When a customer service agent handles a conversation from email, message or chat it would be nice to assign an issue category, so an agent can flag the conversation as: shipping issue, or missing account information.
So within dashboards directors can see the types of issues popping up.
**SHORT-TERM SOLUTION EDIT - DEC, 15 2020**
👋Hi all, here's my short term solution:
Create New Property on Contact Object: i.e. Latest Reason for Contacting
Add Property to Right Sidebar. For easy access:
Train Customer Service Team, and Optimize Property Values
Create Report of Latest Reason for Contacting:
Distribute to Teams for Continual Improvement, or Automate Responses 😎