Task manager to help with prioritization?

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Habib01
Posts: 494
Joined: Tue Jan 07, 2025 5:39 am

Task manager to help with prioritization?

Post by Habib01 »

A knowledge base is not part of every solution, but you can always add third-party integrations that make it available.

Customer portal
A customer portal is usually the centerpiece of a brand’s customer support setup. It contains some of the things we’ve already mentioned, like a FAQ section and knowledge base, but it’s usually the place users go to submit their tickets. In most cases, a customer portal also provides ticket tracking, allowing customers to stay in the loop without actually contacting anyone.

Multiple knowledge base features in customer portal software - LiveAgent
Another important feature of customer portals is brand awareness. Unlike other forms of ticketing, such as email, social media, and phone calls, customer portals allow you to fully customize what your customers see. This allows you to reaffirm your brand message and ensure it aligns with the branding principles you are trying to convey.

Customer portals are the starting point for most customers facing a problem because they are the official core of the customer support process, so they need to be in good shape.

Integration options
Most top-notch helpdesk software solutions also offer full integration with other software . Additionally, native integration with your existing CRM allows you to track customer purchase history and contact information, eliminating the need to enter uk phone number data data twice. This simplifies the entire process. Once your support team knows more about the customer, they can provide personalized support.

example of email automation integration in LiveAgent
In addition to CRM integration, most popular helpdesk solutions offer a number of other third-party integration options. The list will vary depending on the helpdesk software you use, but in most cases, you can leverage integrations to provide specific customer support. This can mean adding things like surveys, forms, automation integrations, Google Sheets , chatbots (if it doesn't already have them), team chat like Slack , project management tools like Trello , and so on.
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