Customer service support

Updated on 12 Jan 2024

There are various customer service use cases that can be used within the E-wallet platform built using the SDK.finance source code.
We have implemented the basic customer support functionality and covered it by a comprehensive suite of API endpoints designed to facilitate effective communication between support agents and users.

You can extend the functionality by integrating the E-wallet platform with specialized customer support services or CRM systems.

The functionality available out of the box:
1. Create System Broadcasts. E-wallet platforms can leverage this API endpoint to create and send system-wide announcements or updates, keeping users informed about critical information, such as maintenance schedules, feature updates, or security alerts.
2. Retrieve List of Conversations: Support agents can use this API to filter and access relevant conversations based on specific criteria, such as customer type, issue category, or date range, streamlining their workflow and enabling them to address customer concerns more efficiently.
3. Delete Conversation: In cases where a conversation is no longer relevant or contains sensitive information, support agents can utilize this endpoint to delete the conversation from the system.
4. Write and Retrieve Messages: Agents can exchange messages with customers in a specified conversation, as well as view the conversation’s message history to better understand and address customer concerns.
5. Mark Message as Read: Support agents can mark messages as read, helping them stay organized and ensuring that no customer query goes unanswered.
6. Access Media Files: Agents can retrieve and review files attached to messages, such as screenshots or documents, to provide more accurate and comprehensive support to users.
7. Send and Retrieve User Messages: This API allows agents to send messages directly to a user and retrieve all messages sent to a specific user, enabling them to efficiently manage and track customer interactions.

APIs for this Use case:

In-System Communication 

User Message

User notification