Automate Conversations

How to Maximize Customer Service Potential with AI Agent

Learn to use AI Agent to engage with customers instantly by providing quick responses to low-level conversations involving basic product information, policies, etc.

Sana
Updated 4 weeks ago by Sana

How to Automate Contact Information Collection with AI

In this article, you’ll discover how to automatically collect Contact information i.e., email address or phone number, using AI Agent.

Sana
Updated 1 week ago by Sana

How to Route Contacts to Preferred AI Agent

Learn to automatically ask incoming Contacts if they want to talk to a Sales or a Support AI Agent and divert the Contact to the AI Agent of their choice.

Sana
Updated 2 months ago by Sana

How to Automatically Qualify Contacts Based on Budget Using AI Agent

Learn how to automatically qualify Contacts based on whether they have the budget for your service using AI Agent.

Sana
Updated 5 days ago by Sana

How to Route Contacts by their Preferred Language

In this article, you’ll discover how to automatically route contacts to Agents based on the Contact’s language preferences.

Sana
Updated 1 month ago by Sana

How to Create Automated Chat Menus

Learn how to create automated Chat Menus to handle multiple inquiries simultaneously and provide customers with instant access to information 24/7.

Wai Ting Yong
Updated 1 month ago by Wai Ting Yong

Assignment Strategy: How to Automate Contact Distribution & Load Balancing

Learn how to automatically assign customers to agents based on your preferred load distribution strategy.

Joshua Lim
Updated 2 months ago by Joshua Lim

Assignment Strategy: How to Unassign Agents after Conversations Closed

Automatically unassign Contacts from agents when conversations are closed using Workflow Templates.

Wai Ting Yong
Updated 2 months ago by Wai Ting Yong

How to Create Automated Welcome and Away Messages

Learn how to set up automated welcome and away messages to respond to customers immediately.

Wai Ting Yong
Updated 2 months ago by Wai Ting Yong

How to Manage Spam

Learn how to manage spam Contacts using Workflows.

Joshua Lim
Updated 2 months ago by Joshua Lim

How to Collect Contacts’ Emails and Phone Numbers

Learn how to collect customers’ or leads’ email addresses and phone numbers when conversations open.

Wai Ting Yong
Updated 1 month ago by Wai Ting Yong

How to Route New and Returning Contacts

Learn how to identify new & returning customers to route & manage them separately using Workflows.

Joshua Lim
Updated 2 months ago by Joshua Lim

How to Route Contacts by Team Functions

Automatically route customers based on the team the customers want to speak to or customers’ contact data.

Wai Ting Yong
Updated 2 months ago by Wai Ting Yong

How to Route Contacts by Shifts

Automatically route customers by shifts or business hours.

Wai Ting Yong
Updated 2 months ago by Wai Ting Yong

How to Get Contacts’ Consent for Personal Data Collection

Learn how to automatically ask for customers’ consent to the privacy policy for personal data collection purpose.

Wai Ting Yong
Updated 1 month ago by Wai Ting Yong

How to Route VIP Contacts

Learn how to identify VIP Customers to route and manage them differently from other Customers using Workflows.

Joshua Lim
Updated 2 months ago by Joshua Lim

How to Promptly Transfer Conversation Between Agents

Automate the reassigning of conversation if the initial agent does not respond within a specified period.

Wai Ting Yong
Updated 1 month ago by Wai Ting Yong

How to Guide Customers from Exploration to Purchase with Engaging Menus

Learn how to create comprehensive Main and Sub Menus for inbound Contacts that allow them to self-explore your product line.

Sana
Updated 3 weeks ago by Sana

How to Optimize Customer Onboarding with Automated & Customized Welcome Messages

Learn how to automatically send customized welcome messages to Contacts coming from various messaging channels and assign them to relevant agents with whom they have interacted earlier.

Sana
Updated 3 weeks ago by Sana

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