Build scalable, proactive customer service with automation and self-service.
Create ticket pipelines (Support, Onboarding, Renewals).
Define stages, priority levels, and escalation SLAs.
Automate ticket creation from emails, chats, and forms.
Set routing by region, issue type, or priority.
Build knowledge base structure (categories, tags).
Publish 10–15 essential FAQ articles to start.
Optimize articles with SEO metadata and internal linking.
Enable AI chatbots for 24/7 support with fallback to agents.
Set up NPS, CSAT, CES surveys post-ticket or post-milestone.
Create customer health score combining usage + feedback data.
Automate renewal reminders and loyalty campaigns.
Enable sentiment analysis on tickets and emails.
Auto-categorize support tickets by issue type.
Generate Customer Success Dashboard: ticket resolution time, NPS trend, churn prediction, agent productivity.
Conduct training on ticket management and chatbot routing.
Gather user feedback on knowledge base usability.
Schedule quarterly customer experience reviews.
Continuously update SOPs for new issues or workflows.
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