Plan requirement
| Subscription | Suite Growth or higher, Support Professional or higher |
| Access | Admin |
Building a policy: which tickets, which targets, and which clock. The order of policies decides which one applies.
Create a policy
- Open Admin Center, then Objects and rules, then Service level agreements.
- Add a policy and name it after who it is for.
- Set the conditions.
- Set the targets per priority.
- Choose calendar or business hours.
- Save, then place it in the right order.
Set targets from what you achieve
Before writing a number, report on your current first reply time. Take something near what you already do most of the time and make that the target.
A policy set to what you wish you did produces constant breaches, and a breach that happens every day stops being a signal.
Business hours, nearly always
For anything customer-facing with a team that is not on around the clock, business hours is the honest clock. Calendar hours means a Friday evening ticket is breaching by Saturday morning while nobody is working.
Do not set every target
You can set first reply, next reply, periodic update, resolution and more. Setting all of them means a ticket that can breach in five ways.
First reply time is the one customers actually feel. Start with that alone, and add a second only when you can say what it would change.
Order the policies
First match wins. Specific policies go above general ones, which means your premium customer policy sits above the catch-all. Reversed, the catch-all matches everything and the premium one never applies.
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