MorgWard Support best practices docs

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This article contains a reference list for all of our best practices documentation.

Workflows

• Best practices to prepare for the holiday rush
• Best practices for setting up skills-based routing

Agents

• Best practices for creating contextual workspaces
• Best practices for removing agents
• Best practices for deleting groups

Security

• Security best practices

Business rules

• Triggers best practices and recipes reference
• Automations best practices and recipes reference

NPS best practices

• NPS best practices: Analyzing your NPS® results and taking action
• NPS best practices: The most effective way to send a NPS survey
• NPS best practices: What is Net Promoter Score and how does it help me?