Answering Messages
This section explains how to answer messages. If you can't
answer a message, you can forward the message to another person or choose
to collaborate on a message.
To answer
a message
- Select the message in your Inbox that you want
to respond to. If you can answer the message, skip to step #3.
- Decide what to do with the message if you cannot
answer it.
- Some messages may not require an answer. Remove these from your Inbox.
- Some messages may not be your responsibility.
Route these to someone else.
- Some messages may require information from
someone else. Collaborate with
the other person about these.
- Some messages may be incorrectly addressed
or may not belong in the KANA system. Redirect
these to the proper person.
- Some messages require an answer but someone
other than you must provide the information. Forward
and track these messages.
- Add recipients.
You can add recipients using the Recipients list or by typing the
e-mail address of people not in the Address Book. A message can have
up to 100 recipients.
- Assign categories,
which can include text and attachments. You can assign up to 100 categories
to a message.
- Enter a subject for the message in the Subject
field. Optionally, change the subject for the message. The default
subject that KANA Response supplies is Re: <original message subject>.
- Choose a greeting, header, footer, and signature
by clicking the appropriate down arrow and making a selection (optional).
- Add attachments
in addition to those attachments in a category. You can include attachments
as large as 22 MB.
- Select the Keep
case ownership checkbox if you want the response to come back
to you instead of to the agent next in line to get messages.
Note:
If the Tracking ID option is turned off in System Administration and if
the same messages are routed to another user and then replied with Keep Case Ownership, then the messages
do not go out with a KMM number.
- Select the Create Follow-up Message check
box if you want to create a follow-up
message to send additional information to the customer. KANA Response
creates another message with the same subject and case number and
adds it to your Inbox.
Note:
The follow-up message is created after this message is sent.
- Select the Include
incoming attachments check box if you want to include the original
attachments in your response.
- Select the High
Importance check box if you want to create a message with high
importance. KANA Response adds the high importance flag tot he outgoing
message. This means that in compatible mail clients e.g. Microsoft
Outlook the message will be flagged with high importance
- Select the Request
Read Receipt check box if you want to request a read receipt
for this message. This means that a read receipt message is sent from
the customer mail tool whent he customer reads this mail message.
This message will be sent from the customer to KANA Response when
the customer reads this message.
Note:
The request read receipt functionality requires the customers email client
to support this function and that the customer has enabled this functionality.
The customer may be prompted depending on his or her settings in their
mail client to send a read receipt. Enabling this checkbox does not guarantee
receiving a read receipt when the customer reads a message. Please consult
the customer mail client read receipt documentation for further information.
- Enter the body of the message.
- Check the message for spelling.
Click the Send messages
icon in the toolbar.
Note: If a mailbox
is deleted after a message has been received through this mailbox, and
an agent replies to the message, the message is not sent and bounces back.
The agent receives this bounced mail in the Inbox along with a message
stating that the "From" mailbox is deleted.
Learn about your Inbox.
How do I add
a category to a message?
How do I read a message?
How do I review a message?
How
do I approve a message?
How
do I reject a message or return it to the agent?
How do I view customer history?
How do I send a message?