GO LIVE+GuidesGet started

Practical guide

Create a policy reference sheet for live operators

Create a policy reference sheet for live operators: a practical process, a clearly illustrated example and checks to use before the next live session.

Aseacast editorial team

A practical process

  1. Separate payment, shipping, returns and support instructions into labelled sections
  2. Record where the operator should confirm current conditions
  3. Keep private order verification steps out of public spoken answers.

Worked example

For example, an operator handling a return question needs the current process and support channel. They do not need to read a customer's address or order history aloud while explaining the next step.

Before the next session

Use the current Aseacast product overview to check which parts of this workflow fit your setup.

Further reading

Keep learning