How to properly set ticket properties to categorize finance and banking related support requests
The AI Ticket Categorization app is a powerful AI-driven tool designed to efficiently manage support requests in the financial and banking sector. By leveraging this app, you can streamline the process of addressing customer inquiries and issues, ultimately improving the overall customer experience.
This article suggests several key properties to consider for effective ticket categorization. These properties tackle common issues in the financial and banking industry, such as the nature of the problem and the type of product or service involved. By meticulously analyzing and assigning these properties to incoming tickets, you can prioritize and resolve them promptly and effectively.
Property List
Here is a list of properties that we recommend using to make the most of the app and get the best results in terms of segmentation and ticket management.
The following information are suggested for each property: name, description and values.
1. Property name: Product Type
Description: "The type of product the issue being reported is about."
Values:
- Savings Accounts
- Checking Accounts
- Stock Investments
- Bonds
- Mutual Funds
- ETFs (Exchange-Traded Funds)
- Derivatives
- Insurance Products
- Mortgages
- Personal Loans
- Other
2. Property name: Complaints
Description: "Issues or dissatisfaction with financial services and products."
Values:
- Unauthorized Charges
- Poor Customer Service
- Credit/Debit Card Issues
- Billing Errors
- Delayed Money Transfers
- Account Access Difficulties
- Incorrect Information Provided
- Cash Withdrawal Problems
- Failed Transactions
- Mobile App Issues
- Other
3. Property Name: Online Services Support
Description:
"Assistance with online banking services and technical issues."
Values:
- Unauthorized Charges
- Poor Customer Service
- Credit/Debit Card Issues
- Billing Errors
- Delayed Money Transfers
- Account Access Difficulties
- Incorrect Information Provided
- Cash Withdrawal Problems
- Failed Transactions
- Mobile App Issues
- Other
- Not Specified
4. Property name: Policy Management and Insurance Claims
Description: "Management of insurance policies and claims processing."
Values:
- New Claim Filing
- Existing Claim Status
- Policy Terms Modification
- Policy Renewal
- Policy Cancellation
- Premium Inquiries
- Coverage Information
- Claim Requests
- Claim Documentation
- Claim Payment Issues
- Other
- Not Specified
These properties serve as guidelines tailored to common banking and finance support scenarios. You are encouraged to personalize them to suit the unique needs of your business.
If you need support, please don’t hesitate to contact us at apps@exelab.com.