Service Manager

Manage customer service requests with clients - securely and effectively.

When an employee has a customer service request, they can easily navigate to our Customer Service interface. Once they arrive to the page, an employee can create a new customer service session. They can choose between the account-defined customer service categories (Examples include: general question, technical support, rewards support, billing). Upon a new session request, the customer service contact will immediately receive an email notifying them of the new request. A user can define where they want the support ticket to go, based on the previous mentioned categories. Tech support can be routed to WMS, billing can be routed to accounting, and general support can be routed to their wellness group or account representative.

Customer service sessions are a two-way conversation, allowing the users' questions to be answered on a personal basis.