What does great ‘customer service on social’ actually look like? Here’s Twitter’s checklist for vendors

People share hundreds of millions of Tweets every day – expressing their thoughts, experiences and opinions – making Twitter one of the top channels where customers engage with brands, including airing their customer service woes.

  • 82% of people on Twitter actively engage with brands1
  • 80% of social care requests sent via social platforms also happen on Twitter2
  • 74% of social media professionals also reported using social platforms to perform some customer care3
  • The average cost of a social interaction is only $1 compared to $6 for a call center interaction4

However, leveraging social interaction in the pursuit of great customer service is neither easy nor straight-forward. Organisations need to give consideration of a wide range of administrative, technical and cultural factors that will impact on the end result. Here’s our suggestions for things you should definitely be thinking about…

The Social Customer Service Checklist

  • Customer Service Analytics
    Key care-focused metrics should include First Response Time, Average Handling Time and Time to Resolution. What metrics are available and will you be able to create custom metrics to align with your specific business needs?
  • Approval Workflows
    Will you be able to create permission-based custom workflows for the purposes of agent collaboration, content approval and quality control?
  • Customer Experience Auditing
    The ability to access and export the full conversation history and call agent actions is especially critical in highly regulated industries such as financial services.
  • Case Management and Ticketing
    Can you create cases or tickets for follow-up and/or escalation? What about connectors or integrations to commonly used case management platforms?
  • Customer Service Chatbots
    Can you integrate chatbots? Twitter has deployed a number of features to improve customer experiences such as welcome messages and quick replies. Will you have access to these features?
  • Compliance and Information Security
    Whether it’s SOC2 accreditation or other certifications important in your industry and/or country.
  • Conversation history
    Threading public tweets and private Direct Messages together into a conversation view provides valuable context should an issue need to be escalated or passed to another agent. Twitter has made it easy for brands to move a customer from a Tweet into a private message with the launch of Direct Message deep links.
  • Credibility
    Specific industries tend to have their own needs when it comes to customer care. Does the vendor understand and have experience in your industry? Ask for case studies and customer references.
  • CRM & ID Matching
    Can you add tags and notes to social profiles? How are these additions added to your CRM? Twitter allows brands to match user IDs to customer records under specific circumstances – if the user has expressly consented or the matching is being done based on publicly available data and/or data provided directly by the applicable Twitter user that an individual would reasonably expect to be used for that purpose.
  • Data Access
    What are the relationships with the social networks being featured? Enterprise level? Whitelisted access to API feeds? These relationships matter, when it comes to your mission-critical customer care operation. Certified Twitter Official Partners can be found here:
  • Customer Care Feedback
    Can you deploy CSAT and NPS surveys as well as track sentiment conversion? Twitter’s Customer Feedback feature enables people to privately share their opinions with a business after a service interaction. Will you have the option to access this feature?
  • Integrations and pre-built Connectors
    Which third-party software integrations are important to you? If you can access them, how? Are they uni-directional, bi-directional or an iframe? What about custom integrations?
  • Customer Knowledge Base
    Is there a built-in knowledge base for care agents with suggested answers based on the context of the message? What about connectors to your existing knowledge base or content management system?
  • Onboarding
    What will the onboarding process look like, both for product training and the softer side of social care such as establishing an appropriate tone of voice?
  • Routing and Prioritization
    How will social messages be routed and prioritized to appropriate care agents? There are many options including routing based on keywords, influencer score and CRM history. Don’t forget language-specific routing for localization and global coverage.

Your customers are waiting for you on Twitter. Are you ready to join them? Get started at where you’ll find case studies and a list of Twitter Official Partners or to get in touch with our team.

12017 Twitter User Survey

2 2016 Twitter Advertising Survey

3 The Harris Poll, Social Media 2.0 How Social Data Informs Business Decision Making

4 Forrester Report 2015: Contact Centers Must Go Digital or Die

This article originally appeared on Twitter’s blog.

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Joe Rice
Joe Rice
Joe leads Twitter’s Developer & Enterprise Solutions group based from their London office. His team helps organizations gain actionable insight from Twitter data and supports the ecosystem of partners that serve brands. Joe mainly tweets about economics, politics and satire about economics and politics. Follow him @josephlrice More content by

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