Conversations SLA Trigger & Permissions Management

Conversations SLA Trigger & Permissions Management

July 08, 20261 min read

Until now, you had to manually look for conversations that were about to breach or had missed their SLA (service level agreement)targets. Now, you can use workflows to automate conversations when SLAs are due soon, overdue, or manually dismissed. Let’s learn how to use it!

⭐️ How To Use The Conversations SLA Trigger?

  1. Create a new workflow and select Conversation SLA as the trigger.

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  2. Choose the SLA event; you can pick between Due Soon, Overdue, or SLA Dismissed.

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  3. You can also add optional filters such as message channel, tags, owner, or custom fields.

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⭐️ How To Manage SLA Dismissal Permissions?

  1. Go to Conversations Settings.

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  2. Under “Who can manually dismiss SLA from conversations?” select “All users” or “Admins only,” then save your changes.

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  3. Any user with access to dismiss the SLA can click the timer in the center panel to do so.

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Instead of relying on users or managers to monitor SLA timers, define exactly what should happen when these events occur, without excessive notifications using the Avoid Repeated Triggers option. Ensuring conversations are properly dismissed without harming customer satisfaction. We hope you enjoy it!

Raichel.ai

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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