Client service · Live demo
Member services inbox for a professional body
Replies to member emails about certificates, renewals and CPD hours from the member records, and routes billing, certification and complaints to the right person.
Talk to Aroha at Southlight Institute of Project Managers
Southlight Institute of Project Managers is made up. Aroha is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
A professional body's small office gets the same member emails every day: can I get my certificate, how many CPD hours have I logged, did my payment go through. Each one means opening the database, and the real issues wait behind them.
How it works
- Reads each email to the member services inbox and matches it to the member record
- Replies with membership status, certificates, invoices and CPD hours
- Suggests upcoming workshops and webinars that count toward the member's hours
- Passes refunds, billing corrections, certification questions and complaints to the right person with a summary
- Keeps a note of every reply on the member record
What it connects to
- AnnaHi, I need a copy of my membership certificate for a tender submission. Can you also tell me how many CPD hours I have logged this year? Thanks, Anna Whitcombe
- AgentHi Anna, your Certified Project Professional membership is current to 31 March, and I've attached your certificate. You've logged 22 of your 30 CPD hours, and Tuesday's estimating and schedule risk workshop at 5.30pm counts for three.
- AnnaGreat, thanks. I also think I was charged twice for my renewal.
- AgentSorry about that. I can see two payments of $495 on 3 August. I've passed it to Ben Harlow, our finance officer, to refund the duplicate, and he'll confirm by email within two working days.
Illustrative conversation. Names, numbers and details are made up.
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