Communicate Internally with Private Notes

To provide better customer support, the support team should be equipped with better information. At times, it might take a lot of internal communication before giving a right solution to the customer. Using emails to communicate internally with the team to come up with a solution is inefficient and beats the whole point of having a cutting edge support tool.

A support executive can ask around the floor for clarification or help on a particular topic, but at the end of the day it’s not on record and might not be the best idea when the ticket is up for a review. To address issues like these, HappyFox offers the Private Note feature. There couldn’t be a better way to communicate internally and is just perfect for documenting the support process in its entirety.

Absolutely Private

True to its name, Private Notes are very private and are visible only to your staff. The customer could never access or get hold of a private note. Never. The use case scenario for a private note could be anything. For example, to reply back to a customer requesting for a discount, a support executive might need the input of the billing or marketing team. A private note promptly opens up a discussion at the end of which the customer is apprised of the outcome.

Private Notes makes more sense if you have a distributed workforce. No matter where your support, operations or marketing team is located, they can work together right from HappyFox to provide a world class customer support experience. When part of the support team is leaving at the end of their shift, private notes detailing the vital parts of a conversation with the customer ensure that the team stepping into a new shift could hit the ground running as soon as they sign in.

Creating a Private Note

Creating a Private Note
Creating a Private Note

Creating a private note is extremely simple too. In the ticket details screen, click on the Add Private Note button.

Composing a Private Note
Composing a Private Note

In the private note section, you can compose a message just like you would every other time, except this time only people from your team have access to the update. Since private notes send out email alerts to all recipients, use the drop down menu to select only those who are relevant to this particular conversation.

A Sample Private Note
A Sample Private Note

Once updated, private notes are distinctly marked for clarity so there could be no confusion distinguishing between internal and external communication.

Private Note in a Conversation
Private Note in a Conversation

There is no limit for the number of private notes that could be created for each ticket.

Managing Notifications
Managing Notifications

Eventhough part of a group, there might not be a need to include everyone in the customer support process. Those who don’t want to be a part of this process can turn off private note alerts from their Settings page.

How do you use private notes in your company? As always, leave your comments below!