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How to allow customers to choose a team or a teammate to take care of their concerns?
How to allow customers to choose a team or a teammate to take care of their concerns?

What are the advantages of allowing customers to choose a specific team or a teammate to take care of their concerns?

👍 There are several advantages:

1. Personalized Service: Customers feel more valued when they can select a familiar team member who understands their history and preferences.
2. Increased Trust: Building a relationship with a particular team or teammate can foster trust and loyalty over time.
3. Customized Solutions: Specific teams or teammates can provide more tailored and effective solutions to address customers' concerns properly.

Overall, giving customers the option to choose a team or teammate to handle their concerns can lead to stronger relationships, improved customer satisfaction, and a more personalized and efficient customer experience.


How to allow customers to choose a team or a teammate to take care of their concerns?

Step 1: Use the template of Triage button and assign to different teams


Step 2: Click the block to raise the settings page, you can edit the text directly to customize your service types. If you need more, please click "+" and choose [Reply buttons] to have more blanks to edit.




Step 3: Continue the flow and sign conversations to a specific team or teammate. In addition, it's supported to add tags for the conversations, so that you can better identify and manage your conversations.


Step 4: You can pre-set some commonly asked questions or a customized speech to enrich your workflow.


Step 5: After finishing settings, you can edit the title of this flow and click [Create Flow] to activate the workflow.


With this setting, when a customer opens a new conversation, it is assigned according to the type selected by the user, and the issue information can be collected synchronously by adding the tag. If you have any questions, please feel free to contact Willdesk live chat support for further assistance. Thank you!

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