Document the Ticket

This refers to a lot of fields that are covered in the Pet Loyalty Hubspot Guide . Consult the Service section for general questions about meaning of fields.

• Assign to correct staff member
• If escalating, assign Pipeline as “Account Manager Tickets.”
• Assign Priority (low, medium, high)
• Categorize the ticket to the best of your ability.
• Ensure that Pet Loyalty Team is correct, even though this field is auto-assigned.

Needed items:

• How to assign to correct staff member? For the time being, almost all Adopets AM issues go to Marissa and SB issues are split between Selena and Sheila. As time goes on, we’ll create a more detailed way to know exactly who to assign to as the team grows and as we try to route tickets to the most specialized person available.

Try to Solve the Ticket

Now that the ticket has all the fields correct, let’s try to solve it.

For a visual, check out the

/wiki/spaces/CX/pages/2388295681

If a ticket is beyond your knowledge set, try to following before escalating.

1. See if there’s a How To guide in this Confluence space Customer Support Home Page

2. Copy-paste the customer request into Fetch. Before passing a Fetch answer to the customer, always double-check on your end. Fetch is more for education and testing than it is a reliable source of truth, as it’s pulling from hundreds of pages of documentation that still needs more detail and more formatting. How to Use Fetch

3. Review videos from the legacy CS guides https://shelterbuddy.atlassian.net/wiki/spaces/CX/overview /wiki/spaces/CX/pages/2369912833

4. Search agent-only ShetlerBuddy documents. These are password locked in Zendesk, but here’s an export: