Medallia Concierge

Features Overview

A brief introduction to the Medallia Concierge Inbox

Inbox Overview

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

How to use the Mentions feature

Using Templates

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

Persistent Notifications

Attachments supported, size and file type limitations

Adding Pictures and Attachments to Messages (MMS)

Send messages to groups of contacts by tags or segments

Group Messaging

How to manually initiate a Zing automation to a contact

The "Run Zing" Button

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

Filtering the Inbox by Tags or Segments

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

How to use Calendar Events

Forwarding a Message to HotSOS

Customize group messages by inserting personal info into

Inserting a Contact Field

Using the Co-Pilot feature

Scheduled Messages

Priority Inbox - Feature Overview

Inbox

Introduction to Conversation Assignments & Teams

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

Conversation Assignments & Teams Overview

Teams / Assignments

Contacts Page Overview

Edit multiple contact profiles in bulk from the Contacts page

Bulk Contact Actions

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

Importing and Exporting Contacts with CSV files

Contacts

Introduction to Zings

Zings

Use NPS or CSAT survey questions in your Zing automations.

NPS and CSAT Surveying

Metrics and reports available from your Medallia Concierge dashboard

Analytics

Conversation Analytics

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

Message Categories

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

Message Delivery Analytics

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

Weekly Performance Email

Find answers and get help from Intercom Support and Community Experts

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