My Mentions
Objective
To effectively manage and respond to cases where you are mentioned by another agent in the Workspace panel.
Video HERE
Key Steps
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- Locate My Mention Section: Find the My Mention section in the Workspace panel.
- Notification: When mentioned by another agent, listen for the bell sound notification and look for a red dot on the envelope icon.
- Check for Mentions: Look for a green plus sign with the number of cases you are mentioned in.
- Access My Mentions: Click on the My Mentions section to view and read the mentioned cases.
- Review and Respond: Read through the mentioned case and respond as necessary.
- Join the Case: If needed, you have the option to join the case for further assistance or collaboration.
Cautionary Notes
- Ensure to respond promptly to mentions to maintain effective communication.
- Double-check the mentioned cases to avoid missing any important information.
- Do not overlook the red dot and green plus sign notifications as they indicate new mentions.
Tips for Efficiency
- Familiarize yourself with the notification sounds and icons for quick identification.
- Prioritize responding to mentions to ensure timely resolution of cases.
- Regularly check the My Mentions section to stay updated on relevant information.
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