Setup
When workers work, and how
Assisted when your team is in, automated after hours and at weekends. Workers switch mode at the times shown.
BehaviourSchedule and modesAccess and stop switchTeam and usersProducts and pricesChannels and connectionsAI assistants
This week · Eastern Time
Now: assistedAutomated from 17:00 today
00:0006:0012:0018:0024:00
Mon 28
AssistedAutomated
Tue 29
AssistedAutomated
Wed 30
AssistedAutomated
Thu 1
AssistedAutomated
Fri 2
AssistedAutomated
Sat 3
Automated all day
Sun 4
Automated all day
Assisted: people on dutyAutomated: workers aloneNow
In automated mode, workers may
Can
- answer from the library and your records
- quote list prices and quantity breaks
- take order requests
- book meetings in free slots
Cannot
- agree any price below list
- promise a date earlier than the catalogue lead time
- change credit terms
Hand-offs wait until 7:30 the next business day, and the worker tells the customer when to expect a reply. A line-down breakdown goes to the person on call: Dana Whitfield this week.
Coming up
Thu 26 Nov · ThanksgivingAutomated all day
Fri 27 NovAutomated all day
Who answers
| Where from | Assisted | Automated |
|---|---|---|
| Website chat | The worker; a person can join | The worker |
| Sales email | The worker, within its limits | The worker, within its limits |
| Phone Later | Ring the account owner, then the worker after 20 seconds | The worker; urgent calls to on-call |
Customers' own times
Workers only contact people at the times they prefer, in their own time zone.
Maria Delgado · BrightlineCalls before 10:00 ET
Keller PackagingPlant shutdown 21–25 Dec: no contact