TICKET MANAGEMENT

Hand off Front conversations to the next timezone at shift change

At each regional shift boundary, transfer open conversations from agents going offline to the incoming on-shift region and post a handoff brief to Slack.

CategoryTicket Management
Enginesim
Difficultyintermediate
Triggerschedule
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerSchedule: regional shift boundary
  • ActionIdentify outgoing and incoming agentsPostgreSQLPostgres
  • LogicCollect open conversations from outgoing region
  • ActionReassign to incoming region by lowest loadFront
  • ActionLog handoffs to audit tablePostgreSQLPostgres
  • OutputPost handoff brief to SlackSlack

What it does

At defined shift-change times, this flow moves still-open conversations from the outgoing region's agents to the incoming region so coverage follows the sun. It then posts a handoff brief to Slack summarizing what's being passed over and any flagged threads.

When to use it

Use it for follow-the-sun support where a region ends its day with live conversations that the next region must own. It removes the manual handoff spreadsheet and ensures nothing is dropped at the boundary.

How it works

  1. 1A schedule fires at each configured shift boundary (per region).
  2. 2The flow reads the roster from Postgres to identify the outgoing and incoming on-shift agents.
  3. 3A logic step collects open conversations still owned by outgoing agents.
  4. 4It distributes those conversations across incoming agents by lowest current load and reassigns them in Front.
  5. 5Each handoff is written to the Postgres audit log.
  6. 6A Slack handoff brief lists the transferred threads and any tagged as urgent.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect FrontShared inbox, conversations.
  2. 2
    Connect PostgresAny Postgres URL — query, write, migrate.
  3. 3
    Connect SlackChannels, DMs, threads, mentions.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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