Customer service, answered from the ticket you're on
Catch up on a ticket
Open the ticket or the customer's email thread and press Alt+X. The Multify panel reads the page as you see it, so you can ask about it straight away.
If your support inbox is Gmail, click the Multify M in Gmail's toolbar on an open conversation and choose Summarize. On a busy morning, tick up to eight emails in the inbox, click the M, and choose Who needs a reply to see which ones to answer first. See Gmail.
Draft the reply
Ask for the reply in the panel, then use Copy under it and paste it into your help desk.
In Gmail and in many web reply boxes, you can also write in place: type \\, pick Write, and say what the reply should do. The draft shows highlighted until you keep it with Tab. See Doubleslash.
Get the tone right
Write your reply the way it comes out, then highlight it, right-click, and choose Multify › Improve this text. Pick a mode and Multify rewrites it:
- Friendlier for a frustrated customer who needs warmth.
- Firmer when the answer is no and has to stay no.
- Shorter when you've over-explained.
- Fix only to correct spelling and grammar and change nothing else.
- Translate to answer in the customer's language. Multify remembers the last language you picked.
In a text field, Insert swaps in the new version. You can also rest your pointer on highlighted text for a moment and an Improve button appears. See Right-click & Improve.
Answer from your help center and policies
Open the policy or help center article that covers the question, press Alt+X, and ask against it. Multify answers from the page in front of you.
For the policies you check every day, save each page to your stash with a tag like policy. In any chat, type @ and pick the item to bring it into your question.
Look things up in your admin tools
On your order admin, shipping portal or billing tool, tell Multify what to find and Page Agent does the searching and clicking for you, then reports back.
The first time Multify acts on a site, it asks for permission. For tools you use all day, choose Always approve this website. You can remove sites later in the panel's Settings › Page Agent.
Fill the same forms faster
Return authorizations, carrier claims and warranty forms ask for the same things every time. Open the form and tell Multify what goes in it. It fills every field it can, asks you once for anything it's missing, and leaves submitting to you.
Know when something changes
Instead of refreshing a tracking page or a status page, ask Multify to watch it. It checks on a schedule (hourly, daily or weekly) from your browser and sends you an alert when the condition is met. You'll see it in Multify and by email or phone notification.
Manage your watches in the panel under Settings › Page watches. More in Page Agent.
Show what you're seeing
When a customer reports a problem you can reproduce, open the panel menu (☰) and choose Capture. Multify takes a screenshot of the tab and gives you a share link to Copy into the ticket or your team chat. Discuss in chat starts a Multify chat about the screenshot.
Escalations and reports
These work well in the panel. Under each reply, Save as page keeps it in your Pages and Create task adds a follow-up to your Tasks.
Keep the prompts you use every day
When you've written a request that works, like your standard "summarize and draft" ask, save it as a template. Rest your pointer on your own message in chat and click the small bookmark, give it a name, and it's saved. Next time, click the bookmarks button in the composer and pick it. Your templates follow you to every browser you sign in on.