03-11-2019 10:22 AM
hi guys,
i will be building an new ccx and here is the following requirements that need to be met. all i want to know is how to achieve them. do i need any other third party app to achieve this or can i do all within ccx using scripting?
1. transferring a customer from one agent to another while maintaining the customer information.
2. ability to provide differentiated service levels to top customers.
i am guessing this can be achieved by bumping up the priority level of calls based on ANI? anything else you can think of?
3. ability for an account team to be engaged one the customer open a case so the account team can be aware of the progress. (sounds like i would need some CRM.? if so what owuld that be..sales force?)
thank you.
03-12-2019 09:53 AM
11-15-2023 09:21 AM
Building a new CCX sounds exciting! For transferring customers between agents while retaining info, scripting in CCX should handle it. Prioritizing top customers through ANI-based priority sounds solid. For engaging account top follow login teams on case openings, indeed, a CRM like Salesforce could seamlessly integrate with CCX, ensuring smooth collaboration and progress
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