Use this template to introduce your support team to your core customer service tools, as part of your Customer Support Handbook.
This document should focus on your support tech stack and provide your team with the necessary information to get set up for a productive support shift.
Feel free to customise the example below to ensure this reflects your company's chosen platforms and processes.
Making sure you have everything prepared is the best way to start a successful, stress-free support shift and there are some essential tools you'll need to ensure everything runs smoothly.
We'll take a look at the tools we use and point out the key features you'll need shortly, but here are the initial steps to set you up for success ✨
Open Slack and check-in with unread messages in [key channels]
Login to Intercom and open Mixpanel, Stripe and Trello
Open inbox on Intercom and begin working through all tickets, ignoring any that have been assigned directly to another team member - unless instructed otherwise
.webp)
