CRMconnect Azuvio · Docs

Customer Support

Role Primary responsibility Level
Support Agent L1 Resolves tickets daily — email, portal, WhatsApp, phone Operational
Support Team Lead / Dispatcher Balances queue, manages escalations, builds KB, configures predefined replies Senior operational
Customer Support Manager System configuration, KPIs, WhatsApp bots, self-service strategy, cross-department integrations Management
[Email / Portal / WhatsApp / Phone]
       ↓ (spam filter → email pipe → automatic routing)
[L1 Agent] → responds with Predefined Replies + KB + Appointly callbacks
       ↓ (if beyond L1)
[Team Lead] → handles escalations, assigns agents, documents in KB
       ↓ (if another department involved)
[Sales / Finance / Warehouse / IT] → specialised resolution
       ↓
[Closed] → automatic CSAT survey → Manager monitors KPIs


← Role-based Guides