How it works
1- Collect and Analyize Customer Information
- Integrates with CRM and WFM systems using api/csv/txt format.
- Analyzes customer information for identifying service gaps.
- Matches operator expertise and availability for service actions.
2- Establish Outreach Plan
- Stratifies customer population into segments
- Assigns appropriate service plan template and facilitates approval process
- Assigns service action to customer based on lifecycle stage
3- Schedule Appointment for Service Action
- Interactive virtual agent connects in customer prefered communication mode (SMS/Email /Messanger)
- Display operator availability for customer to pick the most preferred time for appointment
- Securely connects customer with service operators
4- Increase operator productivity