Evaluate the performance of your customer service employees
The checklist was created using international standards for customer service quality and the experience of support managers from our large client companies.
About checklistReduce response time and minimize routine operations
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Monitor responsible employees for all customer requests
Find the information you need in 2 clicks
Assign request statuses and customize individual fields, lists and filtering
Prioritize requests to show your employees what to do first
Save ready answers and process frequently asked questions with a single click
Support can answer familiar questions in one click. Templates are categorized by topic for quick reference.
Attaching documents to templates helps you to avoid searching for a commercial offer or contract every time.
The specified actions in the templates automatically change the statuses of the requests and add the desired tags. If an employee selects the wrong status, the template corrects the error.
Set up triggers to automate routines so support can focus on customers
You set:
Conditions — which query parameters are checked,
Actions — which actions with queries are performed.
Requests with the subject "payment" are sent directly to accounting, and with the subject "bug on the site" — to the second line of technical support.
If an employee is overdue, or a customer has given a bad grade, the supervisor is notified by email.
Based on keywords in the message, the rule determines the essence of the client’s question and immediately sends an autoreply.
If the message came from a no-reply address, the rule changes it to the client’s email from the message or subject line.
Important customers’ emails are automatically prioritized — they are the first in the queue to be answered.
Sometimes a customer forgets to answer your question and the problem remains unresolved. The trigger will send them a reminder.
Send us a request for an online demonstration at the time that’s convenient for you. We will give you an overview and answer any questions you may have about the system.