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ARTICLE ID : 20947 25 Apr, 2024 21:47 Suchismita Roy TAGGING INCIDENTS IN KAPTURE CRM


TAGGING INCIDENTS IN KAPTURE CRM
 
(STEPS TO DOCUMENT THE INTERACTION WITH CUSTOMERS IN THE KAPTURE CRM TOOL)


Step 1: Click on Tag Incident to create an incident



Step 2:  After clicking, you will see options Email and Inbound






Step 3: For disposing of the tickets related to Email or Inbound cases, tag all the incidents by clicking on the Inbound button


Note: Currently, the Kapture Email integration is work in progress in the backend. The team will be notified once it is live 



(STEPS FOR TICKET DISPOSITION AFTER CLICKING ON THE INBOUND BUTTON)



Note: Post clicking on the Inbound button, you will get three options: Complaint, Enquiry, Request



Image Reference: 



COMPLAINT-RELATED INCIDENTS


Step 4: For all Complaint-related cases, click on the Complaint button and select the appropriate Incident type






Step 5: Upon selecting the accurate Incident Type as per the customer VOC, the Select QueueRemarks and Disposition Type sections will automatically get populated. Once the changes are made/not made, click on the Submit button


Note: The Remarks section can be edited if more information needs to be added/removed







ENQUIRY-RELATED INCIDENTS


Step 4: For all Enquiry-related cases, click on the Enquiry button and select the appropriate Incident type





Step 5: Upon selecting the accurate Incident Type as per the customer VOC, the Select QueueRemarks and Disposition Type sections will automatically get populated. Once the changes are made/not made, click on the Submit button


Note: The Remarks section can be edited if more information needs to be added/removed






REQUEST-RELATED INCIDENTS



Step 4: For all Request-related cases, click on the Request button and select the appropriate Incident type