7 Ways Busy Teams Can Best Leverage the Kustomer Platform While Working Remotely

7 Ways Busy Teams Can Best Leverage the Kustomer Platform While Working Remotely TW

As much as we may not want to admit it, we are living in a whole new world, and customer service leaders are having to learn new ways of being successful, from the way they treat their customers to the way they manage their employees.

As your organization makes necessary changes to stay connected and responsive during this trying time, here are some additional ways you can leverage capabilities within Kustomer to stay productive and collaborative:

1. Tap Into Unlimited Collaboration

As part of Kustomer’s Ultimate Package, now available to all customers, Unlimited Collaboration allows you to loop in anyone from any department within your organization to help resolve inquiries more efficiently in a remote environment. Features like Notes, Following and @Mentions let cross-functional teams conduct internal communications and ensure customers get the expedited service they need right now, no matter where they are in the world.

2. Manage With Team Pulse

Another Ultimate Package tool, Team Pulse allows you to see what your agents are working on in real time, enabling teams to manage performance and effectiveness seamlessly. Supervisors can quickly jump to the customers and searches that agents are viewing in real-time as well as adjust queue assignments and availability, all from the Team Pulse dashboard.

3. Expand Your Shortcut Library

Companies are updating policies to accommodate for the coronavirus, and your agents should be armed with the correct information to share with customers. Add in any new policies or FAQs to your shortcut library to ensure your agents have everything they need at their fingertips.

4. Introduce Users to their Performance Dashboard

Your teams may be experiencing an influx of conversations due to customer concerns. Ensure your agents understand their traffic volume, performance, satisfaction, and peak times of interaction, so they can anticipate busier times of day and easily keep tabs on how customers are feeling.

5. Activate Your Social Media Channels

As customers contact you across an array of channels, make sure you’re ensuring seamless communication by having all channels in one holistic view. You can quickly install Facebook or Twitter DMs directly from the Kustomer App Directory, and customers can get consistent attention if they reach out over social media.

6. Set up These Useful Business Rules

Your team doesn’t have to get bogged down trying to keep conversation traffic organized. Business Rules are a great way to automate routine tasks. Here are a few you can set up right now to drive more efficiency:

  • Send Messages: Watch our video and start sending automated messages whenever you need.
  • Auto-Mark Auto Responses ‘Done’: A single rule can cover a lot of ground. These conversations may contain a variety of subject lines that all mean the same thing. Create a rule that can automatically mark any conversation that’s titled: automatic response, automated response, auto response, etc. as ‘Done’.
  • Assign a Specific Team to Multiple Channels: During these rapidly changing times, you may need to shift priorities quickly. Create a business rule that automatically assigns any conversation from specific channels to a designated team, to make sure all customers are covered.
  • Automatically Tag Conversations: Business Rules can automatically tag conversations based on context, such as any conversations related to the novel coronavirus. Just make sure you’ve added any tags you need to your library, and build rules to apply them.

7. Route Conversations based on Customer Attributes

Cut down on unnecessary busy work by intelligently and automatically routing customers to the most appropriate agent, based on information like language, sentiment or customer history.

Remember, the Kustomer platform is accessible from anywhere—requiring nothing more than standard WiFi and an internet browser. No downloads. No plugins. No premium internet connection needed.

Want more practical tips for working remotely? Check out our latest infographic on how to stay sane and productive while working from home.