Crafting a better work experience

UpdateWe now support Message Templates to send messages outside of the allowed 24 hours window. Learn how to use them in this guide.

Go where your customers are. By adapting to your customers' preferred channels of communication you reduce the first point of friction they might encounter while trying to reach you.

With over 2 billion active users, WhatsApp is the biggest messaging app in the world. With a userbase of this magnitude, it’s likely that some of your customers use WhatsApp on a daily basis. This channel of support is particularly effective when targeting a mobile-first audience.

People have been using WhatsApp to communicate with customers for years. The problem was scalability. You could only link one phone number to one device. For companies receiving dozens or hundreds of customer requests per day, implementing WhatsApp was impossible.

If your small business customer service only receive a few requests per day, and you have no dedicated team to handle support, then using WhatsApp Web will most likely be good enough.

Otherwise, a WhatsApp shared inbox is probably the way to go. Missive lets you connect a phone number to a team inbox where multiple people can answer queries from numerous customers at the same time, from any device and from a single phone number.

Not only that, but you can also:

Assign messages to specialized teams or coworkers

Nowadays, around 40% of all purchases online are made on mobile devices. Let's suppose you have an eCommerce store, and a customer has a problem with their order, so they contact you using their phone.

In Missive, the message can arrive at a Team Inbox. From there, you or any coworker can assign themselves to the case and follow up promptly.

Maybe something goes wrong, and the customer asks for a refund, but you don't have the clearance to handle reimbursements, then you simply assign the case to a colleague in the finance department.

All is done quietly, behind the scenes. The customer never knows she's been transferred, and she gets the refund done quickly and smoothly.

Chat with colleagues inside a customer's conversation

Let's suppose you're onboarding a new coworker, and they are starting to take cases on their own gradually. They will inevitably have questions for some situations that come out of the norm.

Instead of them having to tap you on the shoulder, copy/paste the customer's inquiry on Slack, or any other way, they can @mention you inside the WhatsApp message and ask for help.

Once again, the customer gets a seamless support experience, and you don't lose time switching apps or moving around the office.

Use canned responses to reply to common questions faster

It is inevitable. In any business, there are always some questions that come through every day, multiple times per day. Even if all the information is on the website, and you have multiple FAQs about it.

Going back to the eCommerce scenario, people often ask about turnaround times or delivery dates. In cases like this, you may want to create a canned response with all details regarding shipping and turnaround times.

Whenever someone asks about their delivery date, just insert the response and continue working on something else within seconds.

Pro tipUse the shortcut: Shift + Command + O to quickly open the responses popup

Create automated rules to relieve employees from repetitive tasks

Missive rules are potent sets of conditions that can be applied to incoming and outgoing messages, and also to specific actions.

For example, all incoming WhatsApp messages that contain the word "urgent" can be automatically labeled with a red label and assigned to a specific team member.

An additional rule can also be made so that if a message remains unanswered for an hour, an alert is sent to a manager.

This is a great way to keep the right level of service in the company.

Go where your customers are

Centralize all your communication channels into a single app.

Missive not only lets you collaborate around WhatsApp messages, but you can also tap into other channels, including email, Facebook Messenger, Instagram, SMS, and website live chat. All in a single interface.

Follow this step-by-step guide to set up WhatsApp with Missive.

Companies nowadays have multiple points of contact (help@, info@, support@, Instagram DMs, Facebook messages, SMS…)

 Managing them can turn into a painful task, and unreplied requests give way to frustrated, bad-reviewing customers.

Let's talk about how people can deal with customer support.

Shared email accounts

It is the most simple yet most inefficient way to deal with customer support. The premise is quite simple, set up an email account, support@ for example, and share the password with your coworkers.

Everyone has access to all emails, which might seem like a good, easy option, but it entails problems.

• Sharing passwords is a terrible security practice.
• Emails can be answered twice by different people.
• There's no accountability.
• Impossible to scale.

Help desk

It is undoubtedly a step up from sharing email accounts; it turns emails into tickets, which can help you prioritize, and assign cases to the right people.

But just like sharing email accounts, it has downsides.

• They are complex to set up.
• They create a new silo of communications, meaning you will have both emails and tickets to monitor in some cases.
• It will be one more tool your team has to learn how to use.
• They use impersonal ticket numbers and auto-responses.

Help desks offen offer a myriad of add-ons that quickly add up to an expensive monthly burden.

Missive

It brings the best of both worlds.

Secure inbox sharing that allows you to monitor, assign, prioritize, and categorize support requests.

Missive doesn't add one more tool in your arsenal; it replaces one you already use: your email client. It doesn't create a new silo of isolated data. You can work on your personal/business emails, your shared inbox emails, and you will have all your team internal chat. It's magical.

Here are a few features that will help you manage customer support:

Team Inbox

It is a shared inbox made for collaboration and assignment between team members. It is useful for teams who want a "triage" step that will clean up messages for all coworkers at once.

Let's say you enable the Team Inbox flow for the account support@company.com and select the Support team. All team members (support employees) can now see incoming messages in the Support team inbox from the left sidebar. Observers (managers) don't get notified of new emails, but they can manage, monitor, and control the Team Inbox.

You can always add new accounts like info@ or hello@ with the click of a button.

With the Team Inbox flow, you can easily add new members as the organization grows. But what's interesting here is the fact that new support employees can access the old support requests; this helps accelerate the onboarding process of new employees.

They can consult past resolved cases to see how to handle new ones.

Rules

With Missive, you can create sets of rules that automize actions; these can save time and spare support employees from doing repetitive tasks.

For example, if you have a customer support employee that specializes in a topic, you can create a rule that whenever a message contains a specific word, it will always be assigned to that employee or team.

Or let's say you want to implement an SLA (Service Level Agreement) because it's always a good idea to set standards of excellent customer support; it also creates goals for employees to meet, so they stay productive.

A basic SLA implementation in Missive could be made with a rule. For example, to all emails containing the word "urgent" in the subject or message content and that are unreplied after 30 minutes, the system will show a message warning.

Workload balancing

Missive lets you automatically distribute your team's workload with four distinct balancing methods.

• Round-robin or in turn. The most used method to distribute incoming conversations across a team. It automatically assigns conversations to selected coworkers on a cyclical basis.
• Least busy first. The system looks for the teammate with the fewest assigned conversations and assigns the pending work.
• All at once. Any incoming conversation will be assigned to all selected teammates.
• Randomly.  It does not discriminate or take into account the workload of any teammate, it merely assigns a conversation randomly.

Canned responses

They will let you write and reply to emails faster with pre-written snippets. Responses are especially useful when you end up replying to the same questions over and over again.

By combining rules and canned responses, you can fully automate the reply of certain simple questions, bringing the response time down to seconds, leaving more time to your support employees to focus on more complex cases.

Internal Chat

This feature is essential for true team collaboration. It allows you to chat with coworkers inside emails. This is very helpful when an employee is unsure of how to answer a difficult question.

Instead of forwarding the email to a coworker or having to call a manager, they can just @mention someone and ask the question, all without leaving the email's screen. The other person will be able to access the email instantly to get the full context and guide the employee's reply through the chat.

Out of office

This status lets you set yourself or a coworker as unavailable for a determined period. Replies received in conversations assigned to you will automatically move the conversations to a Team Inbox so that other coworkers can handle these while you're away.

As a manager, you can also set this status for an employee calling in sick.

Social Media and SMS

With Missive, collaborative inboxes do not stop at email accounts; you can handle requests coming from:

• Facebook messages
• SMS with Twilio, Dialpad or SignalWire
• Instagram

Webchat

Missive Live Chat is the perfect way to interact with visitors and users from your website without creating additional silos of communication.

Whenever someone sends a message through the live chat on your website, it will instantly appear in your Missive app.

Integrations

The Missive API lets you enrich conversations with content from anywhere on the web. Customer profiles from Shopify, transactions from Stripe, Contact cards from FullContact, events from your servers! The possibilities are endless.

We currently offer and maintain the following integrations:

• Asana
• Pipedrive
• Todoist
• Trello
• Shopify
• FullContact Enrich
• PieSync
• Custom (learn more)

Stop sharing accounts and passwords; don't complicate your life with a help desk. Customer support is and will always be email first, and Missive is all about it.