May’s Ask the Experts webinar focused on Workflow. I wanted to share a few highlights on the topic as well as the recording of the webinar. I hope you find the information helpful and insightful!
When is Workflow Useful?
- During business processes
- Formalizing an RMA Process or an Incident Escalation
- When you need a consistent process
- When you want to guide your agents through a set of steps
- When you need to give your agents flexibility while still having a standardized approach
- Automating steps that an agent would take every day including creating tasks
Have questions about Workflows? Reach out to me. I’d love to chat with you.
Thanks for reading/watching!