Queue Flow & Productivity
The admin portal is designed around one idea: reduce the number of decisions between tasks. Every feature in the queue flow exists to keep staff moving forward without stopping to think “what should I do next?”
The Flow
Section titled “The Flow”Continue Working -> Read -> Reply -> Send & Complete -> Auto-Advance -> Repeat- Continue Working — a single blue button on the list page that navigates to the highest-priority conversation needing a reply
- Read & Reply — the detail page shows everything needed to respond: message thread, case info, tasks
- Send & Complete — one action sends the reply and marks the conversation done
- Auto-Advance — after 500ms, the view automatically navigates to the next conversation in the queue
- All Caught Up — when the queue is empty, a celebratory empty state appears before returning to the list
Progress Tracking
Section titled “Progress Tracking”Progress is tracked in two places:
List page header — shows “X of Y” conversations handled today with a circular progress ring that fills proportionally.
Detail page navigation strip — shows queue position (“1/4”) to the left of a small progress ring, plus a prominent blue “Next” button. This keeps the user oriented within the queue and makes advancing frictionless.
Mark Complete Gate
Section titled “Mark Complete Gate”Not all conversations can be completed with a reply. Some require action items:
- AI-generated tasks appear in the action panel (e.g., “Verify bed rest period against contract terms”)
- Each task has a checkbox
- The “Mark Complete” button remains disabled until all tasks are checked
This prevents premature closure — a conversation about a missing payment can’t be marked complete until someone actually checks the payment status.
Response Time Indicators
Section titled “Response Time Indicators”In the team health dashboard, response times are color-coded:
| Color | Threshold | Meaning |
|---|---|---|
| Green | Under 2 hours | Within SLA |
| Yellow | 2-8 hours | Getting stale |
| Red | Over 8 hours | Overdue |
These colors appear on the team member cards in the Team tab, letting team leads spot bottlenecks at a glance.
Self-Assignment
Section titled “Self-Assignment”Before responding to any conversation, a team member must claim ownership by clicking “Assign to Me.” This isn’t optional — the reply composer is physically hidden until assignment happens. The gate ensures:
- No anonymous responses
- Clear accountability per conversation
- Audit trail of who handled what
Claim from Team Queue
Section titled “Claim from Team Queue”Unassigned conversations in the Team tab show a “Claim” button instead of an assigned person. Any team member can click to self-assign, pulling the conversation into their My Inbox.
Unified Assignment Indicators
Section titled “Unified Assignment Indicators”Across the entire portal — triage queue, triaged history, and communications inbox — assigned conversations display a consistent indicator: a team icon followed by “Team > Person” in neutral text. This makes it easy to scan who owns a conversation regardless of which view you’re in.