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General Support Protocol

When asking our team a support question, we have compiled a list of simple but effective tips you can follow in order to get your question/problem solved as soon as possible:

DOs 👍 #

  • Be as detailed as possible in one message
  • Write in clear English and use bullet points when feasible
  • Mention which product/service you need help with
  • A screenshot is the best way to explain something simple visually. (Use free tool – see tutorial)
  • A quick video is the best way to explain an idea or multiple points (Use free tool – see tutorial)
  • Send your inquiry to the right place. Inside the Task, if related to a task or relevant conversation if general.
  • Explain step-by-step how to reproduce the scenario or problem you are describing (if any)
  • State when the problem started and what changes were made immediately beforehand (if any)
  • Communicate effectively by focusing on the facts and do it in a respectful and kind way
  • ASK a clear question before you assume something is true or false

DON’Ts 👎 #

  • Call or Text to try to explain your problem.
  • Send multiple messages about the same issue. This will confuse your rep and will take longer to solve the problem
  • Send multiple issues/tickets at the same time. Wait for one issue to be solved to create a new issue
  • Mix task-related conversation with other conversation channels as each task and conversation have different staff members depending on the specific requirements.
  • Write long letter type of messages. The message should be concise and focus on the points at hand. If you have a lot to say, it is better to create a video and explain your point(s)
  • Ask business consulting-related questions and expect these to be answered in the support conversation channel. Any “Improvement Ideas or Requests” can only be added to the respective conversation and Strategy Calls task.
  • Your perception can play tricks on you, don’t assume things that have not been verified.
  • Communicate in a disrespectful manner. Your problems and stresses are not an excuse to vent out with our team.
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