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HOW TO CATEGORIZE MY INBOX AND FOLLOW IT

  • February 7, 2021
  • 1 reply
  • 17 views

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what I need to know is their way

 

can categorize customer question based on it can do the needed matrice and easily follow it and know the necessary detail

 

don't tell me to use a tag because it's hard and wasting time 😁

Best answer by Roy

Hello @user281​ ,

 

There several ways to do that.

 

1) You can use the Task bot + custom attributes to qualify customer questions.

More information can be found here

 

2) You can use automation rules to prioritize/assign conversations based on different data.

To start create rules go to Inbox -> Automation -> Rules.

More information about rules can be found here.

 

I hope this will be helpful 🦄

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  • 1152 replies
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  • February 7, 2021

Hello @user281​ ,

 

There several ways to do that.

 

1) You can use the Task bot + custom attributes to qualify customer questions.

More information can be found here

 

2) You can use automation rules to prioritize/assign conversations based on different data.

To start create rules go to Inbox -> Automation -> Rules.

More information about rules can be found here.

 

I hope this will be helpful 🦄


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