If you’d like to pull pre-existing TeamGantt tasks into Trello, there’s a workaround. However, existing tasks in your TeamGantt project will not automatically sync to your Trello board. Note: Existing cards on your Trello Board (created prior to setting up the Power-Up) will automatically sync to your selected TeamGantt project when the Power-Up is enabled. (Alternatively, you can select “None” to set up your sync manually.) Then, select Continue.Īll done! You can select View in TeamGantt at the upper right side of your board to use the Power-Up with your board. If you’re new, select “My First TeamGantt Project”. Select an existing project to sync with from the Select a project drop-down. (Alternatively, if you have an existing TeamGantt account, select Sign in here and log in with your TeamGantt email address and password.)Īuthorize the Power-Up by selecting Open Authorization Popup, then Allow. If you’re new to TeamGantt, fill out the basic signup information and then select Create Free Account. Select Get Started with TeamGantt on the upper right side of your board. Go to the Menu on the right-hand side and select Power-Ups. In addition, the in-app messaging option allows you to send a message from any website, blog or application using a tag: you reduce your support requests.Enabling the Power-Up & linking your accountįirst, open the Trello Board that you wish to sync with TeamGantt. This is the tool to improve your customer support service. The tool can be customised with Self service or Ask first, which guides customers in the best possible way. The live chat option limits the volume of conversations to be handled by your agents: your customers find an answer easily thanks to the Beacon tool.īeacon ensures that the chat window only appears if an agent is available. It is also possible to make them accessible via the Help Scout Beacon chatbot. Then embed your articles on any web page (including pop-up or sidebar location). Each company can create articles with customisable categories, related articles and keywords for search engine optimisation (SEO). The database is customisable by any agent via the Help Scout message editor. The articles are both for agents (advice on relevant information to give) and for customers (searching for solutions independently).Īccording to Help Scout, this feature reduces agent-customer conversations by 20%. Its main feature is a highly developed knowledge base designed to improve customer service. Read our guide to best practice in customer retention. The multi-channel approach to managing support tickets is a real asset. Developed with AI based on “if-then” logic, they perform repetitive tasks and save you time: creating grouped emails, assigning conversations to agents, etc.įor example, if a customer message contains the word “laptop”, the system will direct the message to your specialist for handling. The management system is complemented by Help Scout’s automated workflows. The little extra: switching from the inbox to a one-to-one discussion with the customer is just a click away.
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