Contact details
Keep phone, name, tags and history accessible to authorized personnel.
Service providers: contacts and conversations in a shared routine
Organize conversations about availability and service, preserving contact data and team responsibility.
Illustrative scenario
How the situation may appear in everyday life
The contact asks for availability during the conversation. The team classifies the request, defines who will respond and keeps the history accessible to continue the service.
Illustrative flow
A possible sequence to guide care.
Rate the request
Use tags to distinguish questions, new contacts and return requests.
Define who responds
Assign or transfer the conversation to the person responsible for the service.
Resume with context
Check messages, notes and contact details before replying again.
Resources that support this flow
Resources give structure to the service; The rules and decisions remain the responsibility of your team.
Defined responsible
Show who leads the conversation or will make the next return.
Internal notes
Record service instructions that should not be sent to the contact.
Shared vision
Give the team a common reference to track ongoing conversations.
What to line up before you start
A clear configuration starts with the actual process, responsibilities and the minimum amount of information required.
- Define who responds to each type of request.
- Agree which tags represent the service stage.
- Maintain schedules, resources and availability on the company's specific product.
See also
Conversations under control
Turn conversations into organized work
Create an account to learn about Lumez and configure service according to your team's responsibilities.