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In the “Tasks” tab (section 3), you will see the task form of the campaign to which the ticket belongs. This form was previously configured by the platform administrator within your company, and its fields depend on the type of campaign and its objective. By filling out this form and clicking "Save", the user will be able to add a task entry to the ticket’s task history.
By default, all tasks forms contain the fields Observations, Next Task Date, and Next Task Time. It is recommended that every task of a ticket includes an includes a clear and descriptive observation or comment.
If a ticket needs to be managed later (e.g., the customer requests to be called later or to receive information via email for review), a next task date and time can be specified for the ticket. Sagicc will take care of adding the task to the agent's agenda and reminding them when the next action date approaches. Additionally, in the list of Pending Tickets, priority will be given to tickets with scheduled next actions.
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Clicking on "View more" for each of the task entries will open a window displaying all the information captured by the user in the task form.“
Attachments
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