Retain Customers

How to Route New and Returning Contacts

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

Joshua Lim
Updated 6 days ago by Joshua Lim

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 1 day ago by Joshua Lim

How to Send CSAT to Customer and Save Data in Google Sheets or CRMs

Use a Workflow Template to automatically send CSAT surveys to customers with closed conversations and save data in Google Sheets, CRMs or other data warehouse.

Susan Swier
Updated 6 days ago by Susan Swier

How to Send Outbound Support Messages

Follow up on customers’ issues as needed by sending outbound messages.

JQ Lee
Updated 6 days ago by JQ Lee

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