New Digest: exception queues and report panels
Use exception counts to find work requiring a specific kind of attention.
Open a report
- Open Daily Digest → Today and locate Exception queue.
- Choose the named queue or its count. If rows are hidden, use Show all reports. Availability depends on the role, feature and selected user.
- Review the opened report panel, its filters and source records. Opening the panel is different from using an action such as Capture, Resolve or Mark reviewed.
- Close the report using Close report to return to Today. After a source change, check the refreshed counts; report and record limits can affect what is shown.
| Queue | What to investigate |
|---|---|
| Pending Actions | Selected-user intake plus unassigned intake. See the separate intake procedure. |
| Campaign Replies / Reply Routing | Customer replies awaiting follow-up, or routing exceptions. Routing is shown only with the relevant access. |
| Revival Queue | Recoverable lost-deal candidates when deal analytics is enabled. |
| Pending Details | Incomplete checklist information; the option depends on available active global checklists. |
| Pending Escalations | Escalations awaiting resolution. |
| Follow-up Review / Follow-up Alerts | Flagged contacts and active alerts. The alert count includes snoozed alerts, so a nonzero count does not mean every alert is immediately actionable. |
| My Helpdesk / HD Unassigned / HD Overdue / Low CSAT | Open tickets, ownership gaps, overdue SLA work or low satisfaction. Helpdesk app access and support-department membership affect visibility. |
| Pending Assignments | Unfinished operational assignments. |
| Subscriptions Expiring | Subscriptions due to expire within the next 30 days. |
| Activity Timeline | Today's recorded user activity. |
Pending Actions notification sound
The bell beside Pending Actions enables or disables its notification sound. The choice is stored for the signed-in user in that browser. If the browser blocks audio, the interface reports that sound could not be enabled; allow sound for this site if you want it, then try again. Sound preference does not capture or review an intake item.
Each report's own actions need its detailed procedure; consult all guide topics.