2023 Customer Strategy & Planning (Virtual)

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Planning for Messaging: Making It Work, Not Just Happen

Published on 24 September 2025

Planning for Messaging: Making It Work, Not Just Happen

Messaging is popping up all over customer service teams. WhatsApp, in-app chat, SMS – you name it, someone’s testing it. But here’s the truth: just launching a messaging channel isn’t enough. Doing it well takes some serious thought.

The struggles are real

Everyone’s starting from a different place. Some teams are heavily rooted in voice and are now exploring how to introduce messaging without rocking the boat. That brings up all kinds of questions – do you need a dedicated messaging team, or can voice agents do both? Does messaging get its own space, or sit alongside everything else?

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This article was first published in the 2025 Best Practice Guide - Raising Standards

To download a full digital copy of the Best Practice Guide, click here.

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Author: Leanne McNamee

Categories: Library

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