Phase 8: Customer experience — subscriber accounts in Slash #1

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opened 2026-06-18 14:04:42 +00:00 by mohlec · 0 comments
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Goal

NCW subscribers download Slash (same app as staff/techs) and log in with a customer account. Role-based access controls what they see.

Principle: One app, multiple roles

No separate customer app. Role determines the experience:

  • Admin: full platform, system console
  • Staff: internal channels, dispatch board, all features
  • Tech: their dispatch column, #techs, support channels, Jitsi
  • Customer: assigned support channels, My Account sidebar, usage dashboard, appointment notifications
  • Guest: most restricted, temporary/contractor

Customer role — what they see

  • Admin-assigned support channels (e.g. #customer-support, #outages)
  • Their own private support thread with NCW staff
  • No access to internal channels (#techs, #noc, #dispatch)
  • My Account sidebar button → opens myaccount.ncwcom.com (Billmax portal) in WebView
  • Usage dashboard (Billmax data via slash-customer-plugin)
  • Appointment notifications (push when tech is en route, on site, complete)
  • Jitsi video call for remote support sessions

Depends on

  • Phase 3: license check removals — Guest Accounts + Advanced Permissions unlocked (done)
  • Phase 2: Jitsi plugin (done — desktop; mobile needs Phase 5 Jitsi native)
  • Phase 7: Work order lifecycle (for appointment status push to customers)

Components

  • slash-customer-plugin: Billmax billing adapter — fetches account/usage data, surfaces in a sidebar panel
  • Role provisioning: automated account creation when customer is added in Billmax (n8n workflow)
  • Channel assignment: auto-assign customer to their support channel on account creation
  • My Account WebView: opens myaccount.ncwcom.com with session passthrough

Acceptance criteria

  • Customer can log in to Slash and see only their assigned channels
  • My Account button in sidebar opens Billmax portal
  • Customer receives push notification when tech status changes on their appointment
  • Customer can initiate Jitsi support call with NCW staff
  • New Billmax customer automatically gets Slash account + channel assignment via n8n
  • No internal channels visible to customer role
## Goal NCW subscribers download Slash (same app as staff/techs) and log in with a customer account. Role-based access controls what they see. ## Principle: One app, multiple roles No separate customer app. Role determines the experience: - Admin: full platform, system console - Staff: internal channels, dispatch board, all features - Tech: their dispatch column, #techs, support channels, Jitsi - **Customer: assigned support channels, My Account sidebar, usage dashboard, appointment notifications** - Guest: most restricted, temporary/contractor ## Customer role — what they see - Admin-assigned support channels (e.g. #customer-support, #outages) - Their own private support thread with NCW staff - **No access** to internal channels (#techs, #noc, #dispatch) - My Account sidebar button → opens myaccount.ncwcom.com (Billmax portal) in WebView - Usage dashboard (Billmax data via slash-customer-plugin) - Appointment notifications (push when tech is en route, on site, complete) - Jitsi video call for remote support sessions ## Depends on - Phase 3: license check removals — Guest Accounts + Advanced Permissions unlocked (done) - Phase 2: Jitsi plugin (done — desktop; mobile needs Phase 5 Jitsi native) - Phase 7: Work order lifecycle (for appointment status push to customers) ## Components - **slash-customer-plugin**: Billmax billing adapter — fetches account/usage data, surfaces in a sidebar panel - **Role provisioning**: automated account creation when customer is added in Billmax (n8n workflow) - **Channel assignment**: auto-assign customer to their support channel on account creation - **My Account WebView**: opens myaccount.ncwcom.com with session passthrough ## Acceptance criteria - [ ] Customer can log in to Slash and see only their assigned channels - [ ] My Account button in sidebar opens Billmax portal - [ ] Customer receives push notification when tech status changes on their appointment - [ ] Customer can initiate Jitsi support call with NCW staff - [ ] New Billmax customer automatically gets Slash account + channel assignment via n8n - [ ] No internal channels visible to customer role
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slash/slash-customer-plugin#1
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