Agent is an employee who manages ideas, replies to customers and updates status of the requested ideas and feature requests. Idea is a feature request or a piece of feedback from users and customers of your products. Idea contains description of an option or a feature, which is not available in your current product or system at the moment and which the user wants to have in future.
See the next sections for information on how to work with Customer Case:
Managing Customers' Ideas
Agents deal with issues while working in JIRA. Customer Case add-on for JIRA adds the dedicated tab for viewing all the added ideas and feature requests into the project overview section.
The Customers' Ideas tab is shown only for the projects that are being used as feedback forums. For the details on how to create feedback forums, refer to the Adding New Forums section.
Here the agent can view the list of ideas with the number of votes and comments, and also see the customer and date when the ideas was added. The agent can reload the page with ideas by clicking the Reloadicon. All the ideas, which were added by customers, are automatically converted into JIRA issues.
By clicking the idea title, the agent will be redirected to the standard page for viewing issue details.
The add-on adds a separate section Ideas' Comments for viewing customers' comments for particular ideas and replying to them from JIRA.
The agent can post a comment, and this comment will be shown to the customer when he/she opens the corresponding idea. When the agent starts progress on the issue or resolves it, the corresponding status is shown to customers.
The Customer's Idea block shows the author of idea, the number of votes and the public URL, which the current idea is available at. The agent can immediately proceed to the customer's area of Customer Case portal for viewing idea details by clicking the Public URL link.
Searching for Ideas using JQL
The add-on has a special JQL query for searching for ideas with votes.
Once you have created the JQL query, you can save it as a filter
Adding Output of the Dashboard
- Add a gadget to your dashboard.
- Select the filter containing the JQL query.
- Select the period for showing the chart.
- Define the refresh interval for the gadget.
- Click Save.
Logging in to Forums
JIRA agents can log in to feedback forums with their JIRA account.
- Click Sign in with JIRA.
- In the opened form, enter your username and password in JIRA.
- Click Sign in.
Viewing Ideas in JIRA
JIRA agents can instantly proceed to JIRA when viewing a particular idea on the forum.
- Open the appropriate idea.
- Locate and click the JIRA icon.
- You will be redirected to JIRA.