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1/9 단계
Let’s start with the size of your support team. How many agents are there?
1-9
10-24
25-99
100-499
500+
I'm not sure
Great. How do you want customers to reach you for help? Select all that apply.
Email
Chat
Help Center
Social media
Phone call
Do you provide customer support in more than 1 language?
Yes
No
Does your team use service level agreements (SLAs) to guarantee responses within a timeframe?
For example, promising a response within 4 hours.
Yes
No
I’m not sure
Do you route tickets based on an agent’s skills, such as language or product expertise?
Yes
No
I’m not sure
Good to know. When you get a complex customer issue, how does your team loop in other departments? Select all that apply.
Email
Messaging app (e.g., Slack, Microsoft Teams)
Phone
Schedule a meeting
No one outside of the team is contacted
When it comes to building a help center, what do you need? Select all that apply.
Create a few articles and FAQ, just the basics
Accommodate multiple languages
Have a community forum
Support 100s of articles
Use advanced content management tools
Unsure or don’t need a help center
What kind of reporting is most important for your team to track success? Select all that apply.
Just the basics:
Such as first response time, help center views, number of requests received.
Real-time data:
Goes a little deeper, such as the number of chats in queue or the longest wait time.
Custom reports:
Track metrics specific to your business, such as average cost per contact.
I don’t plan to use reporting tools
I’m not sure
Finally, what else is important in your customer support solution? Select all that apply.
Customer satisfaction surveys:
Get feedback to improve your support team
Multiple ticket forms:
Tailor forms and fields for more relevant info gathering
HIPAA
compliance
Data location options:
If you need to specify where your account data is stored, whether in the US, APAC, or European Economic Area
Sandbox environment:
A non-production environment for testing, development, and/or training purposes
Custom roles and permissions:
Granular control over who can see and do what
None of the above
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