Prepare your workspace before accepting customer conversations.
- Sign in and choose the intended workspace.
- Check your support group membership and availability.
- Open the inbox and inspect assigned or waiting conversations.
- Review current canned responses and internal knowledge relevant to your queue.
- Send a controlled test through the customer channel, then verify receipt and reply.
- At the end of a shift, hand over unfinished conversations and update availability.
¶ Check the result and solve problems
A successful login alone does not confirm routing or delivery. Report problems with the workspace, channel, approximate time and a redacted screenshot. Include the conversation reference when available.
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