Customer service: finding and preparing the reply.
Sophie relies on your documents, your tools and your guidelines to carry out the mission.
- Gather
- Exchange history, Customer documents
- Retrieve
- Documented answers, Approved procedures
- Prepare
- Tailored replies, Questions to clarify
Rely on authorized information to prepare verifiable replies.
Support: organizing requests and handoffs.
Sophie relies on your documents, your tools and your guidelines to carry out the mission.
- Handle
- Support inbox, Documented answers
- Hand over
- Sensitive cases, Relay to the team
- Observe
- Recurring topics, Blocking points
Support can reply within the configured scope and pass on the cases that need the team.
Customer success: preparing a lasting relationship.
Sophie relies on your documents, your tools and your guidelines to carry out the mission.
- Welcome
- Customer journey, Getting-started guides
- Track
- Relationship reviews, Customer feedback
- Anticipate
- Known deadlines, Renewals to track
Prepare follow-up exchanges from the history and the needs expressed.
Example: Prepare the review of customer requests and blocking points.
- Sources
- Requests, exchanges, approved procedures
- Result
- Customer summary and proposed actions
- Missions followed
- Prepare the review of customer requests and blocking points (every monday at 9 am) ; Prepare a customer account review (one-off)
Sophie prepares the deliverable from your sources and flags missing information. You review the result.