Customer Service - Ready-made Solutions

Manage customer requests from different communication channels quickly and efficiently by setting up a support service. This ready-made configuration allows you to:

This configuration allows you to receive requests from different channels

Quickly get advice from colleagues or managers by associating them with tasks

See them in a shared queue

Features configuration

This configuration's communication with Customer Service is similar to regular correspondence with a typical messenger, social media platform, or email.

The supervisor has his workspace to manage the support team and monitor the status of customer requests.

A workspace screen displays all necessary information for employees.

Automated scripts monitor and manage various aspects of staff work, such as assigning tasks, tracking response times, and generating reports. They help ensure that tasks are handled efficiently and effectively and can also provide valuable data for analyzing and optimizing customer support experience.

Custom reports provide summary information about all requests received in a given period.

You can start using the configuration immediately or customize it to meet your company's needs.

This ready-made solution is a great opportunity to get started with Planfix

If you haven't
signed up yet

If you're already rockin'
Planfix Install solution

Feel free to use other ready-made Planfix solutions,
either individually or in combination

Management

Project Management Internal Projects and Tasks Solution Task Management 2.0

Finance and Accounting

Income and Expenses Accounting

Productivity

Task Management

HR Management

Time-Tracking: Working & Leisure Time

Customer Service

Sales and CRM

CRM: Customer Request Management

Ready-made Solutions

Package

Employee groups

Customer Service Add Support Team employees to this group.

Robots

Robot Morty Robot that performs automatic actions.

Directories

Response database A directory where you can add prepared responses for frequently asked questions.

Task fields

First employee response This field holds the time of the first response, which is recorded in the corresponding report.

Task statuses

Awaiting response Requests are changed to this status when the customer responds.

Colleague assistance needed When a task has this status, a member of the support team can ask a colleague for help.

Manager assistance needed This status should be used when a request can only be addressed with the help of a supervisor or higher-level manager.

Task processes

Customer Service This process holds all customizable automation.

Task templates

Request All messages are created using this template.

Reports

Requests by Employee for the Last Month A report that shows the number of completed requests for each employee for the past month.

Wait Time for the First Response for the Last 30 Days A report that tracks the first response time for each customer and outputs the average for the day across all employees. The report also shows average response time over the last 30 days.

Average Time in Progress for the Last 60 Days This report tracks the total time that each request has had the status "In progress," groups by employee, and outputs the average for the last 60 days.

Requests by Channel for the Last 60 Days This report counts the total number of requests received through different communication channels in the last 60 days.

Processed/Not Processed for the Last 30 Days A report that shows how many requests have been completed in the last 30 days and how many are still in progress.

Planners

Support Team Planner A working area where everything is set up for support staff.

Manager's planner In this planner, supervisors or managers can monitor support team work and help team members solve problems.

Task filters

Active This shows all requests that are still being worked on.

Complete This list shows requests that have been processed.

Virtual email addresses

support A virtual email address where you can forward emails from your company mailbox.

Workspaces

Customer Service A work environment that displays only objects and entities that are related to this configuration.

This ready-made solution is a great opportunity to get started with Planfix

If you haven't
signed up yet

If you're already rockin'
Planfix Install solution

Feel free to use other ready-made Planfix solutions,
either individually or in combination

Management

Project Management Internal Projects and Tasks Solution Task Management 2.0

Finance and Accounting

Income and Expenses Accounting

Productivity

Task Management

HR Management

Time-Tracking: Working & Leisure Time

Customer Service

Sales and CRM

CRM: Customer Request Management

Ready-made Solutions

Owner

Planfix Lab

Version date:
09/03/2023

Version date: 09/03/2023

Installed: 13

Planfix Lab

This ready-made solution is a great opportunity to get started with Planfix

If you haven't
signed up yet

If you're already rockin'
Planfix Install solution

Feel free to use other ready-made Planfix solutions,
either individually or in combination

Management

Project Management Internal Projects and Tasks Solution Task Management 2.0

Finance and Accounting

Income and Expenses Accounting

Productivity

Task Management

HR Management

Time-Tracking: Working & Leisure Time

Customer Service

Sales and CRM

CRM: Customer Request Management

Ready-made Solutions

Solution Price:

Free

This ready-made solution is a great opportunity to get started with Planfix

If you haven't
signed up yet

If you're already rockin'
Planfix Install solution

Feel free to use other ready-made Planfix solutions,
either individually or in combination

Management

Project Management Internal Projects and Tasks Solution Task Management 2.0

Finance and Accounting

Income and Expenses Accounting

Productivity

Task Management

HR Management

Time-Tracking: Working & Leisure Time

Customer Service

Sales and CRM

CRM: Customer Request Management

Ready-made Solutions