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16 questions on this

In plain terms. Can you answer six questions on letting customers approve Clara's held messages and on handling their replies? The plan is ready but nothing is built; the plan page has the pictures.

0 of 6 answered

1Which held messages should a customer's team be able to approve?

In plain terms. Which held messages should a customer's team be able to approve?
Why the raiser recommends it
The session raising this recommends: Everything at their buildings
Simplest rule, and they can only see their own buildings anyway.

2Who on the customer's side can approve?

In plain terms. Who on the customer's side can approve?
Why the raiser recommends it
The session raising this recommends: Their company admins only
Start small; add a chosen list if a customer asks.

3One approval switch per company, or one per module?

In plain terms. One approval switch per company, or one per module?
Why the raiser recommends it
The session raising this recommends: One switch for the whole company
Fede asked for something simple.

4Today a casual Slack reply like 'why?' rejects a held text. Keep that?

In plain terms. Should a casual Slack reply like 'why?' still reject a held text? It does today.
Why the raiser recommends it
The session raising this recommends: Unclear replies get a question back
A guess should never throw away a message.

5Owner replies to the weekly report are thrown away today. Where should they go?

In plain terms. Where should owner replies to the weekly report go? Today they are thrown away and nobody is told.
Why the raiser recommends it
The session raising this recommends: Customer's team inbox, us copied
The owner is their client; we still see it.

6There is no newsletter to customers' teams today. Should there be one?

In plain terms. Should there be a newsletter to customers' teams? There isn't one today.
Why the raiser recommends it
The session raising this recommends: Yes, after the reply door exists
So replies to it are handled from day one.
Why, and what was tried
Tried first, unsuccessfully: Advisor reviewed the plan twice (slice order, guards) and said these six are product calls for Gera and Fede, not ours to settle. Plan: docs.propflowai.co/a/customer-approvals-plan.html

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Answered and withdrawn (10)
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