How do companies work on Threads?

The online customer service processes are different in every company but there are some similarities by which we advice to work on in the Threads module.

Process 1 (without Advanced routing turned on)

1️⃣ User A reviews new threads manually, assigns them to other users in the "New" tab and ignores unwanted threads,

2️⃣ User B gets the notification about assigning and goes to the assigned thread in "In service" tab

3️⃣ User B tags thread and replies on it. He can also for example:

  • 📃 add a note,
  • 📔 add the mention author to the database, if needed,
  • ↪️ reassign a thread to another user.

User B closes thread with the proper status.

Process 2 (without Advanced routing turned on)

1️⃣ All users have their own project set (for example, projects distribution can be based on sources, so one user can serve threads from Facebook and the other one from Twitter),

2️⃣ Each user can open his project and reply to threads in the "New" tab (or tag/ignore them) - when he replies, the thread is assigned to him automatically and goes to "In service" tab.

Process 3 (on accounts where Advanced routing is turned on)

1️⃣ User A waits for a new thread on "In service" tab,

2️⃣ Routing functionality assigns new thread automatically when he doesn’t have other threads in service. Then, he can address the assigned thread directly from the tool.



How company, teams, and users work is really up to the process you set. SentiOne tool makes it possible to adjust functionalities that support flow required by our client.