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fb994494-412f-4b7e-8a0f-93029e702b96
add filter on a report
[ { "id": "ART-15716_KNOWLEDGE_NODE-33", "text": "are interested in visualizing\\n\\nApply the necessary 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 dimensi...
38f49655-d01d-4c0f-b014-84d8796d7ee9
add a new team member on devrev dashboard
[ { "id": "ART-1948_KNOWLEDGE_NODE-29", "text": "> **User Management** > **Groups**](https://app.devrev.ai/devrev/settings/groups).\\n2. Select the group in which you want to add a user.\\n3. Click the **Users** tab and add a new member using the **+User**.\\n\\n### Inviting users to groups\\n\\nOnly admins o...
5fdae47a-c7b7-4434-b271-d0d517f3ceb6
where to find emails in DevRev interface after email integration
[ { "id": "ART-2027_KNOWLEDGE_NODE-26", "text": "configuration instructions, refer to [Email snap-in configuration](/docs/integrations/email-config).\\n\\nFor more information, refer to the [Email snap-in](/marketplace/email-with-tickets) on the DevRev marketplace.\\n\\nConversation and ticket creation for em...
fa17fdcd-909c-4ae5-bae4-12d89059e6c4
GitHub PAT permissions for DevRev connection
[ { "id": "ART-2992_KNOWLEDGE_NODE-26", "text": "[GitHub PAT](https://docs.github.com/en/authentication/keeping-your-account-and-data-secure/managing-your-personal-access-tokens) with the account that will be used to set up the AirSync.\\n\\n The minimum required permissions are READ + WRITE Issues and READ...
aea7ca74-145e-4ccb-af15-7539c9c7c5d7
standard template reply for incident alert ticket
[ { "id": "ART-1961_KNOWLEDGE_NODE-36", "text": "\\xe2\\x80\\x9cWe have received your request for help with the following: \\n{{Ask AI > Output > Output string}}. \\nA support agent will review the request and respond within your organization's SLA.\\xe2\\x80\\x9d\\n\\n\\n\\nAsk AI\\n\\n\\n\\nPrompt: \\xe2...
1c5680dc-ba56-4737-ab49-7bd1abb99206
Data quality monitoring with duplicate detection and cleansing
[ { "id": "ART-2911_KNOWLEDGE_NODE-24", "text": "[Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Account deduplication](/docs/automations/account-deduplication)\\n\\nAccount deduplication\\n=====================\\n\\nThe Account Deduplication snap-in streamlines account m...
e79bd7bc-b9af-4604-9e5d-da8ef5d31387
jira mapping external keys delete jira-synced issues reconfigure airsync re-import process
[ { "id": "ART-2053_KNOWLEDGE_NODE-51", "text": "> **Integrations** > **AirSyncs**, find the previously imported project, and select **\\xe2\\x8b\\xae** > **Delete Import**.\\n\\nJira permissions\\n----------------\\n\\nThe permissions available to DevRev's Jira AirSync are based on the user who authorizes th...
e0ffb336-a166-464c-9eaa-e5a971e2aedc
email to open a ticket on acme instance
[ { "id": "ART-3207_KNOWLEDGE_NODE-45", "text": "snap-in. These only appear once the email snap-in is successfully installed and verified.\\n\\nSet-up the provided forwarding address to the account you want to forward from. For example support@example.com.\\n\\nIn the DevRev app, under the **Instructions** ta...
e5258372-6be9-40ae-8f22-f99421e33a2c
Intelligent case routing with workload balancing
[ { "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 gath...
7e8b3140-298e-4dc0-bd11-4ad24469000f
where to find agent to test
[ { "id": "ART-15701_KNOWLEDGE_NODE-21", "text": "an agent is added in amazon connect, click on sync support agents from amazon connect button in the snap-in page which can be found when you click on configure. This will sync the relevant permissions to that agent in DevRev.Improving audio quality and call st...
ba6fc8c1-493c-4ddf-bd67-d5e8cad50b51
can customers manage their devrev notification preferences
[ { "id": "ART-1954_KNOWLEDGE_NODE-32", "text": "workflow.\\n\\nPersonalizing notifications\\n---------------------------\\n\\nDevRev allows users to personalize their notification preferences to ensure they receive only relevant updates. Follow these steps to personalize your notifications.\\n\\n1. Go to [**...
9a3f3a87-e074-4b97-a45f-0a4c7a4bfa03
fields with options Any of or None of
[ { "id": "ART-1829_KNOWLEDGE_NODE-459", "text": "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\\n...
d395ea07-4705-4e38-bd90-7badf23d119c
tags format in CSV upload
[ { "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 Q...
19959f02-e161-4b31-8531-99cd01c54fc2
Show Sentiment for Ticket as a Column
[ { "id": "ART-17231_KNOWLEDGE_NODE-152", "text": "`sentiment_modified_date` | timestamp | | Timestamp when the sentiment was last modified |\\n| `sentiment_summary` | text | | Summary justifying the sentiment |\\n| `severity` | enum | \\xe2\\x9c\\x94\\xef\\xb8\\x8e | Severity of the ticket |\\n| `sla_id` |...
6ace8af9-0859-4681-a51f-6dbb7da91c8a
log time spent on ticket dynamic time tracking
[ { "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 specif...
aabf6932-b365-4fa2-aca4-adb8b1828708
turn off suggestions like 'let me rephrase below
[ { "id": "ART-1987_KNOWLEDGE_NODE-26", "text": "[articles](./articles) for more information.\\n\\nOnce you have added your knowledge base, Turing can be switched on in two modes: suggestion or auto-response. You can configure Turing in **Settings > Turing Answers** and turn on the **Turing Answers** toggle.\...
bec9a200-4e0a-4d75-893b-d9e4ad3a884c
SDK plug chat dark mode fix to always dark mode ignoring device settings
[ { "id": "ART-15509_KNOWLEDGE_NODE-10", "text": "`dark`.\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | window.plugSDK.toggleTheme(\\'light | dark\\'); |\\n```\\n\\nCalling `toggleTheme()` switches between the current themes. Specifying a theme as a parameter allows you to toggle directly to that specific theme....
1b6badac-3721-4df9-8169-39deea849688
Search Agent configuration in acme
[ { "id": "ART-15490_KNOWLEDGE_NODE-3", "text": "app_id: \\'<your_unique_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|...
ad56633d-3e84-4484-ae13-1ccb44465420
how to create a sprint
[ { "id": "ART-1994_KNOWLEDGE_NODE-31", "text": "**Build** > **Sprint Boards** on the left nav to view and create the sprint boards by clicking **+ Sprint board**.\\n\\n ![]()\\n * Create sprint boards using Parts/Trails:\\n\\n + Go to **Build** > **Product** > **Parts** > **Capability/Feature**. Se...
c9561959-4e7f-47ae-a7ca-22f7e98e532c
access required error on funnel dashboard
[ { "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...
8f434c71-98f5-44d9-915e-01e2540e87d5
support engineer out of office google calendar integration manual
[ { "id": "ART-2032_KNOWLEDGE_NODE-25", "text": "DevRev ecosystem.\\n\\n![]()\\n\\nTo install, visit [Google Calendar snap-in](https://marketplace.devrev.ai/google-calendar) on the DevRev marketplace.\\n\\nLet's set up Google Calendar for you\\n------------------------------------\\n\\n### Installation\\n\\nW...
89bec605-d0ca-4735-a1cf-7c61aaf30c25
block email from creating tickets and conversations
[ { "id": "ART-17650_KNOWLEDGE_NODE-8", "text": "correct team with preserved context\\n* Minimize handoff loss and shorten time-to-resolution\\n\\n**Controlling support entry points**\\n\\nThe company deployed a custom Snap-in that restricts ticket creation to verified email domains. This has:\\n\\n* Cut down...
aed5b18e-b764-4838-b885-973bd8ba8b71
OPP-2576 alert target close date approaching 7 days but actual close date mid December
[ { "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, o...
232930d4-0fca-406b-ba90-df2b1a4c41b0
FORBIDDEN error when creating custom object admin
[ { "id": "ART-1955_KNOWLEDGE_NODE-68", "text": "*custom\\\\_part Admin:* Contains privileges for admins on custom\\\\_parts.\\n\\n Privileges: custom\\\\_part object ['CREATE', 'READ', 'UPDATE', 'DELETE']\\n* *runnable Admin:* Contains privileges for admins on runnables.\\n\\n Privileges: runnable object [...
e569904d-913a-47c2-80e1-593a6a6c3512
how to choose default part for Confluence import in DevRev
[ { "id": "ART-2051_KNOWLEDGE_NODE-27", "text": "if you already have one.\\n * To create a new connection, select Confluence PAT\\n * Follow the [Atlassian PAT instructions](https://support.atlassian.com/atlassian-account/docs/manage-api-tokens-for-your-atlassian-account/) to [create a PAT in your Atlassi...
0afc26c4-6460-4abd-9d60-bc54cf969dcf
how to use opportunities in DevRev
[ { "id": "ART-1999_KNOWLEDGE_NODE-28", "text": "categorize opportunities.\\n* **Modified by**: The person who last modified the opportunity.\\n\\nThese attributes can be effectively used in filters and **Group** conditions across various vistas in DevRev to track specific work, capacity, and more.\\n\\nYou c...
05d7bb53-6857-4820-a3c9-efbab75c245d
Slack ticket creation manual vs automated configuration
[ { "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 creatio...
7720df47-9bba-4b86-841b-eaa7a7872e1e
Session management with configurable timeout policies
[ { "id": "ART-1362_KNOWLEDGE_NODE-2", "text": "session token; it does not reference any dev user or customer. At the time of the token generation, the corresponding dev user can define the expiration time of the token. The lifetime of an AAT is usually in days. The subject of the AAT is set to the DON of the...
286fde7a-e267-46d7-bc87-2c6503ac4b2a
automated replies included in ticket notes
[ { "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|...
8be15914-846f-4584-b594-c64a156788de
how to automate tasks in DevRev
[ { "id": "ART-2037_KNOWLEDGE_NODE-40", "text": "Identities** and **Link GitHub Account**.\\n\\nYou can configure these automations from [GitHub for DevRev snap-in](/marketplace/github).\\n\\nTask creation\\n-------------\\n\\nDevRev can help you keep track of your issues while they\\'re in the PR process. Wi...
f3c50e79-2402-4114-8837-46f3b5a3a731
export accounts filter by tags
[ { "id": "ART-1545_KNOWLEDGE_NODE-6", "text": "in.\\n\\nstage string Optional\\n\\nFilters for accounts on specified stages.\\n\\ntags string Optional\\n\\nList of tags to be filtered.\\n\\nResponse.\\n\\nThis endpoint returns an object.\\naccounts list of objects\\n\\nThe exported accounts.\\n\\nShow 18 pro...
2f20a654-0d23-4bae-a6e6-b18b41cf136a
SERVICE_UNAVAILABLE error for CSAT on Ticket Snap-in
[ { "id": "ART-1174_KNOWLEDGE_NODE-4", "text": "alerted to any occurrence of this error. The user should retry after a short delay and contact DevRev support if the problem persists. |\\n| `503` | `Service Unavailable` | A transient error was encountered and the user should retry after a short delay. |\\n\\nA...
b3279c43-7fac-4ab3-8fe4-524a4567eb62
escalated ticket Jira link not generated
[ { "id": "ART-2053_KNOWLEDGE_NODE-66", "text": "not assigned to any epic in Jira and after updating the issue in Jira and forward syncing the issue in DevRev defaults to the default part.\\n* AirSync extracts all links that are related to synced items. These links can link synced items with non-synced items....
edb726e9-d739-4f90-af3a-fea89ecdf969
Customer health scoring based on support interactions
[ { "id": "ART-984_KNOWLEDGE_NODE-20", "text": "example, metrics like time to first response, time to resolution, CSAT, etc. should be core metrics for all members of the cross-functional unit (not just the support team). Additionally, things like up-sell/cross-sell rates, win rates to CSAT scores are all cru...
915d2cee-a328-48e1-92ba-50c1825c1661
remove fields from Ticket Creation slack interface
[ { "id": "ART-2035_KNOWLEDGE_NODE-58", "text": "private or a DM.\\n\\n> In such cases, the object can still be created, but without two-way sync.\\n\\nDevRev object customization support\\n-----------------------------------\\n\\nThe Slack snap-in honors DevRev\\xe2\\x80\\x99s object customizations, includin...
5d6c1d5d-ebda-4afe-b97c-393d06bd98a6
workflow sync account information failing for ticket TKT-22357
[ { "id": "ART-17711_KNOWLEDGE_NODE-1", "text": "access.\\n\\nOnce Person A was re-added with the right permissions, the retry worked again.\\n\\nIf this happens, check who started the sync and make sure that person still exists in the org and has the right permissions. Until ownership handling is improved, r...
e421b08f-657b-4c99-b633-71b786c69b91
increase tickets in a row from 50 to 100
[ { "id": "ART-1564_KNOWLEDGE_NODE-500", "text": "The default is \\xe2\\x80\\x9850\\xe2\\x80\\x99, the maximum is \\xe2\\x80\\x985000\\xe2\\x80\\x99.\\n\\nissue.accounts string Optional\\n\\nFilters for issues with any of the provided Accounts.\\n\\nissue.priority enum Optional\\n\\nFilters for issues with an...
6cd6d7f1-c8d5-4a27-8eab-6a5432a94f8f
process onboarding for a ticket
[ { "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 expe...
65dcdcd7-67e2-4491-830d-aa950f084d98
tickets reopening automatically when moved to Awaiting Customer response due to convergence bot
[ { "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* Upd...
2a0ef0ff-a45b-4fb4-99c6-5908c7ebb27d
how to add a new workflow
[ { "id": "ART-1961_KNOWLEDGE_NODE-33", "text": "account.\\n\\n**Ask AI**\\n\\nWrite your own LLM prompt to generate content that can be used in various contexts. For example, you can request a summary of a ticket based on the title and description.\\n\\nCreating a workflow\\n-------------------\\n\\n1. Go to...
61ccfb20-518d-4439-8928-760ef7051a15
@here trigger for conversation creation
[ { "id": "ART-12391_KNOWLEDGE_NODE-26", "text": "with *Conversation created* or *Ticket\\n created*.\\n\\n This trigger is whenever a conversation or ticket gets created by your\\n customers from Portal or Plug, or any of your integration which supports\\n conversation syncing, like Slack, WhatsApp, ...
90a825d0-1350-40c8-9158-1c18626a30b9
ticket visibility difference between users in DevRev
[ { "id": "ART-2027_KNOWLEDGE_NODE-29", "text": "your communication requirements.\\n\\nThe visibility and interaction capabilities with a ticket in DevRev are determined by the user's role and how they were added to the email thread.\\n\\nEnd users\\n\\n* Original sender\\n\\n *Added to:* **Reported by** or ...
c9145a3a-dd72-4871-b43d-c237973dbd35
tagging users in mail body under customer discussion ticket only @ sign appears, tagged user mail id not appearing
[ { "id": "ART-15689_KNOWLEDGE_NODE-26", "text": "and must contain a valid work item display ID.\\n2. For tagging users in the timeline entries, use the format <user@email.com>.\\n3. Timeline entries can be added to both internal discussions and customer messages.\\n4. The CSV should contain at least one of i...
b72b71b8-e029-4820-9576-fcc6a69c7c4c
sync customer data to DevRev to check existing customer
[ { "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\\...
66141502-72ac-4b35-919a-8a3d784692c1
Manual escalation workflows with approval processes
[ { "id": "ART-4185_KNOWLEDGE_NODE-24", "text": "[Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Ticket approval workflow](/docs/automations/ticket-approval-workflow)\\n\\nTicket approval workflow\\n========================\\n\\nThe Ticket approval workflow enables support agents to request approval...
e7bdc906-4188-4873-80ff-8048e8bc1cbb
workflow notification ticket owner not sending when ticket is closed
[ { "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...
c915bb90-5566-4181-820f-59b00af7111a
exclude tags entries from search results
[ { "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 st...
3a741d54-8a25-42ae-88d4-be948fb876e2
PLuG Nudges screen title shows 'Nudge Title' instead of user given title
[ { "id": "ART-2900_KNOWLEDGE_NODE-3", "text": "have customized these properties of the widget through the PLuG settings page of DevRev, the values set in the initalization code take priority over those which you have updated in your PLuG settings.\\n\\nAll of these properties have to be passed as parameters ...
522e84a7-aed7-4a79-bfb1-5377e2ea0a36
basic navigation shortcut keys in DevRev
[ { "id": "ART-1963_KNOWLEDGE_NODE-25", "text": "DevRev.\\n\\n![]()\\n\\n**Supported browsers**\\n\\n* Chrome\\n* Safari\\n* Firefox\\n* Edge\\n\\n**View history**\\n\\nTo view the previous record you were looking at, use the back button of the browser < to go back.\\nIf you want to come back to where you wer...
64e34216-21db-4693-a44b-a5739358614f
start side conversation in Slack from 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...
374e7523-82f2-4717-9d6c-f449d12f7849
link ticket to messaging record with same subject automatically
[ { "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 titl...
e927313f-9b42-40f4-b5d0-35188376588b
DevRev login process changes SSO Okta
[ { "id": "ART-15716_KNOWLEDGE_NODE-25", "text": "not working, try resending the code or using a different phone number.\\n\\nIf the problem continues, escalate with the user\\xe2\\x80\\x99s phone number, timestamp, and any error messages for backend review.\\n\\nOkta Integration and Forcing SSO\\n\\nYes, Dev...
dc9ec7be-bc74-4152-a6bc-af6bdab0f049
how to get the link to my portal
[ { "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 ...
d2c9239d-38e6-4803-b74d-8618c18b1852
DevRev SLA dispute handling procedures violations
[ { "id": "ART-2633_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](h...
0e829e64-69b7-456d-bcfb-9c2ba35b0157
timeline comments source identification in workflows
[ { "id": "ART-1277_KNOWLEDGE_NODE-27", "text": "Extracting relevant information from the event payload |\\n| 13 | const workCreated = event.payload.source_id; |\\n| 14 | |\\n| 15 | // Building the comment body for command events |\\n| 16 | const bodyComment = \"Hello World is printed on the work from the co...
dad2aeee-4d95-4de1-a20a-c5a3e2e91a3d
customize stage name for tickets
[ { "id": "ART-15716_KNOWLEDGE_NODE-31", "text": "conditions While creating custom schema\\n\\nThis can be handled by our team. Kindly reach out to us, and we\\xe2\\x80\\x99ll be happy to assist you with setting up a custom schema. Would you like us to create a ticket for this?\\n\\nAPI for stage customizatio...
36d05c94-7ff5-4506-b68d-8ba9785b0148
find all issues of the current sprint
[ { "id": "ART-1994_KNOWLEDGE_NODE-33", "text": "sprint board and click **+Issue**.\\n Create a new issue, assign it to the part, sprint and add the owner.\\n\\n ![]()\\n\\n Sprints are not coordinated with stages.\\n3. Select issues that you would like to assign to **Sprint 1** or **Sprint 2** then cli...
d4007353-437f-4f34-b3c2-5c9c98ea6880
edit or modify efforts logged by team
[ { "id": "ART-15688_KNOWLEDGE_NODE-26", "text": "set, the default is 365 days.\\n\\n![]()\\n\\nConfigure the appropriate roles and permissions to access and modify the custom effort log objects based on your organization's requirements.\\n\\nFeatures\\n--------\\n\\n* **Effort logging**: Log hours and minute...
c3129e79-a87d-4fef-b086-c47dc040f01a
log out and log in with another account
[ { "id": "ART-15513_KNOWLEDGE_NODE-16", "text": "following method:\\n\\n###### Kotlin\\n\\n###### Java\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | DevRev.logout(context: Context, deviceId: String) |\\n```\\n\\nThe user is logged out by clearing their credentials, as well as unregistering the device from recei...
d91ccd92-ede6-48e9-add8-69d45eb82e69
set out of office OOO status in DevRev
[ { "id": "ART-3205_KNOWLEDGE_NODE-25", "text": "status of users within a group to either active or away. This operation is available in the Workflow Builder after the snap-in is activated, allowing efficient management of user preferences.\\n\\nInstalling the Set user preference for group\\n-----------------...
d16d8d5d-cbed-481e-870f-f44b82ccc1da
DevRev as replacement for JIRA or Linear
[ { "id": "ART-2053_KNOWLEDGE_NODE-33", "text": "DevRev\\n---------------------------\\n\\nIn this scenario, the intention is to replace Jira with DevRev. Once the migration is complete, the work that was normally done in Jira would continue in DevRev. This can also be used to evaluate DevRev with real data.\...
16f35ec8-582f-46d8-ba79-ffa8e5cc1606
bifurcate source channel based on email body
[ { "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](...
ae74d4b6-75b5-498b-a43c-eb43aed512c2
summary of issues in past 7 days
[ { "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 ...
868a91b0-9720-4f9a-88f0-93948a7b8a14
permissions needed for DevRev to pull data from Salesforce
[ { "id": "ART-15661_KNOWLEDGE_NODE-0", "text": "b'The key permission requirement for Salesforce Airdrop is the \"View All Data\" permission. This is important to note because:\\n\\nThe connection owner (the user performing the Airdrop) must have the \"View All Data\" permission in Salesforce.\\n\\nImportant ...
36c34032-97b3-4b57-bf54-a189ba2f55f2
disable session analytics per customer consent tracking
[ { "id": "ART-4256_KNOWLEDGE_NODE-14", "text": "out\\n\\nSession analytics features are opted-in by default, enabling them from the start. However, you can opt-out using the following method:\\n\\n[code]\\n\\n 1| DevRev.stopAllMonitoring() \\n ---|---\\n[/code] \\n \\nTo opt back in, use the followi...
5db1dc23-6c8a-4d5d-88a3-23ee04b8755f
export insight dashboard as CSV
[ { "id": "ART-4186_KNOWLEDGE_NODE-44", "text": "the following dashboard widgets and tabs.\\n\\n### Tabs\\n\\n1. **Sessions**\\n\\n Widgets and visualizations for all the mobile sessions.\\n2. **Screens**\\n\\n Top screens and screens with crashes, errors, rage taps, and ANR.\\n3. **Events**\\n\\n Most ...
1485fac4-9754-4a92-85f2-958277770e7b
differences between snap-ins and workflows
[ { "id": "ART-4020_KNOWLEDGE_NODE-24", "text": "[Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Send customized emails](/docs/automations/send-emails)\\n\\nSend customized emails\\n======================\\n\\nThe [**send customized emails**](https://marketplace.devrev.ai...
94254559-634f-41cf-9251-117a22111f27
issue fetching value from custom field sandbox
[ { "id": "ART-15515_KNOWLEDGE_NODE-18", "text": "account |\\n| `userTraits` | `UserTraits?` | \\xe2\\x9d\\x8c | Additional information about the user |\\n| `organizationTraits` | `OrganizationTraits?` | \\xe2\\x9d\\x8c | Additional information about the organization |\\n| `accountTraits` | `AccountTraits?` |...
b31d30da-c6c5-4858-b7c7-785dc2465fbd
video upload limitations in DevRev
[ { "id": "ART-16594_KNOWLEDGE_NODE-0", "text": "b'If an attachment is larger than 250 MB, it exceeds the maximum artifact size supported by DevRev and will not be uploaded. The current limit is defined as MAX_DEVREV_ARTIFACT_SIZE = 262144000 (250 MB). When using the default attachment processors in Airdrop S...
228cca13-3a8c-4bb4-b9ef-0524b4849ea5
how to delete a ticket
[ { "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 iss...
aded5ffb-a189-4c85-b1be-f358491c9e42
refresh page behavior welcome page notifications delayed
[ { "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 d...
3d041b01-b40d-477a-a027-295d82b592c5
bulk upload of bugs on devrev
[ { "id": "ART-2010_KNOWLEDGE_NODE-24", "text": "uploader](#how-to-use-bulk-ticket-uploader)\\n\\n1. [Documentation](/docs)\\n3. [Snap-ins](/docs/snapins)\\n[Automate](/docs/automate)\\n[Bulk work item uploader](/docs/automations/bulk-upload)\\n\\nBulk work item uploader\\n=======================\\n\\nThe [bu...
d3d68583-5c9d-4dfb-9188-2d44b776c3ca
search window instead of commands option when typing /
[ { "id": "ART-2024_KNOWLEDGE_NODE-25", "text": "integrates into your workflow, regardless of whether you\\'re engaged in customer support interactions or immersed in building projects.\\n\\nCommands\\n--------\\n\\nSlash commands are available through text fields such as:\\n\\n* **Inbox** > **Conversation** ...
769ed59b-8909-45aa-825c-78623b1787cd
delete customer field from custom fields in issue
[ { "id": "ART-15487_KNOWLEDGE_NODE-23", "text": "and chain the fragments.\\n\\n##### \\n\\nYou want to add a new boolean field *customer\\\\_impact* to the *bug* subtype\\nand delete the *regression* field.\\n\\nThe API call to add the new field and delete the old field is shown below:\\n\\n```\\n| | |\\n|...
a36f988f-0ea5-48d7-b041-6967daa5215b
Dial tickets related to acme
[ { "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 ...
7a6bc421-f3dc-474a-986c-23f9b4fff439
install live chat on website
[ { "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 : \"<your_unique_app_id>\" ,\\n5 });\\n6 }, []);\\n\\nYou should now have PLuG chat widget installed on your website. F...
2307c3f9-991c-4ae3-a08b-df2daef37b57
filter tickets in customer portal feature request
[ { "id": "ART-1804_KNOWLEDGE_NODE-465", "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 ...
49bd6527-25bb-4e64-a8a0-ee008bdc6538
difference between customer chat and discussions
[ { "id": "ART-3231_KNOWLEDGE_NODE-25", "text": "**Configure**.\\n2. Fill in the configuration settings.\\n\\n * **Command Names**: List command names that exist in the organization. Enter\\n one per text box (to add more text boxes, click \\'**+**\\').\\n * **Customer Chat Surfaces**: Select surfaces...
f57f19de-b506-4720-8902-c2b6bd4385df
trigger Timeline Comment Created workflow not triggering when customer messages
[ { "id": "ART-1478_KNOWLEDGE_NODE-19", "text": "\"timeline_comment\" and .timeline_entry_created.entry.object_type == \"issue\") then true \\n 19| else false \\n 20| end \\n 21| else false \\n 22| end\\n[/code] \\n \\n## Scheduled events\\...
94adde94-9220-4b34-9465-98ae921e40db
limit Create New options visibility to users
[ { "id": "ART-12390_KNOWLEDGE_NODE-43", "text": "\"private\" * users: (Required if visibility is \"private\") List of users who can see the comment | * id: ID of the created comment * created\\\\_by: User who created the comment |\\n| AskOptions | Displays a message with interactive buttons that users can ...
c5a3af87-66e4-4b95-9909-a6bc5bf2b3c3
create custom CSAT survey with a workflow
[ { "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 st...
07f2da27-ba74-4d83-990a-c11340ded1ee
not able to view the dashboard in admin access
[ { "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...
f1ee0de7-f0e1-4597-b506-f3a822316c83
reactivate JIRA-DEVREV sync active mode
[ { "id": "ART-2053_KNOWLEDGE_NODE-48", "text": "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 pe...
44846b19-b806-45e2-adb7-1f14fe16270b
infinity load when sync github issue
[ { "id": "ART-2992_KNOWLEDGE_NODE-26", "text": "[GitHub PAT](https://docs.github.com/en/authentication/keeping-your-account-and-data-secure/managing-your-personal-access-tokens) with the account that will be used to set up the AirSync.\\n\\n The minimum required permissions are READ + WRITE Issues and READ...
01b2f778-54d5-4bcd-8e59-ee077e3592e7
External authentication integration via SAML 2.0 or OAuth 2.0 with customer product credentials
[ { "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...
50c67960-dc56-47f7-91db-51856ef6fc4a
how to make use of conversation using transcripts
[ { "id": "ART-1983_KNOWLEDGE_NODE-31", "text": "similar questions in the future. Each conversation can generate unique Q&As, increasing Computer's knowledge base with every interaction.\\n\\nEvery Q&A is intricately linked to its originating conversation, preserving the context of its creation. Even if initi...
9896e628-3c5b-4035-af7e-725517ddfb8c
metrics resolution time grouped by group support level conversation tickets created grouped by year month week day hour
[ { "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 mo...
8bdf43b4-84a4-4422-8498-5c51488124c5
connect SFDC org with DevRev org
[ { "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...
51fcd3c7-519a-4eef-888c-643606f3f019
cannot press start after choosing data from Confluence to Airdrop
[ { "id": "ART-17216_KNOWLEDGE_NODE-6", "text": "external_sync_units: externalSyncUnits, |\\n| 3 | }); |\\n```\\n\\nor an error:\\n\\n```\\n| | |\\n| --- | --- |\\n| 1 | await adapter.emit(ExtractorEventType.ExtractionExternalSyncUnitsError, { |\\n| 2 | error: { |\\n| 3 | message: \"Failed to extract extern...
8099ef50-d69c-49aa-beac-ab708c978202
workflow for tickets with conditions on workspace/account, platform type, region, and adding tags
[ { "id": "ART-3107_KNOWLEDGE_NODE-25", "text": "specific users (customer users).\\n* Ignores tickets created by other user types.\\n* Allows multiple tags to be assigned based on predefined rules.\\n* Can be triggered via commands or automatically when tickets are created.\\n\\nConfiguration\\n-------------\...
884deca2-725c-4fe9-a5a9-8a13c6f8639b
create reports based on conversations feature or permission
[ { "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 datase...