Week 1: connect your channels
Start by connecting the channel where you get the most volume today — usually WhatsApp — and add the rest of your team to the inbox.
Week 2: organize the distribution
Define how new conversations get distributed: manually, by rotation, or by each agent’s current workload.
Week 3: automate the repetitive stuff
Identify the 3-5 questions that come up most often and set up quick replies or a simple bot to resolve them without human intervention.
Week 4: measure and adjust
Review response time and resolved conversation metrics, and adjust the distribution or automations based on what you see.
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