SAC 360º Service Automation - Sending Messages After Closing the Case

With SprintHub, you can send a message to the lead after the service is completed, providing more clarity and ensuring they feel even better served.

To do this, follow the steps below:

1. Create an Automation:

• Access your SAC: Through “Find Services”. Or just type the name, and the function appears.

• Go to the Automations section.

• Start creation: Click "Create Automation" using the "+" button.

List View

Kanban View

1. Configure and Save:

• Enter a Title: Give the automation a descriptive name.

• Configure the Trigger: “A service is completed with the lead”.

• Configure the Condition: You can use one or more conditions of your choice.

But note: without using triggers, it will be necessary to enable condition checks. These checks will occur at varying time intervals, which can range from minutes to hours, depending on the number of automations and leads in your instance.

• Choose the Action: “Send a message” or “Send WhatsApp to the Lead”.

• Configure the Action.

• Describe exactly what the action will do.

• Save the Automation: After configuring, save the automation.

CONCLUSION

Using message sending to the lead after service completion in SprintHub is an effective strategy to strengthen the customer experience. This feature offers a touch of professionalism and attention, helping to build trust in the relationship, clarify any doubts, and keep the lead engaged with your brand. In addition, it demonstrates care and commitment to satisfaction, generating a positive impact that can translate into greater loyalty and future conversions.