Support Use Cases

How to Identify Contacts by Email and Phone Number

Collect the Contact's phone number or email when you get a new contact to identify if they are an existing customer using Workflow Templates.

Joshua Lim
Updated 2 months ago by Joshua Lim

How to Enrich Customer Data from a CRM or other Business Software

Retrieve customer properties like Fields from your CRM or business software that holds your primary customer list and add the data to the Contact in respond.io.

JQ Lee
Updated 2 months ago by JQ Lee

How to Route Customers to the Right Team Automatically

Automatically route customers to the right team based on customers’ input, contact data, business hours and shifts.

JQ Lee
Updated 2 months ago by JQ Lee

How to Auto-Assign Customers to a Team or Dedicated Agent

Automatically assign customers to a team, workspace or dedicated agent to save time and effort compared to a manual picking or assignment process using Workflow Templates.

Joshua Lim
Updated 2 months ago by Joshua Lim

How to Send Outbound Support Messages

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

JQ Lee
Updated 2 months ago by JQ Lee

How to use Closing Conversations Feature

Use the Close Conversation feature to monitor resolved issues on the respond.io platform and automatically unassign agents when conversations are closed using Workflow Templates.

Joshua Lim
Updated 2 months ago by Joshua Lim

How to Supervise Your Support Agents

Allow managers to identify issues on a daily basis and task agents to solve the issues.

JQ Lee
Updated 2 months ago by JQ Lee

How to Analyze Reports for Support

Keep track of all the metrics relevant for your support performance and conversations.

JQ Lee
Updated 2 months ago by JQ Lee

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 2 months ago by Susan Swier

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