# SAC 360º - Merging Cases from Different Channels

Currently, the **SprintHub does not have the functionality to merge tickets from different channels** into a single ticket.

This means that, even if the contact is the same, each interaction initiated through a different channel — such as **WhatsApp, Instagram, Facebook Messenger or Live Chat** — will be recorded as **a separate ticket** in the system.

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### How does it work today in SprintHub?

In SprintHub, each channel maintains its own conversation and history. That way:

* A customer who contacts via WhatsApp and later via Instagram generates **two distinct tickets**
* The history is not unified automatically
* The originating channel of the ticket is always preserved

This structure ensures the integrity of each channel, but requires the team's attention to maintain the correct customer context.

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### What can be done as an alternative?

Even without merging tickets, some practices help keep the customer's organization and history:

#### Use of CRM and Pipeline

* Link all tickets to the **same lead in the CRM**
* Use the pipeline to track the customer's journey regardless of the channel

#### Custom Fields

* Standardize fields such as **phone, email and CPF**
* Make it easier to identify the same contact across different channels

#### Tags

* Apply tags to indicate that the customer already has a ticket in another channel
* Example: `Active customer – WhatsApp`, `Return via Instagram`

#### Internal Notes

* Record important information in the **internal notes** of the ticket
* State when the customer came from another channel

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### Best practices for multichannel support

* Always confirm if the customer has already contacted via another channel
* Check the CRM before starting a new ticket
* Keep as much information centralized on the lead as possible
* Guide the team on the correct logging flow

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### Practical example of support across different channels

**Scenario:**

The same customer contacts the company through different channels on different days.

1. **WhatsApp**
   * The customer sends a message requesting information about a product.
   * SprintHub creates a **ticket via WhatsApp**, with its own history from that channel.
2. **Instagram Direct (at another time)**
   * The same customer sends a new message via Instagram asking about delivery time or prices.
   * SprintHub creates **a new ticket**, now linked to the Instagram channel.

**Result in the system:**

* Displayed are **two separate tickets**
* Each ticket maintains its **own channel, history and messages**
* No automatic or manual merging occurs between them

**Recommended best practice:**

* Link both tickets to the **same lead in the CRM**
* Use **tags** such as `Customer already served` or `Contact on another channel`
* Record in the **internal notes** that the customer has already interacted on another channel

<div data-with-frame="true"><figure><img src="/files/4a42f8618ac35a8678d496605d9cf88e96faf380" alt=""><figcaption></figcaption></figure></div>

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### Final considerations

Although SprintHub does not yet perform automatic or manual merging of tickets between different channels, the correct use of **CRM, pipeline, custom fields and tags** allows a more organized view of the customer and prevents loss of important information.

These practices ensure more efficient service even in a multichannel scenario.


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