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Issue drafting from agent to customer

恩田翔 November 5, 2024

If the agent and customer have an ongoing contractual relationship, the agent may want to contact the customer.

In such cases, there may be situations where the agent would like to notify the customer while keeping a history of issues raised by the agent.

How do you solve such use cases?

Machine translation of English text. Sorry if it is difficult to understand.

2 answers

2 votes
Kate Pawlak _Appsvio_
Community Champion
November 6, 2024

Hi @恩田翔 ,

Are these requests created in service projects? Your agent can raise tickets Behalf on your customer or share requests and add the customer as a request participant.

In both cases, the customer will have access to requests on the customer portal.

Add more details if it's not sth what you're looking for.

0 votes
恩田翔 November 6, 2024

Sorry for the lack of clarity.

You mention if I speak Chinese, why?

I am Japanese.
If you want me to write in your native language, it will be Japanese.

YY Brother
Community Champion
November 6, 2024

あ、すみません、恩田さん、中国人だと思っちゃいました。

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