2. How to use the Agent interface

2.1. Call

  • On the Call Popup interface, when consultant selects a level 3 category set up to automatically send a survey, after clicking Save and closing the popup, the system will automatically send a ZNS/SMS message containing the survey landing page to the customer.

If the automatically configured category is not selected, the consultant can also click the "Send Rating" button to send the survey to the customer.

2.2. Conversation

  • On the conversation interface, when the consultant selects a level 3 category set up to send a survey, after clicking Close Conversation, the system will automatically send a review invitation message with a link to the landing page

The button interface when sending a message out

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