How is your hotel's chat management going on the Live Chats screen? Have you missed a lot of calls/chats? How about improving the functioning of your reservation center and increasing your sales? Tasks will help you.
Topics covered
Benefits
The Tasks application will unite your chats and their management on a single screen. You don't need to look at a calendar to know what is pending, just add the task at the desired date/time and when the time comes, you'll be notified. Also, if your hotel suffers from missed calls, now just create a Task in that chat to be reminded that it needs attention.
Important: if you have our Official WhatsApp API Integration, you can also automate these contacts with your customers.
Step by step
Example: You are talking to a traveler about a reservation and need to request information from them after a certain time. For this, you will need to remember that you need to get back in touch with this person in the future.
1. To do this, simply go to Live Chats and click on “Add Task”:
2. Create a task in the chat, it can be a reminder, a warning, a demand, etc.:
3. This task is scheduled for the day and time you want to perform it. At the appointed time, you will be notified of the task, as it already works with notifications of a new service, a new quote, etc.:
4. You can also assign this task to an employee if you wish (feature only available to Admins or Managers):
5. After you create the task, it will appear in your to-do list:
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🔍Note: Agents will only be able to view their pending tasks. Users with Administrator and Manager profiles have access to the tasks of all other users.
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6. After you complete the task, you can conclude it. Note that, as it was late, it was highlighted from the others:
7. You can also filter tasks by “Done”, “Open”, or “In This Chat”:
8. Or you can filter the tasks of just one agent as well:
Related articles
How to send automatic follow-up with Tasks
How to create automatic follow-up templates
Best customer service practices on Whatsapp Business
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