AGENT HAND OFF

Give agents all context for a one-touch resolution

Design custom forms to get all necessary input for a quick, hassle-free resolution.

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Go live in 72 hours. Zero cost trial
agents
dynamic form fields
DYNAMIC FORM FIELDS

Avoid the back and forth

Create custom fields to collect necessary input depending on the context. No need to send multiple follow ups to customers and wait for their response.

prefill from data
PREFILL FORM DATA

Never ask customers to repeat themselves

Don’t send customers to their emails to look for order#. Pre-fill data for customers and minimize friction by presenting them with easy options to select from.

No one came close to what this system could do for us! Our volume ended up decreasing by 55%. You can showcase different questions and provide different replies if the order contains a specific SKU, a specific tag, if the order is fulfilled/unfulfilled, and so much more….

Vilus Lakstutis, Head of Customer Service
Vilus Lakstut
customer profile fields
CUSTOMER PROFILE FIELDS

Build customer profiles

When customer’s provide you info like DOB, Preferences, Height, Weight, etc- save them in customer’s profile for future reference. Send data to your email and SMS marketing app.

routing
ROUTING

Assign tickets to the right team

Use form data to determine the best team or agent for the customer.

macros
MACROS

Use form data in macros and API calls

Use form data inside canned responses and to make API calls to other systems.

Explore other capabilities

sent
Order Management

Help customers add/remove items, change shipping address with a Self-Service interface.

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return box
Returns and Exchanges

Integrate Returnly, Loop, Aftership, etc. to allow customers manage returns and exchanges inside Self-Service portal.

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help
Branded Help Center

Deploy a branded FAQ Help Center in minutes.

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account
Agent Hand off

Collect contextual data based on situation before agent hand off.

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customer workflows
Custom Workflows

Design custom flows to automate scenarios unique to your business.

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mail
Subscriptions Management

Let customers edit and change subscriptions from the Self-Service portal

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NO PAYMENTS & ZERO EFFORT

From demo to live in 1 week

Find out how Richpanel can drive down tickets, reduce agent workload and help you get more sales through customer service.

Schedule a 30 min demo. If we are the right fit, we’ll set up everything during your trial - including self-service flows, automation rules and assignment logic.