Keep the conversation close to the customer
Find the customer details and connected conversation, then organise the follow-up around what was actually said.
Less searching before you can help.
The inbox brings connected messages into a shared workspace with the conversation history and contact details alongside them. Read the exchange, write a reply and assign or transfer the conversation when another colleague should take over.
Resolve a conversation when it is dealt with and reopen it when more work is needed. The team can see which conversations still need attention.
For example: hand over a customer enquiry.
A customer asks whether a service suits their business. One colleague reads the request and checks the contact details, then transfers the conversation to the person who can answer. That colleague picks up the actual exchange, replies with the relevant information and resolves it when the next step is agreed.
Make the next reply easier.
Bring the channels your business uses into a more organised working day.
Discuss your communications