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Video Shorts: Email Experience - Part 2

Import · Jul 09, 2024 · video

[Music] let's see a demo of email experience an updated feature in the Washington family release email experience improves agent productivity with enhanced email capabilities George Warren sends an email to Solana company to resolve some discrepancies in the billing statement of the month the email body includes bullet points and an inline table this is John Jason a Solana support agent workspace George's email automatically creates a support case and John takes ownership of the case after reading Jorge's email in the activity stream Joon starts to write a reply email to George JN adjusts the mini composer to his comfortable position expanding it horizontally expanding the email header expanding CC then BCC Fields if John attaches any files he can expand or collapse them as well as he writes the email draft is saved automatically John can start a new draft and he can always look into view draft for his old draft to edit again joh John opens the full email composer to review his draft in even larger space John thinks it is better to add a knowledge article to the mail he finds an article on a recent change of the billing policy and as a link to the article onto the email body with a few clicks John asks for George's confirmation and send the email to George John updates the case state to awaiting info customer George is busy George forgets to reply to Jon's email but JN no longer has to send reminder emails to George when the case stays in the awaiting info state for 2 days system starts to send reminder emails to George George opens the reminder email in the mailbox jumps to the case in customer Portal George can see all the past interactions on the case including the emails in proper easyto read format from the mail George understands the cause of billing discrepancy George replies to John that he is now clear agent John is busy John easily loses sight of important customary emails now when George's reply email arrives a notification shows up in the corner of Jon's workspace from the notification JN can go to the case immediately reading George's reply John proceeds the case to resolution with the enhance email capabilities email experience improves agent efficiency reduces time to resolve and improves customer experience

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https://www.youtube.com/watch?v=pYqMZmkz4OA