Medallia Concierge

Features Overview

A brief introduction to the Medallia Concierge Inbox

This article describes how to use the @mentions feature in Medallia Concierge notes.

Use persistent notifications to avoid missing inbound messages and as a reminder to take action.

Attachments supported, size and file type limitations

Send messages to groups of contacts by tags or segments

How to manually initiate a Zing automation to a contact

How to create, apply and remove identifiers to contacts to group them together

This article explains how to set up calendar events that can be used for appointments and more.

Customize group messages by inserting personal info into

Keep communications streamlined to the appropriate team member(s) using Medallia Concierge's Assignment & Teams feature

Edit multiple contact profiles in bulk from the Contacts page

How to import existing contacts into your service or Medallia Concierge contacts out of your services via CSV

Use NPS or CSAT survey questions in your Zing automations.

Metrics and reports available from your Medallia Concierge dashboard

Tag messages with categories of your choosing to identify trends and frequent conversation topics

Reporting of the delivery status of messages sent from your Medallia Concierge inbox

This article describes how to receive the weekly performance email and details about the statistics.