1. Maintaining Open Communication
  • Never Close a Conversation Prematurely: Always ensure that the customer's issue is fully resolved before closing the conversation. If further action is required, keep the thread open until a resolution is reached.


2. Professional Conduct
  • Always Be Respectful: Regardless of the situation, always maintain a professional and courteous demeanor. Avoid being rude or dismissive, as this can escalate the situation and damage your company's reputation.

3. Privacy and Confidentiality
  • Do Not Share User Details: Never disclose any user information externally or with unauthorized parties. Protecting customer data is crucial for maintaining trust and compliance with privacy laws.

4. Efficient Handling
  • Avoid Unjustified Snoozing: Do not snooze a conversation without first responding to the customer. Always provide an initial reply or an update before pausing the interaction. This keeps the customer informed and prevents feelings of being ignored.

5. Follow-Up Commitments
  • Fulfill Promises: If you have committed to getting back to a customer, make sure to follow through. Keeping your word is essential for building trust and reliability.
  • Do Not Overpromise: Never commit to a resolution or a timeline that you cannot guarantee. Overpromising can lead to dissatisfaction and harm customer relationships if expectations are not met.


6. Collecting data from customers:

  • All customers must send any files, evidence, or proof through Intercom chat or email. These methods already integrate AV scanning and file type filtering.
  • CX Associates should always avoid opening shortened URLs (e.g., bit.ly/dsdiseri) or direct download links (e.g., https://drive.google.com/myfile.zip). All users should be guided to share files using the allowed methods.