Skip to content

CUSTOMER SERVICE FOR TEAMS

A customer calls.
The employee who can help gets the request.

Linial answers connected business calls and messages, then keeps the customer’s words and next step with the responsible employee’s personal agent. Staff can check details, reply or hand the request to a colleague.

See a request move through LinialSet up your business
EXAMPLE WORKSPACEIllustrative
New requestCustomer call
Received today · 10:14 a.m.
What the customer said
“My doctor sent a referral last week. Could reception check whether it arrived?”
Jordan · ReceptionPersonal agent

Referral status check · assigned to reception

What should I check before calling back?

Ask the intake team to check for the referral, then tell the caller what they confirm.

Waiting for staff checkNot confirmed
Fictional example. Linial has not checked a live system or sent a message.Try the clinic preview

THE WORK STAYS VISIBLE

From the call to the follow-up.

01

Keep what the customer said.

The request keeps its source, original details and received time.

02

Put it with the employee handling it.

The assigned employee sees it in their personal agent, alongside their other work.

03

Make the next step clear.

Staff can check, reply or hand it to a colleague. Connected actions need an approved system.

SET UP FOR YOUR BUSINESS

Choose what Linial can use and what staff should handle.

Business details and connections are reviewed before they are used.

Set up your business