How can you make your support more efficient by adopting Tiered support?

How can you make your support more efficient by adopting Tiered support?

One of the main issues most businesses face is handling support conversations as they expand. As the business scales up, the chat load also increases exponentially. So, it becomes hard for your existing operators to handle all of the chats, hiring new operators also does not come cheap, and training them takes time.

In our last post, we saw insider tips from support reps of SalesIQ themselves. In this post, let us see how you can bring more structure to your support as you expand your business without disrupting your support workflow.
 
"Organizing is what you do before you do something so that when you do it, it is not all mixed up."  
  - A A Milne  
 

What is Tiered support?    

Tiered support is the concept of organizing your support on multiple levels based on your customer's requirements.

Our take on Tiered support   

There are a lot of blogs and posts on tiered support; each has a different opinion on this topic, and many change based on the product they are selling. In this post, you'll see our take on how to approach tiered support using Zoho SalesIQ.
 
 If I have a business, will this be helpful for me? 
 
Yes and no, it depends on the type of business that you have. A large business with a high daily chat volume can gain a lot by adopting Tiered support. A budding business with little chat volume would not.
 
Now, let me explain the reasons clearly; every large business will have a lot of customers who might have the same questions; having your operators attend to all of these customers could not only result in inefficient support, it can also result in exhaustion of your operators.
 
Whereas in a small business, it would be more valuable to connect directly with your visitors. Now, let's take a look at the tiered support stages using SalesIQ. 

Tiered support stages using SalesIQ   

Tier 0: Enabling self-help for visitors  

The first stage of the Tiered support is to make the users find answers to all the commonly occurring issues by themselves. This can be achieved by enabling the knowledge base in your SalesIQ chat window. With the knowledge base enabled, you can display articles and FAQs, and they will be able to get answers to their questions from there.
 
To enable Knowledge base for your brand:
  1. Navigate to Settings > Brands > Your brand name > Configurations.
  2. Switch to the Channels tab in this section. And toggle on the Knowledge base for the desired platform.
If you wish to provide a messenger-first experience for your customers, you can use our AI-powered Answer bot to assist visitors with their basic questions. With the help of natural language processing, the bot will understand the user's intent, provide the right article for your help guide, and make it look like they are conversing with a human operator.
 

Tier 1: Deploying chatbots to provide personalized assistance

The next step in the Tiered support list is to enable advanced bots that can do more than address your visitors' questions. Zobot allows you to perform advanced functions like pushing leads to Zoho CRM, logging support tickets for conversations, adding visitors to newsletter, mailing lists, etc. These bots can be the perfect filter stage to know what the visitor wants. If visitors require a human operator, they can transfer the chat to a human operator.



Tier 2: Allowing customers to reach your human operators  

In this stage, the chats that were transferred by the bots and the chats where the visitors have requested to connect with an operator can be routed to your frontline support.

Issues that are too complex to be solved by the self-service knowledge base and bots can be handled in this stage. Issues with onboarding, account problems, etc., can be better addressed by a human more effectively, and the visitors will feel more satisfied when they know that an actual person is helping them.
 

Tier 3: Routing customers to the operator with the required expertise  

This is the last stage of the Tiered support; at certain times, you might have visitors with higher value support requirements; in such cases, it is wiser to route them directly to the operator with the right expertise. Chat routing can enable you to route chats of desired visitors to the operators or departments you specify.  
 
This final stage can be helpful for the following conditions:
  1. Escalated chats.
  2. Chats that would require the right expertise.
  3. VIP and high-priority chats and calls.
You can implement these four tiers of support using Zoho SalesIQ. Please let us know what support structure you are currently using for your organization in the comments.
 
Regards,
Naveen

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Zoho Marketing Automation 2.0 - Landing Page function not working

                                                                                                            Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me
                                                                                                          • Unable to use Sign "You have entereed some invalid characters"

                                                                                                            Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot
                                                                                                          • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                            Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                                                                                          • Messages not displayed from personal LinkedIn profile

                                                                                                            Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,
                                                                                                          • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

                                                                                                            I'm trying to make changes to a query but every time i try to save it i get this error message. I'm not touching the data it's flagging. All I've tried to do is reorder a couple of fields and add a new one. Why won't it let me do this? It's a core query
                                                                                                          • Onboard new users easily with native screen recording in Zoho Projects Plus

                                                                                                            Communication involving both visual and audio elements tends to capture more interest among the audience. Whenever we onboard new employees to the organization, the task of engaging them in the induction sessions, and keeping the spark going in their
                                                                                                          • Request to Add Support for PDF Templates and More Flexibility in Email Editor

                                                                                                            Hi Zoho Campaigns Team, I hope you're doing well. I wanted to share some feedback and request a few improvements in the Email Template feature of Zoho Campaigns. Right now, we can create email templates using the HTML editor, which is helpful. But we’re
                                                                                                          • Can you stop Custom View Cadences from un-enrolling leads?

                                                                                                            I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when
                                                                                                          • Zoho Desk Android and iOS app update: Agent detail overview

                                                                                                            Hello everyone! We’ve introduced agent detail overview on the Zoho Desk Android and iOS app update. With this feature, you can get a complete view of agent’s tickets, response times, logged hours (for both tickets and activities), customer happiness ratings
                                                                                                          • Blog Widget: Show recent blog posts on my homepage

                                                                                                            Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog
                                                                                                          • How to iterate through excel data using zoho rpa

                                                                                                            I wanted to iterate or loop through excel data ( datatable). How can i do that
                                                                                                          • Zoho Commerce

                                                                                                            Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
                                                                                                          • Mass (Pull back) (Close WOs) (Close APs)

                                                                                                            Hi develop team. Just idea because Zoho FSM is great but its too manual. we have a lot of task to do every day and the system needs to have more features to automatic our tasks. I need to close several WOs, APs and Pull Back per day. Please we need mass
                                                                                                          • Customising Zohidesk portal default widgets

                                                                                                            Hello, I'm wondering how could I customise the default widgets such as "popular topics", "popular articles" using CSS or to make the tiles at the bottom match the ones that I made in the picture attached. I have made some custom widgets and edited them
                                                                                                          • If there’s a batch at the end, the ‘mark as inactive’ function doesn’t work.

                                                                                                            when my batch has a date to batch end and I "mark as inactive" he batch does not obey the status and reactivates the batch.
                                                                                                          • Seamless multilingual messaging and tone control in Zia IM Composer

                                                                                                            Hello everyone! Managing customer conversations across multiple languages can be time-consuming. Using Zia in the Instant Messaging (IM) Composer helps you overcome this by providing tools to translate content, adjust your tone, and refine your messages
                                                                                                          • Advanced Deluge help needed with custom function and COQL limits

                                                                                                            I have a scheduled function that takes a snapshot of specific metrics and saves them to a custom module. However I'm struggling with the limits of COQL. I attach my full code, but an example of the issues I'm having is that it's erroring with a 'Limit
                                                                                                          • Tip of the Week - Conditional Formatting Chart

                                                                                                            Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend.  Zoho Analytics allows you to
                                                                                                          • Zoho Learn - AI Translate

                                                                                                            Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were struggling
                                                                                                          • Payroll In Canada

                                                                                                            Hi, When can we expect to have payroll in Canada with books 
                                                                                                          • Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

                                                                                                            Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                          • Introducing auto-upgrade in Zoho LandingPage

                                                                                                            Hi everyone, We’re excited to share an upcoming update to help you get the most out of your landing pages — the auto-upgrade option, launching on October 22, 2025. Your landing pages are designed to bring in leads, and we want to make sure you never miss
                                                                                                          • Workdrive comment links stopped working.

                                                                                                            I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now it
                                                                                                          • How to Bulk-Update Sales Orders in CRM

                                                                                                            Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields to
                                                                                                          • Zoho ToDo in Cliq

                                                                                                            Our organization utilizes Zoho ToDo in the Zoho Mail Desktop app. Is there a way for these to show up in Cliq Desktop app as well?
                                                                                                          • 【Zoho CRM】サンドボックス機能のアップデート:カスタムビューが利用可能になりました。

                                                                                                            ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、サンドボックス機能のアップデートをご紹介します。 目次 1. カスタムビューとは 2. 今回の機能アップデートについて 1. カスタムビューとは カスタムビューは、ユーザーが設定した条件に基づいてデータをフィルタリング・整理し、 重要な情報へ効率的にアクセスできるようにする機能です。 「過去15日間の見込み客」や「受注間近の商談」、「特定の優先度レベルが設定された案件」など 条件を指定してわずか数クリックで設定できます。
                                                                                                          • Changing an agents email address

                                                                                                            How do you change an agent's email address? I keep getting a red circle even though I am an admin. And on one of my agents he has two email addresses? How is that possible?
                                                                                                          • Zoho CRM - Potentials Tab

                                                                                                            Hi! When I create a Deal (Potentials tab) the header looks like this: After a refresh on the page it looks like this: What should I do so that it is displayed like in the second pic without refresh? Also I have a user that as of recently, cannot see this
                                                                                                          • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                                                                                            Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
                                                                                                          • Unable to create embed code for resource of workdrive using API

                                                                                                            Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, below
                                                                                                          • Feature Request - Insert URL Links in Folders

                                                                                                            I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
                                                                                                          • not able to convert pdf to jpg and other forms and vice versa.

                                                                                                            i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
                                                                                                          • Enable / show scroll bar when Mega Menu is opened

                                                                                                            Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page
                                                                                                          • Reports: Custom Search Function Fields

                                                                                                            Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with
                                                                                                          • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

                                                                                                            Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products
                                                                                                          • How can I transfer data from Production to Development environment?

                                                                                                            Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?
                                                                                                          • Add "Reset MFA" Option for Zoho Creator Client Portal Users

                                                                                                            Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
                                                                                                          • New portal SAML authentication error: User not found

                                                                                                            Dears, Has anyone else been experiencing this lately? I am creating a new portal authenticated by SAML (Entra ID). I followed the same process as I did with other portals, but any new portal created after this always encounters this error. I’ve been reporting
                                                                                                          • Devis et facture multi page

                                                                                                            Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilité
                                                                                                          • Rotate an Image in Workdrive Image Editor

                                                                                                            I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload
                                                                                                          • Next Page