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Customer Service Training Manual Template

Create customer service training documents that allow your team to be on the same page.

What is a Customer Service Training Manual?

Customer service training manuals help to teach new employees, reinforce processes to existing employees, and continue ongoing training. It’s a helpful way to ensure that all employees involved in customer service are handling processes in a similar fashion.

Why Customer Service Training Manuals are Important?

Customer service training manuals are an important part of any type of customer service training. It’s important to have a manual that employees can learn from, refer to and continue to improve their approaches as products and services change. Providing great customer service is an important part of customer onboarding and retention. As teams become distributed around the global and across different offices it’s important that customer service processes run like a well oiled machine.

What You Should Include in Customer Service Training Manuals?

  • Introduction: Describe your company's policy to your customer service reps and employees.
  • Key Elements: Select 3-5 key elements that you want your team to focus on. Provide explanations an examples.
  • Frequently Asked Questions: Share a list of frequently asked questions your employees might get.
  • Resources: Include PDFs, Issue Forms, Contact list, etc.
  • Feedback Survey: With any employee training, it's always a great idea to include a feedback survey where they can provide thoughts and feedback on what you're sharing.

Benefits of Making Your Customer Service Training Manual on Bit.ai?

Bit is a collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.

Here are some of the man benefits of using Bit:

  1. Collaborate in real-time
  2. Interlink customer service training manuals and other documents
  3. Create fully responsive documents
  4. Create private customer service training manuals only visible to yourself or your team
  5. Track engagement on shared customer service training manuals with clients, partners, etc.

How to Make your Customer Service Training Manuals Interactive?

Recommended Power links and Files you can add to your Bit Document Customer Service Training Manuals:

  • Web links
  • Google Sheets, OneDrive Excel, Airtable


  • PDFs, PowerPoint in Google Drive/OneDrive


  • Social Media posts


  • YouTube, Vimeo
  • GitHub
  • Draw.io, Lucidcharts
  • Sketchfab, Figma, Marvel
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Customer Service Training Manual Template

Bit documents can also be embedded onto any website! Here's is Bit document that you can interact with and see in it's entirety:
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