An introduction to Lexer Engage

An introduction to your service workflow tool

Engage is your data driven service tool that consolidates all of your social channels into a single workflow. Prioritize, classify, and respond to customers at speed using custom queues, filters, approval workflows and branded forms. Once your team is deployed with Engage you can analyze volume, team performance, and customer feedback in Activity.

Engage interface guide

  1. Deep Dive: search for messages sent to your accounts
  2. Inbox: sort and prioritize messages
  3. Message: classify, collaborate and respond

Deep Dive defines the messages that appear in your inbox. Your typical configuration will have your integrated accounts (i.e. Facebook Pages and Twitter Accounts) specified in your tier 1 filters, and workflow states in your tier 2 filters. The default date range is set to retrieve messages in the last 30 days. Learn more about filtering.

Saved Dives

You can configure a variety of queues by saving those dives. Saved Dives are visible to everyone in your team, and are a great way to bookmark searches that you use regularly. Hot tip: you should pin Saved Dives that you use regularly so they appear at the top of your list.

Note: you can pin Saved Dives that you use regularly so they appear at the top of your list.

Bulk Change

We know that your inbox can becoming overwhelming when you receive a lot of messages at once. If you wish to classify and close these in bulk, you can simply open the Bulk Change window and quickly apply a bulk change.

Inbox

Inbox displays all messages matching your Deep Dive and will automatically update to show you new messages. Specifying a sorting option will only apply to your view of the inbox, and does not impact your team. Here you can see messages that are New, Mine (assigned to you) or Team (assign to others in your team). Clicking on a message from the New column will automatically claim ownership.

Sorting options

  1. Waiting longest: messages sorted oldest to newest
  2. Most recently active: messages sorted newest to oldest
  3. Prioritize open cases: open conversations will be raised to the top of the queue, giving your team the option to finish these before starting a new one. Open conversations are sorted oldest to newest, and then New conversations are sorted oldest to newest.

New, Mine, Team

Inbox is then divided into three sections based on message assignment and rerouting logic.

  1. New: new messages awaiting action.
  2. Mine: messages assigned and rerouted to you.
  3. Team: messages assigned and rerouted to team members.

Messages

Messages sent to any of your integrated accounts will be organized based on your filter, sorting, and assignment rules. Multiple messages sent from a customer will be grouped, with the most recent message displayed. Team member names will display on messages if they were the last person to respond in that conversation, or if that message is currently assigned to them.

Messages

Once you have claimed a message you can add classifications, write your response, submit for approval, leave notes and respond. On the right side of your message you can access the context thread, the customer identity profile, and the history of engagements with the customer.

Classifications

Classifying incoming messages helps your business understand why customers are reaching out for support. Every message you triage in Engage should be classified, so your team can analyse them in Activity or query them in Engage or Listen. Simply open the dropdown and add the classifications that are relevant. Typically we advise teams to classify for topics and sentiment.

Context, Identity, History

Responding to a customer takes more than just writing a message. First you need to understand their query, the context of the conversation, who the customer is in relation to your brand, and any previous engagements they have made. Customer identities unified from your Lexer CDP can be a powerful insight for your service team when crafting a reply.

Saved Replies

Your team are probably answering the same questions over and over again. Saved replies help shorten your response time, share well crafted replies written by your team, and allow you to quickly find great replies you’ve sent recently. If you’re managing a team, using saved replies in Lexer will give you a single source of truth to review and create official on-brand replies.

Approval workflow

Engage supports a trainee workflow whereby their permission only allows the ability to write a response and submit for approval. Approval requests will notify the relevant manager via email, and assign the message to their Mine tab. Approved messages will be published on behalf of the trainee in Activity.

Forms

Forms can be created to securely capture customer information in order to confirm their identity without sensitive personal information being shared on social. Alternatively, once the conversation is finished your team can send surveys to measure NPS feedback.

Note: get in touch with your success manager to start using forms.

New to the team? Read our beginner’s guide to service with Lexer.

Managing a team? Read our manager’s guide to service with Lexer.