Here’s how to use the Merge feature:
1. Identify similar requests: pick which similar requests you want to merge together.
2. Access the merge option: Click on the “gear” icon of the request you want to merge. Hit “merge request”
3. Select requests to merge: This will open up two dropdown menus. The first allows you to choose the parent request, while the second lets you select additional requests you want to merge.
4. Confirm and merge: Once you've selected the requests you want to merge, click on the "merge request" button. A confirmation modal will appear, ensuring you're ready to move forward — just confirm your selection, and the requests will be merged.
Best practices:
Use discretion: Not all requests need to be merged.
Communicate changes: If merging requests alters the context or resolution process, make sure to communicate that with your team and the customer.
Monitor feedback: Keep an eye on customer feedback post-merge. If issues persist or new concerns arise, adjust your approach.
The Merge feature will empower your customer success and support teams to streamline operations and improve service quality. By consolidating similar requests, you can efficiently manage customer inquiries, leading to heightened loyalty and satisfaction.
