Drive Customer Convenience by Enabling Text-Based Customer Support – Phase 3: Create Customer Service Workflows for Text-Based Support

Author(s): Ben Dickie , Evan Destunis

Read this phase for an overview of customer service workflows and escalation policies, as well as risk mitigation considerations. This phase also includes finalization of final deliverables to present to key stakeholders. Create repeatable workflows and escalation policies for text-centric support.

Sections within this phase include:

  • Strategic Summary Template
  • Text Messaging Acceptable Use Policy Template