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Customer Service Automation Software for SMBs Workflow

Automate customer inquiries, resolve issues quickly, and free up staff time. Centralized ticketing system, AI-driven chatbots, and personalized support ensure seamless interactions with customers, enhancing overall satisfaction and loyalty.


Customer Inquiry Received

Trigger Checklist

Save Customer Information

Validate Query Details

Update Customer Information

Create Support Ticket

Notify Customer Support Agent

Customer Support Response

Escalation if Necessary

Customer Query Resolution

Post-Resolution Checklist

Customer Inquiry Received

Type: Send Email

This process initiates when a customer submits an inquiry through various channels such as phone, email, or in-person. The received inquiry is registered into the system for tracking purposes. The next step involves reviewing the inquiry to determine its nature and priority level. This requires verifying the contact information of the customer and gathering relevant details about their query. A categorization of the inquiry takes place based on its subject matter such as sales, service, or support. The categorized inquiries are then directed to the corresponding team for further handling. The process ensures that all received inquires get a proper response within the stipulated time frame set by the organization.

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Generate your Workflow with the help of AI

Type the name of the Workflow you need and leave the rest to us.

FAQ

How can I integrate this Workflow into my business?

You have 2 options:
1. Download the Workflow as PDF for Free and and implement the steps yourself.
2. Use the Workflow directly within the Mobile2b Platform to optimize your business processes.

How many ready-to-use Workflows do you offer?

We have a collection of over 7,000 ready-to-use fully customizable Workflows, available with a single click.

What is the cost of using this form on your platform?

Pricing is based on how often you use the Workflow each month.
For detailed information, please visit our pricing page.

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