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Use Case: Customer Support

This setup is for teams handling incoming service requests.

Goal

Resolve customer issues quickly while keeping routing and follow-up consistent.

  • Inbound route sends new conversations to a support entry flow.
  • ITR menu captures request type (billing, technical, general).
  • Options route to support groups or announcements.
  • Agents use tags for issue category and priority.

Agent workflow

  1. Take conversation.
  2. Verify customer details in contact panel.
  3. Use quick replies for standard updates.
  4. Escalate/transfer when needed.
  5. Close conversation when resolved.

KPI suggestions

  • First response time
  • Resolution time
  • Transfer rate
  • Reopen rate

Practical tips

  • Keep ITR options short and clear.
  • Standardize support tags across teams.
  • Review invalid-input behavior to reduce dead ends.

Screenshot coming soon.