Introducing Advanced Data Permissioning To Reduce Agent Workspace Clutter

Introducing Advanced Data Permissioning To Improve Agent Dashboards and Guard Privacy TW

Having all of your customer data in one place is extremely powerful. A holistic customer view can improve the first-contact experience, enable personalized and speedy service, power proactive customer support, and reduce handle times. While having all your customer data at your fingertips can be empowering, information overload can be overwhelming.

Have you ever had a situation where one of your agents saw information they shouldn’t have? Maybe someone edited a data field they shouldn’t be able to change. Have more confidence in your data. Permissioning enables greater data security and integrity.

Now, with the introduction of field level permissions, Kustomer offers a more tailored agent timeline.

Separate Team and/or Business Unit Data

Keep customer data for all your brands in one place, and display only relevant information to agents. Configure agent views as appropriate for your business. Kustomer’s customization adapts to customer support teams that are centralized or specialized. Measure and grow customer lifetime value (CLV) across products. Support cross-sell and co-marketing efforts between your brands.

Improve Agent Efficiency and Customer Satisfaction

With field level permissions, you can control data accessibility for specific fields. This means that your billing team or fulfillment team only sees information relevant to their role. Focused views drive down average handle times so your team can help even more customers.

Secure Your Customer Data

Kustomer’s commitment to data security is demonstrated by our SOC 2 Level II certification and HIPAA compliance. Restrict data access at the field level to mitigate risk and de-risk systems for greater compliance. This is essential for clients with highly private personal information in industries such as financial services and healthcare. Limit write access, but permit read access to guard data integrity while maintaining accessibility. This can also be used to support

Intuitive Design for Easy Data Permission Controls

Putting this functionality in the hands of our users gives administrators greater control of their customer data in real-time. Navigate seamlessly between permissioning for objects and fields. Kustomer’s smart settings ensure users don’t create contradictory rules such as granting Write but not Read access. These controls allow you to connect all of your user data to Kustomer’s systems, knowing that you supervise user access.

This next step in Kustomer’s data permissioning model provides enterprise corporations with the controls they need. Learn more about how Kustomer can help your team here.

 

4 Easy Ways to Maintain a Strong Culture While Transitioning to Remote Work

4 Easy Ways to Maintain a Strong Culture While Transitioning to Remote Work TW

The global work environment is undergoing a massive shift, and with recent events forcing the acceleration of remote work, leaders everywhere are scrambling to find ways to maintain and continue building a strong team culture within their organizations during this abrupt transition. Luckily, thanks to modern technology, there are many ways to create an environment of positive behavior, togetherness and productivity even in a remote team.

Of course, with any types of changes, there are a few adjustments that need to be made. Here are some of the ways to not only maintain, but to build a strong culture while transitioning to a remote team:

1. Ensure that your team is equipped with the right tools that match your culture and encourage collaboration

The concept of “the path of least resistance” comes into play in all aspects of life, and building a strong team culture in a remote environment is no different. When I think about some of the work friendships I’ve made in my career, many of those friendships were forged with people who were in the same “new-hire onboarding” class as I was. Those friendships were strengthened if they happened to be on the same team, and even more so if we became deskmates. The same concept applies to remote work. Work relationships are built with those we communicate with often.

When it comes to building culture in the context of a remote environment, the easier it is to communicate and collaborate, the more those behaviors will be reinforced. It is especially important in a remote setting to err on the side of over-communication as opposed to under-communication, as rampant miscommunication and missing information can dismantle trust and culture fast. With a wide variety of instant messaging and video conferencing platforms, along with the internal notes and comments sections of your customer management platform, an environment of open communication and collaboration in remote teams is no longer just a dream, it is a very achievable reality.

2. Create opportunities for remote social interactions

In a remote work environment it can feel as if you should only reach out to a colleague when problems arise or help is needed. During those times, stress levels are high and there can be a buildup of negative emotions towards an individual, especially when all interactions with them are stressful, demanding and require deep thought. Without a foundation of trust and camaraderie, it’s much easier to misinterpret the intention of an e-mail or message.

This problem is often alleviated in an in-office environment since colleagues will inevitably bump into each other during coffee or lunch breaks. In a remote work environment, not so much. This is why it’s smart to have fully optional, but regularly scheduled, virtual coffee and lunch breaks. By encouraging remote team members to bond virtually, and foster a “remote office social life”, teammates can feel much more comfortable asking each other questions and giving honest feedback when it comes to business.

3. Setting clear goals and expectations

While setting clear goals and expectations is important in any environment, dysfunction from a lack of direction becomes more apparent in a remote team. While some remote employees may disappear into the abyss when there is a lack of direction, others may overcompensate and overwork to appear productive, which could potentially lead to burnout. Neither of these scenarios are beneficial for the employee or the employer. It is up to leadership and the managers to set SMART goals (Specific, Measurable, Achievable, Relevant, Time Bound) and hold employees accountable, giving direct feedback if expectations aren’t being met. This allows remote employees to stay connected to the overall mission and goals of the company as well as empower the employee to engage in their work. The happiest employees have a deeper sense of meaning to their work than to simply clock in and clock out for a paycheck.

4. Foster an environment that celebrates wins

While it is important to see reality for what it is and to find gaps and weaknesses in the business, it is equally, if not more important, to find strengths and reasons to celebrate. In an in-office environment, it’s easy to celebrate all sorts of “wins”. Whether you just brought a promising new hire on board, ran a smooth implementation of new software, or helped turn an angry customer into a happy one, news will get around. In a remote environment, employees may often feel isolated and lonely. Negative and urgent news may travel faster than the small wins, but it is crucial to to emphasize the wins. By fostering an environment that celebrates all the wins and allows the cheers to reverberate across communication channels, you encourage a culture of positivity that lifts employees up.

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

 

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.

 

Four Ways to Work Smarter with Business Rules In Kustomer

Four Ways to Work Smarter with Business Rules In Kustomer TW

Here at Kustomer, we are hard at work alleviating customer service teams from the manual busywork that can overwhelm agents, especially when traffic and call volumes are high. Even the simplest request or question can be a distraction from conversations that require more thoughtful attention.

That’s why intelligence is baked into everything we do. Our platform is built to automate menial tasks so organizations can scale and teams can provide personalized, high-quality care that keeps customers happy.

With Kustomer’s Business Rules, anyone can implement automation to free teams from time-consuming tasks. Our easy-to-use rules builder can process simple to complex actions, like sending transactional messages, categorizing conversations, and escalating issues.

We’re breaking down some of the most useful ways your team can work smarter with Business Rules to keep operations running smoothly.

1. Send Automated Messages

There are plenty of reasons to send automated messages—like letting customers know an agent will be right with them, or perhaps you have a specific note or promo you’d like to share.

Automating these communications keeps customers informed, and agents less distracted. Also, an ability to easily implement automated messages lets you build and run them at a moment’s notice.

Business Rules in Kustomer let you control exactly when an automated message is sent and who receives it, so you can provide customers an optimal experience by communicating effectively.

Watch our video to see how easy it is to create automated messages with Business Rules.



2. Add Tags to Conversations

Tagging conversations isn’t just a great way to stay organized—tags work as actionable triggers to automate processes in Kustomer.

Business Rules can be used to add tags to conversations, then those tags can be used to automatically route conversations or escalate issues to specialized teams.

3. Mark Auto Responses ‘Done’ Automatically

A single Business Rule can cover a lot of ground. Auto responses can clog agent queues, and cause SLAs to breach if they aren’t marked ‘Done’. Since auto responses occur with various subject lines, you can create a single rule that automatically marks auto responses complete by identifying possible subject line containing keywords like ‘automatic response’, ‘automated response’, ‘auto response’, etc.

4. Assign Multiple Channels to a Specific Team

It’s hard to anticipate peak interaction times or periods of high conversation volume, so you may need to shift team priorities quickly. You can create a Business Rule that automatically assigns channel-specific conversations to a designated team, making sure all customers are covered during your busiest times.

You can learn more about Business Rules in our Help Center, or get in touch with us to learn how Kustomer improves customer service experiences with AI and automation.

 

Kustomer Tech Recap: Enhancements to Queues and Routing, Workflows, and More

Our engineering and product teams have been busy launching new features, improving integrations, and making your top requests a reality. Here are the highlights of what we’ve added to Kustomer over the past few weeks:

Platform
  • Restylized the Queues and Routing user toolbar to better fit the platform.
  • Ensured that when Queues and Routing is active, unassigned snoozed conversations will not be routed until the snoozed status has elapsed.
  • Added ability for workflows to use SLA breaches as triggers, providing immediate and automated escalation.
  • Added ability to deactivate and reactivate Shortcuts.
  • Enhanced business rules capabilities to recognize a search that contains parts of an organization’s email domain.
  • Updated the look and feel of our Login page.
  • Added ability to adjust the relative heights of the agent’s Inbox and Recently Viewed Items in the left-hand side panel.
  • Ensured proper sync of conversation count between individual customer and company timelines.
  • Improved support for default language variants (e.g., US English and UK English or Standard French and Canadian French).
  • Added ability to quickly clear date fields on the insights panel by X’ing them out.
  • Created new type-to-filter ability when selecting the default language in Conversation settings.
  • Improved agent icon display in search results.
  • Made it easier for users to merge customer records by surfacing suggestions based on existing customer information.
Channels
  • Improved support of chat for Internet Explorer 11
  • Streamlined chat assistant prompts to render and display as part of the regular flow of messages within the Conversation view.

 

Doug Jarvis is the Director of Product Marketing at Kustomer.

Kustomer Tech Recap: New SLA and Custom Workflow Rules Capabilities

Our engineering and product teams have been busy launching new features, improving integrations, and making your top requests a reality. Here are the highlights of what we’ve added to Kustomer over the past few weeks:

Platform
  • Added ability to use custom message attributes when building workflow rules and searches.
  • Added ability to use queue assignments when building SLA rules.
  • Ensured previously-assigned conversations are allocated to an agent’s capacity when they make themselves available.
  • Added exporting of “Conversations Viewed” events data to better understand agents productivity and occupancy within the platform.
  • Added support for Twi language in Global Languages, Snippets, and web chat.
  • Added support for creating Snippets in Belarusian and Kazakh.
Channels
  • Eliminated a customer’s need to refresh the chat window to immediately view a message sent by a Proactive Messaging campaign.
  • Improved syncing of multi-level list options in Conversational Assistant flows, so that options deleted by the admin are removed from selection in the customer view.
  • Improved translation accuracy for the “End Chat” prompt in chat window.
  • Added a new notification for agents when sending a Twitter Direct Message (DM) that is not delivered due to customer privacy settings that block DMs from sources they are not following and have not DMed.
  • Ensured that the unread message count indicator will update properly when a customer leaves their chat window open and idle.

 

Doug Jarvis is the Director of Product Marketing at Kustomer.

Product Updates: Channel Updates, Platform Improvements, and More

Our engineering and product teams have been busy launching new features, improving integrations, and making your top requests a reality. Here are the highlights of what we’ve added to Kustomer over the past few weeks:

Channels
  • Ensured “agent created by” status is always present in all initial outbound chat messages, while maintaining workflows and business rules.
  • Optimized Kustomer Web SDK to now only store one cookie on a website, which helps improve site and chat widget performance.
  • Enabled users to seamlessly toggle between multiple Twitter handles when responding within a single conversation thread.
  • Enhanced Kustomer’s Twilio Co-Pilot integration to now use more than one SMS number.
Platform
  • Created a  new filter to display all notes within a customer’s timeline.
  • Improved accessibility when sorting and selecting results in dropdown fields in Settings searches and Knowledge Base forms. You can now scroll through results using up/down arrows and choose an item from the dropdown using the ‘enter’ keystroke instead of only a mouse click.
  • Streamlined the search functionality in the team section of standard reports by removing the duplicative “Search by Team” option and keeping the more widely used “Filter by Team.”
Mobile SDKs
  • Latest iOS SDK Release: Version 0.1.39. Recent updates include, HIPAA compliance, improved message delivery speed when sending attachments, and support for numbers in chat assistant.
  • Latest Android SDK Release: Version 0.1.33. Recent updates include HIPAA compliance, improved message delivery speed when sending attachments, support for numbers in chat assistant, and updated send button for Android versions 5.0 and below.



Doug Jarvis is the Director of Product Marketing at Kustomer.

Product Update: Get Deeper Insight with Custom Object Searches

Kustomer’s platform for customer experience uniquely collects, organizes, and displays all the available data about your customers in one easy to use timeline. Searches are a way of segmenting conversations, customers, and companies based on properties like customer loyalty level, conversation status, channel and more. We’ve expanded the functionality of Searches to include custom objects as well. With information from tools like Magento, Delighted, or Jira, you’ll now be able to create searches based on any customer data that exists in your business custom objects (Kobjects). And the possibilities are endless.

For example, if you’re an IoT company with a device object, you can use search segmentation to see all the devices that have been registered in the last week as well as all conversations about each model; automatically updating when new information is available.

You probably also collect CSAT information and integrate it into Kustomer to make sure you provide relevant service. With Custom Object Searches it’s easy to create a search for all conversations that received a negative CSAT score in the last week and even further segment that by customer information like subscription tiers, location, or total dollars spent. Teams can then easily prioritize outreach in order to maximize customer satisfaction.

No need to invest in highly-priced enterprise software or in-house development. With Kustomer your team is now fully informed and empowered to provide the best service for  every customer.

For more information about Custom Object Searches, check out this article.

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