Quick Transfer Work Order

Xiao Li is a customer service representative whose daily tasks involve assisting customers who reach out via web or WeChat, documenting their inquiries, and providing solutions. For technical issues, Xiao Li needs to create Work Orders so that engineers can promptly address the problems. The customer service supervisor requires Xiao Li to accurately record the customer’s description in the Work Order during creation. To streamline this process, Xiao Li needs a tool that allows quick insertion of chat history when creating a Work Order. ShareCRM Online Customer Service offers a Quick Ticket Conversion feature in the service console, enabling businesses to customize the scope of objects for which chat messages can be quickly converted into business documents, with the chat history referenced under the corresponding document.

1. Configuring Quick Ticket Conversion

Follow the configuration path: Online Customer Service → Quick Ticket Conversion Settings

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Configure the business objects that require quick ticket conversion based on actual needs.

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After adding the objects, the system automatically predefines conversation records and chat history fields under these objects to document the associated sessions and chat history for the corresponding documents.

2. Applying the Quick Ticket Conversion Feature

In the chat interface of the customer service console, right-click to select multiple messages, and the Quick Ticket Conversion button will appear. Select the relevant chat records and convert them into a ticket as needed.

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