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Account Changes

Customer Service

Prompt

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Create a category for customer account change requests, contact detail changes, billing address updates, licence changes, user changes, plan changes, and emails asking to update customer account information. Include requests to add or remove users, change invoice details, update contacts, or amend company information. Do not include technical access requests unless the main request is about account administration.

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Need help creating your own categories?

We can help you set up categories that match how your team works. If you’re not sure what to create, or how to word your category prompts, talk to us and we’ll help you get started.

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