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Professional Services Configuration Overview - Getting Started
Professional Services Configuration Overview - Getting Started

Unsure where to start? Check out our recommended starting configuration for our Professional Service customers who are new to the platform.

Updated over a year ago

Medallia Concierge for Professional Services

Medallia Concierge can be a great communication tool for businesses with a professional service focus. Enable customers the ability to engage with your business and get real time information around services offered, reminders of upcoming appointments, and answers to their frequently asked questions regarding your business policies.

Below is our recommended starting configuration if you are new to Medallia Concierge and are looking for a good starting point on how to setup your service.

KEY INTERACTIONS to think about:

  • New Customer Registration

  • Appointment reminders - day before

  • After hours - auto response

TEMPLATES to create to answer customer FAQs:

  • Hours of business

  • Cancellation Policy

SEGMENTS to setup to help you group your contacts:

  • Prospect

  • Customer

  • Upcoming appointment

ZINGS to create to help automate your communication and processes:

  • Phone Call Zing

  • New customer registration

  • Appointment Reminder

  • 5 minute escalation

Be sure to search through our video tutorials to see step by step how to build out everything outlined above.

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