Handoff notes for next agent/workflow
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This file contains mostly longer-horizon ideas for this project.
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## redMCP
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[ ] Basic search backed by Redmine's existing API, full text searching:
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[ ] Issues
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[ ] Contacts
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[ ] Paged getting/fetching of issues matching simple criteria such as:
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[ ] Project
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[ ] Last updated or created
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[ ] Status
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## Other / uncertain
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[ ] Contact disambiguation with Gmail/Google
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[ ] Cross-reference contacts for a given project in Redmine with Google Contacts, then
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intelligently update them so they match the same information.
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[ ] Contacts present in Redmine but missing from Gmail should be added to Gmail
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## Redmine (plugins)
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- [ ] /contacts/<contact_id>/tabs/helpdesk helpdesk tickets list improvements:
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- [ ] Show dates created and last updated
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- [ ] Simple search function
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- [ ] Paging / don't shit the bed for contacts who have hundreds of closed tickets
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- [ ] LLM summary showing the key things the person has mentioned recently
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- [ ] Issue tagging - free-form (?) tagging for issues, where IDs are shared across projects
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[ ] Watchers notification settings
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If there are mechanisms available, other than email, to notify people who are watches on
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a ticket, they should be able to configure some settings about that.
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Examples might include:
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- Webhook
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- Text message
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[ ] Better send/initiate email support
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As it stands, the two ways to initiate email using the Helpdesk plugin are clunky.
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Method 1: Find the contact under contacts, click to send them an email, and it makes the
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user fill out the from/reply-to address -- which defaults to the one they used
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to sign up with redmine. That's typically an issue for two different reasons.
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a. It means that if the contact responds to it, the ticket probably won't show up
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in redmine. It will just go to the employee's inbox.
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b. Doing this doesn't create a ticket/issue unless the contact responds, which can
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be a problem if we need records of who has been emailed and about what.
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Method 2: The user can click "New Issue" inside of a project, select that it's a support
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ticket, and then they get an option asking about what kind of ticket. They have a
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confusing drop-down that defaults to not sending an email. It's just extra headache
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to teach and manage employees to deal with this.
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Another issue with this is that when it does send an email, it doesn't put the header/footer
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from Helpdesk on it, and the user isn't exactly told that's the case.
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A very simple "New Ticket -> Email" option would be very useful that just acts like people
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who use Gmail would expect it to act.
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[ ] Helpdesk: better footers/signatures
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As it stands, email footers/signatures are project based and can't easily be customized on
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a per-user basis (not quite). It would be nice if they had support for macros that will add
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the employee's job title, contact info, etc. I think it already has this feature to some
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extent, but it's not very good.
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[ ] Helpdesk: more direct spam / blocklist / filtering ability
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Helpdesk might not be the best place to implement this, but it seems like it's worth
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thinking about.
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Here are common issues we run into (over 10 years of using this):
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- We _do_ want some emails from @amazon.com, but not everything. Existing features do not
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really cover anything about this. Amazon.com is just an example.
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[ ] Rules engine for email -> ticket imports
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The rules provided by the existing plugin are not very useful. It would be much more useful
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if we were able to do things like this:
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[ ] Based on some criteria, send a different auto response template to certain contacts
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[ ] Import a ticket as normal, but don't send an auto-reply. Instead, pass the imported data
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to some other program which then decides whether or not to send an autoresponse, what it
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should include, etc. If a response is sent, the ticket should be updated to include it.
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[ ] Draft
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A very simple way to save a draft response to a ticket, so it does not get emailed to
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anybody. However, any legit/authorized user who can see/edit the ticket can see the
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draft and choose to edit or send it.
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[ ] We should be able to search by whether or not tickets have drafts.
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This is for these reasons:
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[ ] We may want to present the user with a list of ticket drafts they need to
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approve/deny/edit before they will be sent.
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[ ] We may have an agent write drafts, and in doing so, it should be able to focus
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on tickets that need a draft and don't have one already.
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[ ] It's completely fine if this is implemented using something more like a custom
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field, but I suspect a plugin will be what we want.
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