• Ajay Miglani

How you can use Jot forms to enhance your customer service

Updated: Jul 25

Case study :: Call Back Requests for Customers Reaching Your Busy Call Center


Jot Forms is an excellent tool for any organization that interacts with customers specially for customer service. In days when call center services are restricted due to staffing issues, Jot Forms is great way to allow your customer to contact you for service.

You can setup a Jot Form in a few minutes and publish it on your web site either as an embedded HTML or an iframe.


You can also integrate Jot Forms with Google Sheets as well as with many other systems including your CRM system and your email response management system

An example of how you can use Jot Forms to collect service requests is as follows:

  1. Create a customized Jot Form which specifically relates to your company and brands that need after sales service

  2. Enable the form on your web site as well as in your email content and in any SMS

  3. Put an auto SMS into consumers in case they abandoned calls at your call centre. This SMS would include a link to the Jot form in which the consumer can enter their service request

  4. Integrate Jot forms with your CRM or your service centre systems

  5. Get alerts to your email for every service request from any consumer

  6. Integrate your Jot Forms with Google Sheets and from there with Google Data Studio for a live update on all your service requests

  7. Collect as much information as possible from the consumer so that it becomes easier for your service representatives to respond quickly

You will be surprised how easy this is to do and how it can help you streamline your service requests.

You no longer need your service representatives to ask consumers several questions before logging in their service request.


This will also reduce the average handling time at your call centre. It also enables the consumer to contact you 24*7 and to receive a call back from your service centre within the agreed timelines.


To know more about how you can use Jot Forms in enhancing your customer service – internal as well as external, write to info@kankei.com for a free 15-minute consultation

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