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Technical SpecsService Specs

Service Cloud

The specifictions for Case Management, Knowledge Base, and SLA Engine.

Service Cloud Subsystem

The Service Cloud delivers high-velocity support capabilities, moving from reactive ticket handling to proactive customer success using Knowledge and AI.

1. Domain Model (Schema)

1.1 Core Objects (packages/support)

Object NameAPI NameDescriptionKey Fields
CasecaseA customer issue or request.subject, priority, status, origin
Case Commentcase_commentThread of communication.body, is_public
Knowledge Articleknowledge_kavHelp content.title, body_html, category, status
SLA PolicyentitlementSupport agreement.account_id, start_date, sla_minutes

1.2 Relationship Diagram

erDiagram
    ACCOUNT ||--o{ CASE : "logs"
    CONTACT ||--o{ CASE : "logs"
    CASE ||--o{ CASE_COMMENT : "has"
    CASE }o--o{ KNOWLEDGE_KAV : "attaches"
    ACCOUNT ||--o{ ENTITLEMENT : "purchases"

2. Business Logic (Automation)

2.1 Omni-Channel Routing (case.route.action.ts)

  • Trigger: after_create
  • Logic:
    1. Check Case.origin (Email, Phone, Web).
    2. Check Case.priority.
    3. Find available Agent in support_queue.
    4. Assign owner_id based on "Least Active" or "Skill Match".

2.2 SLA Countdown (case.sla.hook.ts)

  • Trigger: on_create, on_update.
  • Logic:
    • If priority == 'Critical', set target_resolution_time = Now + 2 hours.
    • If status != 'Closed' AND Now > target_resolution_time, Trigger Escalation alert to Manager.

2.3 Knowledge Deflection (AI) (knowledge.search.action.ts)

  • Action: When User is typing case Subject on Portal.
  • Logic: Vector Search (embedding(subject)) against Knowledge Base.
  • Output: Return Top 3 Articles. If user clicks "Solved", abort Case creation.

3. User Experience (UI)

3.1 Agent Console (service_console.app.ts)

A "Split View" application designed for high-density work.

  • Left Panel: List of "My Open Cases".
  • Center Panel: Current Case Workspace (Details, Chatter).
  • Right Panel: Knowledge Sidebar & AI Agent (Suggested Replies).

3.2 Knowledge Editor (knowledge.page.ts)

  • Layout: Rich Text Editor for Content, Sidebar for Version/Language control.

4. Security & Access

  • Public: Can read is_public=true Knowledge Articles.
  • Customer: Can Create/Read own Cases.
  • Support Agent: Can Read/Edit All Cases in assigned Queue.

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