Outbound Call Handling

This tutorial will guide you how to handle Outbound Call from Start to Finish

Step 1 - Using Dialpad or Call from Existing Contact

Option #1 - You can dial numbers directly from Dialpad

Call from Dialpad

Option #2 - You can go to exisitng contact and just click to call directly from contact profile

Step 2 - Automatically Open Customer Profile

When you Answer the call, it will automatically open customer profile. You can see all previous customer call history, ticket history, & all CRM Contact Details in single page.

Step 3 - Write Call Notes & Tags

In order to properly collect customer query, customer can write down notes and create Tags. These data can be review by supervisor or any other team members for future calls in order to provide personlized customer experiences.

Step 4 - Case Tracking Setup (Post-Call Wrap-Up Data Entry Form)

After Call End, the agent can fill out a Wrap-up form and call outcomes such as Resolved, Follow-up, Transfer, Escalated, or any data.

This information helps the contact center and its management to understand the nature of customer inquiries, measure the effectiveness of support, and identify areas for improvement.

Done

Interaction between Customer & Agent is automatically recorded with a Case ID. You can view all history in CX Log Table

For More Information related to Calls, you can view following reports

• CX Interaction Log Table

• Call Details Records (CDR)

• Call Recordings

• Call Reports