<aside> ‼️ The Surfboard help centre has moved! Find the latest documentation here

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Welcome to Surfboard 👋

A simpler, smarter and fairer team planning tool for customer service teams at scale.

This guide will tell you how you can set up intelligent forecasting, automated scheduling and more, so you can start surfing in no time.

We recommend putting aside a couple of hours to do a full set up depending on your team size. Once you’re all set up, Surfboard will automate and optimise your teams schedules right away.

Let’s get started.

<aside> 🏄‍♀️ Are you a surfer, not a manager? Check out our surfer’s guide here

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• Setting up your forecast
  • Adding connections
  • Setting up ticket groups
  • Creating activities
• Forecasting
  • Forecast and actuals
  • Forecast adjustments
• Setting up your team
  • Time off
  • Shift patterns
  • Surfers
  • Teams
• Scheduling
  • Editing or rescheduling weekly shifts
  • Editing or rescheduling daily activities

The basics

With Surfboard - you set it and forget it. Once you’ve set up your team and connected your customer service platforms, Surfboard will do the hard work for you.

• Add your team and personalise their profiles with their shift patterns and activities
• Get forecasts 12 weeks in advance by making connections and organising your inflow with ticket groups
• Team shift plans are generated 8 weeks in advance so your team can plan their life around their schedule
• Get detailed daily schedules every week, telling your team what they should be working on to hit your targets every day

Setting up your forecast

Adding connections

Surfboard integrates with your existing customer service platforms to pull in your ticket data and create your forecast.