Enhanced team permissions

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Shared by Elva • February 21, 2024

Improve collaboration and control amongst Team Leads and Ops teams with enhanced team permissions.

Control the edit access each manager has, to prevent accidental overwrites or unapproved editing. Choose how loose or tight your settings are, to support all roles.

New

Custom attributes for Salesforce

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Shared by Elva • January 10, 2024

Surfboard now supports custom attributes for Salesforce ticket groups. Refine and filter your forecast to match your ways of working.

Select 'custom attributes' from the attribute dropdown and enter the name of the attribute. Custom attributes are usually in the format 'custom_attribute__c'.

New

Real-time schedule dashboard

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Shared by Elva • January 02, 2024

Your new real-time schedule dashboard provides a comprehensive overview of your entire customer support function, allowing you to efficiently manage and optimise your resources.

With the ability to monitor operations from a bird's-eye view, you can stay agile and responsive to the dynamic needs of your customers.

  • Gain instant insights into ongoing customer support activities across the day.
  • Quickly respond to unexpected peaks in customer queries or service requests. Easily redeploy additional capacity to high-priority channels or specific tasks.
  • Optimise resource allocation to ensure efficient handling of customer interactions.
  • Ensure that critical issues are addressed promptly by directing resources accordingly.
  • Adjust surfer schedules on the fly to meet changing demand and seamlessly update them with Surfboard’s instant publishing tools and Slack integrations.
New

Scenario planning

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Shared by Elva • January 02, 2024

Better prepare and plan for any eventuality with scenario planning. Experiment and understand the impact that shrinkage, productivity and service levels can have on your staffing requirements.

Plan with different team sizes and tweak your real-time and async staffing ratio to predict backlogs.

Improve your seasonal and event preparation by building in scenario planning into your process. See what would happen in different situations and prepare your team with business decisions, shift or activity plans or playbooks - making it easier to overcome any situation that occurs.

Easily answer questions and make decisions faster with a simple, data visualisation tool powered by your own data.

New

New home for reporting

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Shared by Elva • November 30, 2023

We've created a new dedicated home for all of Surfboard's new and existing reporting features.

You can now find Insights, Performance and Timesheets under the reporting tab in the navigation bar, making it easier than ever to report on your team.

New

Faster publishing

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Shared by Elva • November 28, 2023

Move and adapt to real-time changes faster with our new Faster Publishing improvements.

  1. Track edits: Stay in the loop with a dynamic count of surfers whose schedules have been edited but not yet published, making it easier to keep your team up-to-date and on-task.
  2. Move faster with a new Hotkey: Instantly publish today’s edits by using the new hotkey (Cmd + ⏎ on Mac or Ctrl + ⏎ on Windows). If hotkeys aren’t your thing, then you can still publish with one click from the edit counter.
  3. Safety first: If you try to publish schedules from multiple teams, you’ll be asked to confirm to avoid accidentally publishing other team's work before it’s ready

New

Schedule insights

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Shared by Elva • November 08, 2023

At Surfboard, we know that data-informed decisions are better ones, and that’s why we’re excited to share our latest feature, Schedule insights.

Designed to empower you with key insights into how effective your schedules are. From shrinkage, to service time and meetings - you can get a birds eye view of everything happening in your support team in one beautiful dashboard.

New

Team schedule view

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Shared by Elva • November 08, 2023

We’ve listened to feedback and have made it easier for surfers to see what everyone is working on with our newest feature, team schedule!

As well as having a dedicated view of their own schedule, surfers can now click the ‘Team schedule’ button to access a ‘read only’ view of the whole team schedule, making it easy to see who's on the same activity as you or who you can grab lunch with.

New

Find and replace

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Shared by Elva • October 31, 2023

Phone queue building 🤯? No sweat. You can now quickly and easily reassign surfers to other activities using Find and Replace.

Simply select the lower priority activities you want to replace, e.g. admin or project time, and then select the activity you want to move them to, and for how long.

Surfboard will then update all surfers schedules, giving you time to take a breather and think of your next move.

New

Drag to resize

Elva avatar
Shared by Elva • October 31, 2023

We know that schedules often need to change at last minute, which means quick and easy editing is crucial. Our latest schedule editing feature embraces the unpredictability of your day by allowing you to adjust activity lengths quicker than ever!

Say goodbye to tedious manual adjustments. You can now drag to resize activity blocks to your desired length. Just hover your cursor over the edge and pull!

Whether you need a quick 15-minute catch-up or an extended brainstorming session, this feature lets you adapt your schedule on the fly. No need to delete and recreate events; simply stretch or shrink the activity blocks according to your needs.