Live Conversations in Groupon are conversations from the Groupon FAQ page that got escalated from a chatbot. These escalated conversations will not be handled in Salesforce to improve the experience for both customers and agents and to better integrate with the bot.
Collaboration — AI Chatbot Pilot
Join the AI Chatbot Pilot Google Space, which we will use to collaborate among all agents, team leaders, and Salted CX team members. We hope that having this space will help resolve any issues more quickly.
Please add your feedback and suggestions to this Chatbot Observation tracker.
Setup
Zingtree Setup — to use snippets from Zingtree
To create the placeholder case:
- Go to this link https://zingtree.com/live/738905624?tree_id=738905624000#1
- Fill your groupon email address into Your Email Address field
- Click on CS Case Creation button
- Provide any text into Name your request
and Describe your request 
fields
- Set Country
to US
- Click the Continue button
- Click Copy Case Link
button
- Open the copied link in you browser
- Click on the down arrow button
in the tab of the case
- Click Pin Tab menu item to keep the tab always visible
Now you have your case ready for using Zingtree to get snippets.
Start Your Work
Set Salesforce Status to Open (Salted CX) — keep your adherence
You manage your status in Salesforce.
- Set the status within Salesforce to Open (Salted CX). The status is used to measure adherence and even when you do not handle conversations in Salesforce you have to switch update it there.
- Login if asked to using Groupon Okta
What Customer Reuests Do You Handle
You are focused on two sets of customer requests:
- Chat Escalations from bot in Salted CX — You will handle chat escalations from Groupon AI chatbot. In case the bot does not know how to resolve the issue. You will handle those from Salted CX Live Conversations.
- Emails in Salesforce — You handle emails in Salesforce as usual. Work on emails when you have no conversations waiting.
Finishing Your Work
Leaving Live Conversations — ensure somebody takes over your work
When wrapping up your work, it's possible that you still have conversations in progress. Make sure you will not leave the customers hanging.
- Go though My conversations until you have 0 items conversations there
- If the conversations need somebody to finish them press Request help
- Click Leave (you can click Resolve if the customer request got resolved)
- Choose the reason why you are leaving the conversation
Change Your Salesforce Status
You manage your status in Salesforce.
- Set the status within Salesforce to Offline or other status depending on what you do next.
Picking Conversations
Picking Converstion without Another Agent
You see conversations in which you participate in the My Conversations section in the left-hand navigation.
When joining conversations:
- Make sure number of conversations in My Conversations is at most 3. Do not join more conversations if you have already 3 in My Conversations. You see the number of conversations you are participating in next to the title .
- If you participate in two or less conversations check whether there are any conversations in Needs help section. To join a conversation click the Join button . You cannot view a conversation before joining. Handling time is measured from the moment you join the conversation.
Watch for New Conversations
Live Conversations notify you of new messages. So, if you have a different browser app open, you know you might need to return to the customer.
In the browser tab, you can see the following symbols:
- Full circle ● — There is a new message in the conversation that is open in the tab.
- Empty circle ○ — There is a new message in a conversation in your My Conversations list that is not focused in the tab.
- Raised hand ✋ — There is no new message. However there is a conversation that needs help that you can join and help the bot or a fellow agent.
Directly in Live Conversations, you can see the number of new messages in My Conversations right in the navigation.
Other Participants in a Conversation
Live Conversation enables many participants to join the same conversation. If someone other than you is engaged in the conversation, you will see blue or yellow +1, +2, etc. text in the navigation.
Blue is the number of the agents other than you.
Yellow is the number of external agents (merchants). Merchants will get access to Live Conversations in the future.
You can see who exactly is in the conversation in the tooltip, or you can click on any conversation to open a join screen and see the names of the engaged agents.
If Help Needed contains a conversation that shows involvement of another agent:
- If you are a senior agent join the conversation to help a fellow agent. This helps to unblock them to handle other customer requests.
- If you are a junior agent avoid joining those as they may be more complex cases.
Handle Conversations
Get Snippet from Zingtree — know how to respond to the customer
To get a response to the customer from the Zingtree follow these steps:
- Click the Order ID button to copy order ID from the conversation
- Switch to Salesforce
- Click pencil icon next to Order ID in Salesforce
- Paste the Order ID to the text field from your clipboard
- Click Save button
- Click Sync Order & Customer Info button
- Click on Done button
- Now navigate Zingtree to find the answer to the customer request
- Use the instructions at the end of the Zingtree path to respond to the customer
Refund in Cyclops
To refund something in Salesforce:
- Click on Cyclops button
- Perform any refunds in Cyclops
- Use your Salesforce placeholder case into Case Number
- Paste a link to the Live Conversation to Notes
When Customer Reaches out About Salesforce Case
Open Salesforce and locate the case to understand the context of the customer’s request.
- Go to Salesforce cases https://groupon-dev.lightning.force.com/lightning/o/Case/list
- Search for the case number
- Click on the case
Replying to Customer
Use the tips in this section to answer more quickly and consistently for the customers.
Improve Reply — respond faster
Type two dots .. at the end of the reply to let AI improve the answer for you. The improved reply will be polite and include context from the previous conversation.
Be really short to save time. The improve reply feature is not just a grammar check and polish:
no..— tell customer negative response politely or politely refuse their request.
yes..— confirm the customer question, agree with them
sorry..— excuse to customer taking the context into consideration
already redeemed..— to tell the customer that their request is redepend
Prepared Replies — use stashed and ready to use replies
Working on it Button — one click “working on it”
Use the “working on it” button . Salted CX will automatically send the customer a predefined message that you are working on their issue.
Finishing Work on a Conversation
There are two ways for you to finish your work in a conversation.
Customer Request is Resolved — customers have everyhing they need
You Can’t Help, Somebody Else Can — somebody else needs to follow-up with the customer
When you do not know what to do, you need to end a shift, etc.
- If there is no other agent involved press Request help button to ensure somebody picks
- Click Leave button
- Pick the reason why you are leaving the conversation
When leaving a conversation, use the following reasons:
- CX requires supervisor assistance – SME/TL is handling the customer
- Abusive customer — our policy allows to ignore a customer due to their behavior.
- Going for a break — you have to take a break.
- Going home — your shift ends but the conversation is still not resolved.
- Other reason — none of the above. Use sparingly.
Do not pick any other reasons. The reasons are used in analytics to monitor performance. If you miss a reason that you need to use for your work, ask your Team Leader to add it.
Customer is Not Responsive
Feel free to take additional conversations while you are waiting for a customer.
When customer is not responsive for extended pedriod of time leave the conversation:
- Click on Leave
- Click on Customer not responsive
Escalations
Request Help from SME or TL
Press Request help button
Esclations to Merchant Operations
- Press To MO button
- Let the customer know
After the conversation is escalated to merchant operations using the To MO button, the transcript is available in the created case. From that moment, the resolution is completely handled in Salesforce.
All follow-up conversation with the merchant from that point happens in Salesforce. When it is necessary to inform the customer about the outcome of the conversation with the merchant, Salesforce is also used.
Where Did My Feature Go?
Grouptimize
Simply write what you would write in Grouptimize directly into the reply field, and then type two dots .., Live Conversations will improve your reply right in the reply text box. You still have an opportunity to review the proposal before sending it to the customer.
Case number tracking in Google Sheets
You do not track conversations that you join in Live Conversations. We track those automatically and use them in analytics. We track the number of conversations you have participated in, the duration of each engagement, the quality of the conversation content, and other relevant metrics.
Timer since the last customer message
There is no timer in Live Conversations. However, we track very detailed performance metrics on time to answer and show conversations that require attention in the reporting.