1. As you begin engaging through Crisp, ensure to immediately assess the nature of the customer’s query.
  2. For technical inquiries, swiftly label the conversation segment on the right-hand side as ‘Technical’ within the designated box.
  3. Don’t forget to include your name within the segment to personalize the interaction.

In the case of escalating the query to another colleague, prepend ‘Escalated’ to the name of the designated person and seamlessly reassign the chat to ensure a smooth transition.

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