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Tag complaint keywords automatically and send them straight to a support supervisor

LINEAll plansPermission:LINE Chatbot「Editable」, Tag Management「Editable」, Service Center「Editable」

This recipe helps support supervisors catch complaints on LINE the moment they arrive. When a member mentions a complaint, a refund, a return or an allergy, they immediately get a reply with an apology and a response time. At the same time the conversation is tagged and sent straight to a support supervisor, so it doesn't sit in the queue with routine questions.

Who this is for ​

  • Support supervisors: complaints get mixed in with routine questions. By the time an agent spots one and passes it up, half a day has gone by and the customer is even angrier.
  • The brand's CRM manager: you want to know how many complaints come in each month and whether they've been resolved.

When you're done you'll have a chatbot that catches complaint keywords, a pair of "needs supervisor" and "resolved" tags, an organization that only takes complaints, and a way for supervisors to find complaints that slipped through.

The examples use a fictional skincare brand, Sunleaf. The tags, the organization and the chatbot were all actually created in the OakMega manual demo workspace. The Service Center conversation is a demo recreated from the real message format.

Features you'll use ​

FeatureIts job in this scenarioMinimum planNeeds activation?
LINE chatbotCatches complaint keywords: replies with an apology, applies a tag and transfers to Service CenterAll plansNo
Tag Management"Complaint: needs supervisor" decides who gets the conversation; "Complaint: resolved" records that it's closedAll plans (Free: up to 10 tags)No
Organizations and assignment rulesThe "Complaints team" uses its assigned tag to take only complaintsAll plansAgent seats are activated separately
Automatically close resolved conversationsCloses the conversation once resolved and moves it back to the default organizationAll plansAgent seats are activated separately

Flow ​

Complaint routing flow, in four columns. Member complains: the message contains complaint, refund, return, allergy…, in a LINE one-to-one chat → Chatbot catches it: replies with an apology and response time, tags "Complaint: needs supervisor", auto transfer to the Service Center → Routed to the Complaints team: organization tag = Complaint: needs supervisor, a supervisor with auto distribution on takes it, status becomes Open → Supervisor resolves it: replies and checks the order in the Service Center, switches to "Complaint: resolved", auto-closes after resolved, back to the default organization

  1. A member's message on LINE contains a keyword such as complaint, refund, return or allergy.
  2. The chatbot replies with an apology and a response time, applies "Complaint: needs supervisor" and transfers the conversation to Service Center.
  3. The "Complaints team" has "Complaint: needs supervisor" as its assigned tag, so the conversation goes to this team and a supervisor in it picks it up.
  4. When the supervisor has dealt with it in Service Center, they switch the tag to "Complaint: resolved" and mark the conversation Resolved, and the service closes automatically.

How to set it up ​

StepWhereSettings in this scenario
1. Create tagsMember & Tag › Tag ManagementFolder "Complaints": Complaint: needs supervisor, Complaint: resolved
2. Create the Complaints teamService Center › Service Center Setting › OrganizationAdd the supervisors and turn on auto distribution; assigned tag "Complaint: needs supervisor"; close automatically 24 hours after resolved, then change to the default organization
3. Create the chatbotLINE › Chatbot"Trigger Keyword (Contains)": Complaints, complaint, refund, return, allergy, compensation; Trigger Add Tag; Service center transfer
4. Supervisors check once a dayService CenterFilter by the Complaints team; use the advanced filter to find complaints that landed in other organizations

1. Create the complaint tags ​

Under Member & Tag › Tag Management, add a folder named "Complaints" with two Strength Tag tags:

TagWhat it's for
Complaint: needs supervisorApplied automatically by the chatbot; it's how the Complaints team picks up the conversation
Complaint: resolvedApplied by hand when the supervisor closes the case, removing "needs supervisor" at the same time

See Create and manage tags.

2. Create an organization that only takes complaints ​

Under Service Center › Service Center Setting, open the Organization tab and click Create Organization:

  1. Set Organization Name to "Complaints team", use Add Agent to add your support supervisors, and turn on Auto Distribute to Agent.
  2. In Distribute Condition, turn on Accept System Automatic Distribution. Under Assigned Tag, choose Restrict Tag and select "Complaint: needs supervisor".
  3. In Automation, set Resolved → Close to Automatically Close and enter 24 hours. Set Close → Change Organization to Change to Default Organization and Remove Agent, so that the next time this member asks a routine question, it doesn't land in the Complaints team again.
  4. Click Save.

The screenshot below shows the Complaints team's Distribute Condition: Accept System Automatic Distribution is on, and the Assigned Tag is restricted to "Complaint: needs supervisor".

The Distribute Condition tab of the Complaints team: Accept System Automatic Distribution is on, Assigned Account is set to No Account Restriction, and Assigned Tag is set to Restrict Tag with "Complaint: needs supervisor" selected

For the full rules, see Understand how conversations are assigned to organizations and agents.

3. Catch complaint keywords with a chatbot ​

Under LINE › Chatbot, add a keyword chatbot named "Complaint to supervisor":

  1. In Trigger Keyword (Contains), enter "Complaints", "complaint", "refund", "return", "allergy" and "compensation", pressing Enter after each one (up to 20).
  2. Under Tag Settings, set Trigger Add Tag to "Complaint: needs supervisor".
  3. Under Follow-up Actions, turn on Service center transfer.
  4. On the Edit Message tab, add a text message: "We're sorry about your experience. We've passed you to a Sunleaf customer service supervisor, who will contact you personally within 1 business day. If you can, please share your order number and what happened, so the supervisor won't need to ask again."
  5. Click Save.

The screenshot below shows this chatbot's keywords, tag and follow-up action:

Chatbot settings: Trigger Keyword (Contains) has Complaints, complaint, refund, return, allergy and compensation; Trigger Add Tag is set to Complaint: needs supervisor; under Follow-up Actions, Service center transfer is on

The chatbot applies the tag before it transfers the conversation, so assignment already sees "Complaint: needs supervisor" and the conversation goes straight to the Complaints team. For every setting, see Set up a LINE chatbot.

4. Supervisors pick it up in Service Center ​

After the member sends a complaint, the Service Center conversation shows, in order, "Triggered chatbot: Complaint to supervisor", "Auto-assign organization: Complaints team", "Auto-assign assigned agent:" and "Auto change status: Open". The tag in Member Data on the right is "Complaint: needs supervisor".

A Service Center conversation: the member writes that they bought the Dawn Moisture Serum last week, after two days their face got an allergy rash, and they'd like a refund; below it, in order, Triggered chatbot: Complaint to supervisor, the chatbot's apology, Auto-assign organization: Complaints team, Auto-assign assigned agent: OakMega AI and Auto change status: Open; on the right, Tag Info in Member Data shows Complaint: needs supervisor

When the supervisor is done:

  1. Under Tag Info in Member Data, remove "Complaint: needs supervisor" and apply "Complaint: resolved".
  2. Mark the conversation Resolved. After 24 hours it closes automatically and goes back to the default organization.

How it works and limits ​

SituationResultWhat to do
A member mentions a complaint for the first time and the conversation isn't in serviceTagged, transferred to Service Center and assigned to the Complaints teamNothing
The conversation is already in service (the member is talking to a regular agent)The tag is applied, but the conversation isn't reassigned; it stays with its current organization and agentSupervisors use the advanced filter on the tag "Complaint: needs supervisor" to find it and move it to the Complaints team by hand
The member also has another organization's assigned tag (for example, VIP members)Several organizations match, so Multiple Organization Condition Match sends it to the default organization or a random matching oneSame as above: supervisors filter once a day, or have the VIP team's supervisor watch the complaint tag too
The message just happens to contain a keyword ("How do returns work?")It still goes to a supervisorChoose unambiguous keywords; supervisors move false alarms back to a regular organization and remove the tag
The chatbot has a Weekly Effective PeriodIt doesn't trigger outside those hours, so complaints aren't caughtDon't limit the complaint chatbot's hours; it still replies and transfers after hours, and the supervisor picks it up the next working day

Keywords are matched with "Contains", regardless of context. The shorter the keyword, the more false alarms: "ill", for example, would also fire on "will" and "bill".

What members see ​

As soon as the member complains, the chatbot replies with an apology and a response time. When the supervisor picks it up, they reply from the same official account. The screen is a mock-up (Chinese demo).

The member writes "I bought the Dawn Moisture Serum last week. After two days my face got an allergy rash, and I'd like a refund." The chatbot replies with the apology above. Then Ms. Lin, Sunleaf's customer service supervisor, writes: "Hi, this is Ms. Lin, the customer service supervisor at Sunleaf. We're very sorry about your skin. Could you share your order number? We'll process your refund as a priority."

Mock-up (Chinese demo): the member writes that they bought the Dawn Moisture Serum last week, after two days their face got an allergy rash, and they'd like a refund; the chatbot apologizes, says they've been passed to a customer service supervisor who will contact them within 1 business day, and asks for their order number; then the supervisor, Ms. Lin, apologizes, asks for the order number and says the refund will be handled as a priority

How to check it's working ​

What you want to knowWhere to look
How many complaints came in this monthThe Total Number of Tagged People for "Complaint: needs supervisor" and "Complaint: resolved"; the Total Trigger Count of the "Complaint to supervisor" chatbot
Which complaints are still openIn Service Center, filter by the organization "Complaints team" and the statuses Open and In process
Whether any complaints landed in another organizationIn Service Center, use the Advanced filter on the tag "Complaint: needs supervisor" and check the organization column
Whether supervisors have a backlogIn the Service Center Data Center, filter by the Complaints team and check Open and In process (it shows current counts only, not response times)

Variations ​

  • Let AI calm things down first: turn on Transfer to Agent → Enable AI Agent for the Complaints team, so AI collects the order number and photos before the supervisor takes over; see Let an AI agent handle an organization's conversations.
  • Route by type: give health-related keywords such as "allergy" and "injury" a different tag and send them to the quality assurance team; send "refund" and "return" to the orders team.
  • Follow up after the case is closed: a week later, post an article to members tagged "Complaint: resolved" to check in, with a make-good coupon attached.

Next steps ​