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v0.8.0 -- Health Check Reports

Configly Support
Updated

v0.8.0 -- Health Check PDF Reports

Released: March 2026

This release introduces the Health Check engine with automated configuration analysis, scored reports, AI-powered summaries, and downloadable PDF reports in three tiers.

What's New

Health Check Engine

26 automated checks across 6 categories analyse your Zendesk configuration and produce a scored report with actionable findings.

  • Performance -- Trigger complexity, automation efficiency, macro usage
  • Routing -- Group assignment coverage, routing rule gaps
  • Notifications -- Email notification configuration, target usage
  • Data Hygiene -- Unused fields, duplicate configurations, naming conventions
  • SLA -- SLA policy coverage, target configuration, gap analysis
  • Security -- API token exposure, permission configuration, access controls

Scores are context-aware -- they account for your Zendesk plan, instance size, and configuration complexity.

Learn more about Health Check :material-arrow-right:{ .md-button }

PDF Report Generation

Generate downloadable PDF reports from any completed health check in three tiers:

Tier Includes
Solo Cover page with score gauge, executive summary, detailed findings, next steps
Multi-Instance Everything in Solo + score trend chart, period comparison, methodology and glossary
Agency Everything in Multi-Instance + AI deep-dive analysis, industry benchmarks, SLA correlation matrix, engagement plan, white-label branding

AI-Powered Executive Summary

Every report includes an AI-generated executive summary highlighting the most important findings with context-aware recommendations. Agency tier reports include consultant-level per-category deep-dive analysis.

Scheduled Health Checks

Enable daily automated health checks that run overnight and send results to your inbox via email. Notifications include the overall score, score change from the previous check, and a summary of findings.

Email Notifications

Health check results are delivered via email with score summaries and finding highlights. Configure email notifications from the Health Check dashboard.

Other Improvements

  • Health check dashboard with score gauge, category breakdown, findings, and history
  • What-If integration -- health check findings link to the simulation engine
  • Industry vertical selector expanded to 19 options
  • Support chat widget for in-app assistance

Agency Tier Features

  • AI deep-dive -- Consultant-level analysis for each category with business impact assessment
  • Industry benchmarks -- Recommendations for 19 industry verticals
  • SLA correlation matrix -- Visualises relationships between SLA policies and configurations
  • Engagement plan -- 3-phase remediation roadmap (urgent, short-term, ongoing)
  • White-label branding -- Custom company name, logo, accent colour, and footer text

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