Start by wiring every place customers talk to you into one workspace. Connect shared inboxes, your site’s chat widget, WhatsApp and other messengers, plus social pages. Spin up separate branded portals for each product line with custom domains, colors, and signatures. Add business hours, queues, and skill-based rules so new conversations land with the right team automatically. Define service targets for first reply and resolution, then set escalation paths for when clocks run late. Import your existing snippets and turn them into macros with variables for names, order IDs, and languages. Enable the AI Assistant to draft replies from your knowledge base and recent email history, and tune its tone to match each brand.
On a normal day, agents work from a single queue and never shuffle tabs. Use quick actions to assign, tag, snooze, or merge threads. The AI Assistant summarizes long histories, proposes the next step, and generates clear answers you can send as-is or edit. When a chat arrives, jump in live or convert it to a tracked ticket; language is detected and translations are offered both ways. Drop in links to relevant articles without leaving the thread. Prevent duplicate work with collision detection, and pull teammates in with @mentions and internal notes. If a pattern emerges, label the ticket as a known issue so related conversations auto-update when you post a fix. For bigger outages, open an incident, set status, and push consistent updates across email, chat, and social. Every interaction stays tied to the customer profile, so context follows them across channels and time.
Build self-service that actually deflects. Author articles by category—FAQs, how‑tos, and troubleshooting flows—then localize them for your markets. The widget suggests articles as customers type, and you can route to a human when intent signals frustration. Host a community forum where power users answer questions; turn great replies into new articles with one click. After each conversation, collect CSAT or NPS in the customer’s language and route low scores to a manager. Create lightweight surveys to validate fixes or capture feature requests. Provide a self-service portal for account changes, payments, or status checks, and connect it to your back office. Store runbooks, contracts, and guides centrally so agents always have the latest version.
Measure and improve continuously. Dashboards track volume by channel, SLA adherence, first response and resolution times, and agent capacity. Real-time alerts flag upcoming breaches and auto-escalate to an expert or manager. Review top tags weekly, retire stale macros, and fill knowledge gaps revealed by searches with no results. If you’re an IT team, link tickets to hardware and software assets to see impact by device or version. Product managers can tag feedback, export reports, and spot trends before launch. Rolling out a new brand? Duplicate a portal, apply unique styling, connect its channels, and ship with tailored macros and AI prompts. With permissions and audit logs in place, you can invite the team, go live, and keep refining without disrupting service.
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