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Guides / Handle a customer complaint

How to handle a customer complaint with an agent.

A complaint handled fast and fairly keeps a customer. Here is the flow in SOIS, and the request that has your agent gather the facts and draft the response.

The flow

Four steps, the way a person would do it in SOIS.

Pull the history

Gather the customer’s orders, invoices, and past messages in one view.

Understand the issue

Summarise what went wrong and what a fair resolution looks like.

Draft the response

Write a clear, empathetic reply with the proposed fix.

Log and escalate

Record the case and flag it for you if it needs a judgement call.

Or just ask

One request, done.

You do not have to run the steps. Tell the agent you already use, and it does the work across your workspace.

via your agent
Pull everything on this customer’s complaint, summarise what happened, draft a fair reply, and log the case.
Done. A complete picture of the issue, a fair response ready to send, the case on record, and only the hard calls on your desk.

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Try it on your own workspace.

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