Assigning a client to a certain Ringostat manager
Help set up pinning a contact. For example, at the first call, the client gets to the sales managers. When calling again, the client is assigned to the customer support manager
Original question is available on version: ru
Answers:
Good afternoon, what does "fixing" mean in your situation, is it responsible for who the call will be redirected to by telephony?
04.08.2021, 12:00
Original comment available on version: ru
.
OneBox production wrote:
Good afternoon, what does "fixing" mean in your situation, is it responsible for who the call will be redirected to by telephony?
yes right
04.08.2021, 12:55
Original comment available on version: ru
Let's say the first call is made, you have a contact card. When it was created, as far as I understand, it does not have a manager? You also have 15 managers on which the card then needs to be transferred, which one should you choose? Distribute it evenly to everyone?
04.08.2021, 12:57
Original comment available on version: ru
At the first call, automatically when the manager picks up the phone, we create a client card, the main thing is that after this stage the client manager would change to another employee (or role) Or, as an option, change the person responsible for the client depending on the status of the last order. For example, if an order has a status of new and pending, sales managers are assigned to it. If the order has moved to the status of confirmed or shipped, the client manager changes to a customer service employee.
04.08.2021, 13:05
Original comment available on version: ru
We can use the "Assign a manager for the customer" action for the Shipped step. The main thing is that the function Redirect the call to the client manager would work
04.08.2021, 13:11
Original comment available on version: ru
We can make an action in user automation. If the user does not have a manager or a manager of the selected role, change the manager to a random one from another selected role. Set it to the update action, after the card is created by the call center, the client manager will become the user of the required role. Takes 3 hours
04.08.2021, 13:11
Original comment available on version: ru
Alexander wrote:
We can use the "Assign a manager for the customer" action for the Shipped step. The main thing is that the function Redirect the call to the client manager would work
if at the stage of the process it is also possible, you wrote in the description that you need to redirect the second call. And the second call can be even before the process has moved to the stage (3 minutes after the first call, for example), the option described above solves this issue.
04.08.2021, 13:13
Original comment available on version: ru
In fact, this is not necessary. How to set up the function that I described above to work . And we, depending on the status of the order, will distribute the person responsible for the client
04.08.2021, 13:18
Original comment available on version: ru
In order for this setting to work, you need to create a new webhook with the redirect type in the ringostat personal account, insert the same link as for a regular hook (box/ringostat/push/) and insert dst_phone in the "Redirect number field"
04.08.2021, 13:38
Original comment available on version: ru
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OneBox production wrote:
dst_phone
Who from experts can help to make it?
04.08.2021, 13:42
Original comment available on version: ru
look at the screenshot, you need something like this. What you have on the 2nd screen. You are clearly setting up the wrong thing now, this is not a redirect webhook. If it doesn’t work out, I can set it up for you in 1 hour
04.08.2021, 15:49
Original comment available on version: ru
Help set up. We're a little confused there.
04.08.2021, 16:53
Original comment available on version: ru
I will issue you an invoice, in a response letter after payment, send a link to your personal ringostat and access. It is in the letter, not on the forum. since this is a public forum.
04.08.2021, 17:36
Original comment available on version: ru
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