Best Practices: Set up MeetRecord for support teams

Here are some best practices for configuring MeetRecord to enhance your support team’s effectiveness:

Generate Support Alerts from Calls

Set up automatic support alerts using MeetRecord trackers to identify customer issues directly from calls:

Analyze Call Recordings: Review a sample of calls to identify instances where customers mention problems or challenges.

Create Trackers: Set up a tracker for each word or phrase customers use to describe an issue.

Enable Immediate Alerts: Configure the tracker to generate alerts "Immediately when each call is complete."

This setup allows the support team to receive issue alerts directly on the call page, often before the sales team even reaches out.

Automatically Create Support Tickets from Call Comments

Streamline support ticket generation directly from MeetRecord call comments:

Add a Support User: Create a MeetRecord user for your support team, such as "[Company Name] Support Bot" or "Need CSM Help." Assign the user your support team’s email address, but ensure it’s not set to record.

Mention the Support User: During calls, add comments and use @mention to tag the support user name. This action will automatically create and send an email to your support email address.

By implementing these best practices, your support team will stay ahead of customer issues, enabling quicker resolutions and more seamless collaboration with sales.