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Action Dashboard and Ticket System

· 2 min read
Jasper Pardijs
Jasper Pardijs

Introduced the Action Dashboard with a ticket-based workflow system for sales representatives.

Action Hub​

Introduced Action Dashboard with Tickets System for sales representatives. A new ticket-based workflow system helps sales teams stay on top of important events, opportunities and tasks that require attention.

Key Capabilities:

  • Automated Ticket Creation: Tickets can be created by AI agents, business rules and external integrations, ensuring sales opportunities and important events never slip through the cracks.
  • Ticket Lifecycle Management: Tickets flow through clear states (Open, In Progress, Completed or Archived), making it easy to track progress and prioritize work.
  • Assignment and Ownership: Tickets can be assigned to specific sales representatives, with tracking of who picks up and works on each ticket.
  • Action-Oriented Navigation: Each ticket includes a call-to-action button that navigates directly to the relevant entity (contact, product, order, company or external URL).
  • Filtering and Search: Filter tickets by status and assignment (My Actions vs All Actions) and search by title or description.

Typical Use Cases:

  • "Quote validity date almost due" reminds sales rep to contact customer before quote expires
  • "Customer expressed interest in bulk pricing" creates opportunity to upsell
  • "High-value customer has abandoned cart" prompts engagement with customer

Access the dashboard from the new "Action Dashboard" menu item above Companies.

New Features​

  • Improved readability of remarks and references in the order editor when in read-only mode by displaying text in black instead of greyed out.
  • Added "Reset Export Status" functionality for orders. E-commerce managers can now reset the export status, export date and export message fields directly from the order listing, enabling orders to be re-exported to ERP systems without writing API queries. (Backoffice)

Bug Fixes​

  • Fixed company dropdown in product catalogue to display only the company name in the selected field, while keeping debtor ID visible in the dropdown list for reference. (Sales Hub)
  • Fixed error and loading issue when switching between companies in the product catalogue. (Sales Hub)
  • Fixed issue preventing creation of email event actions due to webhook-specific fields being incorrectly included in the request. (Backoffice)