Scheduled Callback Workflow: Streamline Your Customer Interactions
The Scheduled Callback Workflow is a valuable feature of the Bigfoot Agent Panel, enabling agents to efficiently manage outbound calls without the need for CRM follow-up. This workflow is particularly useful for simple, straightforward calls that don't require extensive documentation or complex follow-up procedures.
Why It Matters
By streamlining the process of scheduling callbacks, agents can focus more on providing exceptional customer service and less on administrative tasks. This workflow ensures that callbacks are organized, easily accessible, and linked to the appropriate CRM case and issues.
How It Works
To initiate a scheduled callback, simply check the callback option when filling out the shared CRM case form. Select the desired callback number, time, assignment, and issues related to the callback. The Dashboard will display late, today's, and pending callbacks. Clicking on a Dashboard callback will open the linked CRM case in CRM Admin / My Cases.
Agents can choose to dial the callback directly from the Dashboard or from the case view. Once the call is completed, agents can document the result on the case. Closing the case will automatically complete any scheduled callback tied to that case.
What to Expect
The callback will be linked to the correct case and issue(s), appear on the Dashboard, and be completed when the case is closed or when the callback workflow is completed.
Common Questions and Issues
- Can I schedule a callback for a specific time? Yes, you can choose the desired callback time when setting up the callback.
- Can I schedule a callback for multiple issues? Yes, you can select one or more issues that the callback is for.
- How do I find my scheduled callbacks? Your scheduled callbacks will appear on the Dashboard, where you can easily access them.
- What happens when I close a case with a scheduled callback? Closing the case will automatically complete the scheduled callback tied to that case.
How Bigfoot Voice Handles This
Bigfoot Voice ensures that the Scheduled Callback Workflow is seamlessly integrated into the Agent Panel, providing a user-friendly interface for managing callbacks. Our system automatically links callbacks to the correct case and issue(s) and updates the Dashboard to reflect the status of your callbacks.
By using the Scheduled Callback Workflow, you can provide efficient, effective customer service while minimizing administrative tasks. Enjoy a more streamlined workflow with Bigfoot Voice's Scheduled Callback Workflow.