SLA Management
SLA (Service Level Agreement) management defines and monitors response and resolution time commitments for support tickets. This guide covers SLA configuration and tracking.
Overview
SLA management enables you to:
- Define service commitments
- Track response times
- Monitor resolution times
- Configure escalations
- Report on compliance
- Improve service quality
Accessing SLA
Navigate to Settings → Support → SLA or Support → SLA Dashboard.
Understanding SLA
SLA Components
| Component | Description |
|---|---|
| Response Time | First reply deadline |
| Resolution Time | Fix completion deadline |
| Business Hours | When clock runs |
| Escalation | What happens if breached |
| Conditions | When SLA applies |
SLA Metrics
| Metric | Description |
|---|---|
| Time to First Response | Minutes to first reply |
| Time to Resolution | Hours to resolve |
| SLA Compliance | % met targets |
| Breach Rate | % exceeded targets |
SLA Status
| Status | Description |
|---|---|
| On Track | Within target |
| Warning | Approaching deadline |
| Breached | Exceeded target |
| Paused | Clock stopped |
| Achieved | Target met |
SLA Policies
Standard SLA Table
| Priority | First Response | Resolution |
|---|---|---|
| Critical | 15 minutes | 2 hours |
| High | 1 hour | 8 hours |
| Medium | 4 hours | 24 hours |
| Low | 8 hours | 48 hours |
SLA by Customer Tier
| Tier | First Response | Resolution | Support Hours |
|---|---|---|---|
| Premium | 15 min | 4 hours | 24/7 |
| Business | 1 hour | 8 hours | Extended |
| Standard | 4 hours | 24 hours | Business |
How-To Guides
How to Create SLA Policies
Creating SLA Policy
- Go to Settings → Support → SLA
- Click New SLA Policy
- Enter details:
| Field | Description |
|---|---|
| Name | Policy identifier |
| Description | Purpose |
| Conditions | When applies |
| Targets | Time goals |
| Actions | Escalations |
- Configure targets
- Set escalations
- Activate policy
Policy Example
SLA Policy: Premium Support
Conditions:
- Customer Tier = Premium
- OR Priority = Critical
Targets:
- First Response: 15 minutes
- Resolution: 4 hours
Business Hours: 24/7
Escalation:
- 50% elapsed: Notify agent
- 75% elapsed: Notify manager
- 100% elapsed: Escalate to L2How to Configure Response Times
Response Time Settings
Define what counts as response:
- First public reply
- First any reply
- Assignment acknowledgment
- Status change
Time Calculation
Response Time = First Response - Ticket Created
Only counts business hours (if configured)
Excludes paused timeResponse Targets
Set by priority:
| Priority | Target | Stretch Goal |
|---|---|---|
| Critical | 15 min | 10 min |
| High | 1 hour | 45 min |
| Medium | 4 hours | 3 hours |
| Low | 8 hours | 6 hours |
How to Configure Resolution Times
Resolution Definition
Resolved when:
- Status = Resolved
- Status = Closed
- Customer confirms fixed
Time Calculation
Resolution Time = Resolved - Ticket Created
Minus: Paused time (awaiting customer)
Minus: Non-business hours (if configured)Resolution Targets
Set targets:
| Priority | Target | Max |
|---|---|---|
| Critical | 2 hours | 4 hours |
| High | 8 hours | 12 hours |
| Medium | 24 hours | 48 hours |
| Low | 48 hours | 72 hours |
How to Set Up Business Hours
Business Hours Configuration
- Go to Settings → Support → Business Hours
- Define schedules:
Standard Business Hours:
Monday-Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed
Timezone: America/New_York- Set holidays
- Assign to SLA policies
Multiple Schedules
Create different schedules:
- Standard (business hours)
- Extended (early/late)
- 24/7 (always on)
Holiday Calendar
Add holidays:
- Go to Business Hours → Holidays
- Add holiday dates
- Select affected schedules
- SLA clock pauses on holidays
How to Configure Escalations
Escalation Rules
Define what happens:
| Stage | Timing | Action |
|---|---|---|
| Warning | 50% elapsed | Notify agent |
| Alert | 75% elapsed | Notify manager |
| Breach | 100% elapsed | Escalate |
| Critical | 125% elapsed | Executive alert |
Setting Up Escalation
- Open SLA policy
- Go to Escalations
- Add escalation rules:
- Trigger percentage
- Action type
- Recipients
- Save configuration
Escalation Actions
Available actions:
- Send notification
- Change priority
- Reassign ticket
- Add to queue
- Notify management
- Create alert
How to Monitor SLA Compliance
SLA Dashboard
View real-time status:
- Tickets by SLA status
- Response compliance
- Resolution compliance
- Breach trends
Dashboard Widgets
SLA Overview - Today
Response Time:
├─ On Track: 45 tickets (85%)
├─ Warning: 5 tickets (9%)
└─ Breached: 3 tickets (6%)
Resolution Time:
├─ On Track: 38 tickets (72%)
├─ Warning: 10 tickets (19%)
└─ Breached: 5 tickets (9%)SLA Reports
Generate reports:
- Compliance by period
- Breach analysis
- Team performance
- Trend analysis
How to Handle SLA Pauses
Pause Scenarios
SLA clock pauses when:
- Awaiting customer response
- Pending external dependency
- On hold by request
- Scheduled maintenance
Automatic Pause
Configure auto-pause:
- Go to SLA Settings → Pause Rules
- Define conditions:
- Status = Pending Customer
- Status = On Hold
- Clock pauses automatically
Manual Pause
Pause manually:
- Open ticket
- Click Pause SLA
- Select reason
- Clock stops
- Resume when ready
How to Analyze SLA Performance
Key Reports
| Report | Shows |
|---|---|
| Compliance Report | % targets met |
| Breach Report | Failed SLAs |
| Trend Report | Over time |
| Agent Report | By team member |
Compliance Calculation
SLA Compliance % =
(Tickets Met Target / Total Tickets) × 100
Target: >95%Root Cause Analysis
For breaches:
- Identify patterns
- Common categories
- Peak times
- Resource gaps
Advanced Features
Multi-SLA Tickets
Multiple SLAs on one ticket:
- Different targets for stages
- Multiple commitments
- Tracking each separately
SLA Inheritance
Apply SLAs based on:
- Customer tier
- Contract terms
- Product type
- Priority combination
Proactive Alerts
Prevent breaches:
- Predictive warnings
- Workload balancing
- Automatic reassignment
- Resource suggestions
SLA Reporting API
External reporting:
- Real-time data
- Custom dashboards
- Integration with BI tools
- Automated reports
Best Practices
📋 Policy Design
- Realistic targets
- Clear conditions
- Appropriate escalations
- Regular review
⏱️ Time Management
- Prompt responses
- Efficient processes
- Proper prioritization
- Workload balance
📊 Monitoring
- Real-time tracking
- Trend analysis
- Breach investigation
- Continuous improvement
🎯 Targets
- Achievable goals
- Stretch objectives
- Team accountability
- Customer alignment
Configuration
SLA Settings
Navigate to Settings → Support → SLA:
- Policies - SLA definitions
- Targets - Time goals
- Business Hours - Schedules
- Holidays - Calendar
Escalation Settings
- Rules - Trigger conditions
- Actions - What happens
- Recipients - Who's notified
- Templates - Message formats
Reporting Settings
- Dashboards - Display config
- Reports - Standard reports
- Alerts - Threshold notifications
- Export - Data formats
Troubleshooting
Common Issues
SLA not applying
- Check policy conditions
- Verify priority set
- Review customer tier
- Check policy active
Time calculation wrong
- Review business hours
- Check pause periods
- Verify timezone
- Audit ticket history
Escalation not triggering
- Check escalation rules
- Verify notification settings
- Review recipient availability
- Test configuration
Compliance showing incorrectly
- Verify calculation period
- Check data completeness
- Review exclusions
- Audit raw data
Next Steps
Learn about the Customer Portal to provide self-service access for customers.
