Refund and onboarding questions answered from your own docs

How it looks

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operations

2
  1. Sophie

    @devboxes Write the onboarding checklist for Sam, our new support lead, starting Monday.

  2. devboxes APP

    Sam's checklist covers the first day, week and month, and the steps name who helps.

    devboxes

    Onboarding: Sam, support lead

    Before Monday: Sophie sets up Sam's accounts for the help desk, Slack and the admin panel.

Report posted by devboxes

Onboarding: Sam, support lead

  • Before Monday Sophie sets up Sam's accounts for the help desk, Slack and the admin panel.
  • Day one Jonas walks Sam through the open tickets.
  • Week one Sam joins support calls on days two and three.
  • Month one Sam answers half of the inbox, and Jonas reads the replies.
See this flow

Tasks operations teams give devboxes

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operations

2
  1. Sophie

    @devboxes a customer says we charged them twice for October. is that on our side?

  2. devboxes APP

    Yes. The retry after Tuesday's card timeout went through although the first charge had succeeded. I filed ENG-233 for billing, and you can refund the second charge in the admin panel under Payments.

    Filed ENG-233

Operations

Acme

  1. Sophie

    @devboxes can you write the onboarding checklist for Brandt & Söhne from our docs? they start Monday

  2. devboxes App

    Posted the checklist: the account and their billing admin before Monday, the customer import and 30 days payment terms on day one, SEPA direct debit in week one.

    Checklist posted

Search Acme

operations

2
  1. Sophie

    @devboxes we moved to Hafenstraße 12 in Hamburg. where do customers still see the old address?

  2. devboxes APP

    On the invoice and credit note footers, the reminder email signature and the payout statement. Should I update all four?

More tasks for operations teams

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Where do the answers come from?

From your team's docs, issues and code. devboxes names its sources in the answer.

Does devboxes change anything when it answers?

No. It changes something only when you ask for the change, and a person on your team approves it.

Where does the work run?

On our servers in Germany, or on your own machines if you connect them. Your data stays on our servers in Germany either way.

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