" + "id": "ART-16086_KNOWLEDGE_NODE-3", + "text": "endpoint and signing certificate (with optional metadata URL parsing).-For OIDC: issuer URL, client ID, and client secret.\\n\\nAllows users to provide a display name and choose to enter a connection name or auto-generate one based on DevRev org ID.\\n\\nValidates all mandatory fields and ensures completeness before proceeding.\\n\\nDisplays a summary of the configuration for user confirmation before connection creation.\\n\\nCreates the SSO connection using DevRev APIs.\\n\\nOptionally enables the", + "title": "Single Sign On Configuration 3P Node" } ] }, @@ -284,19 +284,19 @@ "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-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-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", @@ -304,14 +304,9 @@ "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-3006_KNOWLEDGE_NODE-2", + "text": "the provided external_ref(s).\\n\\nlimitintegerOptional\\n\\nThe maximum number of meetings to return.\\n\\nlinkslist of objectsOptional\\n\\nFilters for links associated with the meeting.\\n\\nShow 3 properties\\n\\nmemberslist of stringsOptional\\n\\nFilter for meeting on specified Member Ids.\\n\\nmodeenumOptional\\n\\nAllowed values: afterbefore\\n\\nThe iteration mode to use. If \\xe2\\x80\\x9cafter\\xe2\\x80\\x9d, then entries after the provided cursor will be returned, or if no cursor is provided, then from the", + "title": "List Meetings (POST) (Beta) \u2014 DevRev | Docs" }, { "id": "ART-3008_KNOWLEDGE_NODE-1", @@ -319,19 +314,24 @@ "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-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-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-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-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-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-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" } ] }, @@ -339,16 +339,6 @@ "query_id": "15acf954-22c2-4860-8fbb-e7e6dcc5c8c8", "query": "connect WhatsApp Business with DevRev", "retrievals": [ - { - "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", - "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", @@ -360,8 +350,8 @@ "title": "WhatsApp | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2029_KNOWLEDGE_NODE-28", - "text": "snap-in, confirm installation, and click **Deploy snap-in**.\\n\\nLimitations\\n-----------\\n\\n* Group Conversations are not supported by WhatsApp for Business API.\\n* If you do not respond to the customer\\xe2\\x80\\x99s message within 24 hours, you can only respond to the conversation using Meta-approved template messages.\\n\\nSet up the snap-in\\n------------------\\n\\nFollow these steps to ensure WhatsApp messages sent to your business are synced with the DevRev Inbox.\\n\\n1. **Install the snap-in:**", + "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" }, { @@ -370,18 +360,28 @@ "title": "WhatsApp | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2029_KNOWLEDGE_NODE-26", - "text": "Business Manager. For detailed information, refer to [creating a Business Account](https://m.facebook.com/help/1710077379203657) in Meta Business Manager.\\n2. **Number compatibility:** Ensure the designated number isn\\'t linked to another WhatsApp account. If it is, either delete that account or [migrate your number](https://developers.facebook.com/docs/whatsapp/cloud-api/get-started/migrate-existing-whatsapp-number-to-a-business-account/) to a business account.\\n3. **Partner integration:** We", + "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-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*", + "id": "ART-2029_KNOWLEDGE_NODE-28", + "text": "snap-in, confirm installation, and click **Deploy snap-in**.\\n\\nLimitations\\n-----------\\n\\n* Group Conversations are not supported by WhatsApp for Business API.\\n* If you do not respond to the customer\\xe2\\x80\\x99s message within 24 hours, you can only respond to the conversation using Meta-approved template messages.\\n\\nSet up the snap-in\\n------------------\\n\\nFollow these steps to ensure WhatsApp messages sent to your business are synced with the DevRev Inbox.\\n\\n1. **Install the snap-in:**", "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 +", + "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-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-2029_KNOWLEDGE_NODE-26", + "text": "Business Manager. For detailed information, refer to [creating a Business Account](https://m.facebook.com/help/1710077379203657) in Meta Business Manager.\\n2. **Number compatibility:** Ensure the designated number isn\\'t linked to another WhatsApp account. If it is, either delete that account or [migrate your number](https://developers.facebook.com/docs/whatsapp/cloud-api/get-started/migrate-existing-whatsapp-number-to-a-business-account/) to a business account.\\n3. **Partner integration:** We", "title": "WhatsApp | Integrate | Snap-ins | DevRev" }, { @@ -396,54 +396,54 @@ "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-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-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-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-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-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" }, { - "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-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-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-1803_KNOWLEDGE_NODE-167", + "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-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-1788_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": "Get Post \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-1307_KNOWLEDGE_NODE-167", + "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 Post \u2014 DevRev | Docs" }, { - "id": "ART-1801_KNOWLEDGE_NODE-168", + "id": "ART-1805_KNOWLEDGE_NODE-167", "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" + "title": "List Post \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-17650_KNOWLEDGE_NODE-5", + "text": "to unify incident tracking, roadmap visibility, and customer communication in a single intelligent workspace. Their rollout included:\\n\\n* Connecting product data and support tickets using Computer memory.\\n* Deploying advanced incident grouping to surface trends in security cases\\n* Creating automated deflection mechanisms ranging from L1 to L4\\n* Improving product alignment via roadmap visibility within the support team\\n* Implementing a custom email snap-in that allows ticket creation only", + "title": "American cybersecurity leader unifies security & support with DevRev" }, { - "id": "ART-1803_KNOWLEDGE_NODE-167", - "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-2035_KNOWLEDGE_NODE-45", + "text": "Creating issues with sync enabled from external channels is not supported.\\n\\nDevRev Incidents and Slack\\n--------------------------\\n\\n![]()\\n\\nIncident Management is available as a **beta feature**. Contact the support team to enable it before configuring incident settings.\\n\\nThe Slack snap-in allows incident creation directly from Slack using the following methods:\\n\\n* Use the /devrev create-incident command.\\n* Select **Create a new incident** from the message actions.\\n* Enable", + "title": "Slack | Integrate | Snap-ins | DevRev" } ] }, @@ -452,13 +452,13 @@ "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", + "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" }, { @@ -467,39 +467,39 @@ "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-16579_KNOWLEDGE_NODE-32", + "text": "\"foo-bar\"), |\\n| 4 | ), |\\n| 5 | ) |\\n```\\n\\n### Mask elements inside web views\\n\\nInput views such as password text fields are automatically masked in web views.\\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 unmasked:\\n\\n ```\\n | | |\\n | --- | ---", + "title": "Features | 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-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" }, { - "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-52", + "text": "3 | |\\n| 4 | // Mark the transition as ended. |\\n| 5 | DevRev.setInScreenTransitioning(false) |\\n```\\n\\nPush notifications\\n------------------\\n\\nYou can configure your app to receive push notifications from the DevRev SDK. The SDK is designed to handle push notifications and execute actions based on the notification\\xe2\\x80\\x99s content.\\n\\nThe DevRev backend sends push notifications to your app to notify users about new messages in the Plug support chat.\\n\\n### Configuration\\n\\nTo receive", + "title": "Features | DevRev | Docs" }, { - "id": "ART-12456_KNOWLEDGE_NODE-18", - "text": "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 sensitive using the following method:\\n\\n[code]\\n\\n 1| DevRev.markSensitiveViews(tags: any[]) \\n ---|---\\n[/code] \\n \\nIf any previously masked views need to be unmasked,", - "title": "Features \u2014 DevRev | Docs" + "id": "ART-15507_KNOWLEDGE_NODE-37", + "text": "DevRev.setInScreenTransitioning(true) |\\n| 3 | |\\n| 4 | // Mark the transition as ended. |\\n| 5 | DevRev.setInScreenTransitioning(false) |\\n```\\n\\nPush notifications\\n------------------\\n\\nYou can configure your app to receive push notifications from the DevRev SDK. The SDK is able to handle push notifications and execute actions based on the notification\\xe2\\x80\\x99s content.\\n\\nThe DevRev backend sends push notifications to your app to notify users about new messages in the Plug support", + "title": "Features | 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 | Turing Answers** and turn on the **Turing Answers** toggle.\\n\\nSuggest-only mode\\n-----------------\\n\\nComputer only suggests an answer to the user query. A support agent can accept or make edits to the answer, then send it to the user.\\n\\nContent-powered mode\\n--------------------\\n\\nComputer", "title": "Turing AI agent | Computer for Support Teams | DevRev" }, - { - "id": "ART-1987_KNOWLEDGE_NODE-24", - "text": "(Beta)](#goaloriented-mode-beta)\\n\\n1. [Documentation](/docs)\\n3. [Computer for Support Teams](/docs/product/support)\\n[Turing AI agent](/docs/product/conversational-bot)\\n\\nComputer for Your Customers and Turing\\n======================================\\n\\nUsing Turing, Computer can be used to deflect user queries in conversation or to suggest articles from your knowledge base for resolving tickets. It will try to answer customer queries based on the articles and QA pairs provided in the", - "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-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-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": "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 +", + "id": "ART-1987_KNOWLEDGE_NODE-24", + "text": "(Beta)](#goaloriented-mode-beta)\\n\\n1. [Documentation](/docs)\\n3. [Computer for Support Teams](/docs/product/support)\\n[Turing AI agent](/docs/product/conversational-bot)\\n\\nComputer for Your Customers and Turing\\n======================================\\n\\nUsing Turing, Computer can be used to deflect user queries in conversation or to suggest articles from your knowledge base for resolving tickets. It will try to answer customer queries based on the articles and QA pairs provided in the", "title": "Turing AI agent | Computer for Support Teams | 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", + "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-7", + "text": "[Roadmap](/docs/product/roadmap)\\n + [Build best practices](/docs/product/build-bp)\\n + [Build snap-ins](/docs/product/snapins-build)\\n* [Computer for Your Customers](/docs/plug)\\n\\n + [Plug widget customization](/docs/plug/customize)\\n + [Session analytics](/docs/plug/session-analytics-intro)\\n\\n - [Computer for User Insights](/docs/plug/observability)\\n - [Session recording options](/docs/plug/session-recording)\\n - [Cross-domain session", "title": "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", + "id": "ART-1987_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": "Turing AI agent | Computer for Support Teams | DevRev" }, { - "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", + "id": "ART-1987_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": "Turing AI agent | Computer for Support Teams | 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![]()\"", + "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-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-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": "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-2033_KNOWLEDGE_NODE-26", + "text": "work items.\\n * Select the default part for Instabug work items.\\n * Optionally add default tags for Instabug work items.\\n * Select the DevRev work item type (issue or ticket) for Instabug reports.\\n * Click **Save** > **Install**\\n5. Go to the **Instructions** tab.\\n\\n * Copy the webhook URL found here.\\n6. Connect the DevRev webhook with Instabug.\\n\\n * Go to [Instabug](https://instabug.com/) and login.\\n * Select your application and environment.\\n * In the left nav, click", + "title": "Instabug | Integrate | Snap-ins | 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-3208_KNOWLEDGE_NODE-27", + "text": "then go to the **Import**\\n section on your settings left nav.\\n3. Click **+Import** to start an import, then select the **DevRev ADaaS** option.\\n4. Create a new connection to your external workspace from which data is\\n pulled, or use an existing connection if you already have one. A personal\\n access token which has access to that particular org is required.\\n5. Once the connection is established, select the workspace you want to import and\\n specify the DevRev part that should be", + "title": "DevRev AirSync | AirSync | Snap-ins | 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-4215_KNOWLEDGE_NODE-35", + "text": "Notion with corresponding items in DevRev. New\\nitems created in Notion after the last sync are also imported.\\n\\n### \\xf0\\x9f\\x93\\x8a View Report\\n\\nAccess a report of the initial import and any subsequent syncs.\\n\\n### \\xf0\\x9f\\x97\\x91\\xef\\xb8\\x8f Delete Import\\n\\nRemove all imported data from DevRev.\\n\\n### \\xe2\\x9a\\x99\\xef\\xb8\\x8f Edit Connection\\n\\nUpdate the connection used for syncing or importing.\\n\\n---\\n\\n### Sync to DevRev\\n\\nTo perform a one-time sync:\\n\\n1. Go to **Settings** >", + "title": "Notion AirSync | AirSync | Snap-ins | 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-1371_KNOWLEDGE_NODE-2", + "text": "collection](https://postman.devrev.ai/).\\n\\n[](https://postman.devrev.ai/)\\n[code]\\n\\n https://api.devrev.ai \\n ---\\n[/code] \\n \\nYou can use the DevRev API in test a demo organization which doesn\\xe2\\x80\\x99t affect your live data or interact with your real customers.\\n\\nTo create a new organization in DevRev:\\n\\n 1. Click on your profile picture on the top left corner.\\n 2. Go to the **Orgs** section and click on **+**.\\n 3. Fill in the details and click **Create**.\\n\\nNow you can", + "title": "Getting started \u2014 DevRev | Docs" }, { - "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-13189_KNOWLEDGE_NODE-30", + "text": "underlying object data seamlessly. This enhancement simplifies data interaction, making insights more accessible and customizable within Vista reports.\\n\\n **Features**:\\n\\n + Enables a default tabular view for widgets in Vista reports, carrying over the base query without the need for additional dashboard setup.\\n + Users can view underlying data in the drill-through view and apply additional filtering within the same view.\\n\\n **What's improved**:\\n\\n + Users' ability to analyze the", + "title": "March and April 2025 | Changelog | 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-1274_KNOWLEDGE_NODE-17", + "text": "creators aren\\xe2\\x80\\x99t listed.\\n\\nTo make a connection available to other members in your organization, create it with the **visible to dev org** option set to true while creating the connection in the DevRev app.\\n\\n[8](/snapin-development/tutorials/getting-started#deploy-the-snap-in)\\n\\n### Deploy the snap-in\\n\\nOnce you have provided the required configuration, the **Deploy snap-in** button is enabled on the UI. Click on it to deploy the snap-in.\\nThat\\xe2\\x80\\x99s it, the snap-in should", + "title": "Getting started | DevRev | Docs" }, { - "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-4174_KNOWLEDGE_NODE-8", + "text": "we implement to keep your data secure, such as encryption, access controls, and regular security audits.\\n* **Data Subject Rights:** Information on how we support you in responding to requests from individuals to exercise their rights under data protection laws.\\n* **Data Transfer:** Terms regarding international data transfers, ensuring compliance with GDPR and other regulatory frameworks.\\n* **Subprocessors:** A list of any third parties we partner we engage in order to process data on your", + "title": "Data Processing Agreement | 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-1470_KNOWLEDGE_NODE-21", + "text": "keyrings from other creators aren\\xe2\\x80\\x99t listed.\\n\\nTo make a connection available to other members in your organization, create it with the **visible to dev org** option set to true while creating the connection in the DevRev app.\\n\\n[8](/public/snapin-development/tutorials/getting-started#deploy-the-snap-in)\\n\\n### Deploy the snap-in\\n\\nOnce you have provided the required configuration, the **Deploy snap-in** button is enabled on the UI. Click on it to deploy the snap-in.", + "title": "Getting started \u2014 DevRev | Docs" }, { - "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-1234_KNOWLEDGE_NODE-1", + "text": "by events rather than requests. While APIs are used to pull data from the system, webhooks are a mechanism for the system to push data to a pre-configured endpoint. Webhooks allow you to receive notifications based on events without having to explicitly make a request.\\n\\n\\xf0\\x9f\\x93\\x8c For more information about webhooks, refer to [Getting started with webhooks](/public/guides/webhooks).\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/timeline-entries/update)[#### Create", + "title": "Event responses | DevRev | Docs" } ] }, @@ -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-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-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-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-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-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-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-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-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-1473_KNOWLEDGE_NODE-25", + "text": "append the commit message to the body of the comment \\n 18| let bodyComment = \"\"; \\n 19| for (const commit of commits) { \\n 20| bodyComment += commit.message + \"\\\\n\"; \\n 21| } \\n 22| \\n 23| // Prepare the body for creating a timeline comment \\n 24| const body = { \\n 25| body: bodyComment, \\n 26| object: partID, \\n 27| type: \"timeline_comment\", \\n 28| }; \\n 29| \\n 30| // Create a timeline comment using the DevRev", + "title": "Snap-in triggered by an external source \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-1485_KNOWLEDGE_NODE-19", + "text": "comment on a DevRev work item created. \\n 5| - name: function_2 \\n 6| description: \\n 7| Function to create a timeline entry comment on a DevRev work item on which \\n 8| comment is added.\\n[/code] \\n \\n[6](/public/snapin-development/tutorials/triggered-event#automations)\\n\\n### Automations\\n\\nWith the building blocks in place, the final piece of the puzzle involves defining automations. These automations encapsulate a trigger and a corresponding function that", + "title": "Snap-in triggered by a DevRev event \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-1485_KNOWLEDGE_NODE-21", + "text": "within the manifest file:\\n[code]\\n\\n 1| commands: \\n ---|--- \\n 2| - name: comment_here \\n 3| namespace: devrev \\n 4| description: Command to trigger function to add comment to this work item. \\n 5| surfaces: \\n 6| - surface: discussions \\n 7| object_types: \\n 8| - issue \\n 9| - ticket \\n 10| usage_hint: \"Command to add comment to this work item.\" \\n 11| function: function_2\\n[/code] \\n", + "title": "Snap-in triggered by a DevRev event \u2014 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-1976_KNOWLEDGE_NODE-26", + "text": "above and create a vista for the tickets using the selected group filter.\\nThe following example illustrates spam ticket handling configuration:\\n\\n| NODE | ACTIVITY |\\n| --- | --- |\\n| Trigger | Ticket created |\\n| Action | Spam checker ID: Ticket created > Output > ID |\\n| Control | If Else When: Object Spam Checker > Output > Is Spam |\\n| If true: Action | Update ticket Is frozen: Object Spam Checker > Output > Is Spam |\\n| If false: Action | Pick user by group > Update ticket ID: Ticket", + "title": "Routing | Computer for Support Teams | DevRev" } ] }, @@ -676,54 +676,54 @@ "query": "DevRev Bot groups created from airdrops", "retrievals": [ { - "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-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-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-4081_KNOWLEDGE_NODE-11", + "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": "List Groups \u2014 DevRev | Docs" }, { - "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-4082_KNOWLEDGE_NODE-11", + "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": "List Groups (POST) \u2014 DevRev | Docs" }, { - "id": "ART-1651_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-4080_KNOWLEDGE_NODE-6", + "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 (POST) \u2014 DevRev | Docs" }, { - "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-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" }, { - "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-4983_KNOWLEDGE_NODE-9", + "text": "demo](https://devrev.ai/request-a-demo)\\n\\n'", + "title": "Airdrop \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-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": "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-4966_KNOWLEDGE_NODE-30", + "text": "Sync to DevRev\\n\\nTo perform a one-time sync from Zoho Projects to DevRev:\\n\\n 1. Go to **Settings** > **Integrations** > **Airdrops**.\\n 2. Locate the previously imported project.\\n 3. Select **\\xe2\\x87\\x86 > \\xe2\\x87\\xbe From Zoho Projects to DevRev**.\\n\\nA one-time sync may overwrite fields in previously imported items, even if they were modified in DevRev.\\n\\n### Historical Airdrops\\n\\nTo view currently running and previous Airdrops from various sources, do the following:\\n\\n 1. Go to", + "title": "Zoho Projects Airdrop | Airdrop | Snap-ins | 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-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": "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-1954_KNOWLEDGE_NODE-36", + "text": "bot mentions will still appear in the **Others** tab.\\n\\nFollow conversations\\n--------------------\\n\\nTo receive updates about conversations in the Plug inbox, you must be a member of the support group. To manage membership of the support group go to [**Settings** > **Groups**](https://app.devrev.ai/devrev/settings/groups).\\n\\nFor more information about groups, refer to [Groups](/docs/product/groups).\\n\\nDaily email digest\\n------------------\\n\\nDevRev sends a daily email digest with a summary", + "title": "Updates | Computer by DevRev | DevRev" } ] }, @@ -731,30 +731,30 @@ "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-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-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", + "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-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-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-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-1986_KNOWLEDGE_NODE-38", @@ -762,24 +762,24 @@ "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", - "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-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-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-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-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-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-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" } ] }, @@ -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-12394_KNOWLEDGE_NODE-31", + "text": "workflow.\\n* **Define error actions**: Set a specific sequence of steps to execute if an error occurs during that action.\\n* **Ensure graceful management**: Manage errors by enabling appropriate fallback actions, such as sending a notification or logging the error. When a step fails, any subsequent steps in the path do not execute.\\n\\n[PreviousConversational workflows](/docs/product/conversational-workflows)[NextWorkflow nodes](/docs/product/workflow-nodes)\\n\\n#### On this page\\n\\n* [Version", + "title": "Workflow management | Workflows | Computer by DevRev | 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-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-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-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-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-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-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 -", + "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-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-4020_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": "Send customized emails | Automate | 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", - "title": "Slack message agent | Automate | Snap-ins | DevRev" + "id": "ART-12390_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": "Workflow action library | Workflows | Computer by DevRev | 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-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-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-12394_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": "Workflow management | Workflows | Computer by DevRev | DevRev" } ] }, @@ -844,14 +844,14 @@ "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-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-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-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" }, { "id": "ART-2059_KNOWLEDGE_NODE-5", @@ -859,19 +859,24 @@ "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|", + "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-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-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-12974_KNOWLEDGE_NODE-9", - "text": "demo](https://devrev.ai/request-a-demo)\\n\\n'", - "title": "Update Chat \u2014 DevRev | Docs" + "id": "ART-15510_KNOWLEDGE_NODE-10", + "text": "conversation\\n\\nYou can initiate a new support conversation directly from your app. This method displays the support chat screen and simultaneously creates a new conversation.\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | DevRev.createSupportConversation(isAnimated, successCallback, errorCallback) |\\n```\\n\\nIn-app link handling\\n--------------------\\n\\nThe DevRev SDK provides a mechanism to handle links opened from within any screen that is part of the DevRev SDK.\\n\\nYou can fully customize the link", + "title": "Features | DevRev | Docs" + }, + { + "id": "ART-1957_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": "Object customization | Computer by DevRev | DevRev" }, { "id": "ART-15301_KNOWLEDGE_NODE-3", @@ -879,19 +884,14 @@ "title": "Create Chat | 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-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-1847_KNOWLEDGE_NODE-12", + "text": "\"value\": \"conversation\" \\n 36| } \\n 37| ], \\n 38| \"type\": \"static_select\" \\n 39| }, \\n 40| \"type\": \"input_layout\" \\n 41| } \\n 42| ], \\n 43| \"submit_action\": { \\n 44| \"action_id\": \"next\", \\n 45| \"style\": \"primary\", \\n 46| \"text\": { \\n 47|", + "title": "Customizing snap-in configuration \u2014 DevRev | Docs" }, { - "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-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" } ] }, @@ -899,55 +899,55 @@ "query_id": "a929fcbe-9627-402e-9aa1-8535a766a594", "query": "Vista export as CSV error invalid_field sort_groups_by", "retrievals": [ - { - "id": "ART-1949_KNOWLEDGE_NODE-27", - "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-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 | },", - "title": "List Vistas Groups | DevRev | Docs" + "id": "ART-1949_KNOWLEDGE_NODE-27", + "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-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-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-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|", + "id": "ART-15463_KNOWLEDGE_NODE-3", + "text": "Response\\n\\nThe response to getting a vista group item\\'s information.\\n\\nvista\\\\_groupobject\\n\\nRepresents a vista group item.\\n\\nShow 3 variants\\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/vistas/groups-get)[#### List Vistas", "title": "Get Vistas Group (POST) | 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", + "id": "ART-15465_KNOWLEDGE_NODE-7", + "text": "values:activecompletedplanned\\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 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", "title": "List Vistas Groups (POST) | DevRev | Docs" }, { - "id": "ART-15465_KNOWLEDGE_NODE-5", - "text": "information about a list of vista groups.\\n\\nmodeenumOptional\\n\\nThe iteration mode to use. If \\xe2\\x80\\x9cafter\\xe2\\x80\\x9d, then entries after the provided\\ncursor will be returned, or if no cursor is provided, then from the\\nbeginning. If \\xe2\\x80\\x9cbefore\\xe2\\x80\\x9d, then entries before the provided cursor will be\\nreturned, or if no cursor is provided, then from the end. Entries will\\nalways be returned in the specified sort-by order.\\n\\nAllowed", + "id": "ART-15465_KNOWLEDGE_NODE-8", + "text": "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 Error\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/vistas/groups-list)[#### List Vistas\\n\\nNext](/api-reference/vistas/list)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", "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-15477_KNOWLEDGE_NODE-7", + "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/vistas/get)[#### Delete Vistas Group\\n\\nNext](/api-reference/vistas/groups-delete)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", + "title": "Get Vista (POST) | DevRev | Docs" + }, + { + "id": "ART-15459_KNOWLEDGE_NODE-6", + "text": "parameters\\n\\nidstringRequired`format: \"id\"`\\n\\nThe vista\\'s ID.\\n\\n### Response\\n\\nThe response to getting a vista\\'s information.\\n\\nvistaobject\\n\\nRepresents a collection of DevRev objects.\\n\\nShow 3 variants\\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": "Get Vista | DevRev | Docs" + }, + { + "id": "ART-16173_KNOWLEDGE_NODE-6", + "text": "Response\\n\\nThe response to vista creation.\\n\\nvistaobject\\n\\nRepresents a collection of DevRev objects.\\n\\nShow 3 variants\\n\\n### Errors\\n\\n400\\n\\nBad Request Error\\n\\n401\\n\\nUnauthorized Error\\n\\n403\\n\\nForbidden 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](/beta/api-reference/uoms/update)[#### Delete Vista\\n\\nNext](/beta/api-reference/vistas/delete)[Built", + "title": "Create Vista | 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-1308_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-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-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-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-1597_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-1827_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-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-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", - "title": "Export \u2014 DevRev | Docs" + "id": "ART-1837_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-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-1655_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-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-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-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-1649_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" }, { - "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-1783_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": "Locate \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", - "title": "Issues with Salesforce OAuth connection" + "id": "ART-984_KNOWLEDGE_NODE-25", + "text": "for sales visibility (or at least notifications).\\n\\nThe key is that some level of integration is necessary between systems to provide visibility without requiring people to\\nlook in different places unless you have a platform that handles these in a converged manner.\\n\\nWhy change\\n\\nThis will help facilitate the following:\\n\\n\\n Interactions are coordinated and consistent\\n Hand-offs are handled correctly\\n Customers won\\xe2\\x80\\x99t get tossed around or told different things by different", + "title": "Why you Should be Looking at Support Differently" }, { - "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-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-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-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-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-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-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-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-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-1947_KNOWLEDGE_NODE-27", + "text": "within customers\\' apps with just a few lines of code, or through a [snap-in](/docs/snapins) for email, WhatsApp, or Slack. Unlike most platforms, customer conversations are no longer siloed to just support, sales, and customer success staff. Instead, they are accessible to everyone in the workspace through the Plug inbox. The service-level metric for a conversation is time to response.\\n\\n> Example: \"I have a problem with product X.\"\\n\\nYou can add a title to your conversations as well as", + "title": "Apps | Computer by DevRev | DevRev" }, { - "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-12449_KNOWLEDGE_NODE-7", + "text": "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(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", + "title": "Features \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", - "title": "Install PLuG chat on your website" + "id": "ART-16263_KNOWLEDGE_NODE-29", + "text": "Folders | Directories | \\xe2\\x9c\\x85 |\\n\\nWhat to expect during your first import\\n---------------------------------------\\n\\n### 1. Preparation\\n\\nMake sure you have access to your Confluence Datacenter instance and DevRev account.\\n\\nTo install the DevRev plugin on Confluence:\\n\\n1. Go to your Confluence instance.\\n2. Go to **Settings > Manage Apps**.\\n3. Click **Upload App**.\\n * If the **Upload App** button is not visible on the UI, please follow the instructions in [Enabling the Upload", + "title": "Confluence Datacenter 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-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-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-1707_KNOWLEDGE_NODE-3", + "text": "overseeing the entire customer lifecycle. However, the app encountered technical issues that were affecting sales performance.\\n\\nAdditionally, the support team needed help grasping the issues reported by sales representatives. When they needed more information, the sales reps were often occupied with calls or unavailable to elaborate, leading to further delays in resolving these issues.\\n\\n### Blindspots in troubleshooting issues\\n\\nThe issue of limited ticket details extended from the support", + "title": "ICICI Prudential Life Insurance uses DevRev to slash resolution time by 95%" } ] }, @@ -1073,24 +1073,29 @@ "title": "Ticket linked issues comment sync | Automate | Snap-ins | DevRev" }, { - "id": "ART-1972_KNOWLEDGE_NODE-16", + "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-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-SLA Analytics | Support analytics | Computer for Support Teams | DevRev" + "title": "Ticket insights | Support analytics | 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", - "title": "Tickets | Computer for Support Teams | DevRev" + "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-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-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-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-2009_KNOWLEDGE_NODE-26", + "text": "*Prioritized* but no issues are linked.\\n* Post to ticket's timeline mentioning its owners when it is moved to *Product Assist* stage.\\n* Post to linked ticket's timelines when enhancement changes stage.\\n* Notify target close date to ticket, issue, tasks, opportunity and enhancement owners.\\n* Notify enhancement owners for linking PRD and design docs.\\n* Post a message on part timeline tagging part owners when a new ticket is linked to that part.\\n* Post in the linked conversation when a", + "title": "Convergence | Automate | Snap-ins | DevRev" }, { "id": "ART-4184_KNOWLEDGE_NODE-15", @@ -1098,24 +1103,19 @@ "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-1947_KNOWLEDGE_NODE-34", + "text": "necessary.\\n\\n> Example: \"Feature A on product Y exhibited unexpected behavior. This is a defect and needs to be fixed.\"\\n\\nTickets and issues are linked in many-to-many relationships. It may require multiple issues to resolve a ticket, or one issue may resolve multiple tickets if different external users experience and describe the same behavior in different ways.\\n\\nWork/state relationships\\n------------------------\\n\\nThe following figure shows how the various work object types", + "title": "Apps | Computer by DevRev | 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-4184_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": "Ticket linked issues comment sync | Automate | Snap-ins | DevRev" }, { - "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" } ] }, @@ -1123,6 +1123,26 @@ "query_id": "898a4513-a682-43d5-acb5-9413bbd28ab5", "query": "Data residency compliance for international customers", "retrievals": [ + { + "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-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-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-4174_KNOWLEDGE_NODE-8", + "text": "we implement to keep your data secure, such as encryption, access controls, and regular security audits.\\n* **Data Subject Rights:** Information on how we support you in responding to requests from individuals to exercise their rights under data protection laws.\\n* **Data Transfer:** Terms regarding international data transfers, ensuring compliance with GDPR and other regulatory frameworks.\\n* **Subprocessors:** A list of any third parties we partner we engage in order to process data on your", + "title": "Data Processing Agreement | DevRev" + }, { "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", @@ -1134,8 +1154,8 @@ "title": "Data Processing Agreement | DevRev" }, { - "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" }, { @@ -1143,35 +1163,15 @@ "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-15680_KNOWLEDGE_NODE-5", + "text": "benchmarking using external surveys (Radford, Mercer, Aon) and internal data analysis.\\n* Manage and participate in the annual compensation cycle including merit, bonus, and equity review cycles.\\n* Ensure compliance with country-specific regulations and global governance standards.\\n* Support global mobility compensation planning for expatriates, remote employees, and international hires.\\n* Collaborate with finance and HR systems teams to ensure accurate budgeting, reporting, and tool", + "title": "DevRev Careers | Global Compensation & Rewards Business Partner" + }, { "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", "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", - "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-4174_KNOWLEDGE_NODE-8", - "text": "we implement to keep your data secure, such as encryption, access controls, and regular security audits.\\n* **Data Subject Rights:** Information on how we support you in responding to requests from individuals to exercise their rights under data protection laws.\\n* **Data Transfer:** Terms regarding international data transfers, ensuring compliance with GDPR and other regulatory frameworks.\\n* **Subprocessors:** A list of any third parties we partner we engage in order to process data on your", - "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" } ] }, @@ -1180,54 +1180,54 @@ "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-16689_KNOWLEDGE_NODE-5", + "text": "DevRev, tailoring the product to their workflows.\\n* **Embedded deeply configurable, data\\xe2\\x80\\x91driven UIs -** layouts, components, and visualizations can be reshaped end\\xe2\\x80\\x91to\\xe2\\x80\\x91end via declarative configuration.\\n\\n\\xe2\\x80\\xa6and we\\xe2\\x80\\x99re just getting started. If you care deeply about **craftsmanship**, **modular UI architecture**, and **world\\xe2\\x80\\x91class developer experience**, this is your playground.\\n\\n---\\n\\n### What You\\xe2\\x80\\x99ll Do\\n\\n*", + "title": "DevRev Careers | Member of Technical Staff" }, { - "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-2133_KNOWLEDGE_NODE-54", + "text": "we\\xe2\\x80\\x99ve mentioned before, this improves \\xef\\xac\\x82ow and deep work durations during the day in the life of a knowledge worker.\\n\\nThe Essential Methodology also argues for reducing human work by getting intelligent bots to look up legacy systems, execute work\\xef\\xac\\x82ows, and notify people. Goal orientation in AI bots entails routing natural language intent to bot skills, which in turn have deterministic work\\xef\\xac\\x82ows attached to them.\\n\\nPage 14 of 16\\n\\nThe Essential", + "title": "The Essential Methodology: Less but Better" }, { - "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-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-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-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-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-12582_KNOWLEDGE_NODE-5", + "text": "and build quicker solutions\\n * Support DevRev users round the clock on different levels of queries\\n * Build Q&A pairs for the bot and think innovatively to empower the bot\\n * Understand customer signals, collaborate with customer success teams to avoid churn\\n * Ability to converse profoundly and suggest value add features to help customers enhance their business goals.\\n * Collaborate with cross functional teams like Sales, customer success, product, engineering and bots engineering.\\n", + "title": "DevRev Careers | Customer Support Engineering" }, { - "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-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-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-12613_KNOWLEDGE_NODE-7", + "text": "requirements\\n* Should be comfortable in writing customizations using the below mentioned languages\\n* Ability to think outside the box and build quicker solutions\\n* Support DevRev users round the clock on different levels of queries\\n* Build Q&A pairs for the bot and think innovatively to empower the bot\\n* Understand customer signals, collaborate with customer success teams to avoid churn\\n* Ability to converse profoundly and suggest value add features to help customers enhance their", + "title": "DevRev Careers | Software Engineer - Applied AI Support" }, { - "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-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-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-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-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-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" } ] }, @@ -1236,54 +1236,54 @@ "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", + "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-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-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-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-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-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-1004_KNOWLEDGE_NODE-7", + "text": "time it takes for a specific support engineer 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 by the engineer) / (Total number of resolved tickets by the engineer)\\n \\n \\n\\n\\nSELECT engineer_id, AVG(TIMESTAMPDIFF(MINUTE, t.created_at, t.resolved_at)) AS IndividualAverageResolutionTime\\nFROM tickets t\\nWHERE t.status = 'resolved'\\nAND EXTRACT(@period FROM t.created_at) =", + "title": "Understanding a Support Engineer's Pain Points and KPIs" }, { - "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-1035_KNOWLEDGE_NODE-10", + "text": "resolution time by 95%](/case-study/icici-prudential-life)\\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 Teams](/for-support-teams)\\n* [For", + "title": "Goodmeetings uses PLuG to reduce ticket resolution time" }, { - "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-16189_KNOWLEDGE_NODE-13", + "text": "faster ticket resolution\\n* 57% drop in resolution time\\n* Improved coordination between support and engineering\\n* Real-time visibility into issue status\\n* Automation of routine support tasks\\n* Reduced backlog by 100+ tickets\\n* Enhanced customer communication and transparency\\n* Scalable, future-proof support operations\\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", + "title": "FOSSA\u2019s Unified Support Strategy for Elevated Customer Experience" }, { - "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-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-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-1707_KNOWLEDGE_NODE-10", + "text": "uses DevRev to Streamline Processes](/case-study/yellowai)[![]()\\n\\n5 min readAditya Birla Capital optimizes user experience with DevRev](/case-study/aditya-birla-capital)[![]()\\n\\n6 min readBajaj Finserv transforms customer experiences through session intelligence](/case-study/bajaj-finserv)[![]()\\n\\n4 min readL&T financial services advances digital banking with enhanced observability](/case-study/lt-financial-services-advances-digital-banking-with-enhanced-observability)\\n\\nChoose another", + "title": "ICICI Prudential Life Insurance uses DevRev to slash resolution time by 95%" }, { - "id": "ART-1004_KNOWLEDGE_NODE-7", - "text": "time it takes for a specific support engineer 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 by the engineer) / (Total number of resolved tickets by the engineer)\\n \\n \\n\\n\\nSELECT engineer_id, AVG(TIMESTAMPDIFF(MINUTE, t.created_at, t.resolved_at)) AS IndividualAverageResolutionTime\\nFROM tickets t\\nWHERE t.status = 'resolved'\\nAND EXTRACT(@period FROM t.created_at) =", - "title": "Understanding a Support Engineer's Pain Points and KPIs" + "id": "ART-1707_KNOWLEDGE_NODE-0", + "text": "b' ICICI Prudential Life Insurance uses DevRev to slash resolution time by 95%\\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- Icici Prudential Life\\n\\nICICI Prudential Life Insurance uses DevRev to slash resolution time by", + "title": "ICICI Prudential Life Insurance uses DevRev to slash resolution time by 95%" } ] }, @@ -1292,54 +1292,54 @@ "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-1472_KNOWLEDGE_NODE-10", + "text": "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 account display name for the snap-in.\\n\\n[code]\\n\\n 1| version: \"2\" \\n ---|--- \\n 2| name: \"GitHub issue creator\" \\n 3| description: \"Replicate DevRev issues in GitHub.\" \\n 4| \\n 5| service_account: \\n 6| display_name: GitHub Issue Creator\\n[/code] \\n", + "title": "Using a snap-in to perform an external action \u2014 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-1276_KNOWLEDGE_NODE-6", + "text": "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 account display name for the snap-in.\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | version: \"2\" |\\n| 2 | name: \"GitHub issue creator\" |\\n| 3 | description: \"Replicate DevRev issues in GitHub.\" |\\n| 4 | |\\n| 5 | service_account: |\\n| 6 | display_name: GitHub Issue Creator", + "title": "Using a snap-in to perform an external action | 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-1276_KNOWLEDGE_NODE-24", + "text": "Token (PAT) by following the steps outlined in the [GitHub documentation](https://docs.github.com/en/authentication/keeping-your-account-and-data-secure/managing-your-personal-access-tokens).\\n\\n#### Step 2: Add PAT to DevRev connections\\n\\nAdd the generated PAT as a snap-in secret in DevRev. This secret is used during the installation of the snap-in. Ensure that the secret is shared within the organization to allow the snap-in to access it.\\n\\n#### Step 3: Install the snap-in\\n\\nDuring the", + "title": "Using a snap-in to perform an external action | 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-1472_KNOWLEDGE_NODE-29", + "text": "documentation](https://docs.github.com/en/authentication/keeping-your-account-and-data-secure/managing-your-personal-access-tokens).\\n\\n#### Step 2: Add PAT to DevRev connections\\n\\nAdd the generated PAT as a snap-in secret in DevRev. This secret is used during the installation of the snap-in. Ensure that the secret is shared within the organization to allow the snap-in to access it.\\n\\n#### Step 3: Install the snap-in\\n\\nDuring the installation of the snap-in, utilize the shared secret to", + "title": "Using a snap-in to perform an external action \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-2041_KNOWLEDGE_NODE-26", + "text": "marketplace, find **Qase** and click **Install**.\\n\\nConfiguration\\n-------------\\n\\n### Create a connection\\n\\n1. Create a connection by going to **Settings** > **Snap-ins** > **Connections** > **+ Connection**.\\n2. Choose **Snap-in Secret**, add connection name, Qase API key and click **Next**.\\n\\n### Add the connection and part\\n\\n1. Add the created connection in **Connect your snap-in secret workspace**.\\n2. In **Configuration**, add **Project code** and **The part to which Qase defect is", + "title": "Qase | Integrate | Snap-ins | DevRev" }, { - "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", - "title": "Customizing snap-in configuration | DevRev | Docs" + "id": "ART-3206_KNOWLEDGE_NODE-24", + "text": "[Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Task tracker](/docs/automations/task-tracker)\\n\\nTask tracker\\n============\\n\\nThe **Task tracker** snap-in helps streamline task management by tagging users with open tasks every Monday through Friday allowing them to keep track of pending tasks. These messages are logged every day at 9 AM IST within the work item.\\n\\n![]()\\n\\nFor more information, refer to the [Task tracker snap-in](https://marketplace.devrev.ai/...) on the DevRev", + "title": "Task tracker | Automate | Snap-ins | DevRev" }, { - "id": "ART-1276_KNOWLEDGE_NODE-6", - "text": "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 account display name for the snap-in.\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | version: \"2\" |\\n| 2 | name: \"GitHub issue creator\" |\\n| 3 | description: \"Replicate DevRev issues in GitHub.\" |\\n| 4 | |\\n| 5 | service_account: |\\n| 6 | display_name: GitHub Issue Creator", - "title": "Using a snap-in to perform an external action | DevRev | Docs" + "id": "ART-1847_KNOWLEDGE_NODE-12", + "text": "\"value\": \"conversation\" \\n 36| } \\n 37| ], \\n 38| \"type\": \"static_select\" \\n 39| }, \\n 40| \"type\": \"input_layout\" \\n 41| } \\n 42| ], \\n 43| \"submit_action\": { \\n 44| \"action_id\": \"next\", \\n 45| \"style\": \"primary\", \\n 46| \"text\": { \\n 47|", + "title": "Customizing snap-in configuration \u2014 DevRev | Docs" }, { - "id": "ART-1472_KNOWLEDGE_NODE-10", - "text": "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 account display name for the snap-in.\\n\\n[code]\\n\\n 1| version: \"2\" \\n ---|--- \\n 2| name: \"GitHub issue creator\" \\n 3| description: \"Replicate DevRev issues in GitHub.\" \\n 4| \\n 5| service_account: \\n 6| display_name: GitHub Issue Creator\\n[/code] \\n", - "title": "Using a snap-in to perform an external action \u2014 DevRev | Docs" + "id": "ART-1848_KNOWLEDGE_NODE-1", + "text": "\" \\\\ |\\n| > | -H \"Content-Type: application/json\" \\\\ |\\n| > | -d \\'{ |\\n| > | \"id\": \"string\" |\\n| > | }\\' |\\n```\\n\\n[Try it](/beta/api-reference/snap-ins/update?explorer=true)\\n\\n200Successful\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"snap_in\": { |\\n| 3 | \"id\": \"string\", |\\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|", + "title": "Update Snap In | 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-1477_KNOWLEDGE_NODE-21", + "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": "Snap-in V1 manifest \u2014 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-2013_KNOWLEDGE_NODE-26", + "text": "conversation](https://marketplace.devrev.ai/csat_on_conversation_68rj7531) from the DevRev marketplace.\\n2. Select the workspace to install the snap-in, confirm installation, and click **Deploy snap-in**.\\n\\nConfiguration\\n-------------\\n\\n1. Go to **Snap-ins** > **CSAT on conversation** > **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", + "title": "CSAT on conversation | Automate | Snap-ins | DevRev" } ] }, @@ -1348,53 +1348,53 @@ "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-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-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-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", - "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-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-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", + "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-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", + "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-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-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-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-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-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 -", - "title": "Slack message agent | Automate | Snap-ins | DevRev" + "id": "ART-2035_KNOWLEDGE_NODE-40", + "text": "channel determines the sync location in DevRev:\\n\\n* **External/Connect channels:** Syncs with the **Customer Messages** panel.\\n* **Internal channels:** Syncs with the **Internal Discussions** panel.\\n\\nSyncing different panels to separate Slack threads is not supported.\\n\\n![]()\\n\\nOnly shared tickets are synchronized between DevRev and Slack.\\n\\n### Follow-up and merged Tickets\\n\\nThe Slack snap-in supports follow-up and merged tickets.\\n\\n* When two tickets merge, and both have syncing", + "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", - "title": "Slack message agent | 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-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", + "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" } ] @@ -1404,54 +1404,54 @@ "query": "customizar severity de los tickets", "retrievals": [ { - "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-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-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-1837_KNOWLEDGE_NODE-460", + "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" }, { - "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-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" }, { - "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-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-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-1649_KNOWLEDGE_NODE-468", + "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": "Create \u2014 DevRev | Docs" }, { - "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-1649_KNOWLEDGE_NODE-455", + "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": "Create \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", - "title": "Create \u2014 DevRev | Docs" + "id": "ART-1549_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 Post (Beta) \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-1639_KNOWLEDGE_NODE-458", + "text": "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 source channels.\\nticket.subtype string", + "title": "Export Post \u2014 DevRev | Docs" }, { - "id": "ART-1829_KNOWLEDGE_NODE-463", - "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-1641_KNOWLEDGE_NODE-474", + "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": "Get Post \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" + "id": "ART-1838_KNOWLEDGE_NODE-448", + "text": "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 source channels.\\nticket.subtype string", + "title": "List Post \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-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-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-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-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-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-1968_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": "Conversation insights | Support analytics | Computer for Support Teams | DevRev" }, { - "id": "ART-1977_KNOWLEDGE_NODE-13", + "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": "Ticket-Team Performance | Support analytics | Computer for Support Teams | DevRev" + "title": "Conversation to ticket conversion | Conversations | 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![]()\"", + "id": "ART-6174_KNOWLEDGE_NODE-29", + "text": "rules\\n\\nWorkflows enable seamless handovers from automated conversations to your support teams when necessary.\\n\\nPlug widget end-user experience\\n-------------------------------\\n\\nWhen a conversation is converted to a ticket in the Plug widget:\\n\\n* The ticket number and basic details appear in the same conversation pane.\\n* Users can click **Details** to view complete ticket information.\\n* If the **Tickets** tab is enabled in Plug, users can track their ticket status", "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" }, { - "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-1973_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": "Conversation-SLA Analytics | Support analytics | 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-1970_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": "Conversation-Team Performance | Support analytics | 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-6174_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": "Conversation to ticket conversion | Conversations | 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" } ] }, @@ -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-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-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-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-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-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-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", - "title": "Update Incident | DevRev | Docs" + "id": "ART-1308_KNOWLEDGE_NODE-193", + "text": "in accordance to the sort order. If not set, then no prior elements exist.\\nAPI Reference operate Incidents Update.\\n\\nPOST https:// api.devrev.ai / incidents.update\\nUpdates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the incident to be updated.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts object Optional\\nShow property\\nartifacts object Optional\\nShow property\\nbody string Optional\\nBody of", + "title": "Update \u2014 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-1792_KNOWLEDGE_NODE-194", + "text": "in accordance to the sort order. If not set, then no prior elements exist.\\nAPI Reference operate Incidents Update.\\n\\nPOST https:// api.devrev.ai / incidents.update\\nUpdates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the incident to be updated.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts object Optional\\nShow property\\nartifacts object Optional\\nShow property\\nbody string Optional\\nBody of", + "title": "Update \u2014 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-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-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-1302_KNOWLEDGE_NODE-196", + "text": "in accordance to the sort order. If not set, then no prior elements exist.\\nAPI Reference operate Incidents Update.\\n\\nPOST https:// api.devrev.ai / incidents.update\\nUpdates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the incident to be updated.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts object Optional\\nShow property\\nartifacts object Optional\\nShow property\\nbody string Optional\\nBody of", + "title": "Export \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-1801_KNOWLEDGE_NODE-195", + "text": "Update.\\n\\nPOST https:// api.devrev.ai / incidents.update\\nUpdates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the incident to be updated.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts object Optional\\nShow property\\nartifacts object Optional\\nShow property\\nbody string Optional\\nBody of the incident.\\ncustom_fields map from strings to any Optional\\nApplication-defined custom", + "title": "Get \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-1781_KNOWLEDGE_NODE-191", + "text": "Update.\\n\\nPOST https:// api.devrev.ai / incidents.update\\nUpdates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the incident to be updated.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts object Optional\\nShow property\\nartifacts object Optional\\nShow property\\nbody string Optional\\nBody of the incident.\\ncustom_fields map from strings to any Optional\\nApplication-defined custom", + "title": "List \u2014 DevRev | Docs" }, { - "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-1789_KNOWLEDGE_NODE-193", + "text": "Update.\\n\\nPOST https:// api.devrev.ai / incidents.update\\nUpdates an incident.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the incident to be updated.\\nacknowledged_date datetime Optional\\nTimestamp when the incident was acknowledged.\\napplies_to_parts object Optional\\nShow property\\nartifacts object Optional\\nShow property\\nbody string Optional\\nBody of the incident.\\ncustom_fields map from strings to any Optional\\nApplication-defined custom", + "title": "List \u2014 DevRev | Docs" } ] }, @@ -1572,13 +1572,13 @@ "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-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-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", + "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" }, { @@ -1587,39 +1587,39 @@ "title": "Tickets and issues | 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", - "title": "Search | Computer by DevRev | 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-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-1447_KNOWLEDGE_NODE-6", + "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": "Tickets and issues \u2014 DevRev | Docs" }, { - "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-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-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-3038_KNOWLEDGE_NODE-13", + "text": "reflects both the effectiveness of AI-powered search through Memory in deflecting tickets and the increased efficiency of Bolt's support workflows.\\n\\nTop features\\n------------\\n\\n* AirSync functionality\\n* AI-powered agents for Merchants, Shoppers, Mobile, and Developers\\n* Enterprise-wide search integrating various tools (Confluence, Figma, Google Docs, Help Docs) through memory\\n* Customer support portal with PLuG and multi-channel inbox\\n* Workflow automations\\n* Easy integration of GitHub", + "title": "Bolt unifies support and product to deliver seamless commerce" }, { - "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", + "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-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-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-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-1002_KNOWLEDGE_NODE-4", + "text": "hold value\\n reduces noise as only valid issues are created/tracked\\n unifies the triage process for escalations between tickets and issues\\n\\n\\nTL;DR\\n\\n\\n If you work on a part, you create issues\\n If you are a consumer/customer of a part, you create tickets\\n\\n'", + "title": "Tickets, Issues: When to Use Each" } ] }, @@ -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-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-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-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-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-2873_KNOWLEDGE_NODE-27", + "text": "are displayed in the timeline, including successful and failed operations.\\n\\nHow to use bulk delete data\\n---------------------------\\n\\n![]()\\n\\nAccounts cannot be deleted unless all linked tickets are unlinked first.\\n\\n1. Add the **Bulk Delete Data** snap-in from the DevRev Marketplace to your environment.\\n2. Select the tags you want to use as filters for the data deletion. These tags will determine which items are eligible for deletion.\\n3. In the timeline of any object, type the", + "title": "Bulk delete data | 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-2014_KNOWLEDGE_NODE-25", + "text": "including title, description, status, owner, priority, and stage.\\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 **Link preview** and click **Install**.\\n3. In DevRev, confirm installation and click **Deploy**.\\n\\n[PreviousHTTP archive file upload & sanitization](/docs/automations/har-sanitization)[NextOrg tags sync](/docs/automations/org-tags-sync)\\n\\n#### On this", + "title": "Link preview | Automate | Snap-ins | DevRev" }, { - "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-1275_KNOWLEDGE_NODE-13", + "text": "is:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | payload:Record |\\n| 3 | context: { |\\n| 4 | \"dev_oid\": string, |\\n| 5 | \"source_id\":string, |\\n| 6 | \"snap_in_id\": string, |\\n| 7 | \"snap_in_version_id\":string, |\\n| 8 | \"service_account_id\":string, |\\n| 9 | \"secrets\": { |\\n| 10 | \"service_account_token\": [SECRET], |\\n| 11 | ... |\\n| 12 | }, |\\n| 13 | }, |\\n| 14 | execution_metadata: { |\\n| 15 | \"request_id\":string, |\\n| 16 | \"function_name\": string, |\\n| 17 | \"event_type\":", + "title": "Using a snap-in to perform a DevRev action | DevRev | Docs" }, { - "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-1483_KNOWLEDGE_NODE-25", + "text": "[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 Engine](https://devrev.ai/workflow-engine)\\n * [Turing", + "title": "Using a snap-in to perform a DevRev action \u2014 DevRev | Docs" }, { - "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-1854_KNOWLEDGE_NODE-8", + "text": "boolean; \\n 15| \\n 16| constructor(message: string, retry: boolean, refresh?: boolean) { \\n 17| super(message); \\n 18| this.retry = retry; \\n 19| this.refresh = refresh; \\n 20| } \\n 21| }\\n[/code] \\n \\n## Example usage\\n\\nHere\\xe2\\x80\\x99s an example of how to use the `FunctionExecutionError` in your snap-in code:\\n\\n[code]\\n\\n 1| import { FunctionExecutionError } from \\'@devrev/typescript-sdk/dist/snap-ins/types\\'; \\n ---|--- \\n 2| \\n", + "title": "Event reliability in DevRev snap-ins \u2014 DevRev | Docs" }, { - "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-3960_KNOWLEDGE_NODE-24", + "text": "[Product demos](/docs/DevRevU/demos)\\n\\nOn this page\\n\\n* [Features](#features)\\n* [Installation](#installation)\\n* [Prerequisites](#prerequisites)\\n* [Input requirements](#input-requirements)\\n* [Steps to Install and Configure](#steps-to-install-and-configure)\\n* [How to use the snap-in](#how-to-use-the-snapin)\\n\\n1. [Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Auto-link DevRev GitHub accounts](/docs/automations/auto-link-github-devrev)\\n\\nAuto-link DevRev", + "title": "Auto-link DevRev GitHub accounts | Automate | Snap-ins | DevRev" }, { - "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-12395_KNOWLEDGE_NODE-24", + "text": "Commands](#slash-commands)\\n* [How to use](#how-to-use)\\n* [Inputs](#inputs)\\n* [CSV Format](#csv-format)\\n\\n1. [Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Slack Broadcaster](/docs/automations/slack-broadcaster)\\n\\nSlack Broadcaster\\n=================\\n\\nThe [Slack Broadcaster](https://marketplace.devrev.ai/slack-broadcaster) snap-in is a specialized automation tool designed to streamline the process of posting broadcast messages, both for customers and", + "title": "Slack Broadcaster | 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-1483_KNOWLEDGE_NODE-26", + "text": "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 Program](https://devrev.ai/partners)\\n * [Startup", + "title": "Using a snap-in to perform a DevRev action \u2014 DevRev | Docs" } ] }, @@ -1683,55 +1683,55 @@ "query_id": "51b684c7-7de7-4c12-aecb-043d082158a5", "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-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-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-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-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", + "id": "ART-1983_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": "Questions & answers | Computer for Support Teams | DevRev" }, { - "id": "ART-1983_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" + "id": "ART-15716_KNOWLEDGE_NODE-5", + "text": "ticket, selecting the merge option, and choosing the duplicate tickets to merge. Only unclosed tickets with the same reporters can be merged. After merging, duplicate tickets are archived, and all future messages go to the primary ticket.\\n\\nStep-by-step guide:\\xc2\\xa0[How to merge tickets](https://devrev.ai/docs/product/tickets#merging-guidelines)\\n\\n2. Creating Tickets in DevRevYou can create tickets from the app, support portal, Slack, or via API. Fill in required fields (like title, part,", + "title": "Support queries related playbook" }, { - "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-4271_KNOWLEDGE_NODE-28", + "text": "PLuG widget:\\n\\n * The ticket number and basic details appear in the same conversation pane.\\n * Users can click **Details** to view complete ticket information.\\n * If the **Tickets** tab is enabled in PLuG, users can track their ticket status there.\\n\\n### Slack experience\\n\\nWhen a conversation is converted to a ticket in Slack:\\n\\n * Ticket information is sent within the same thread.\\n * All subsequent messages sync with the newly created ticket.\\n * The transition is seamless for the", + "title": "Convert Conversations to Tickets | Conversations | Support | 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", - "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-4021_KNOWLEDGE_NODE-5", + "id": "ART-4271_KNOWLEDGE_NODE-13", + "text": "uploader](/docs/automations/csv-work-item-uploader?)\\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\\n * [Integrate](/docs/integrate?)\\n\\n * [Bitbucket](/docs/integrations/bitbucket?)\\n * [Calendly](/docs/integrations/calendly?)\\n * [Datadog](/docs/integrations/datadog?)\\n", + "title": "Convert Conversations to Tickets | Conversations | Support | 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 scraper | Automate | Snap-ins | DevRev" + "title": "Slack Broadcaster | Automate | Snap-ins | DevRev" }, { - "id": "ART-1991_KNOWLEDGE_NODE-5", + "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": "Support snap-ins | Computer for Support Teams | DevRev" + "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-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" } ] }, @@ -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|", + "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-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-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-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-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-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-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-1284_KNOWLEDGE_NODE-36", + "text": "https://api.devrev.ai/hidden/dev-orgs/DEV-123/event-source-webhooks/custom/d43fc297-03d7-4cbd-bdf9-044847788306 |\\n```\\n\\nTimer-based event sources\\n-------------------------\\n\\nTimer-based event sources can be created to send events based on intervals and cron schedules. In the following example, you have two event sources, one emits events daily at 12:00am, the other every hour (3600 seconds). In the event payload, you see the JSON field metadata you specified in the event source", + "title": "Event sources | 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-41", + "text": "\\'{\"hello\":\"world\"}\\' \\\\ \\n 3| https://api.devrev.ai/hidden/dev-orgs/DEV-123/event-source-webhooks/custom/d43fc297-03d7-4cbd-bdf9-044847788306\\n[/code] \\n \\n## Timer-based event sources\\n\\nTimer-based event sources can be created to send events based on intervals and cron schedules. In the following example, you have two event sources, one emits events daily at 12:00am, the other every hour (3600 seconds). In the event payload, you see the JSON field metadata you specified in the event", + "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-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-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-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" } ] }, @@ -1796,54 +1796,54 @@ "query": "view all tickets raised to DevRev support team", "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", + "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-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", - "title": "Tickets | Computer for Support Teams | DevRev" + "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-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-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-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", + "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-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-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-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-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-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-1979_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": "Tickets | Computer for Support Teams | DevRev" } ] }, @@ -1857,49 +1857,49 @@ "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", + "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-1471_KNOWLEDGE_NODE-5", + "text": "message to. Add these display IDs in the `private_to` array.\\n\\n> Example: `DEVU-1`\\n\\n 1. Make a POST request to (\\xe2\\x80\\x9c[](https://api.devrev.ai/timeline-entries.create)\\xe2\\x80\\x9d) and include the PAT created in the authorization header of the request along with the payload with replaced IDs.\\n\\nIn this example, you are using curl to make the requests but you can use any tool you prefer.\\n\\nRequest\\n\\n[code]\\n\\n $| curl -X POST -H", + "title": "Restricted messages on a timeline \u2014 DevRev | Docs" + }, { "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-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-45", + "text": "admin.\\n\\n + If you do not see the option of adding a customer as a customer admin then this could be because you might not have admin access to your instance of the DevRev application. Reach out to your admin to help you with this.\\n\\n[PreviousSupport best practices](/docs/product/support-bp)[NextQuestions & answers](/docs/product/qa)\\n\\n#### On this page\\n\\n* [Benefits of using the customer portal](#benefits-of-using-the-customer-portal)\\n* [Features](#features)\\n* [Ticket creation,", + "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-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-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-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-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-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-2059_KNOWLEDGE_NODE-12", - "text": "width=\"0\" style=\"display:none;visibility:hidden\">'", - "title": "Install PLuG chat on your website" + "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-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-1978_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": "Customer portal | Computer for Support Teams | DevRev" } ] }, @@ -1907,19 +1907,24 @@ "query_id": "87a0c450-5958-433a-a7be-6909813e797b", "query": "sync contacts and accounts from DevRev to Salesforce", "retrievals": [ + { + "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-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-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-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-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-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" }, { @@ -1928,34 +1933,29 @@ "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" }, { - "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 |", - "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-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", + "id": "ART-2047_KNOWLEDGE_NODE-39", + "text": "created in the specified Salesforce account the next time the Sync from [DevRev to Salesforce](#sync-to-salesforce) runs. This can be triggered manually or automatically through a Periodic Sync. Future syncs keeps this item updated on both sides after it has been created in Salesforce.\\n\\n### Historical AirSyncs\\n\\nTo view currently running and previous AirSyncs from various sources, do the following:\\n\\n1. Go to **Settings** > **Integrations** > **AirSyncs**.\\n2. Select the import you want to", "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", + "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 |", "title": "Salesforce AirSync | AirSync | Snap-ins | DevRev" }, { - "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", + "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-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", - "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-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" } ] }, @@ -1964,44 +1964,44 @@ "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-2", + "text": "stringsOptional\\n\\nFilters for accounts on specified stages.\\n\\ntierlist of stringsOptional\\n\\nTier of the accounts to be filtered.\\n\\nwebsiteslist of 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", + "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-1449_KNOWLEDGE_NODE-4", + "text": "specified stages.\\n\\ntierlist of stringsOptional\\n\\nTier of the accounts to be filtered.\\n\\nwebsiteslist of 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", + "title": "Export Accounts \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-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-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-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", + "title": "Contacts | Computer for Growth Teams | 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 \" \\\\", + "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-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", + "id": "ART-1449_KNOWLEDGE_NODE-12", + "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": "Export Accounts \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-1449_KNOWLEDGE_NODE-14", + "text": "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 * [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 *", + "title": "Export Accounts \u2014 DevRev | Docs" }, { "id": "ART-1449_KNOWLEDGE_NODE-0", @@ -2009,8 +2009,8 @@ "title": "Export Accounts \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", + "id": "ART-1449_KNOWLEDGE_NODE-16", + "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'", "title": "Export Accounts \u2014 DevRev | Docs" } ] @@ -2020,54 +2020,54 @@ "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-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-15342_KNOWLEDGE_NODE-3", "text": "token.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\nleaf\\\\_typestringRequired`format: \"text\"`\\n\\nLeaf 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\\nthe object\\'s custom schema fragments and custom fields\\n\\n###", "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-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-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-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-2683_KNOWLEDGE_NODE-3", + "text": "**Subtype** : A categorization of a leaf type. For example, \\xe2\\x80\\x9cpromotion\\xe2\\x80\\x9d or \\xe2\\x80\\x9cadvertising\\xe2\\x80\\x9d for a \\xe2\\x80\\x9ccampaign\\xe2\\x80\\x9d leaf type.\\n 3. **Schema fragment** : A schema fragment defines the schema for an object.\\n 4. **Custom fields** : User-defined fields that store specific data for your custom object.\\n 5. **Unique key** : A unique identifier for each custom object. This is useful for maintaining idempotency when retrying custom object", + "title": "Custom objects (Beta) \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-15502_KNOWLEDGE_NODE-3", + "text": "\\xe2\\x80\\x9ccampaign\\xe2\\x80\\x9d.\\n2. **Subtype**: A categorization of a leaf type. For example, \\xe2\\x80\\x9cpromotion\\xe2\\x80\\x9d or \\xe2\\x80\\x9cadvertising\\xe2\\x80\\x9d for a \\xe2\\x80\\x9ccampaign\\xe2\\x80\\x9d leaf type.\\n3. **Schema fragment**: A schema fragment defines the schema for an object.\\n4. **Custom fields**: User-defined fields that store specific data for your custom object.\\n5. **ID prefix**: A unique prefix used to generate the display ID for the custom object. If the `id_prefix`", + "title": "Custom objects | 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-1560_KNOWLEDGE_NODE-132", + "text": "Optional\\n\\nThe list of custom schema fragment DONs which are to be aggregated.\\n\\nleaf_type string Optional\\n\\nThe leaf type. Used for inferring the default stage diagram and tenant fragment ID.\\n\\nstock_schema_fragment_id string Optional\\n\\nThe stock schema fragment which is to be aggregated.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\nschema map from strings to any\\n\\nList of custom fields from multiple source fragments.\\n\\nAPI Reference customization Aggregated Schema Get", + "title": "Assign (Beta) \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-1566_KNOWLEDGE_NODE-132", + "text": "Optional\\n\\nThe list of custom schema fragment DONs which are to be aggregated.\\n\\nleaf_type string Optional\\n\\nThe leaf type. Used for inferring the default stage diagram and tenant fragment ID.\\n\\nstock_schema_fragment_id string Optional\\n\\nThe stock schema fragment which is to be aggregated.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\nschema map from strings to any\\n\\nList of custom fields from multiple source fragments.\\n\\nAPI Reference customization Aggregated Schema Get", + "title": "Transition (Beta) \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-2143_KNOWLEDGE_NODE-7", + "text": "type.\\n\\nsource\\\\_types\\\\_v2.leaf\\\\_onlybooleanOptional\\n\\nSet to true when only the specified leaf type (no subtypes) is\\nallowed as a link target.\\n\\nsource\\\\_types\\\\_v2.leaf\\\\_typestringOptional`format: \"text\"`\\n\\nLeaf type of the target objects.\\n\\nsource\\\\_types\\\\_v2.subtypestringOptional`format: \"text\"`\\n\\nSpecific subtype of the target objects.\\n\\ntarget\\\\_types\\\\_v2.is\\\\_custom\\\\_leaf\\\\_typebooleanOptional\\n\\nTrue when the descriptor describes a custom leaf", + "title": "List Link Types Custom | 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-2143_KNOWLEDGE_NODE-8", + "text": "type.\\n\\ntarget\\\\_types\\\\_v2.leaf\\\\_onlybooleanOptional\\n\\nSet to true when only the specified leaf type (no subtypes) is\\nallowed as a link target.\\n\\ntarget\\\\_types\\\\_v2.leaf\\\\_typestringOptional`format: \"text\"`\\n\\nLeaf type of the target objects.\\n\\ntarget\\\\_types\\\\_v2.subtypestringOptional`format: \"text\"`\\n\\nSpecific subtype of the target objects.\\n\\n### Response\\n\\nSuccess.\\n\\nresultlist of objects\\n\\nThe custom link types.\\n\\nShow 14 properties\\n\\nnext\\\\_cursorstring or null`format:", + "title": "List Link Types Custom | 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-2886_KNOWLEDGE_NODE-3", + "text": "readFAME transforms information access with AI-powered enterprise search](/case-study/fame)[![]()\\n\\n5 min readHow Bolt connected customer, product, and engineering for smooth checkout](/case-study/bolt)[![]()\\n\\n5 min readSkedulo reduced effort from 30% to 5% and unlocked automation at scale](/case-study/skedulo)[![]()\\n\\n3 min readVelocity Global transforms worldwide operations with DevRev](/case-study/velocity-global)[![]()\\n\\n4 min readDeepdub scales global AI support with", + "title": "Case Study Library | DevRev" }, { - "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-17649_KNOWLEDGE_NODE-6", + "text": "section, providing more accurate responses based on customized article sets.\\n\\n#### *One of the biggest improvements we've seen is in classifying Q&As using AI. With our previous tool, there was no classification support, so we had to manually tag each query. Now, it's just one click to classify issues, which makes managing large volumes of data much easier.*\\xe2\\x80\\x9d\\n\\n### Organizational structure optimization\\n\\nDistinct support experiences are maintained for different platform areas,", + "title": "Leading APAC fintech transforms support with multi-instance AI solution" }, { - "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 +", + "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-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-1033_KNOWLEDGE_NODE-8", + "text": "end-to-end system that is product-centric and enables the company to define their product in great detail. By connecting tickets to different parts of their product, Spintly can efficiently route issues to the right developer, resulting in a faster and more efficient development process.\\n\\nTop Features\\n------------\\n\\n* Computer for User Insights\\n* Team inbox for customer conversations\\n* Tickets triage and management\\n* Ticket clustering and attribution to product\\n* Automatic updates\\n*", + "title": "Spintly uses DevRev to bridge the gap between developers and end-users" }, { - "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-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-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", + "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-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-3038_KNOWLEDGE_NODE-0", + "text": "b\"Bolt unifies support and product to deliver seamless commerce\\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- Bolt\\n\\nHow Bolt connected customer, product, and engineering for smooth", + "title": "Bolt unifies support and product to deliver seamless commerce" }, { - "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-17233_KNOWLEDGE_NODE-17", + "text": "`targets` field is an array of strings containing the actual DevRev record type names.\\nIf a category was specified in the metadata (for example, `#category:users`), it should be expanded into the list of all record types belonging to that category at runtime.\\n\\nFor example, if the `#category:users` includes \\xe2\\x80\\x9cexecutives\\xe2\\x80\\x9d and \\xe2\\x80\\x9cdevelopers\\xe2\\x80\\x9d, the runtime targets field should be:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | [\"document\", \"executives\",", + "title": "Permissions | DevRev | Docs" }, { - "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-1036_KNOWLEDGE_NODE-11", + "text": "Conversational Product Management delivered significant measurable outcomes:\\n\\n* **Reduction in resolution time**\\n* **I**ncrease in customer-driven feature implementations\\n* **Enhanced customer satisfaction** through in-app support\\n* **Improved cross-functional collaboration** between support and product teams\\n* **Elimination of manual ticket creation** through AI-powered automation\\n\\n### Top Features\\n\\n* PLuG, in-app customer center with conversational AI\\n* Agent Studio for Computer", + "title": "Shipsy elevates logistics support with AI-powered automation and cross team collaboration" } ] }, @@ -2137,49 +2137,49 @@ "title": "Understanding Agentic AI: Capabilities and Implications for the Future" }, { - "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-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-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-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-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-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-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-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-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-15153_KNOWLEDGE_NODE-4", + "text": "without expanding their team size.\\n\\nThe solution: Redefining support with DevRev\\n--------------------------------------------\\n\\nDeepdub selected DevRev to transform their customer support through conversational AI and a comprehensive knowledge system. The implementation included:\\n\\n* Building an extensive knowledge base from existing information\\n* Deploying PLuG live chat to make self-service the preferred choice\\n* Creating automation for common support questions\\n* Generating new", + "title": "Deepdub scales global AI support with DevRev\u2019s conversational platform and intelligent knowledge automation" }, { - "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-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-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-15153_KNOWLEDGE_NODE-8", + "text": "faster resolutions and can identify potential issues before they affect customers.\\n\\nThe bottom line: A transformation in support operations\\n-------------------------------------------------------\\n\\nDeepdub's implementation of DevRev delivers meaningful business results:\\n\\n* 65.8% of support questions resolved automatically\\n* 2,000+ AI-generated Q&As enhancing the knowledge base\\n* Thousands of customer conversations handled seamlessly through AI.\\n* Supporting a global user base without", + "title": "Deepdub scales global AI support with DevRev\u2019s conversational platform and intelligent knowledge automation" } ] }, @@ -2188,54 +2188,54 @@ "query": "Resource Center downloads tutorials API documentation", "retrievals": [ { - "id": "ART-1353_KNOWLEDGE_NODE-2", - "text": "[tutorial](/api-reference/getting-started) shows you how to access the APIs.\\n\\n\\xf0\\x9f\\xa7\\xac Methods\\n---------\\n\\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 perform a variety of actions, including rendering them in UI and generating SDKs. Two [versions](/about/versioning) of the DevRev API are available: [public](/public) and [beta](/beta) (early access). Use the drop-down menu in the", - "title": "For Developers | DevRev | Docs" + "id": "ART-2662_KNOWLEDGE_NODE-27", + "text": "[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 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", + "title": "DevRev Documentation" }, { - "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-17213_KNOWLEDGE_NODE-3", + "text": "system\\n---------------\\n\\nBefore starting the development of a snap-in for integration with an external system API,\\nconsider gathering the following information:\\n\\n* **API documentation**: Obtain the official API documentation of the external system.\\n This is the primary source of information about how to connect and interact with the system.\\n* **Authentication and authorization**: Understand the authentication and authorization\\n methods required. This may include API keys, OAuth", + "title": "Getting started | 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-1040_KNOWLEDGE_NODE-3", + "text": "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 Program](/startups)\\n* [Gr.ai.ce](/graice)\\n\\nLegal\\n\\n* [Security](https://security.devrev.ai/)\\n* [SLA](/legal/sla)\\n*", + "title": "https://devrev.ai/case-study/bigbasket" }, { - "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-4163_KNOWLEDGE_NODE-10", + "text": "[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 Program](/startups)\\n* [Gr.ai.ce](/graice)\\n\\nLegal\\n\\n* [Security](https://security.devrev.ai/)\\n* [SLA](/legal/sla)\\n* [DPA](/legal/dpa)\\n* [Subprocessors](/security/sub-processors)\\n* [Cookie", + "title": "Make development customer-centric with DevRev" }, { - "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-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-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-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-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-4092_KNOWLEDGE_NODE-10", + "text": "[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 * [Careers](https://devrev.ai/careers)\\n *", + "title": "Get Link \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-17213_KNOWLEDGE_NODE-4", + "text": "tokens, or other security mechanisms.\\n* **Endpoints and resources**: Identify the required API endpoints and resources. Understand\\n their functions, input parameters, expected outputs, and usage limitations.\\n* **Data format**: Determine the data format used by the API, such as JSON or XML. This helps\\n in parsing responses and formatting requests appropriately.\\n* **Rate limits and quotas**: Be aware of any rate limits or usage quotas. This information is\\n crucial to ensure that the", + "title": "Getting started | DevRev | Docs" }, { - "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-2662_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": "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-1481_KNOWLEDGE_NODE-0", + "text": "b'[](/public/snapin-development/tutorials/overview)\\n\\nPublic\\n\\n[Snap-in development](/public/snapin-development/concepts)[Tutorials](/public/snapin-development/tutorials/overview)\\n\\n#\\n\\nOverview\\n\\nThe following tutorials provide a step-by-step guide to creating snap-ins:\\n\\n 1. [Getting started](/public/snapin-development/tutorials/getting-started)\\n 2. [Using a snap-in to perform a DevRev action](/public/snapin-development/tutorials/timer-ticket-creator)\\n 3. [Snap-in triggered by a", + "title": "Overview \u2014 DevRev | Docs" } ] }, @@ -2244,54 +2244,54 @@ "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-2007_KNOWLEDGE_NODE-25", + "text": "in sync with their current stage, as per the stage to forecast category mapping configured in the automation.\\n* Auto-fills the **Probability** field on opportunities based on their current stage. Enable this feature to auto-update opportunity probabilities based on the stage to probability mapping configured in the automation.\\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", + "title": "Automate opportunities | 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-4022_KNOWLEDGE_NODE-28", + "text": "some columns indicates custom fields from the tenant fragment.\\n5. The ctype\\\\_\\\\_ prefix in some columns represents custom type fields from the custom type fragment. Users can fill these fields when selecting a subtype for a work item. If certain ctype\\\\_\\\\_ fields are mandatory for a specific subtype, they must be filled.\\n6. For Update operation, provide the display ID of the work item that needs to be updated.\\n\\nValidations for uploading CSV\\n-----------------------------\\n\\nThe following", + "title": "CSV work item uploader | Automate | Snap-ins | DevRev" + }, + { + "id": "ART-2858_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": "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-1490_KNOWLEDGE_NODE-58", + "text": "\\n 4| \\n 5| - name: post_message \\n 6| description: Function containing logic to post a message on newly created work.\\n[/code] \\n \\nFor functions, you also need to provide the actual JS/TS code behind this function. Refer to the README in the provided template.\\n\\n## Automations\\n\\nAutomation refers to linking events from the event sources to your functions.\\n\\nAutomations are defined as:\\n\\n[code]\\n\\n 1| automations: \\n ---|--- \\n 2| - name: \\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:", @@ -2320,33 +2310,43 @@ "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-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-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-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": "Workflow action library | Workflows | Computer by DevRev | 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", - "title": "Workflows | Computer by DevRev | DevRev" + "id": "ART-4185_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 approval workflow | 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", + "id": "ART-6174_KNOWLEDGE_NODE-2", + "text": "control](/docs/product/access-control)\\n + [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", + "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" + }, + { + "id": "ART-4965_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 Immutability | Automate | Snap-ins | DevRev" + }, + { + "id": "ART-12390_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 action library | Workflows | Computer by DevRev | DevRev" } ] @@ -2356,29 +2356,19 @@ "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-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-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-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-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" + "id": "ART-16355_KNOWLEDGE_NODE-26", + "text": "**Reported\\\\_by,** and **Contact** columns, provide the email of the person to be assigned as the owner or reporter of the work item. If the CSV lists multiple owners, only the first will be set as the owner.\\n* For the **Applies to Part**, **Stage**, **Account**, **Developed with Parts**, and **Tags** columns, provide the part name, stage name, account name, part name, and tag name respectively as it is present in the UI, ensuring case sensitivity.\\n* For **Date** and **Timestamp** related", + "title": "CSV commands uploader | Automate | Snap-ins | DevRev" }, { "id": "ART-4022_KNOWLEDGE_NODE-27", @@ -2386,9 +2376,14 @@ "title": "CSV work item uploader | Automate | Snap-ins | 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-2010_KNOWLEDGE_NODE-29", + "text": "**Select work items\\' owners (max 1)** drop-down menu, select the work item\\'s owner name.\\n3. From the **Select a part to assign to work items** drop-down menu, select a part for the work items. If the bulk work item upload is done using a part, the part is automatically selected.\\n4. In the **Customer ID** drop-down menu, select from the available workspaces associated with this account. If the bulk ticket upload is done using an account, the relevant workspaces are shown in the **Customer", + "title": "Bulk work item uploader | Automate | Snap-ins | DevRev" + }, + { + "id": "ART-1560_KNOWLEDGE_NODE-503", + "text": "sprint.\\n\\nissue.subtype string Optional\\n\\nFilters for issues with any of the provided subtypes.\\n\\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", + "title": "Assign (Beta) \u2014 DevRev | Docs" }, { "id": "ART-2737_KNOWLEDGE_NODE-25", @@ -2396,14 +2391,19 @@ "title": "Smart issue creator | Automate | Snap-ins | DevRev" }, { - "id": "ART-1645_KNOWLEDGE_NODE-13", - "text": ">| }, \\n >| ] \\n >| }\\'\\n[/code] \\n \\n#####\\n\\nA bug has been identified in the production environment. The reporter creates a _bug_ -flavored _issue_ object to track it and assigns a relevant owner.\\n\\n[code]\\n\\n $| curl --location \\'https://api.devrev.ai/works.create\\' \\\\ \\n ---|--- \\n >| --header \\'Content-Type: application/json\\' \\\\ \\n >| --header \\'Authorization: Bearer \\' \\\\ \\n >| --data \\'{ \\n >| \"type\": \"issue\", \\n >|", - "title": "Object customization (Beta) \u2014 DevRev | Docs" + "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-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-17711_KNOWLEDGE_NODE-0", + "text": "b'We ran into a case where an AirSync was started by one person (Person A) and later failed. Another user (Person B) tried to click Retry, but it didn\\xe2\\x80\\x99t work. The logs showed 401 and 403 errors in communication between the snap-in and the snap-in manager.\\n\\nIt turned out that AirSync assigns the sync owner to whoever started it. Since Person A had been removed from the org or lost permissions, the retry failed \\xe2\\x80\\x94 the system still expected the original owner to have valid", + "title": "Sync fails when original sync owners loses permissions" + }, + { + "id": "ART-1560_KNOWLEDGE_NODE-180", + "text": "external/secondary identity to the Dev user.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\ndev_user string Required\\n\\nThe ID of the Dev user to link the external identity to.\\n\\nid string Required\\n\\nUnique ID of the Dev user in the external source.\\n\\nissuer string Required\\n\\nIssuer of the external identity of the Dev user.\\n\\ndisplay_name string Optional\\n\\nDisplay name of the Dev user in the external source.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ndev_user object\\nShow 20", + "title": "Assign (Beta) \u2014 DevRev | Docs" } ] }, @@ -2417,29 +2417,29 @@ "title": "Google Calendar | Integrate | Snap-ins | 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", - "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-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-980_KNOWLEDGE_NODE-24", + "text": "Email integration\\n Support Portal\\n \\n \\n Operate App\\n Grow App\\n \\n Account Management\\n Contact Management\\n Engagement Tracking\\n \\n \\n Core Services\\n Marketplace\\n \\n Partnerships\\n Integrations\\n \\n Discord\\n Slack\\n DevRev CLI\\n KB Extraction\\n Github Airdrop\\n SFDC Airdrop\\n", + "title": "How to Think About (And Structure) Your Products" }, { - "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-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-2575_KNOWLEDGE_NODE-8", + "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": "Account and contact import | Computer for Growth Teams | DevRev" + "title": "Email snap-in configuration | Email | Integrate | Snap-ins | DevRev" }, { - "id": "ART-2002_KNOWLEDGE_NODE-8", + "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": "Contacts | Computer for Growth Teams | DevRev" + "title": "Customer email notifications | Computer by DevRev | DevRev" }, { "id": "ART-2575_KNOWLEDGE_NODE-17", @@ -2447,19 +2447,19 @@ "title": "Account and contact import | 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-1979_KNOWLEDGE_NODE-31", + "text": "from an email thread containing multiple customer email IDs, multiple reporters may be added. If a DevRev user adds a new customer while responding from DevRev, or if a new customer responds to the email thread, these new customers are added to the **Reported by** field. In the case of the Portal, there is only one **Reported by**, representing the person who has logged in to the portal to report the issue. Additional reporters can be added from the DevRev app. To select a contact in the", + "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-6175_KNOWLEDGE_NODE-26", + "text": "contacts.\\n* **Link Account and Contact:**\\n Enable this option to link the account and contact to the custom object.\\n* **Account Description Fields:**\\n Enable this option to generate a rich description for accounts using values from multiple Airtable columns.\\n* **Contact Description Fields:**\\n Enable this option to generate a rich description for contacts using values from multiple Airtable columns.\\n* **Airtable Email Columns:**\\n Comma-separated list of names of the columns in", + "title": "Airtable | Automate | Snap-ins | 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-1944_KNOWLEDGE_NODE-2", + "text": "Sprint mode Enhancements Roadmap Build best practices Build snap-ins\\n\\nGrow\\n\\nAccounts Opportunities Contacts Account and contact import Grow snap-ins\\n\\nSnap-ins\\n\\nAutomate\\n\\nAutomatic customer reply Auto routing Auto parts to conversation Automate opportunities Bulk ticket uploader Convergence CSAT on conversation CSAT on ticket Descope identity validation Follow-up ticket HTTP archive file upload & sanitization Link preview Sentiment evaluator StageFlow automator Smart import KBs SLA", + "title": "DevRev Documentation" } ] }, @@ -2473,19 +2473,14 @@ "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-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-2933_KNOWLEDGE_NODE-22", + "text": "created in **Accounts** and selecting the **Contacts** tab to view all the contacts created for the selected account.\\n\\n![]()\\n\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/beta/changelog/2024/12/2)[#### Agents async API\\n\\nNext](/beta/guides/agents-async-api)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)\\n\\n![]()'", + "title": "Account creation | 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-1453_KNOWLEDGE_NODE-17", + "text": "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 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", + "title": "List Accounts \u2014 DevRev | Docs" }, { "id": "ART-1453_KNOWLEDGE_NODE-1", @@ -2493,29 +2488,34 @@ "title": "List Accounts \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-1549_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 Post (Beta) \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-4206_KNOWLEDGE_NODE-0", + "text": "b'Agents async API | DevRev | Docs\\n\\n[![]()![]()](https://developer.devrev.ai/)\\n\\nBeta\\n\\nBeta\\n\\nBeta\\n\\nSearch\\n\\n`/`\\n\\nOn this page\\n\\n* [Set up webhook](/beta/guides/agents-async-api#set-up-webhook)\\n* [Make async API calls](/beta/guides/agents-async-api#make-async-api-calls)\\n* [Handle webhook events](/beta/guides/agents-async-api#handle-webhook-events)\\n* [Progress messages](/beta/guides/agents-async-api#progress-messages)\\n* [Final", + "title": "Agents async API | 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-4206_KNOWLEDGE_NODE-2", + "text": "async API\\n================\\n\\nCopy page\\n\\nThis cookbook provides a step-by-step guide to use the asynchronous API for DevRev agents. It assumes you\\xe2\\x80\\x99ve already created an agent using the DevRev agent builder platform.\\n\\nThe DevRev async API enables you to execute agents without any execution timeout concerns. The execution occurs as an asynchronous workflow that sends events to you via webhooks. This approach ensures:\\n\\n* Agent complexity does not bring timeout concerns with", + "title": "Agents async API | 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-0", + "text": "b'[](/public/api-reference/accounts/list-post)\\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": "List Accounts (POST) \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-1453_KNOWLEDGE_NODE-0", + "text": "b'[](/public/api-reference/accounts/list)\\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": "List Accounts \u2014 DevRev | Docs" + }, + { + "id": "ART-4206_KNOWLEDGE_NODE-1", + "text": "message](/beta/guides/agents-async-api#final-message)\\n* [Error message](/beta/guides/agents-async-api#error-message)\\n* [Implementation patterns](/beta/guides/agents-async-api#implementation-patterns)\\n* [Custom applications](/beta/guides/agents-async-api#custom-applications)\\n* [Talk to agent node in workflows](/beta/guides/agents-async-api#talk-to-agent-node-in-workflows)\\n* [Troubleshooting](/beta/guides/agents-async-api#troubleshooting)\\n\\n[Guides](/beta/guides/account-creation)\\n\\nAgents", + "title": "Agents async API | DevRev | Docs" } ] }, @@ -2524,54 +2524,54 @@ "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", + "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-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-47", + "text": "assistance.\\n\\n### Expected result\\n\\nThe ticket should have an SLA running if the **SLA Name** is not empty and the ticket satisfies the conditions of any policy within the SLA.\\n\\n[PreviousCommands](/docs/product/commands)[NextOperational-level agreement](/docs/product/ola)\\n\\n#### On this page\\n\\n* [Create an SLA](#create-an-sla)\\n* [Creating policies within SLA](#creating-policies-within-sla)\\n* [Publishing an SLA](#publishing-an-sla)\\n* [Assigning customers](#assigning-customers)\\n*", "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-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-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-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-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-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-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-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" }, { - "id": "ART-1986_KNOWLEDGE_NODE-28", - "text": "*Conversation Policy*.\\n3. In the **New ticket policy** pane, under **Conditions**, select the ticket attributes values of **Tag**, **Part**, and **Severity**.\\n4. Under **Metrics**, enable or disable **First response**, **Next response**, and **Resolution time**.\\n5. Click **Publish**.\\n\\n![]()\\n\\nSLA metrics are only applied to tickets or conversations that meet the policy's conditions.\\n\\nPublishing an SLA\\n-----------------\\n\\nSLAs can be published once all policies are created. Published", - "title": "Service-level agreement | Computer for Support Teams | DevRev" + "id": "ART-4181_KNOWLEDGE_NODE-19", + "text": "occurs\\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 occurs\\n\\n![]()\\n\\nSLA-at-a-glance with color-coding and countdowns\\n\\nUse visual cues such as color-coding and countdown timers to prioritize tickets nearing SLA breach\\n\\n![]()\\n\\nSLA-at-a-glance with color-coding and countdowns\\n\\nUse visual cues such as color-coding and countdown timers to prioritize tickets nearing SLA", + "title": "Support like a lightning fast pit-crew" }, { - "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-4181_KNOWLEDGE_NODE-21", + "text": "occurs\\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 occurs\\n\\n![]()\\n\\nSLA-at-a-glance with color-coding and countdowns\\n\\nUse visual cues such as color-coding and countdown timers to prioritize tickets nearing SLA breach\\n\\n![]()\\n\\nSLA-at-a-glance with color-coding and countdowns\\n\\nUse visual cues such as color-coding and countdown timers to prioritize tickets nearing SLA", + "title": "Support like a lightning fast pit-crew" }, { - "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-4181_KNOWLEDGE_NODE-17", + "text": "occurs\\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 occurs\\n\\n![]()\\n\\nSLA-at-a-glance with color-coding and countdowns\\n\\nUse visual cues such as color-coding and countdown timers to prioritize tickets nearing SLA breach\\n\\n![]()\\n\\nSLA-at-a-glance with color-coding and countdowns\\n\\nUse visual cues such as color-coding and countdown timers to prioritize tickets nearing SLA", + "title": "Support like a lightning fast pit-crew" }, { - "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-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" } ] }, @@ -2579,6 +2579,11 @@ "query_id": "dc2b710b-25ce-4b9d-b85c-f556e8fd4a56", "query": "how to find secondary ticket", "retrievals": [ + { + "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-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", @@ -2590,44 +2595,39 @@ "title": "Tickets | Computer for Support Teams | 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", - "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", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-12995_KNOWLEDGE_NODE-0", + "text": "b'[](/public/api-reference/dev-users/merge)\\n\\nPublic\\n\\n[API Reference](/public/api-reference/getting-started)[Dev Users](/public/api-reference/dev-users/activate)\\n\\n# Merge Dev Users\\n\\nPOST\\n\\nhttps://api.devrev.ai/dev-users.merge\\n\\nTry it\\n\\nMerges the identity of a secondary Dev user with the primary Dev user. The account of the secondary Dev user will be deactivated and will no longer be able to log into DevRev. All objects - issues, tickets, parts etc. owned by the secondary Dev user", + "title": "Merge Dev Users \u2014 DevRev | Docs" }, { - "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", - "title": "Tickets | Computer for Support Teams | DevRev" + "id": "ART-4267_KNOWLEDGE_NODE-0", + "text": "b'[](/beta/api-reference/dev-users/merge)\\n\\nBeta\\n\\n[API Reference](/beta/api-reference/accounts/create)[Dev Users](/beta/api-reference/dev-users/activate)\\n\\n# Merge Dev Users\\n\\nPOST\\n\\nhttps://api.devrev.ai/dev-users.merge\\n\\nTry it\\n\\nMerges the identity of a secondary Dev user with the primary Dev user. The account of the secondary Dev user will be deactivated and will no longer be able to log into DevRev. All objects - issues, tickets, parts etc. owned by the secondary Dev user will be", + "title": "Merge Dev Users (Beta) \u2014 DevRev | Docs" }, { - "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-1783_KNOWLEDGE_NODE-460", + "text": "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 opportunity task ticket\\nResponse.\\n\\nThis endpoint returns an object.\\nworks list of objects\\nThe list of works.\\nShow 4 variants\\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", + "title": "Locate \u2014 DevRev | Docs" }, { - "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-1784_KNOWLEDGE_NODE-460", + "text": "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 opportunity task ticket\\nResponse.\\n\\nThis endpoint returns an object.\\nworks list of objects\\nThe list of works.\\nShow 4 variants\\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", + "title": "Locate Post \u2014 DevRev | Docs" }, { - "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-1783_KNOWLEDGE_NODE-447", + "text": "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 opportunity task ticket\\nResponse.\\n\\nThis endpoint returns an object.\\nworks list of objects\\nThe resulting collection of work items.\\nShow 4 variants\\nAPI Reference works Export Post.\\n\\nPOST https:// api.devrev.ai / works.export\\nExports a collection of work items.\\nRequest.\\n\\nThis endpoint expects an", + "title": "Locate \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-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-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-15716_KNOWLEDGE_NODE-34", + "text": "DevRev provides dashboards for CSAT (Customer Satisfaction) scores:\\n\\nClick the Explore Section and search for the Ticket Insights or Ticket Team Performance Dashboard\\n\\nNavigate to find the CSAT widgets.\\n\\nYou can filter by time, team, or agent to get detailed insights.\\n\\nThis gives you a centralized view of customer feedback trends.3. Visualizing Data Using Dashboards and Widgets\\n\\nTo create dashboards:\\n\\nGo to the Vista you are interested in visualizing\\n\\nApply the necessary", + "title": "Support queries related playbook" } ] }, @@ -2636,13 +2636,13 @@ "query": "converting conversations to tickets issue customer channel acme", "retrievals": [ { - "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** :", + "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-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-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" }, { @@ -2651,23 +2651,23 @@ "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*", - "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-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-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-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-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-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-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" }, { @@ -2676,13 +2676,13 @@ "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*", - "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | DevRev" + "id": "ART-4271_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": "Convert Conversations to Tickets | Conversations | Support | 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-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" } ] @@ -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-1956_KNOWLEDGE_NODE-29", + "text": "specific subtypes:\\n 1. In the subtype section of the object, select **Add**.\\n 2. Select the subtype to update privileges.\\n 3. To further restrict privileges, add a custom condition as with object\\n roles.\\n7. Select **Save**.\\n\\n### Update a customer role\\n\\n1. In [**Settings > Customer Management > Roles**](https://app.devrev.ai/devrev/settings/customer-roles), select the role to update.\\n2. Select **Edit**.\\n3. Update the role details.\\n4. Select **Save**.\\n\\n### Assign a", + "title": "Roles | Computer by DevRev | DevRev" }, { - "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-1950_KNOWLEDGE_NODE-47", + "text": "categorize them further. For example, you can create subtypes for bugs, features, and tasks. Subtypes can be used to filter issues in various views.\\nA subtype 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[PreviousGroups](/docs/product/groups)[NextVistas](/docs/product/vistas)\\n\\n#### On this page\\n\\n* [Customer", + "title": "Parts & trails | Computer by DevRev | DevRev" }, { - "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-1956_KNOWLEDGE_NODE-26", + "text": "subtype section of the object, select **Add**.\\n 2. Select the subtype to update privileges.\\n 3. To further restrict privileges, add a custom condition as with object\\n roles.\\n7. Select **Save**.\\n\\n### Update a user role\\n\\n1. In [**Settings > User Management > Roles**](https://app.devrev.ai/devrev/settings/user-roles), select the role to update.\\n2. Select **Edit**.\\n3. Update the role details.\\n4. Select **Save**.\\n\\n### Assign a user role\\n\\n1. In [**Settings > User Management >", + "title": "Roles | 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-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-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-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-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-35", + "text": "two options: **Edit** and **Delete**. Click **Edit** to enter edit mode and make changes. This mode displays all the recent changes you have made. Changes persist locally, meaning they will remain as you navigate around the app.\\nHowever, if you refresh or close and reopen the app, these changes will vanish. If you choose to delete the field, ensure you won\\'t lose any important data before proceeding.\\n\\n![]()\\n\\nAdd a new subtype\\n-----------------\\n\\nYou can add a new subtype to an existing", + "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-1957_KNOWLEDGE_NODE-38", + "text": "\\xe2\\x86\\x97\\xef\\xb8\\x8f](/docshttps://support.devrev.ai/devrev/article/ART-16784-glossary)\\n\\n#### On this page\\n\\n* [Add a new field to an object or a subtype](#add-a-new-field-to-an-object-or-a-subtype)\\n* [Add a new subtype](#add-a-new-subtype)\\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": "Object customization | Computer by DevRev | 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-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-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-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-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-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-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", + "id": "ART-2666_KNOWLEDGE_NODE-29", + "text": "views\\n\\nAn **Explore** section has been introduced where all your shared, personal, and sprint boards are now conveniently located.\\n\\nTo access your boards and views, navigate to **Explore** in the left navigation menu. The **Explore** section is divided into three categories:\\n\\n * **Stock Views** : Default views provided by DevRev.\\n * **My Views** : Views that you have created.\\n * **Shared** : Views that have been shared with you or your organization.\\n\\n#### Search and filter options", "title": "October 5: Left navigation | Changelog | DevRev" }, { - "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-2666_KNOWLEDGE_NODE-22", + "text": "[Session recording options](/docs/plug/session-recording)\\n * [Cross-domain session tracking](/docs/plug/cross-domain-session)\\n\\n * [Nudges](/docs/plug/nudges)\\n\\n * [Changelog](/docs/changelog)\\n\\n * [June 2025](/docs/changelog/latest)\\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 * [January 2025](/docs/changelog/_2025-01-01)\\n * [December", + "title": "October 5: Left navigation | Changelog | 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-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-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'", + "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-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-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-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-12459_KNOWLEDGE_NODE-11", + "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": "Migration 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-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" } ] }, @@ -2804,54 +2804,54 @@ "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-1566_KNOWLEDGE_NODE-522", + "text": "of the provided source channels.\\n\\nticket.subtype string Optional\\n\\nFilters for tickets with any of the provided subtypes.\\n\\ntype enum Optional\\n\\nFilters for work of the provided types.\\n\\nAllowed values: issue opportunity task ticket\\nResponse.\\n\\nThis endpoint returns an object.\\nworks list of objects\\n\\nThe list of works.\\n\\nShow 4 variants\\nnext_cursor string Optional\\n\\nThe cursor used to iterate subsequent results in accordance to the sort order. If not set, then no later elements", + "title": "Transition (Beta) \u2014 DevRev | Docs" }, { - "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-1301_KNOWLEDGE_NODE-453", + "text": "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 opportunity task ticket\\nResponse.\\n\\nThis endpoint returns an object.\\nworks list of objects\\nThe resulting collection of work items.\\nShow 4 variants\\nAPI Reference works Export Post.\\n\\nPOST https:// api.devrev.ai / works.export\\nExports a collection of work items.\\nRequest.\\n\\nThis endpoint expects an", + "title": "Delete \u2014 DevRev | Docs" + }, + { + "id": "ART-1786_KNOWLEDGE_NODE-448", + "text": "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 opportunity task ticket\\nResponse.\\n\\nThis endpoint returns an object.\\nworks list of objects\\nThe resulting collection of work items.\\nShow 4 variants\\nAPI Reference works Export Post.\\n\\nPOST https:// api.devrev.ai / works.export\\nExports a collection of work items.\\nRequest.\\n\\nThis endpoint expects an", + "title": "Delete \u2014 DevRev | Docs" }, { - "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", + "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-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-1308_KNOWLEDGE_NODE-450", + "text": "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 opportunity task ticket\\nResponse.\\n\\nThis endpoint returns an object.\\nworks list of objects\\nThe resulting collection of work items.\\nShow 4 variants\\nAPI Reference works Export Post.\\n\\nPOST https:// api.devrev.ai / works.export\\nExports a collection of work items.\\nRequest.\\n\\nThis endpoint expects an", + "title": "Update \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", - "title": "Search | Computer by DevRev | DevRev" + "id": "ART-1592_KNOWLEDGE_NODE-450", + "text": "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 opportunity task ticket\\nResponse.\\n\\nThis endpoint returns an object.\\nworks list of objects\\nThe resulting collection of work items.\\nShow 4 variants\\nAPI Reference works Export Post.\\n\\nPOST https:// api.devrev.ai / works.export\\nExports a collection of work items.\\nRequest.\\n\\nThis endpoint expects an", + "title": "Update \u2014 DevRev | Docs" }, { - "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-1792_KNOWLEDGE_NODE-451", + "text": "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 opportunity task ticket\\nResponse.\\n\\nThis endpoint returns an object.\\nworks list of objects\\nThe resulting collection of work items.\\nShow 4 variants\\nAPI Reference works Export Post.\\n\\nPOST https:// api.devrev.ai / works.export\\nExports a collection of work items.\\nRequest.\\n\\nThis endpoint expects an", + "title": "Update \u2014 DevRev | Docs" }, { - "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-1804_KNOWLEDGE_NODE-453", + "text": "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 opportunity task ticket\\nResponse.\\n\\nThis endpoint returns an object.\\nworks list of objects\\nThe resulting collection of work items.\\nShow 4 variants\\nAPI Reference works Export Post.\\n\\nPOST https:// api.devrev.ai / works.export\\nExports a collection of work items.\\nRequest.\\n\\nThis endpoint expects an", + "title": "Self \u2014 DevRev | Docs" }, { - "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-1806_KNOWLEDGE_NODE-453", + "text": "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 opportunity task ticket\\nResponse.\\n\\nThis endpoint returns an object.\\nworks list of objects\\nThe resulting collection of work items.\\nShow 4 variants\\nAPI Reference works Export Post.\\n\\nPOST https:// api.devrev.ai / works.export\\nExports a collection of work items.\\nRequest.\\n\\nThis endpoint expects an", + "title": "Self Post \u2014 DevRev | Docs" }, { - "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-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-12593_KNOWLEDGE_NODE-0", + "text": "b'[](/)\\n\\n __\\n\\n[Login](https://app.devrev.ai/login)[Book a demo](/request-a-demo)\\n\\n * ERROR 404\\n * __\\n * ERROR 404\\n * __\\n * ERROR 404\\n * __\\n * ERROR 404\\n\\n * __\\n * ERROR 404\\n * __\\n * ERROR 404\\n * __\\n * ERROR 404\\n * __\\n * ERROR 404\\n\\nOops! Something went wrong here\\n\\n[Go back to Home](/)\\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", + "title": "DevRev Careers | Job Opportunity" } ] }, @@ -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-1033_KNOWLEDGE_NODE-5", + "text": "prompting them to search for an all-in-one solution that connected their developers to their customers. That\\xe2\\x80\\x99s how DevRev came to the rescue.\\n\\nThe Solution\\n------------\\n\\nAccording to Parkar, DevRev was the solution that Spintly was searching for. Initially, Spintly used DevRev as a ticketing tool. However, they soon discovered that the system was product-centric, allowing them to define their product and its features in great detail, even at the microservices level. This level", + "title": "Spintly uses DevRev to bridge the gap between developers and end-users" }, { - "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-1033_KNOWLEDGE_NODE-10", + "text": "quickly prioritize issues to be fixed, resulting in a better customer experience.\\n\\n### Related Articles\\n\\n[![]()\\n\\n6 min readYellow.ai uses DevRev to Streamline Processes](/case-study/yellowai)[![]()\\n\\n4 min readDescope streamlines support at scale with automation, AI, and unified collaboration](/case-study/descope)[![]()\\n\\n6 min readUniphore builds a proactive support culture with DevRev](/case-study/uniphore)[![]()\\n\\n4 min readToughTrucksForKids.com achieves dramatic efficiency gains", + "title": "Spintly uses DevRev to bridge the gap between developers and end-users" }, { - "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-1710_KNOWLEDGE_NODE-17", + "text": "solutions that specifically cater to the needs of management, helping streamline decision-making processes and providing oversight across all aspects of product development.\\n\\nA major enhancement was observed in how Yellow.ai's developers engaged with their projects. DevRev\\xe2\\x80\\x99s integration capabilities enabled developers to view the bigger picture, connecting specific tasks to customer data effortlessly. This new setup gave developers critical insights, fostering a dialogue about the", + "title": "Yellow.ai uses DevRev to Streamline Processes" }, { - "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-13", + "text": "projects, a conversation that has greatly evolved. This shift is largely thanks to DevRev's feature that allows linking bugs or features directly to a customer, providing developers with crucial customer details such as revenue, product usage, and past tickets, which previously weren't accessible.\\n\\n![]()\\n\\nRashid KhanYellow.ai\\n\\nTop Features\\n------------\\n\\n* AirDrop\\n* Build by DevRev\\n* Support Portal\\n* PluG\\n* Multi-channel inbox for Email, and PLuG\\n* Workflow Automations\\n* Knowledge", + "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-1710_KNOWLEDGE_NODE-9", + "text": "everyone in real time. This transparency has improved decision-making and operational efficiency across the organization. DevRev\\xe2\\x80\\x99s seamless migration and workflow creation have eliminated the need for external automations, Jira connectors, and additional Slack integrations. We now conduct our meetings by screen sharing the DevRev app, sorting and grouping columns, and voila, we have the information we want to present, reducing the time spent on operational tasks.\\n\\n![]()\\n\\nJishnu", + "title": "Yellow.ai uses DevRev to Streamline Processes" }, { - "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-1710_KNOWLEDGE_NODE-18", + "text": "return on investment (ROI) for projects and aligning development efforts more closely with customer needs and business goals. This adjustment led to a more customer-centric focus within the development teams.\\n\\n### Related Articles\\n\\n[![]()\\n\\n6 min readUniphore builds a proactive support culture with DevRev](/case-study/uniphore)[![]()\\n\\n4 min readToughTrucksForKids.com achieves dramatic efficiency gains and customer satisfaction through AI-powered support", + "title": "Yellow.ai uses DevRev to Streamline Processes" }, { - "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-1033_KNOWLEDGE_NODE-0", + "text": "b'Spintly uses DevRev to bridge the gap between developers and end-users \\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- Spintly\\n\\nSpintly uses DevRev to bridge the gap between developers and", + "title": "Spintly uses DevRev to bridge the gap between developers and end-users" }, { - "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-1710_KNOWLEDGE_NODE-21", + "text": "[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 Program](/startups)\\n* [Gr.ai.ce](/graice)\\n\\nLegal\\n\\n* [Security](https://security.devrev.ai/)\\n* [SLA](/legal/sla)\\n* [DPA](/legal/dpa)\\n* [Subprocessors](/security/sub-processors)\\n* [Cookie", + "title": "Yellow.ai uses DevRev to Streamline Processes" }, { - "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-1710_KNOWLEDGE_NODE-20", + "text": "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 Extensions](https://developer.devrev.ai/public/snapin-development/concepts)\\n*", + "title": "Yellow.ai uses DevRev to Streamline Processes" }, { - "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-4179_KNOWLEDGE_NODE-9", + "text": "environment.\\n\\n[Join](https://discord.gg/k7YYTZexKd)\\n\\nFrequently asked questions\\n\\n### What is DevRevU?\\n\\nDevRevU is a comprehensive learning initiative to help you master DevRev's AI-driven solutions with on-demand courses and exclusive certifications\\n\\n### How can I get started with DevRevU?\\n\\n### What kind of training does DevRevU offer?\\n\\n### What should I do if I need help or have a question about using DevRev?\\n\\nChoose another country or region to see content specific to your", + "title": "DevRev University" } ] }, @@ -2916,24 +2916,19 @@ "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-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-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-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-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-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", @@ -2941,29 +2936,34 @@ "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-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-4185_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" + "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-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-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-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 -", - "title": "Ticket issue field migrator | Automate | Snap-ins | DevRev" + "id": "ART-2046_KNOWLEDGE_NODE-28", + "text": "configuration.\\n3. Enable the desired features by toggling them on. Only enabled features will be visible to all users within your Atlassian organization.\\n\\nFeatures\\n--------\\n\\n* The side panel on the Jira issue displays DevRev tickets linked to the Jira issue and their counterparts in DevRev.\\n\\n ![]()\\n* If there are multiple tickets linked to the issue, look at the details of each ticket by selecting a ticket with the dropdown field provided.\\n\\n ![]()\\n* Click on the **Create New", + "title": "DevRev for Jira app | Jira Software AirSync | AirSync | 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-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-1947_KNOWLEDGE_NODE-34", + "text": "necessary.\\n\\n> Example: \"Feature A on product Y exhibited unexpected behavior. This is a defect and needs to be fixed.\"\\n\\nTickets and issues are linked in many-to-many relationships. It may require multiple issues to resolve a ticket, or one issue may resolve multiple tickets if different external users experience and describe the same behavior in different ways.\\n\\nWork/state relationships\\n------------------------\\n\\nThe following figure shows how the various work object types", + "title": "Apps | Computer by DevRev | DevRev" } ] }, @@ -2972,9 +2972,14 @@ "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-2039_KNOWLEDGE_NODE-25", + "text": "create DevRev tickets from Marker.io issues, you can configure the\\nsnap-in to use this email to auto-fill the **Reported By** and **Customer\\nWorkspace** fields in tickets. If no contact or accounts match the email, they\\nare automatically created.\\n\\nInstalling the Marker.io integration snap-in\\n--------------------------------------------\\n\\n1. Install the [Marker.io](/marketplace/marker-io) from the\\n DevRev Marketplace.\\n2. Configure the snap-in as needed.\\n\\n * (Optional) Select the", + "title": "Marker.io | Integrate | Snap-ins | 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-1978_KNOWLEDGE_NODE-41", @@ -2982,44 +2987,39 @@ "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-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-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-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-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", + "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-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", + "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-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", + "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-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-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-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-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-16264_KNOWLEDGE_NODE-28", + "text": "**Account** and **Reported By**. This provides a more streamlined approach to managing customer data.\\n* **Automatic workspace display:** When a ticket reporter is associated with a specific workspace within an account, adding that user to the **Reported By** field will automatically reveal three fields: **Account**, **Workspace**, and **Reported By**.\\n* **Dynamic user listing:**\\n\\n + Upon selection of an account, the **Reported By** list is filtered to show only users associated with that", + "title": "June 2025 | Changelog | DevRev" } ] }, @@ -3038,14 +3038,14 @@ "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-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-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-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-2897_KNOWLEDGE_NODE-19", @@ -3063,19 +3063,19 @@ "title": "Install Plug search | 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-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-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-4206_KNOWLEDGE_NODE-6", + "text": "OK |\\n| 2 | { |\\n| 3 | \"challenge\": \"DlrVaK7zRyZWwbJhj5dZHDlrVaK7Jhj5dZZjH\" |\\n| 4 | } |\\n```\\n\\nYou should follow the documentation provided for webhooks [here](https://developer.devrev.ai/public/guides/webhooks)\\n\\nMake async API calls\\n--------------------\\n\\n**Key parameters:**\\n\\n* `agent`: Your agent\\xe2\\x80\\x99s ID.\\n* `event.input_message.message`: The query for your agent.\\n* `session_object`: A unique identifier for the conversation session (maintains agent memory).\\n*", + "title": "Agents async API | DevRev | Docs" } ] }, @@ -3089,49 +3089,49 @@ "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-29", + "text": "views\\n\\nAn **Explore** section has been introduced where all your shared, personal, and sprint boards are now conveniently located.\\n\\nTo access your boards and views, navigate to **Explore** in the left navigation menu. The **Explore** section is divided into three categories:\\n\\n * **Stock Views** : Default views provided by DevRev.\\n * **My Views** : Views that you have created.\\n * **Shared** : Views that have been shared with you or your organization.\\n\\n#### Search and filter options", + "title": "October 5: Left navigation | Changelog | DevRev" }, { - "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-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-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 *", + "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-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-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-28", - "text": "changes\\n\\n### New navigation sections\\n\\nThe updated left navigation includes the following sections:\\n\\n * **Work**\\n * **Product**\\n * **Customer**\\n * **People**\\n\\nThese new sections replace the former categories of **Build** , **Product** , **Support** , and **Grow** , offering a more personalized user experience. You can set defaults based on your primary application preferences and add custom views to these sections for easier access.\\n\\n### Explore the section for boards and", - "title": "October 5: Left navigation | Changelog | DevRev" + "id": "ART-12448_KNOWLEDGE_NODE-9", + "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": "Migration guide \u2014 DevRev | Docs" }, { - "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-12463_KNOWLEDGE_NODE-12", + "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": "Migration guide \u2014 DevRev | Docs" }, { - "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-12452_KNOWLEDGE_NODE-12", + "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": "Migration 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-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-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-12459_KNOWLEDGE_NODE-11", + "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": "Migration guide \u2014 DevRev | Docs" } ] }, @@ -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", + "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-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-1174_KNOWLEDGE_NODE-2", + "text": "HTTP/1.1 404 Not Found |\\n| Content-Type: application/json |\\n| Content-Length: 29 |\\n| {\"message\":\"route not found\"} |\\n```\\n\\n| Status 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", + "title": "Errors | 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-1789_KNOWLEDGE_NODE-76", + "text": "bad request error is returned. If a new custom schema specifier is provided, then it will be added to the work, otherwise if a custom schema is omitted from the specifier, it remains unmodified.\\nShow 4 properties\\nResponse.\\n\\nThis endpoint returns an object.\\ncode_change object\\nShow 17 properties\\nAPI Reference notifications Content Template Create.\\n\\nPOST https:// api.devrev.ai / content-template.create\\nCreate the content template.\\nRequest.\\n\\nThis endpoint expects an", + "title": "List \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-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-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-15315_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/commands/list-post)[#### Create Conversation\\n\\nNext](/api-reference/conversations/create)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", + "title": "Update Command | 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-4127_KNOWLEDGE_NODE-21", + "text": "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](/beta/api-reference/groups/update)[#### Delete Incident\\n\\nNext](/beta/api-reference/incidents/delete)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", + "title": "Create Incident | 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-1247_KNOWLEDGE_NODE-16", + "text": "variants\\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/works/get)[#### List Works\\n\\nNext](/api-reference/works/list)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", + "title": "Get Work (POST) | 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-1174_KNOWLEDGE_NODE-3", + "text": "to perform the requested action. |\\n| `404` | `Not Found` | The requested endpoint doesn\\xe2\\x80\\x99t exist. |\\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", + "title": "Errors | 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-17228_KNOWLEDGE_NODE-1", + "text": "repository\\n---------------------------\\n\\nGetting a *Conflict* error when running `make deploy`\\n\\nA snap-in package with the same slug already exists.\\nOverride the `SNAP_IN_SLUG` variable by explicitly updating the variable in `scripts/vars.sh`.\\n\\nDeployment of snap-in failed after *Waiting for snap-in version to be ready* message\\n\\nThe snap-in version could not be built.\\nCheck the logs by running the DevRev CLI command. For prettier UI, pipe the output to `jq`.\\n\\n```\\n| | |\\n| --- |", + "title": "Common issues | 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-4102_KNOWLEDGE_NODE-4", + "text": "value of the Rev user.\\n\\nphone_numberslist of stringsOptional\\n\\nThe phone numbers, in E.164 format, of the Rev user.\\n\\n### Response\\n\\nUpdated Rev user object.\\n\\nrev_userobject\\n\\nShow 16 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\\n409\\n\\nConflict 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.update\\n\\n[code]\\n\\n", + "title": "Update Rev User \u2014 DevRev | Docs" } ] }, @@ -3196,24 +3196,19 @@ "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-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-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-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", + "text": "in the source system.\\n\\nTerms related to connection: AirSync, snap-incontact\\n\\nIndividual prospects or users associated with an organization\\'s workspaces or accounts.\\n\\nContacts can be associated with an account or workspace, but not always.\\n\\nTerms related to contact: account, workspace\\n\\nRead more about contact: [https://devrev.ai/docs/product/grow](https://devrev.ai/docs/product/grow)conversation\\n\\nAn interaction between the builder and consumer that may be escalated to a", + "title": "Glossary" }, { - "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", @@ -3221,29 +3216,34 @@ "title": "June 2025 | Changelog | 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-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-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-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-16784_KNOWLEDGE_NODE-6", - "text": "in the source system.\\n\\nTerms related to connection: AirSync, snap-incontact\\n\\nIndividual prospects or users associated with an organization\\'s workspaces or accounts.\\n\\nContacts can be associated with an account or workspace, but not always.\\n\\nTerms related to contact: account, workspace\\n\\nRead more about contact: [https://devrev.ai/docs/product/grow](https://devrev.ai/docs/product/grow)conversation\\n\\nAn interaction between the builder and consumer that may be escalated to a", - "title": "Glossary" + "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-2037_KNOWLEDGE_NODE-35", + "text": "to associate a PR with multiple DevRev issues without having to include them in the PR title. This associates the PR with the issues and the [automations](#automation) for stage changes apply just as if the issue IDs had been included in the title.\\n\\nExample:\\n\\n```\\n```\\n1 Fixes various formatting issues.\\n\\n\\n\\n2 /towards ISS-31 ISS-232 ISS-421\\n```\\n```\\n\\n### Close\\n\\n**/close** can be used in a PR body to both associate a PR with multiple DevRev issues and close them when the PR is", + "title": "GitHub | Integrate | Snap-ins | DevRev" }, { - "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", + "id": "ART-1414_KNOWLEDGE_NODE-5", + "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": "Workspaces \u2014 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-6175_KNOWLEDGE_NODE-26", + "text": "contacts.\\n* **Link Account and Contact:**\\n Enable this option to link the account and contact to the custom object.\\n* **Account Description Fields:**\\n Enable this option to generate a rich description for accounts using values from multiple Airtable columns.\\n* **Contact Description Fields:**\\n Enable this option to generate a rich description for contacts using values from multiple Airtable columns.\\n* **Airtable Email Columns:**\\n Comma-separated list of names of the columns in", + "title": "Airtable | Automate | Snap-ins | DevRev" } ] }, @@ -3251,55 +3251,55 @@ "query_id": "6dbad6ea-8ad4-41c5-8cf0-ed39a644fb26", "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-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-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", - "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", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" + "id": "ART-4181_KNOWLEDGE_NODE-26", + "text": "Act swiftly with detailed, actionable information\\n\\n![]()\\n\\n![]()\\n\\n![]()\\n\\n![]()\\n\\nClickable push notifications\\n\\nGet direct access to the relevant ticket or conversation, enabling agents to start working on critical issues without missing a beat\\n\\n![]()\\n\\nWe put the SLA in Slack\\n\\nGet real-time Slack alerts for SLA breaches. Customize notifications by ticket details for faster resolution\\n\\n![]()\\n\\nSLA notification on the go\\n\\nGet customizable, real-time email alerts on SLA status.", + "title": "Support like a lightning fast pit-crew" }, { - "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-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-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-1953_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": "Customer email notifications | Computer by DevRev | 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", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" + "id": "ART-2035_KNOWLEDGE_NODE-24", + "text": "from Slack](#create-devrev-conversations-from-slack)\\n* [Conversation roll window](#conversation-roll-window)\\n* [Conversation notifications](#conversation-notifications)\\n* [To enable conversation notifications](#to-enable-conversation-notifications)\\n* [Work management using Slack](#work-management-using-slack)\\n* [DevRev Tickets and Slack](#devrev-tickets-and-slack)\\n* [Ticket sharing options](#ticket-sharing-options)\\n* [Syncing details](#syncing-details)\\n* [Follow-up and merged", + "title": "Slack | Integrate | 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-62", + "text": "conversations from Slack](#create-devrev-conversations-from-slack)\\n* [Conversation roll window](#conversation-roll-window)\\n* [Conversation notifications](#conversation-notifications)\\n* [To enable conversation notifications](#to-enable-conversation-notifications)\\n* [Work management using Slack](#work-management-using-slack)\\n* [DevRev Tickets and Slack](#devrev-tickets-and-slack)\\n* [Ticket sharing options](#ticket-sharing-options)\\n* [Syncing details](#syncing-details)\\n* [Follow-up and", "title": "Slack | Integrate | Snap-ins | 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", + "id": "ART-4199_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": "Slack message agent | Automate | Snap-ins | DevRev" + }, + { + "id": "ART-2035_KNOWLEDGE_NODE-25", + "text": "Tickets](#followup-and-merged-tickets)\\n* [New ticket notifications](#new-ticket-notifications)\\n* [Notifications for ticket state update](#notifications-for-ticket-state-update)\\n* [Ticket digest](#ticket-digest)\\n* [DevRev Issues and Slack](#devrev-issues-and-slack)\\n* [DevRev Incidents and Slack](#devrev-incidents-and-slack)\\n* [Sync options](#sync-options)\\n* [Share and view record details](#share-and-view-record-details)\\n* [Creating custom workflows](#creating-custom-workflows)\\n*", + "title": "Slack | Integrate | Snap-ins | DevRev" + }, + { + "id": "ART-2035_KNOWLEDGE_NODE-63", + "text": "merged Tickets](#followup-and-merged-tickets)\\n* [New ticket notifications](#new-ticket-notifications)\\n* [Notifications for ticket state update](#notifications-for-ticket-state-update)\\n* [Ticket digest](#ticket-digest)\\n* [DevRev Issues and Slack](#devrev-issues-and-slack)\\n* [DevRev Incidents and Slack](#devrev-incidents-and-slack)\\n* [Sync options](#sync-options)\\n* [Share and view record details](#share-and-view-record-details)\\n* [Creating custom workflows](#creating-custom-workflows)\\n*", + "title": "Slack | Integrate | Snap-ins | DevRev" } ] }, @@ -3308,54 +3308,54 @@ "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", + "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-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", + "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-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-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-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-2039_KNOWLEDGE_NODE-25", + "text": "create DevRev tickets from Marker.io issues, you can configure the\\nsnap-in to use this email to auto-fill the **Reported By** and **Customer\\nWorkspace** fields in tickets. If no contact or accounts match the email, they\\nare automatically created.\\n\\nInstalling the Marker.io integration snap-in\\n--------------------------------------------\\n\\n1. Install the [Marker.io](/marketplace/marker-io) from the\\n DevRev Marketplace.\\n2. Configure the snap-in as needed.\\n\\n * (Optional) Select the", + "title": "Marker.io | Integrate | 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-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-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-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-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-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-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*", - "title": "Tickets | 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-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-1483_KNOWLEDGE_NODE-8", + "text": "the snap-in should create a work-item of type ticket when triggered. To do that, use the [DevRev TypeScript SDK](https://www.npmjs.com/package/@devrev/typescript-sdk) to make API calls for creating the ticket.\\n\\n[2](/public/snapin-development/tutorials/timer-ticket-creator#creating-the-snap-in)\\n\\n### Creating the snap-in\\n\\n#### Updating the manifest\\n\\nUpdate the manifest file to reflect the objective. Update the name, the description, and the service account\\xe2\\x80\\x99s display name to", + "title": "Using a snap-in to perform a DevRev action \u2014 DevRev | Docs" }, { - "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-21", + "text": "devrevSDK.worksCreate({ \\n 17| title: ticketName, \\n 18| body: ticketBody, \\n 19| // The ticket is created in the PROD-1 part. Rename this to match your part. \\n 20| applies_to_part: \"PROD-1\", \\n 21| // The ticket is owned by the DEVU-1 user. Rename this to match the required user. \\n 22| owned_by: [\"DEVU-1\"], \\n 23| type: publicSDK.WorkType.Ticket, \\n 24| }); \\n 25| \\n 26| console.log(response); \\n", + "title": "Using a snap-in to perform a DevRev action \u2014 DevRev | Docs" } ] }, @@ -3364,9 +3364,14 @@ "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-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-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-888_KNOWLEDGE_NODE-49", @@ -3374,44 +3379,39 @@ "title": "Privacy Policy" }, { - "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-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-6175_KNOWLEDGE_NODE-26", + "text": "contacts.\\n* **Link Account and Contact:**\\n Enable this option to link the account and contact to the custom object.\\n* **Account Description Fields:**\\n Enable this option to generate a rich description for accounts using values from multiple Airtable columns.\\n* **Contact Description Fields:**\\n Enable this option to generate a rich description for contacts using values from multiple Airtable columns.\\n* **Airtable Email Columns:**\\n Comma-separated list of names of the columns in", + "title": "Airtable | Automate | Snap-ins | DevRev" }, { - "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-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-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-1979_KNOWLEDGE_NODE-31", + "text": "from an email thread containing multiple customer email IDs, multiple reporters may be added. If a DevRev user adds a new customer while responding from DevRev, or if a new customer responds to the email thread, these new customers are added to the **Reported by** field. In the case of the Portal, there is only one **Reported by**, representing the person who has logged in to the portal to report the issue. Additional reporters can be added from the DevRev app. To select a contact in the", + "title": "Tickets | Computer for Support Teams | 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-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-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-16790_KNOWLEDGE_NODE-1", + "text": "Computer.\\n\\nCan I change my email address?\\n\\nYour email address appears to be managed at the organization level and may not be directly editable from the profile page. Contact your organization administrator if you need to update your email address.\\n\\nHow do I leave an organization?\\n\\nIn the Profile settings, you\\'ll find a \"Leave organization\" button. Clicking this will remove your access to the current organization, but you\\'ll retain access to any other organizations you belong", + "title": "Computer Settings and Preferences FAQs" }, { - "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", + "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-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-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" } ] }, @@ -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", - "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-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", + "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-12", - "text": "width=\"0\" style=\"display:none;visibility:hidden\">'", - "title": "Install PLuG chat on your website" + "id": "ART-15490_KNOWLEDGE_NODE-1", + "text": "code snippet provided below on every page where you want the widget to appear for website visitors.\\n\\nUnique app ID\\n-------------\\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\\n1. In DevRev, go to **Settings** > **Support** > **Plug Settings** through the settings icon in the top-left corner.\\n2. Click **Enable Plug Widget** if it isn\\xe2\\x80\\x99t already enabled.\\n3.", + "title": "Install Plug search | 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-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\\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-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" } ] @@ -3475,20 +3475,15 @@ "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-36", @@ -3496,9 +3491,9 @@ "title": "Slack | Integrate | 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-4181_KNOWLEDGE_NODE-28", + "text": "information\\n\\n![]()\\n\\n![]()\\n\\n![]()\\n\\n![]()\\n\\nClickable push notifications\\n\\nGet direct access to the relevant ticket or conversation, enabling agents to start working on critical issues without missing a beat\\n\\n![]()\\n\\nWe put the SLA in Slack\\n\\nGet real-time Slack alerts for SLA breaches. Customize notifications by ticket details for faster resolution\\n\\n![]()\\n\\nSLA notification on the go\\n\\nGet customizable, real-time email alerts on SLA status. Act swiftly with detailed, actionable", + "title": "Support like a lightning fast pit-crew" }, { "id": "ART-2017_KNOWLEDGE_NODE-29", @@ -3506,9 +3501,9 @@ "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", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" + "id": "ART-4181_KNOWLEDGE_NODE-26", + "text": "Act swiftly with detailed, actionable information\\n\\n![]()\\n\\n![]()\\n\\n![]()\\n\\n![]()\\n\\nClickable push notifications\\n\\nGet direct access to the relevant ticket or conversation, enabling agents to start working on critical issues without missing a beat\\n\\n![]()\\n\\nWe put the SLA in Slack\\n\\nGet real-time Slack alerts for SLA breaches. Customize notifications by ticket details for faster resolution\\n\\n![]()\\n\\nSLA notification on the go\\n\\nGet customizable, real-time email alerts on SLA status.", + "title": "Support like a lightning fast pit-crew" }, { "id": "ART-2035_KNOWLEDGE_NODE-38", @@ -3516,13 +3511,18 @@ "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", - "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" + "id": "ART-4181_KNOWLEDGE_NODE-27", + "text": "Act swiftly with detailed, actionable information\\n\\nClickable push notifications\\n\\nGet direct access to the relevant ticket or conversation, enabling agents to start working on critical issues without missing a beat\\n\\nWe put the SLA in Slack\\n\\nGet real-time Slack alerts for SLA breaches. Customize notifications by ticket details for faster resolution\\n\\nSLA notification on the go\\n\\nGet customizable, real-time email alerts on SLA status. Act swiftly with detailed, actionable", + "title": "Support like a lightning fast pit-crew" }, { - "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", + "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-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", "title": "SLA status change Slack notifier | Automate | Snap-ins | DevRev" } ] @@ -3532,9 +3532,14 @@ "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)'", - "title": "Export Accounts (POST) | DevRev | Docs" + "id": "ART-1449_KNOWLEDGE_NODE-4", + "text": "specified stages.\\n\\ntierlist of stringsOptional\\n\\nTier of the accounts to be filtered.\\n\\nwebsiteslist of 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", + "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)[####", + "title": "Export Accounts | DevRev | Docs" }, { "id": "ART-1462_KNOWLEDGE_NODE-3", @@ -3542,43 +3547,38 @@ "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)'", - "title": "Export Accounts | DevRev | Docs" + "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)'", + "title": "Export Accounts (POST) | 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-1255_KNOWLEDGE_NODE-7", + "text": "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 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", + "title": "Export Accounts (POST) | 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-1462_KNOWLEDGE_NODE-2", + "text": "stringsOptional\\n\\nFilters for accounts on specified stages.\\n\\ntierlist of stringsOptional\\n\\nTier of the accounts to be filtered.\\n\\nwebsiteslist of 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", + "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-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-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 \" \\\\", + "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-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", + "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-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-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", + "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" } ] @@ -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-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-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-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-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-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-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-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" }, { - "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-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-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-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-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-1783_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": "Locate \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-1783_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": "Locate \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-17218_KNOWLEDGE_NODE-16", + "text": "existing initial domain mappings.\\n\\n[5](/airsync/initial-domain-mapping#export-the-mapping-file)\\n\\n### Export the mapping file\\n\\nWhen all fields are mapped correctly, click **Export** to download `initial_domain_mapping.json`.\\n\\n### Advanced configuration\\n\\nYou can provide a local metadata file for enhanced functionality:\\n\\n```\\n| | |\\n| --- | --- |\\n| $ | chef-cli configure-mappings --env prod -m metadata.json |\\n```\\n\\nThis enables:\\n\\n* Raw jq transformations using external fields as", + "title": "Initial domain mapping | 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-1784_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": "Locate 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-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-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-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-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-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-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-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-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-24", + "text": "[Configuration](#configuration)\\n\\n1. [Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Ticket issue field migrator](/docs/automations/ticket-issue-field-migrator)\\n\\nTicket issue field migrator\\n---------------------------\\n\\nThe Ticket issue field migration snap-in automates the transfer of custom field values from tickets to new linked issues in DevRev. It checks for empty or undefined fields and fills them with corresponding ticket values based on the field", + "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 *", + "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-3905_KNOWLEDGE_NODE-27", + "text": "|\\n| --- | --- | --- |\\n| Issue | Ticket | \\xe2\\x9c\\x85 |\\n| Private Comment on Issue | Internal Comment on Ticket | \\xe2\\x9c\\x85 |\\n| Public Comment on Issue | Customer Comment on Ticket | \\xe2\\x9c\\x85 |\\n| Label on Issue | Tag on Ticket | \\xe2\\x9c\\x85 |\\n| Link between Issues | Link between Tickets | \\xe2\\x9c\\x85 |\\n| Attachment on Issue | Attachment on Ticket | \\xe2\\x9c\\x85 |\\n| Status Category/States of Issue | State/Stage of Ticket | \\xe2\\x9c\\x85 |\\n| Workflow of Issue | Stage Transition", + "title": "Jira Service Management AirSync | AirSync | Snap-ins | 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-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" }, { - "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-1031_KNOWLEDGE_NODE-6", + "text": "times, causing significant delays\\n\\nThe solution\\n------------\\n\\n### Visual playback of issues\\n\\nComputer, powered by agentic AI, provides product teams with a video of how users interact with the app\\xe2\\x80\\x99s login and splash screens. This visual playback aids in pinpointing where users encounter issues and identifying confusing elements. These insights are then shared with the development team, allowing for quick issue resolution and minimizing drop-offs during the onboarding", + "title": "AR Digital Wealth cuts support TAT by 60% with faster issue solving" }, { - "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-1308_KNOWLEDGE_NODE-462", + "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": "Update \u2014 DevRev | Docs" } ] }, @@ -3705,24 +3705,29 @@ "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-2901_KNOWLEDGE_NODE-34", + "text": "\\n \\n## Troubleshooting\\n\\n * **Issue** : Can\\xe2\\x80\\x99t import the SDK into my app. \\n**Solution** : Double-check the setup process and ensure that `DevRevSDK` is correctly linked to your application.\\n\\n * **Issue** : How does the DevRev SDK handle errors? \\n**Solution** : The 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.", + "title": "iOS integration \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-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" }, { - "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-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-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-12393_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": "Troubleshooting | Workflows | Computer by DevRev | 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", @@ -3730,24 +3735,19 @@ "title": "Issues with Salesforce OAuth connection" }, { - "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-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-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": "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-12393_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": "Troubleshooting | Workflows | 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-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" } ] }, @@ -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-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-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-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-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-1035_KNOWLEDGE_NODE-9", + "text": "velocity of the customer support team with the use of DevRev\\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 DevRev](/case-study/aditya-birla-capital)[![]()\\n\\n4 min readJar improves customer insights and increased conversion rates using DevRev](/case-study/jar)[![]()\\n\\n3 min read ICICI Prudential Life Insurance uses DevRev to slash", + "title": "Goodmeetings uses PLuG to reduce ticket resolution time" }, { - "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-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-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-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-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-1035_KNOWLEDGE_NODE-7", + "text": "and now with DevRev, we are more efficient.\\n\\nTop Features\\n------------\\n\\n* Computer for Customers (in-app customer center / live help chat)\\n* Team inbox for customer conversations\\n* Ticket triage and management\\n* Ticket clustering and attribution to product\\n* Automatic updates\\n* Convergence automation\\n* Customized automatic responses\\n* Snap-ins via DevRev Marketplace\\n* Slack integration\\n* Metrics, insights, reporting through Computer for user analytics\\n\\nThe", + "title": "Goodmeetings uses PLuG to reduce ticket resolution time" }, { - "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-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-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-2749_KNOWLEDGE_NODE-6", + "text": "tools, giving their support and engineering teams context on customer history, product usage, and prior interactions.\\n\\nThis shift improved operational efficiency while fostering better collaboration and faster resolution times, aligning more closely with Phenom's evolving needs and goals.\\n\\nWith DevRev, we've significantly reduced our ticket resolution time by 30%, enhancing our overall support efficiency.\\n\\n![]()\\n\\nMark MacDonaldVice President of Global Customer Care, Phenom\\n\\nThe", + "title": "Phenom transforms talent experience with streamlined support and development workflows" }, { - "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-1035_KNOWLEDGE_NODE-4", + "text": "effectively address their needs until they integrated DevRev.\\n\\nThe Solution\\n------------\\n\\nBefore DevRev, they used various tools such as Atlassian\\'s JIRA, Bitbucket, and Confluence, but faced issues with data discrepancies and outdated interfaces. They also used homegrown solutions like Slack and WhatsApp for customer communication, but logging interactions manually was a challenge. With DevRev, they were able to solve these issues and bring their team closer to their customers.\\n\\nMishra", + "title": "Goodmeetings uses PLuG to reduce ticket resolution time" }, { - "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-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" } ] }, @@ -3812,28 +3812,33 @@ "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" }, { - "id": "ART-1958_KNOWLEDGE_NODE-29", - "text": "whatever combination, that will give user groups permission to perform various operations on dashboards/reports. Out of the box, the following roles are enabled for the predefined user groups:\\n\\n* Admins\\n\\n ![]()\\n* Platform users\\n\\n ![]()\\n\\n By default, platform users have the following permissions:\\n\\n + Create dashboards or reports.\\n + Read, update, and delete their own dashboards or reports.\\n + Create datasets.\\n + Read, update, and delete their own datasets.\\n\\nPlatform users", + "id": "ART-1958_KNOWLEDGE_NODE-31", + "text": "**Share**.\\n\\nVista privileges\\n----------------\\n\\nTwo objects power vista reports: dashboards and datasets. Dashboards represent the view, while datasets represent the actual underlying data. A user must, at a minimum, have access permissions to dashboards in order to perform any meaningful operations on vista reports. Below is a list of possible operations:\\n\\n* **Read**: View a dashboard or report. Dashboard read permissions are required for a user to view a dashboard or report.\\n*", "title": "Access control | Computer by DevRev | DevRev" }, { - "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", + "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-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-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-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-1958_KNOWLEDGE_NODE-31", - "text": "**Share**.\\n\\nVista privileges\\n----------------\\n\\nTwo objects power vista reports: dashboards and datasets. Dashboards represent the view, while datasets represent the actual underlying data. A user must, at a minimum, have access permissions to dashboards in order to perform any meaningful operations on vista reports. Below is a list of possible operations:\\n\\n* **Read**: View a dashboard or report. Dashboard read permissions are required for a user to view a dashboard or report.\\n*", + "id": "ART-1958_KNOWLEDGE_NODE-29", + "text": "whatever combination, that will give user groups permission to perform various operations on dashboards/reports. Out of the box, the following roles are enabled for the predefined user groups:\\n\\n* Admins\\n\\n ![]()\\n* Platform users\\n\\n ![]()\\n\\n By default, platform users have the following permissions:\\n\\n + Create dashboards or reports.\\n + Read, update, and delete their own dashboards or reports.\\n + Create datasets.\\n + Read, update, and delete their own datasets.\\n\\nPlatform users", "title": "Access control | Computer by DevRev | DevRev" }, { @@ -3841,25 +3846,20 @@ "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-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", "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-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-1994_KNOWLEDGE_NODE-35", + "text": "the workspace can view the sprint board in **Sprint Boards** even if it's not exclusively shared with you. You can pin the sprint board for easy access and share the URL too which is under **Share** > **Copy Link**. To grant write permission, click **Share** and enter the email or name of the person.\\n\\n![]()\\n\\n* You can go to **Settings** on the left of the **Insights** button on top to change **Duration** of the sprint and **Define backlog** by adding issue filters like **Part, Owner, Tags,", + "title": "Sprint mode | Computer for Builders | 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-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-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-1771_KNOWLEDGE_NODE-7", + "text": "queries instantly, which frees up our human support agents to promptly address more complex issues.\\n\\n![]()\\n\\nAnkur ShresthaCo-Founder of Tough Trucks for Kids\\n\\nThe impact: Automation, scalability, measurable results\\n-------------------------------------------------------\\n\\n#### Powerful AI automation\\n\\nDevRev\\'s Conversational AI agent intelligently handles 85-90% of routine customer inquiries without human intervention, allowing the support team to focus on more complex issues that", + "title": "ToughTrucksForKids.com achieves dramatic efficiency gains and customer satisfaction through AI-powered support automation" }, { - "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-1036_KNOWLEDGE_NODE-7", + "text": "DevRev's in-app chat widget powered by Conversational AI, enabling users to receive instant support without leaving the application.\\n\\nA lot of our user's queries today are getting handled by DevRev's AI bot. These requests don't require human intervention, saving time not just for the support team but also for the customer. It's a wonderful experience, because users don't have to wait\\n\\n![]()\\n\\nDhruv AgrawalCOO & Co-founder, Shipsy\\n\\n### 3. Agent assistance and proactive issue", + "title": "Shipsy elevates logistics support with AI-powered automation and cross team collaboration" }, { - "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-13178_KNOWLEDGE_NODE-4", + "text": "traditional AI that simply responds to specific queries, agentic AI can make decisions, execute multiple steps, and complete tasks with minimal human intervention, allowing for greater operational efficiency.\\n\\nThink of agentic AI as a digital assistant that doesn\\xe2\\x80\\x99t just answer your questions but actively works to achieve outcomes for you. These autonomous agents can plan sequences of actions, use various tools and systems, adapt to new information, and persist until completing the", + "title": "Understanding Agentic AI: Capabilities and Implications for the Future" }, { - "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-15616_KNOWLEDGE_NODE-8", + "text": "hindering effective resolution\\n\\nNo Built-in AI : AI add-on costs $50 per user monthly and requires purchasing for entire organization\\n\\nAI Agent Training Requirements : Relies on expression-based agents requiring training on predefined questions and answers\\n\\nAI Limitations : AI agents answer questions passively without clarifying, reasoning, or capturing proactive insights\\n\\nRule-based Workflows : Lacks AI decision points for intelligent next-step determination\\n\\nComplex Automations :", + "title": "Zendesk - Competitive - for the PLuG on website" }, { - "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-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-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-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-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-1032_KNOWLEDGE_NODE-13", + "text": "impact of these changes through continuous monitoring, leading to more effective and data-driven UI enhancements supported by autonomous analysis and recommendations.\\n\\n### Enhanced customer satisfaction through intelligent support\\n\\nThe implementation of AI-powered ticket deflection reduced support volume by automatically resolving common queries while enabling support agents to focus on complex technical issues and personalized customer engagement. This balanced approach of intelligent", + "title": "Optimizing user experience: ShemarooMe's success with DevRev" }, { - "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-16", + "text": "PostgreSQL with ANN extensions, and hybrid analytical engines. For embeddings and RAG, frameworks like LlamaIndex and LangChain are used.Documentation and Content Management\\n\\nIngesting Public Documentation to Train AI\\n\\nThis process helps the AI answer customer questions using your own documentation as a source\\n\\nSupported formats: You can import documentation from sources like Google Drive, Notion, or by uploading files (PDF, HTML, Markdown, etc.) directly into DevRev as articles.\\n\\nHow", + "title": "Support queries related playbook" } ] }, @@ -3924,53 +3924,53 @@ "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", + "id": "ART-1386_KNOWLEDGE_NODE-0", + "text": "b'[](/public/api-reference/auth-tokens/get)\\n\\nPublic\\n\\n[API Reference](/public/api-reference/getting-started)[Auth Tokens](/public/api-reference/auth-tokens/create)\\n\\n# Get Auth Token\\n\\nGET\\n\\nhttps://api.devrev.ai/auth-tokens.get\\n\\nTry it\\n\\nGets the token metadata corresponding to the given token ID under the given Dev organization.\\n\\n### Query parameters\\n\\ntoken_idstringRequired`format: \"id\"`\\n\\nThe unique identifier of the token under a given Dev organization.\\n\\n### Response\\n\\nThe", "title": "Get Auth Token \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-1472_KNOWLEDGE_NODE-17", + "text": "auth: githubPAT, \\n 4| });\\n[/code] \\n \\nTo facilitate authentication for DevRev API calls, a DevRev token is required. The initialization process for the DevRev SDK involves using the received endpoint.\\n\\n[code]\\n\\n 1| const devrevToken = event.context.secrets.service_account_token; \\n ---|--- \\n 2| const endpoint = event.execution_metadata.devrev_endpoint; \\n 3| const devrevSDK = client.setup({ \\n 4| endpoint: endpoint, \\n 5| token: devrevToken, \\n 6|", + "title": "Using a snap-in to perform an external action \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-1384_KNOWLEDGE_NODE-0", + "text": "b'[](/public/api-reference/auth-tokens/create)\\n\\nPublic\\n\\n[API Reference](/public/api-reference/getting-started)[Auth Tokens](/public/api-reference/auth-tokens/create)\\n\\n# Create Auth Token\\n\\nPOST\\n\\nhttps://api.devrev.ai/auth-tokens.create\\n\\nTry it\\n\\nCreates a JWT corresponding to the requested token type for the authenticated user.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\nact_asstringOptional`format: \"id\"`\\n\\nThe unique ID of the Dev user or the service account to", + "title": "Create Auth Token \u2014 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-1394_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)[Auth Tokens](/public/api-reference/auth-tokens/create)\\n\\n# Get Auth Token (POST)\\n\\nPOST\\n\\nhttps://api.devrev.ai/auth-tokens.get\\n\\nTry it\\n\\nGets the token metadata corresponding to the given token ID under the given Dev organization.\\n\\n### Request\\n\\nThis endpoint expects an", + "title": "Get Auth Token (POST) \u2014 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-1509_KNOWLEDGE_NODE-52", + "text": "\\\\ > -H \" Authorization: Bearer \" \\\\ > -H \" Content-Type: application/json \" \\\\ > -d \\' { > \"id\": \"ARTIFACT-12345\" > } \\'\\n200 Successful 1 { 2 \" form_data \" : [ 3 { 4 \" key \" : \" key \" , 5 \" value \" : \" value \" 6 } 7 ] , 8 \" url \" : \" url \" 9 }\\nAPI Reference auth-tokens Create.\\n\\nPOST https:// api.devrev.ai / auth-tokens.create\\nCreates a JWT corresponding to the requested token type for the authenticated user.\\nRequest.\\n\\nThis endpoint expects an object.\\nact_as string", + "title": "Prepare \u2014 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-1398_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)[Auth Tokens](/public/api-reference/auth-tokens/create)\\n\\n# Update Auth Token\\n\\nPOST\\n\\nhttps://api.devrev.ai/auth-tokens.update\\n\\nTry it\\n\\nUpdates token metadata of a token issued under a given Dev organization.\\n\\n### Request\\n\\nThis endpoint expects an object.\\n\\ntoken_hintstringRequired`format:", + "title": "Update Auth Token \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-1391_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)[Auth Tokens](/public/api-reference/auth-tokens/create)\\n\\n# Delete Auth Token\\n\\nPOST\\n\\nhttps://api.devrev.ai/auth-tokens.delete\\n\\nTry it\\n\\nRevokes the token that matches the given token ID issued under the given Dev organization.\\n\\n### Request\\n\\nThis endpoint expects an", + "title": "Delete Auth Token \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-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-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-1276_KNOWLEDGE_NODE-13", + "text": "|\\n```\\n\\nTo facilitate authentication for DevRev API calls, a DevRev token is required.\\nThe initialization process for the DevRev SDK involves using the received endpoint.\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | const devrevToken = event.context.secrets.service_account_token; |\\n| 2 | const endpoint = event.execution_metadata.devrev_endpoint; |\\n| 3 | const devrevSDK = client.setup({ |\\n| 4 | endpoint: endpoint, |\\n| 5 | token: devrevToken, |\\n| 6 | }); |\\n```\\n\\nWith the SDKs successfully", + "title": "Using a snap-in to perform an external action | 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", + "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" } ] @@ -3980,29 +3980,34 @@ "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-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-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-1818_KNOWLEDGE_NODE-463", + "text": "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 opportunity task ticket\\nResponse.\\n\\nThis endpoint returns", + "title": "Sla Trackers Get Post \u2014 DevRev | Docs" }, { - "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", - "title": "Ticket-SLA Analytics | Support analytics | Computer for Support Teams | DevRev" + "id": "ART-1818_KNOWLEDGE_NODE-450", + "text": "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 opportunity task ticket\\nResponse.\\n\\nThis endpoint returns", + "title": "Sla Trackers Get Post \u2014 DevRev | Docs" }, { - "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-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-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-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-1986_KNOWLEDGE_NODE-45", @@ -4010,24 +4015,19 @@ "title": "Service-level agreement | 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-1543_KNOWLEDGE_NODE-300", + "text": "(inclusive).\\n\\nmodified_date.before datetime Optional\\n\\nFilters for objects created before the provided timestamp (inclusive).\\n\\nstage string Optional\\n\\nThe SLA tracker stages the filter matches.\\n\\nstatus string Optional\\n\\nThe SLA tracker statuses the filter matches.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\nsla_trackers list of objects\\n\\nThe list of SLA trackers.\\n\\nShow 13 properties\\nnext_cursor string Optional\\n\\nThe cursor used to iterate subsequent results in accordance to", + "title": "Metric Definitions List Post (Beta) \u2014 DevRev | Docs" }, { - "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-28", + "text": "*Conversation Policy*.\\n3. In the **New ticket policy** pane, under **Conditions**, select the ticket attributes values of **Tag**, **Part**, and **Severity**.\\n4. Under **Metrics**, enable or disable **First response**, **Next response**, and **Resolution time**.\\n5. Click **Publish**.\\n\\n![]()\\n\\nSLA metrics are only applied to tickets or conversations that meet the policy's conditions.\\n\\nPublishing an SLA\\n-----------------\\n\\nSLAs can be published once all policies are created. Published", "title": "Service-level agreement | Computer for Support Teams | 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-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-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" } ] }, @@ -4036,9 +4036,9 @@ "query": "automatically change ticket stage when customer responds", "retrievals": [ { - "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-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-1981_KNOWLEDGE_NODE-28", @@ -4046,9 +4046,9 @@ "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-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-2009_KNOWLEDGE_NODE-28", @@ -4056,14 +4056,9 @@ "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-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-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-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-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-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-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-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-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" } ] }, @@ -4092,9 +4092,9 @@ "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-38", + "text": "and **Public Portal**.\\n\\n### Share an article\\n\\nOnce you've created an article, you have two options to share it:\\n\\n* Use **Copy external link** to share with your customers, allowing them to access the article directly.\\n* Use **Copy internal link** to share with your internal organizational team members.\\n\\nThe ability to view the article depends on the settings for **Visible to** and **Status** that have been configured.\\n\\n* If you are sharing an external link with non-signed-in", + "title": "Articles | Knowledge Base | Computer for Support Teams | DevRev" }, { "id": "ART-1985_KNOWLEDGE_NODE-35", @@ -4102,44 +4102,44 @@ "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-4070_KNOWLEDGE_NODE-5", + "text": "article object, or unchanged if not provided.\\n\\nurlstringOptional`format: \"text\"`\\n\\nUpdates the URL of the external article.\\n\\n### Response\\n\\nSuccess.\\n\\narticleobject\\n\\nShow 19 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\\nPOST\\n\\n/articles.update\\n\\n[code]\\n\\n $| curl -X POST", + "title": "Update Article \u2014 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-1304_KNOWLEDGE_NODE-33", + "text": "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 authors of the article.\\ncustom_fields map from", + "title": "Get \u2014 DevRev | Docs" }, { - "id": "ART-1985_KNOWLEDGE_NODE-38", - "text": "and **Public Portal**.\\n\\n### Share an article\\n\\nOnce you've created an article, you have two options to share it:\\n\\n* Use **Copy external link** to share with your customers, allowing them to access the article directly.\\n* Use **Copy internal link** to share with your internal organizational team members.\\n\\nThe ability to view the article depends on the settings for **Visible to** and **Status** that have been configured.\\n\\n* If you are sharing an external link with non-signed-in", + "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-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-15716_KNOWLEDGE_NODE-18", + "text": "external knowledge bases via a\\xc2\\xa0URL or sitemap, and offers\\xc2\\xa0migration tools\\xc2\\xa0for certain platforms.\\n\\nIf you have a\\xc2\\xa0CSV file:\\n\\nIf the CSV contains\\xc2\\xa0URLs\\xc2\\xa0pointing to existing articles (from which content can be extracted), it may be usable.\\n\\nHowever, if the CSV contains the\\xc2\\xa0actual article content directly, DevRev currently\\xc2\\xa0does not support\\xc2\\xa0importing knowledge base articles from CSV files.\\n\\nFor the latest capabilities, check the", + "title": "Support queries related playbook" }, { - "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-17230_KNOWLEDGE_NODE-11", + "text": "example shows a link to another article:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | |\\n| 2 | Contact our Support Team |\\n| 3 | |\\n```\\n\\nLet\\xe2\\x80\\x99s say the content of your external system looks like this:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 |

|\\n| 2 | You can create an account and log-in |\\n| 3 | |\\n| 4 | only |\\n|", + "title": "Rich text fields | DevRev | Docs" }, { - "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-4065_KNOWLEDGE_NODE-1", + "text": "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/articles.delete\\n\\n[code]\\n\\n $| curl -X POST https://api.devrev.ai/articles.delete \\\\ \\n ---|--- \\n >| -H \"Authorization: Bearer \" \\\\ \\n >| -H \"Content-Type: application/json\" \\\\ \\n >| -d \\'{ \\n >| \"id\": \"ARTICLE-12345\" \\n >| }\\'\\n[/code] \\n \\nTry", + "title": "Delete Article \u2014 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-15294_KNOWLEDGE_NODE-9", + "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\\nWas this page helpful?\\n\\nYesNo\\n\\n[Previous](/api-reference/articles/delete-article)[#### Get Article (POST)\\n\\nNext](/api-reference/articles/get-article-post)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", + "title": "Get Article | 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-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" } ] }, @@ -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-15342_KNOWLEDGE_NODE-5", + "text": "change\\nresults in a change in the stage diagram.\\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/stock-schema-fragments-list-post)[#### Create Stage Diagram\\n\\nNext](/api-reference/customization/stage-diagrams-create)[Built", + "title": "Prepare-Update Schemas Subtypes | 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-1566_KNOWLEDGE_NODE-154", + "text": "stages.custom.create\\n\\nCreates a custom stage.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\nname string Required\\n\\nThe name of the custom stage.\\n\\nordinal integer Required\\n\\nThe ordinal of the custom stage used for ordering.\\n\\nstate string Required\\n\\nThe state ID.\\n\\nmarketplace_ref string Optional\\n\\nA reference to the marketplace item from which this stage was imported.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_stage object\\nShow 9 properties\\nAPI Reference", + "title": "Transition (Beta) \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-1551_KNOWLEDGE_NODE-154", + "text": "stages.custom.create\\n\\nCreates a custom stage.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\nname string Required\\n\\nThe name of the custom stage.\\n\\nordinal integer Required\\n\\nThe ordinal of the custom stage used for ordering.\\n\\nstate string Required\\n\\nThe state ID.\\n\\nmarketplace_ref string Optional\\n\\nA reference to the marketplace item from which this stage was imported.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_stage object\\nShow 9 properties\\nAPI Reference", + "title": "Update (Beta) \u2014 DevRev | Docs" }, { - "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-1564_KNOWLEDGE_NODE-154", + "text": "stages.custom.create\\n\\nCreates a custom stage.\\n\\nRequest.\\n\\nThis endpoint expects an object.\\nname string Required\\n\\nThe name of the custom stage.\\n\\nordinal integer Required\\n\\nThe ordinal of the custom stage used for ordering.\\n\\nstate string Required\\n\\nThe state ID.\\n\\nmarketplace_ref string Optional\\n\\nA reference to the marketplace item from which this stage was imported.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_stage object\\nShow 9 properties\\nAPI Reference", + "title": "List (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-2016_KNOWLEDGE_NODE-26", + "text": "of an issue changes then the changes are also reflected accordingly in issues/enhancements.\\n\\n1. Create the mapping in the CSV file in the format given below. The CSV file should contain the following columns:\\n\\n * Ticket Subtype\\n * Issue Stage or Enhancement Stage\\n * Ticket Stage\\n\\n Refer to the default stages documentation for each product feature:\\n\\n * [Issue stages](https://docs.devrev.ai/product/issues)\\n * [Ticket stages](https://docs.devrev.ai/product/tickets)\\n *", + "title": "StageFlow automator | Automate | Snap-ins | DevRev" }, { - "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-996_KNOWLEDGE_NODE-37", + "text": "of the state and stage. For example\\n # active: pr approval pending, etc.\\n - name: state\\n devrev_field_type: overridable_enum\\n devrev_enum:\\n - open\\n - in-progress\\n - closed\\n is_required: true\\n is_system: true\\n description: State of the object based upon the stage\\n gateway:\\n is_filterable: true\\n ui:\\n display_name: State\\n is_hidden: true\\n - name: stage\\n", + "title": "An Example Object Model Style Guide (our actual style guide)" }, { - "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-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-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-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-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-996_KNOWLEDGE_NODE-35", + "text": "is_system: true\\n description: State of the object based upon the stage\\n gateway:\\n is_filterable: true\\n ui:\\n display_name: State\\n is_hidden: true\\n - name: stage\\n devrev_field_type: composite\\n description: Stage of the object\\n is_required: true\\n gateway:\\n api_visibility: public\\n is_filterable: true\\n ui:\\n display_name: Stage\\n is_bulk_action_enabled: true\\n", + "title": "An Example Object Model Style Guide (our actual style guide)" } ] }, @@ -4208,40 +4208,35 @@ "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-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-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-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.", - "title": "Email snap-in configuration | Email | Integrate | Snap-ins | DevRev" - }, { "id": "ART-2032_KNOWLEDGE_NODE-27", "text": "toggle on **Make public** to make the connection public for your organization.\\n\\n#### Organization calendar sync\\n\\n1. Update the snap-in configurations as needed.\\n\\n * **Internal Domains**: List of internal domains to be considered as internal users.\\n * **Calendar ID**: ID of Google calendar to be synced to DevRev. The default is primary.\\n * **Exclude Matching Events**: Excludes event if their title starts or ends with the specified string. Default is -.\\n * **Skip Events With", "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", + "id": "ART-2032_KNOWLEDGE_NODE-3", + "text": "management](/docs/product/workflow-management)\\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 + [AI use cases in DevRev](/docs/product/ai-use-cases)\\n + [Remote MCP server](/docs/product/remote-mcp)\\n* [Support](/docs/product/support)\\n\\n + [Inbox](/docs/product/inbox)\\n + [Support", "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-3207_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": "Email snap-in configuration | Email | Integrate | Snap-ins | DevRev" + }, + { + "id": "ART-16804_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 Calendar AirSync | 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.", + "title": "Email snap-in configuration | Email | Integrate | Snap-ins | DevRev" }, { "id": "ART-2032_KNOWLEDGE_NODE-16", @@ -4249,8 +4244,13 @@ "title": "Google Calendar | Integrate | 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-2874_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": "Ticket issue field migrator | Automate | Snap-ins | DevRev" + }, + { + "id": "ART-16804_KNOWLEDGE_NODE-29", + "text": "the\\nimported account:\\n\\n* **Sync to DevRev**\\n\\n This option synchronizes new or updated calendar events into DevRev since the\\n last import.\\n* **View Report**\\n\\n Access detailed information about the initial import and subsequent syncs.\\n* **Delete Import**\\n\\n Remove the import and all associated calendar data from DevRev.\\n* **Edit Connection**\\n\\n Update the connection credentials for subsequent syncs.\\n\\n### Sync to DevRev\\n\\nAfter a successful import from Google Calendar, you can", "title": "Google Calendar AirSync | Integrate | Snap-ins | DevRev" } ] @@ -4264,50 +4264,50 @@ "text": "you want to establish a parent-child relationship between tickets and a custom object\\ntype called \\xe2\\x80\\x9cCampaign\\xe2\\x80\\x9d. This relationship helps track which tickets are assigned to which campaigns.\\n\\nTo create this relationship, make an API call to create a link type:\\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 \\'", "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", - "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-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", + "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", "title": "Links | 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-1545_KNOWLEDGE_NODE-123", + "text": "object\\nShow 6 properties\\nAPI Reference customization Custom Link Type Get.\\n\\nGET https://api.devrev.ai / link-types.custom.get\\n\\nGets a custom link type.\\n\\nQuery parameters.\\n\\nid string Required\\n\\nThe ID of the custom link type to get.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_link_type object\\nShow 6 properties\\nAPI Reference customization Custom Link Type Get Post.\\n\\nPOST https://api.devrev.ai / link-types.custom.get\\n\\nGets a custom link type.\\n\\nRequest.\\n\\nThis", + "title": "Create (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-1651_KNOWLEDGE_NODE-196", + "text": "an object.\\ncustom_link_type object\\nShow 6 properties\\nAPI Reference customization Custom Link Type Get Post.\\n\\nPOST https:// api.devrev.ai / link-types.custom.get\\nGets a custom link type.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the custom link type to get.\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_link_type object\\nShow 6 properties\\nAPI Reference customization Custom Link Type List.\\n\\nGET https:// api.devrev.ai /", + "title": "Create \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-1591_KNOWLEDGE_NODE-196", + "text": "an object.\\ncustom_link_type object\\nShow 6 properties\\nAPI Reference customization Custom Link Type Get Post.\\n\\nPOST https:// api.devrev.ai / link-types.custom.get\\nGets a custom link type.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the custom link type to get.\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_link_type object\\nShow 6 properties\\nAPI Reference customization Custom Link Type List.\\n\\nGET https:// api.devrev.ai /", + "title": "Create \u2014 DevRev | Docs" + }, + { + "id": "ART-1605_KNOWLEDGE_NODE-196", + "text": "an object.\\ncustom_link_type object\\nShow 6 properties\\nAPI Reference customization Custom Link Type Get Post.\\n\\nPOST https:// api.devrev.ai / link-types.custom.get\\nGets a custom link type.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the custom link type to get.\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_link_type object\\nShow 6 properties\\nAPI Reference customization Custom Link Type List.\\n\\nGET https:// api.devrev.ai /", + "title": "Create \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-1832_KNOWLEDGE_NODE-196", + "text": "an object.\\ncustom_link_type object\\nShow 6 properties\\nAPI Reference customization Custom Link Type Get Post.\\n\\nPOST https:// api.devrev.ai / link-types.custom.get\\nGets a custom link type.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the custom link type to get.\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_link_type object\\nShow 6 properties\\nAPI Reference customization Custom Link Type List.\\n\\nGET https:// api.devrev.ai /", + "title": "Create \u2014 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-1649_KNOWLEDGE_NODE-196", + "text": "an object.\\ncustom_link_type object\\nShow 6 properties\\nAPI Reference customization Custom Link Type Get Post.\\n\\nPOST https:// api.devrev.ai / link-types.custom.get\\nGets a custom link type.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the custom link type to get.\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_link_type object\\nShow 6 properties\\nAPI Reference customization Custom Link Type List.\\n\\nGET https:// api.devrev.ai /", + "title": "Create \u2014 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-1822_KNOWLEDGE_NODE-196", + "text": "an object.\\ncustom_link_type object\\nShow 6 properties\\nAPI Reference customization Custom Link Type Get Post.\\n\\nPOST https:// api.devrev.ai / link-types.custom.get\\nGets a custom link type.\\nRequest.\\n\\nThis endpoint expects an object.\\nid string Required\\nThe ID of the custom link type to get.\\nResponse.\\n\\nThis endpoint returns an object.\\ncustom_link_type object\\nShow 6 properties\\nAPI Reference customization Custom Link Type List.\\n\\nGET https:// api.devrev.ai /", + "title": "Create \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-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-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-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-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-42", + "text": "reveal additional criteria. You can also sort, group, and customize the displayed columns.\\n\\nArticle version management\\n--------------------------\\n\\nEvery time an article is updated, a new version is saved. You can track who made updates, when, and restore older versions if needed.\\n\\nView and restore previous versions:\\n\\n1. Open the article and click the 3-dot menu at the top right.\\n2. Select **Versions**.\\n3. Click **Restore version** to revert to a previous version.\\n\\nArticle", + "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-4066_KNOWLEDGE_NODE-17", + "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'", + "title": "Get Article \u2014 DevRev | Docs" }, { - "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-15291_KNOWLEDGE_NODE-10", + "text": "with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", + "title": "Get Article (POST) | DevRev | Docs" }, { - "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-15293_KNOWLEDGE_NODE-1", + "text": "-H \"Content-Type: application/json\" \\\\ |\\n| > | -d \\'{}\\' |\\n```\\n\\n[Try it](/api-reference/articles/list-articles-post?explorer=true)\\n\\n200Successful\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | { |\\n| 2 | \"articles\": [ |\\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": "List Articles (POST) | DevRev | Docs" }, { - "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-17230_KNOWLEDGE_NODE-11", + "text": "example shows a link to another article:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | |\\n| 2 | Contact our Support Team |\\n| 3 | |\\n```\\n\\nLet\\xe2\\x80\\x99s say the content of your external system looks like this:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 |

|\\n| 2 | You can create an account and log-in |\\n| 3 | |\\n| 4 | only |\\n|", + "title": "Rich text fields | 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-4066_KNOWLEDGE_NODE-12", + "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": "Get Article \u2014 DevRev | Docs" }, { - "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", + "id": "ART-4066_KNOWLEDGE_NODE-15", + "text": "](https://medium.com/devrev)\\n * [Linkedin ](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", "title": "Get Article \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-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" } ] }, @@ -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-15621_KNOWLEDGE_NODE-5", + "text": "history)\\n\\nKeyword-based search approach\\n\\nLacks understanding of user behavior patterns and work context\\n\\nSearch results described as \"total mess to wade through\" by users\\n\\nDevRev Superiority : Advanced contextual intelligence\\n\\nUses rich user activity patterns and work history\\n\\nContext-aware search results understanding user intent\\n\\nProactive surfacing of business-critical patterns and trends Search Analytics & Workflows\\n\\nGlean Constraints : Limited (Can\\'t do analytics &", + "title": "Glean - Competitive - for the PLuG on website" }, { - "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", - "title": "Understanding Agentic AI: Capabilities and Implications for the Future" + "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-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-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-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-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" }, { - "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-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-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-970_KNOWLEDGE_NODE-71", + "text": "understanding of their significance and relevance. This contextualization can lead to richer insights and more informed decision-making.\\n Discovering Hidden Associations: Knowledge graphs have the capacity to unveil hidden associations and dependencies among items. This can be instrumental in fields like network security, fraud detection, and recommendation systems.\\n Navigational Efficiency: Knowledge graphs offer efficient navigation through complex datasets. Users can traverse", + "title": "The Story" }, { - "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-970_KNOWLEDGE_NODE-70", + "text": "relationships and contextual information.\\n Temporal Event Clustering: Knowledge graphs are not confined to static data. They excel at clustering events over time, providing a dynamic perspective on how various occurrences are interconnected. This is particularly valuable in fields where temporal analysis is essential, such as historical research, financial markets, and epidemiology.\\n Contextual Insights: With knowledge graphs, items are situated within a broader context, fostering a deeper", + "title": "The Story" }, { - "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-4179_KNOWLEDGE_NODE-4", + "text": "scale](https://devrevu.reach360.com/share/course/4556a7f2-c32b-4f50-8e81-3ceb983a02df)[![]()\\n\\nDevRev: Analytics, Access and Security Control\\n\\nTurn insights into action while keeping your org secure](https://devrevu.reach360.com/share/course/84d86087-82df-40fe-a656-689508b5622c)\\n\\nJoin our next live session\\n\\nJoin us for live training sessions via Zoom to kickstart your learning journey. See best practices in action and take your skills to the next level.\\n\\n[See Upcoming", + "title": "DevRev University" }, { - "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-2076_KNOWLEDGE_NODE-4", + "text": "scale](https://devrevu.reach360.com/share/course/4556a7f2-c32b-4f50-8e81-3ceb983a02df)[![]()\\n\\nDevRev: Analytics, Access and Security Control\\n\\nTurn insights into action while keeping your org secure](https://devrevu.reach360.com/share/course/84d86087-82df-40fe-a656-689508b5622c)\\n\\nJoin our next live session\\n\\nJoin us for live training sessions via Zoom to kickstart your learning journey. See best practices in action and take your skills to the next level.\\n\\n[See Upcoming", + "title": "DevRev University" } ] }, @@ -4427,34 +4427,24 @@ "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", + "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-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-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-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-3", - "text": "migration and integrations\\n\\nReady-to-go reporting and analytics\\n\\n45-day free trial\\n\\nWhat\\'s included in Support Pro ($59.99/month)?\\n\\nEverything in Starter\\n\\nAdvanced reporting & analytics\\n\\nCustom SLA and routing policies\\n\\nCustomizable object and data types\\n\\n45-day free trial\\n\\nWhat\\'s included in Support Ultimate?\\n\\nEverything in Pro\\n\\nFull object model customization and unlimited integrations\\n\\nEnterprise-grade security, compliance, controls, and policies\\n\\nCustom 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" }, { @@ -4462,20 +4452,30 @@ "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-15627_KNOWLEDGE_NODE-3", + "text": "migration and integrations\\n\\nReady-to-go reporting and analytics\\n\\n45-day free trial\\n\\nWhat\\'s included in Support Pro ($59.99/month)?\\n\\nEverything in Starter\\n\\nAdvanced reporting & analytics\\n\\nCustom SLA and routing policies\\n\\nCustomizable object and data types\\n\\n45-day free trial\\n\\nWhat\\'s included in Support Ultimate?\\n\\nEverything in Pro\\n\\nFull object model customization and unlimited integrations\\n\\nEnterprise-grade security, compliance, controls, and policies\\n\\nCustom pricing", + "title": "DevRev Pricing - for the PLuG on the website" + }, { "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-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-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.'", "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-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-15621_KNOWLEDGE_NODE-22", + "text": "excels in providing granular, field-level access controls per user role\" Pricing & Value Proposition Strategy Glean\\'s Pricing Challenges\\n\\nHigh Cost Structure : $25/user/month for keyword-based search\\n\\nSeat-Based Limitations : Unused license burden and scaling constraints\\n\\nPremium for Basic Features : Expensive pricing for document search capabilities DevRev\\'s Pricing Advantages\\n\\nZero-Cost Static Search : Disrupting market by offering basic search capabilities at no cost\\n\\nUsage-Based", + "title": "Glean - Competitive - for the PLuG on website" } ] }, @@ -4484,9 +4484,9 @@ "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-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-2011_KNOWLEDGE_NODE-24", @@ -4494,14 +4494,9 @@ "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-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-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-2011_KNOWLEDGE_NODE-25", @@ -4509,14 +4504,9 @@ "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-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-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-5", @@ -4524,14 +4514,24 @@ "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-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-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-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": "CSAT on ticket | Automate | Snap-ins | DevRev" + }, + { + "id": "ART-2013_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": "CSAT on conversation | 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" } ] }, @@ -4540,14 +4540,14 @@ "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-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-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-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-1978_KNOWLEDGE_NODE-37", @@ -4555,38 +4555,38 @@ "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-1978_KNOWLEDGE_NODE-26", + "text": "online platform that enables your customers to interact with your support team, create support tickets, track the progress of their requests, and engage in conversations related to their issues. It serves as a centralized hub for managing customer support inquiries efficiently.\\n\\nThe customer portal is available in both web and mobile formats (Android and iOS). It enables end users to access support articles, manage tickets, and interact with the support team.\\n\\nBenefits of using the customer", + "title": "Customer portal | 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-1978_KNOWLEDGE_NODE-30", + "text": "communication.\\n\\n### Article search\\n\\n* Your customers can search across your articles and self-serve themselves on their queries. This empowers your customers to find answers on their own instead of waiting for your support team to get back to them.\\n* The customer portal supports both syntactic search (finds results based on keywords) and semantic search (finds results based on the meaning or context of your query\\n\\n### SEO compatibility\\n\\n![]()\\n\\nThis is a limited availability feature", + "title": "Customer portal | Computer for Support Teams | DevRev" }, { - "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-3195_KNOWLEDGE_NODE-3", + "text": "query parameter `state` for filtering works\\n* This affects the following endpoints:\\n + [`/works.export`](/beta/api-reference/works/export-post)\\n + [`/works.list`](/beta/api-reference/works/list-post)\\n\\nThe changes are primarily focused on:\\n\\n1. Adding support for meetings in link objects\\n2. Enhancing SLA tracking capabilities with new properties\\n3. Adding account filtering to SLAs\\n4. Adding state filtering capability for works endpoints\\n\\nAll modified endpoints continue to maintain", + "title": "January 17, 2025 | 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-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-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-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-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,", + "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-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-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" } ] @@ -4596,53 +4596,53 @@ "query": "unable to convert conversation into ticket and can't fill customer information", "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-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-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", + "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-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-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-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-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-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** :", + "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-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", + "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-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-4271_KNOWLEDGE_NODE-28", + "text": "PLuG widget:\\n\\n * The ticket number and basic details appear in the same conversation pane.\\n * Users can click **Details** to view complete ticket information.\\n * If the **Tickets** tab is enabled in PLuG, users can track their ticket status there.\\n\\n### Slack experience\\n\\nWhen a conversation is converted to a ticket in Slack:\\n\\n * Ticket information is sent within the same thread.\\n * All subsequent messages sync with the newly created ticket.\\n * The transition is seamless for the", + "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*", - "title": "Conversation to ticket conversion | Conversations | Computer for Support Teams | 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" }, { - "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-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" }, { - "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", + "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" } ] @@ -4652,23 +4652,23 @@ "query": "control email notifications for new conversation", "retrievals": [ { - "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", + "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-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", + "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}", + "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" }, { @@ -4677,28 +4677,28 @@ "title": "Customer email notifications | Computer by DevRev | 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-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-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", + "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-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.", + "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", "title": "Customer email notifications | Computer by DevRev | 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-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" }, { - "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-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": "Customer email notifications | Computer by DevRev | DevRev" } ] @@ -4708,14 +4708,14 @@ "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,", - "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", + "title": "Ticket age in engineering | 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-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-25", @@ -4723,39 +4723,39 @@ "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-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-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-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-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-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-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", - "title": "Session recording options | Session analytics | Computer for Your Customers | 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-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-4271_KNOWLEDGE_NODE-12", + "text": "tracker](/docs/automations/task-tracker?)\\n * [Ticket Tagger](/docs/automations/ticket-tagger?)\\n * [Work duration](/docs/automations/work-duration?)\\n * [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 * [Reported by enricher](/docs/automations/ticket-reported-by?)\\n * [CSV work item", + "title": "Convert Conversations to Tickets | Conversations | Support | 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-2012_KNOWLEDGE_NODE-12", + "text": "tracker](/docs/automations/task-tracker?)\\n * [Ticket Tagger](/docs/automations/ticket-tagger?)\\n * [Work duration](/docs/automations/work-duration?)\\n * [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 * [Reported by enricher](/docs/automations/ticket-reported-by?)\\n * [CSV work item", + "title": "Follow-up ticket | 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-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" } ] }, @@ -4764,54 +4764,54 @@ "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-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-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-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-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-1478_KNOWLEDGE_NODE-7", + "text": "are written in markdown and can be provided in the `setup_instructions` field of the event source.\\n\\nTo provide dynamic instructions, you can access some metadata from event source objects. The following fields are accessible:\\n\\n * `{{source.name}}`: Name of the event source\\n * `{{source.trigger_url}}`: Webhook URL\\n * `{{source.config.}}`: Fields from within the event source configuration\\n\\nFor example:\\n\\n[code]\\n\\n 1| event_sources: \\n ---|--- \\n 2|", + "title": "Event sources \u2014 DevRev | Docs" }, { - "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-15689_KNOWLEDGE_NODE-25", + "text": "timeline entries while providing dynamic error handling and detailed tracking. With comprehensive status reporting, users receive a clear breakdown of successful and failed operations, including row numbers, error reasons, and the link of the created timeline entries.\\n\\nFeature\\n-------\\n\\n* **Access Control**: Ensures only authorized users from the group selected in the snap-in configuration can run the snap-in\\n\\nCSV requirements\\n----------------\\n\\n1. The display\\\\_id field is mandatory", + "title": "CSV comments uploader | Automate | Snap-ins | DevRev" }, { - "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-13189_KNOWLEDGE_NODE-29", + "text": "and presentation needs.\\n + Share via Email: Dashboards can be directly shared via email, streamlining the process of distributing key metrics and insights to stakeholders.\\n\\n **What's improved:**\\n\\n + Enhanced Export Functionality: Improved the export functionality to ensure high-quality outputs in all supported formats.\\n* **Automatic Dynamic Drill-throughs for Vista Reports**\\n\\n Introducing a new way to explore data in Vista reports. With the latest update, users can now access", + "title": "March and April 2025 | Changelog | DevRev" }, { - "id": "ART-992_KNOWLEDGE_NODE-8", - "text": "any security groups with inbound rules allowing 0.0.0.0/0 with any/all port/protocols, or inbound SSH (yikes) you should consider evaluating things :)\\n\\nFastly CDN/C@E\\n\\n\\n\\nCDNs are not a new concept and have been around for years providing static asset caching and DDoS prevention.\\n\\nHowever, in the past few years, these have expanded to now include capabilities like web-application firewalls (WAFs) and edge compute (logic execution in the CDN) capabilities.\\n\\nIn this section,", - "title": "Perimeter security with Fastly edge and AWS \u2014 Part I" + "id": "ART-1005_KNOWLEDGE_NODE-12", + "text": "fully virtual bank (e.g., no retail locations); however, it has worked out quite well so far. Provisioning cards is simple, reporting is great, and it has APIs we\\xe2\\x80\\x99ve integrated with.\\n\\nWhat would we have done differently?\\nNothing, been impressed with this so far; however, this one was a little surprising.\\n\\nMail \\xe2\\x86\\x92 Google Workspace (Gsuite)\\n\\nWhat is it?\\nEmail and collaboration.\\n\\nWhat should you look for?\\n\\n\\n SCIM provisioning via IdP\\n Pricing and", + "title": "Choosing the Right Systems For Your Startup" }, { - "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", - "title": "DevRev | Built for AI (not by AI... yet)" + "id": "ART-4163_KNOWLEDGE_NODE-6", + "text": "Demo](/request-a-demo)[Discover Airdrop](/airdrop)\\n\\n![]()\\n\\nSet up bidirectional syncs with your existing tools like Jira and GitHub so work is always updated in real-time and driven by code.\\n\\n###\\n\\nDevRev has centralized our workflow, enabling our engineers and PMs to remain on the pulse of real-time updates.\\xe2\\x80\\x9d\\n-----------------------------------------------------------------------------------------------------------------\\n\\n### Shikhar Agarwal\\n\\n### CTO, Spotnana\\n\\n[Read", + "title": "Make development customer-centric with DevRev" }, { - "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", - "title": "The Story" + "id": "ART-15621_KNOWLEDGE_NODE-18", + "text": "Usage-Based Pricing Model\\n\\nPositioning : \"DevRev\\'s usage-based model democratizes access to AI-powered search while eliminating the burden of unused seat licenses, delivering superior ROI alignment\"\\n\\nBattle Tactic : Highlight cost savings and flexibility vs. Glean\\'s $25/user/month seat-based pricing\\n\\n4. Unified Agent Architecture\\n\\nPositioning : \"Unified agent architecture eliminates operational overhead through multi-agent management via single interface with dynamic skill loading per", + "title": "Glean - Competitive - for the PLuG on website" } ] }, @@ -4819,20 +4819,25 @@ "query_id": "c39f3527-19c2-4a64-be83-43b0e6a2ef0b", "query": "Audit logging for all customer portal activities", "retrievals": [ + { + "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-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-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-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-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-4", + "text": "Users\\n\\nNext](/beta/api-reference/compliance/delete-rev-users-personal-data)[Built with](https://buildwithfern.com/?utm_campaign=buildWith&utm_medium=docs&utm_source=developer.devrev.ai)'", + "title": "Fetch Audit Logs | DevRev | Docs" }, { "id": "ART-1978_KNOWLEDGE_NODE-24", @@ -4840,33 +4845,28 @@ "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-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-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-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-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-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-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-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-26", + "text": "online platform that enables your customers to interact with your support team, create support tickets, track the progress of their requests, and engage in conversations related to their issues. It serves as a centralized hub for managing customer support inquiries efficiently.\\n\\nThe customer portal is available in both web and mobile formats (Android and iOS). It enables end users to access support articles, manage tickets, and interact with the support team.\\n\\nBenefits of using the customer", "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-1636_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": "Update \u2014 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-1592_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": "Update \u2014 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-1597_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": "Update \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-1792_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": "Update \u2014 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-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": "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-1655_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": "Update \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-1837_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": "Update \u2014 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" } ] }, @@ -4932,14 +4932,19 @@ "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-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-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-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-1004_KNOWLEDGE_NODE-7", + "text": "time it takes for a specific support engineer 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 by the engineer) / (Total number of resolved tickets by the engineer)\\n \\n \\n\\n\\nSELECT engineer_id, AVG(TIMESTAMPDIFF(MINUTE, t.created_at, t.resolved_at)) AS IndividualAverageResolutionTime\\nFROM tickets t\\nWHERE t.status = 'resolved'\\nAND EXTRACT(@period FROM t.created_at) =", + "title": "Understanding a Support Engineer's Pain Points and KPIs" }, { "id": "ART-1986_KNOWLEDGE_NODE-43", @@ -4947,39 +4952,34 @@ "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-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-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-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-1947_KNOWLEDGE_NODE-30", + "text": "between. A ticket is associated with a part of the product and can come from either an internal or an external user.\\n\\n> Example: \"User reported a problem using product X. They need a workaround for this problem.\"\\n\\nWhen a support ticket is filed, it\\'s a commitment that the concern will be addressed or resolved. The service-level metric for tickets is time to resolution.\\n\\nYou might have seen systems (such as Intercom) that have just conversations or systems (such as Zendesk) that just have", + "title": "Apps | Computer by DevRev | 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-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-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", + "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-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-1947_KNOWLEDGE_NODE-35", + "text": "relate.\\n\\n```\\nBuild\\n\\n\\n\\nSupport\\n\\n\\n\\nWork required\\n\\n\\n\\nResolved\\n\\n\\n\\nResolved\\n\\n\\n\\nWork required\\n\\n\\n\\nResolved\\n\\n\\n\\nWon\\'t fix\\n\\n\\n\\nDuplicate\\n\\n\\n\\nCustomer\\n\\n\\n\\nConversation\\n\\n\\n\\nTicket\\n\\n\\n\\nClose\\n\\n\\n\\nClose\\n\\n\\n\\nIssue\\n\\n\\n\\nIn development\\n\\n\\n\\nClose\\n```\\n\\nWork item linkage\\n-----------------\\n\\nOnce your organization has implemented a mechanism for customers to start conversations, all customer conversations can be tracked within DevRev and any", + "title": "Apps | Computer by DevRev | 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-1035_KNOWLEDGE_NODE-10", + "text": "resolution time by 95%](/case-study/icici-prudential-life)\\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 Teams](/for-support-teams)\\n* [For", + "title": "Goodmeetings uses PLuG to reduce ticket resolution time" } ] }, @@ -4988,9 +4988,14 @@ "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-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-6175_KNOWLEDGE_NODE-26", + "text": "contacts.\\n* **Link Account and Contact:**\\n Enable this option to link the account and contact to the custom object.\\n* **Account Description Fields:**\\n Enable this option to generate a rich description for accounts using values from multiple Airtable columns.\\n* **Contact Description Fields:**\\n Enable this option to generate a rich description for contacts using values from multiple Airtable columns.\\n* **Airtable Email Columns:**\\n Comma-separated list of names of the columns in", + "title": "Airtable | Automate | Snap-ins | DevRev" }, { "id": "ART-2575_KNOWLEDGE_NODE-25", @@ -5003,8 +5008,8 @@ "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###", + "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" }, { @@ -5013,8 +5018,8 @@ "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", + "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", "title": "Account and contact import | Computer for Growth Teams | DevRev" }, { @@ -5023,19 +5028,14 @@ "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", - "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", - "title": "Account and contact import | Computer for Growth Teams | DevRev" + "id": "ART-16355_KNOWLEDGE_NODE-26", + "text": "**Reported\\\\_by,** and **Contact** columns, provide the email of the person to be assigned as the owner or reporter of the work item. If the CSV lists multiple owners, only the first will be set as the owner.\\n* For the **Applies to Part**, **Stage**, **Account**, **Developed with Parts**, and **Tags** columns, provide the part name, stage name, account name, part name, and tag name respectively as it is present in the UI, ensuring case sensitivity.\\n* For **Date** and **Timestamp** related", + "title": "CSV commands uploader | Automate | Snap-ins | 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-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" } ] }, @@ -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-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-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-3880_KNOWLEDGE_NODE-5", + "text": "Agent (formerly PLuG) setup remarkably simple:\\n\\nThe initial setup was very straightforward. It didn't take long to get it running in my local development environment, and I didn't even need to reach out for support - that was great.\\n\\n![]()\\n\\nBrian MullinSr. Software Engineer, Orum\\n\\nThe process began with adding the script tag and initializing the SDK on the frontend, followed by obtaining an access token via the backend. This smooth onboarding experience enabled Brian to focus on", + "title": "How Orum built a collaborative, AI-ready support engine" }, { - "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", - "title": "Understanding Agentic AI: Capabilities and Implications for the Future" + "id": "ART-4021_KNOWLEDGE_NODE-25", + "text": "scraped.\\n\\nConfiguration\\n-------------\\n\\n1. Create a Slack app for your workspace at .\\n2. In the **App features** section, generate agent token in **OAuth & Permissions**.\\n3. Give the app agent the following access:\\n\\n * channels:history\\n * channels:read\\n * groups:history\\n4. Invite the agent to the workspace.\\n5. Save the agent access token as a connection of type snap-in secret in the DevRev app.\\n\\nHow to use\\n----------\\n\\n1. Install the", + "title": "Slack scraper | Automate | Snap-ins | DevRev" }, { - "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-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-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", - "title": "Understanding Agentic AI: Capabilities and Implications for the Future" + "id": "ART-4167_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-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-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-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-2065_KNOWLEDGE_NODE-32", + "text": "2025](/docs/changelog/_2025-07-01)\\n\\n#### On this page\\n\\n* [Agent and Workflow](#agent-and-workflow)\\n* [Build App](#build-app)\\n* [Vistas](#vistas)\\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": "August 2025 | Changelog | DevRev" }, { - "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-4955_KNOWLEDGE_NODE-6", + "text": "works:\\n\\nAbility to build Conversational Agent Workflows\\n\\nActions in DevRev\\xe2\\x80\\x99s Workflow Engine to get textual summary of session recordings Next steps\\n\\nIf you\\xe2\\x80\\x99re interested in learning more or trying out the new stack, please contact our support team at support@devrev.ai .\\n\\nWarm regards,\\n\\nDevRev\"", + "title": "Transitioning to the New PLuG Sessions Experience" }, { - "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-1987_KNOWLEDGE_NODE-7", + "text": "[Roadmap](/docs/product/roadmap)\\n + [Build best practices](/docs/product/build-bp)\\n + [Build snap-ins](/docs/product/snapins-build)\\n* [Computer for Your Customers](/docs/plug)\\n\\n + [Plug widget customization](/docs/plug/customize)\\n + [Session analytics](/docs/plug/session-analytics-intro)\\n\\n - [Computer for User Insights](/docs/plug/observability)\\n - [Session recording options](/docs/plug/session-recording)\\n - [Cross-domain session", + "title": "Turing AI agent | Computer for Support Teams | DevRev" } ] }, @@ -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", + "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-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", + "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-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-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-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", - "title": "To AI, or Not to AI for Support, It's Not a Question" + "id": "ART-1471_KNOWLEDGE_NODE-11", + "text": "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 * [Pricing](https://devrev.ai/pricing/support)\\n * [Blog](https://devrev.ai/blog)\\n * [Events](https://devrev.ai/events)\\n *", + "title": "Restricted messages on a timeline \u2014 DevRev | Docs" }, { - "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-31", + "text": "Trigger a badge and bell sound on the **Updates** page.\\n* Show a toast notification in the app.\\n\\n**Other notifications**:\\n\\n* Sent only in-app to reduce noise.\\n\\n### Email and push notifications\\n\\n* Email notifications: Sent after a five-minute delay if the notification is unread.\\n* Push notifications: Sent immediately and marked as stale if read on the web.\\n\\nBy using these features, DevRev helps you efficiently manage updates, focus on critical tasks, and maintain a streamlined", + "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-1471_KNOWLEDGE_NODE-14", + "text": "[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 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", + "title": "Restricted messages on a timeline \u2014 DevRev | Docs" }, { - "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", - "title": "To AI, or Not to AI for Support, It's Not a Question" + "id": "ART-17649_KNOWLEDGE_NODE-5", + "text": "helps the company deploy different PLuG instances across various website paths, each with its own appearance and memory.\\n\\n#### *DevRev's ticketing feature has really helped reduce escalations. Since we've set clear expectations that tickets will get responses within 24 to 48 hours, customers are more patient\\xe2\\x80\\x94unlike in chat, where they expect instant replies.*\\xe2\\x80\\x9d\\n\\n### Tailored knowledge management\\n\\nThe search agent accesses relevant information for each platform", + "title": "Leading APAC fintech transforms support with multi-instance AI solution" }, { - "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-1471_KNOWLEDGE_NODE-15", + "text": "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[](https://devrev.ai)\\n\\n * Product\\n * Platform\\n * Solutions\\n * Marketplace\\n * Company\\n * Resources\\n * [Pricing](https://devrev.ai/pricing)\\n\\n", + "title": "Restricted messages on a timeline \u2014 DevRev | Docs" }, { - "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-4109_KNOWLEDGE_NODE-3", + "text": "agent.\\n\\nShow 1 properties\\n\\nsession\\\\_objectstringRequired`format: \"text\"`\\n\\nAn identifier of a session with an AI agent.\\n\\nclient\\\\_metadataobjectOptional\\n\\nThe metadata to be sent to the client with the notifications of\\nexecution progress.\\n\\ncontextobjectOptional\\n\\nAdditional metadata to be used by the AI agent for the event.\\n\\nShow 2 properties\\n\\nevent\\\\_source\\\\_targetobjectOptional\\n\\nThe source of the event to send notifications to, of asynchronous\\nexecution progress.\\n\\nShow", + "title": "Execute-Async Ai Agents Events | 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-13178_KNOWLEDGE_NODE-18", + "text": "human direction.\\n\\nYour business decisions require both intelligence and action. Agentic AI delivers both.\\n\\nAt its foundation, agentic AI employs multiple large language models (LLMs) working together. When handling complex problems, AI agents consult different models and cross-references their insights. This collaborative approach produces more reliable decisions than single-model systems.\\n\\nThe decision making processes unfold in four key stages:\\n\\n 1. **User provides instruction:** You", + "title": "Understanding Agentic AI: Capabilities and Implications for the Future" } ] }