The Your Team module, found within the client dashboard, provides clients with direct access to their 1:1 chat workspaces with assigned team members. This module is particularly useful for businesses that assign relationship managers or account managers to client accounts, facilitating personalized and efficient communication.
Usage and Benefits
The Your Team module is designed to enhance the client experience by providing a dedicated space for direct communication with assigned team members. This module supports personalized interactions, making it easier for clients to get the assistance and information they need from their relationship managers or account managers. Clients can click on any team member's name to open their 1:1 chat workspaces and start interacting.
The availability of the Your Team module depends on the package purchased with Moxo. Some packages may not include this feature.
Administrators also have the option to change the name of this module using the edit options in the Client Dashboard tab by clicking Edit Display Name.
The Your Team module provides a streamlined and organized way for clients to communicate directly with their designated team members, ensuring efficient and effective interactions. This feature supports the goal of providing a personalized client experience, tailored to the specific needs and relationships of each client.