MakturaAcademy
Course 13 · Lesson 10 of 14

Support routing

Sales team1 min read

Customers email the support inbox, triaged with an AI assistant's help. Neil Flannery owns support and decides what goes to Dom Watts.

Situation Route
Broken, or a post failed Support with a screenshot and the time (Neil Flannery, then Dom Watts)
A post went out that shouldn't have Phone the onboarding owner, email support at once, tell John Cooper the same day. "Let's look at your approval settings together now; I've flagged it as urgent." Never speculate about cause
LinkedIn connection dropped Send a fresh connection link; if that fails, support with a screenshot
Billing or failed payment Support, copied to John Cooper
Refund, credit, trial, extension, pilot, special terms Alex or John Cooper only. "That's not something I can agree, so I'll put it to the right person rather than guess."
Engagement data source Spoken answer only; written answers from Karl Foster only
Security questionnaire or DPA Neil Flannery (infrastructure), Karl Foster (legal)
Personal data Self-serve from Settings; disputes to Karl Foster
Feature request "I've logged it word for word. I won't promise what or when."

You can promise that we received it, that a person is looking, honest updates including "we don't know yet", and a human to talk to. Internal aim, not a promise: acknowledge every message the same working day.

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