SLA for Shared Mailboxes
A Service Level Agreement or SLA, is a mutually agreed measure of service which a support team provides to its customers. With a proper SLA in place, both the expectation of the client and the level of service expected from the support team becomes clear.
With Hiver, you can create SLA policies for Shared Mailboxes based on the Service Level Agreement. This will help your support team to be more responsive by highlighting the emails that violate SLA.
The SLA policies are always specific to a Shared Mailbox. You can create multiple SLA policies for a Shared Mailbox as long as the conditions are unique.
You can create one SLA policy per SLA condition. The trigger for SLA violation will depend upon either or both First Response Time and Resolve Time.
To set up an SLA policy
- Click on the yellow gear icon on your Gmail and select the 'Admin Panel' option to view the Hiver Admin Dashboard
- Click on the 'Shared Mailbox' tab (second tab from the top) to view the list of Shared Mailboxes on your Hiver account
- Choose the Shared Mailbox where you want to setup the SLA and click anywhere on the row to view the options on the Shared Mailbox
- Click on the 'SLA' tab to create the SLA policy
- Click on the prominent green button 'Create SLA'
Input fields required
- 'Name': Enter a name for the SLA policy in this section. Please note that the name should be unique to the Shared Mailbox. Try to give a meaningful name as it will be shown in the SLA violation notification.
- 'Apply SLA on': In this section, you can specify the coverage of the SLA policy. You can either choose
- All Email: which will mean that the SLA policy will be applied to all the emails coming to the Shared Mailbox
- All Emails with Tags: which means that you can specify that the SLA policy will be applied only to the emails in the Shared Mailbox which have a specific Tag.
- 'Trigger Condition': In the section, you can specify the condition which will specify the condition for SLA violation. You can choose either or both of the following
- First Response Time: This is the time taken for the first response to be sent by the team to the customer.
- Resolve Time: This is the time taken for the email thread to be effectively resolved or 'closed'.
- 'How time should be calculated': Here it is set to Calendar Hours by default.
- 'Whom to notify if the Trigger condition is met': In this section, we can notify the users who will receive a notification when the SLA is violated. Here you can only choose users who are part of the Shared Mailbox.
What happens when an SLA policy is violated
When an SLA policy is violated, then
- A notification will be sent to all the users specified in the 'Whom to notify if Trigger conditions are met' section
- The tag 'SLA violation' will also get applied to the email.
- An activity feed on the addition of the tag will also be generated.
Important things to note
- A SLA policy is applied to the emails which arrive after it has been created.
- A user cannot apply an 'SLA violation' tag on an email.
- Even when an SLA policy is deleted, the tag and the activity feed generated by the SLA policy will stay on the emails.
- When a Tag is manually applied to an email which brings it under the scope of a SLA policy, then the 'First Response Time' and 'Resolve Time' timers will start when the email arrived in the Shared Mailbox/ or to the original recipient of the email and not from the time the Tag was added.
- When an email is added to the Shared Mailbox using the 'Add to Shared Mailbox' button, then both the timers will start from the point of time the email had arrived to the original recipient of the email and not on time the email was added to the Shared Mailbox.
- The SLA feature is available for the users on the Premium and Enterprise plans and for the Trial users.
More on the triggers for SLA violation
- First Response Time: This is the time taken by the team to send the first response after the first incoming email in a conversation thread. If the first email in an email conversation is sent from the Shared Mailbox id or by any user of the Shared Mailbox then the timer starts when the first reply is received from the customer.
- Resolve Time: This is the total time an email was in 'Open' state. When a closed email is re-opened, then the "Resolve Time" timer picks up from the previously calculated time and not from '0'. The duration an email stays in 'Pending' state does not contribute to the 'Resolve Time' timer. As in the previous case, if the first email in an email conversation is sent from the Shared Mailbox id or from any user of the Shared Mailbox, then the timer for 'Resolve Time' will start only after the first incoming email from the customer.
To View/ Edit/ Delete the SLA policies on a Shared Mailbox
- Go to the Hiver Admin dashboard
- Click on the 'Shared Mailbox' tab (second from the top) to see the list of Shared Mailboxes on the Hiver account
- Click anywhere on the Shared Mailbox row for which you want to edit/ delete/ view the SLA policy, to view the Shared Mailbox options
- Click on the 'SLA' tab on the left to see the list of SLA policies on the Shared Mailbox.
- You can edit/ delete or disable any SLA policy from here.
Track SLAs based on Business Hours
If you’ve linked your Shared Mailbox to a Business Hour Template, every time you create or edit an SLA policy, you should see a simple checkbox for Business Hours.
Select the checkbox if you want the SLA to account only for Business Hours and leave it unchecked if you want to configure SLAs for calendar hours. As simple as that!