Statuses show the life cycle of a request in the Brand Embassy. They appear as a coloured label in the header of the post, case or comment. Different customer inquiries can have different statuses.
When a post or case enters the system it’s automatically marked:
- New - new request without any reply from the agent.
- Open - an inquiry already assigned to an agent, but awaiting resolution. Posts are also marked like this when it is a continuation of a previous conversation previously marked ‘resolved’
Once a case is in the system, you use progress statuses to keep track of what needs to be done next:
- Pending - the agent has replied but is waiting for more information from the customer
- Escalated - the agent has replied but is waiting for more information from another department (i.e., finance, legal, etc)
- Resolved - an answer has been provided and there is no more to be done.
- Closed - once the case is closed it cannot be reopened. A new message will trigger a new case.
Individual messages/comments have the following statuses:
- New - when it arrives in the system
- Checked - a message that has been seen by the agent
NOTE: A post view shows multiple statuses. In the example below you can see the posts' status as well as the statuses of the cases within the posts:
Comments
0 comments
Please sign in to leave a comment.