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

1. Locate My Mention Section: Find the My Mention section in the Workspace panel.
2. Notification: When mentioned by another agent, listen for the bell sound notification and look for a red dot on the envelope icon.
3. Check for Mentions: Look for a green plus sign with the number of cases you are mentioned in.
4. Access My Mentions: Click on the My Mentions section to view and read the mentioned cases.
5. Review and Respond: Read through the mentioned case and respond as necessary.
6. 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.