TEAMINBOX

 

When a user fills out a form or logs in via Facebook messenger, the team inbox will look like this:

 

 

 

ERXES PLUGIN TEAMINBOX

 

A team inbox is a field where all clients are connected at the same time through any channel.

The necessary operational and technical configuration links for the plugin are included as follows.Plugin Guide

 

 

• DESCRIPTION

• MODULE

• USE

 

 

DESCRIPTION

 

This section includes chat messages from form, erx messenger, and other integrated connections, allowing team members to respond to and receive requests from all channels in a timely manner from one location.

You can also customize the channel according to the job description of the team members who view the information received by the brand and the channel.

 

 

 

MODULE

 

Small filters used

• Channel

• Segment

• Brand 

• Integration

• Tags

• Customer /property/

• Company

 

 

USE

 

• The answering team member will tag - /Assign/

• Choose a tag that fits your conversation - /Tag/

• Choose which fields, boards, and channels to convert - /Convert/

• Close the conversation that answered and solved the problem -  /Resolve/

• Employees leave internal notes during conversations - /Internal note/

• Edit, consolidate and delete customer information - /Action/

• Previous customer contact stories - /Activity/