Soft Skills
Best Practices
Internal Tools &Resources
100

What soft skill would you use when an admin writes this to support “I need to change the account email to another email. The account holder passed away, sadly.”

Empathy

100

What should you do if you don't know the answer to a customer's question?

Use your internal resources 

Ask a teammate 

100

 We use this tool for quick team communication, updates, and questions throughout the day.  

Slack

200

Instead of rewriting the same instructions on how a user can reset their password, they use a remade macro that is already in the system. This is an example of what type of soft skill?  

Time Management 

200

What proactive step should be taken if you know the customer's issue has not been fully resolved?

Follow up 

200

 These are pre-written responses used to reply to common customer questions quickly and consistently

What is a Macro? 

300

Admin is panicked about missing a registration deadline. What’s one way to reassure them?

Acknowledge their feelings 

Offer support 

300

Name 3 internal resources you should check before posting in the bridge?

Help Article

Search in Slack

Search in Intercom 

300

If a customer issue needs more technical help, you use this internal step to involve the right team.

What is escalation?

400

Give an example of active listening?

Answer up to discretion 
400

True or False: It’s fine to close a ticket once you’ve replied with instructions.

False, prior to closing the ticket we want to make sure we follow up with customer to make sure the issue is resolved and no further assistance is needed. 

400

 You should do this every time you close a ticket to ensure it’s accurately tracked for reporting. 

What is assign the correct tag?

500

What is Effective Communication? Give an example

The successful exchange of information and emotion so that a message is received and understood clearly and with purpose, fostering mutual understanding, strong relationships, and successful outcomes.

500

What’s a polite way to ask for time to investigate an issue mid-chat?

"Thanks for your patience. I'd like to take a few minutes to look into this thoroughly. Do you mind holding on while I investigate?"

"Let me take a closer look into this for you. It'll just take a few minutes. Thank you for your patience"

500

Before sending a macro, you should always do this to ensure it's relevant to the ticket.

What is read the full message and confirm context?

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