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Case Messaging
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Typical Case Detail Screen(Customer View).
All communication between the CSR and the
customer is available for viewing to both through a private
message thread. The thread will show case messages (similar
to e-mail), logs of phone conversations, as well as chat sessions,
with a complete log of the chat. If the customer's issue has
been addressed, he has the option to close the case on the
spot, which will then bring him to an exit
survey, if enabled.
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Case Load (CSR View)
This screen is home for the CSR. It will
show any cases that require attention, as well as status of
customers online, CSRs online, current chat request, etc.
Each time a customer adds a message to a case, it becomes
active for the CSRs and shows up here. When a CSR responds,
it is taken off the active list. Products and services can
be associated with specific CSRs, so that only cases in a
specific CSRs area of expertise will show up on his case load
screen.
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Typical Case Detail Screen (CSR View).
The CSR Case detail screen is nearly identical
to that of the Customer, except that the CSR has an Active-X
message box, allowing him to make use of message macros and
other CSR-related actions.
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Survey Details and Stats (CSR View).
When the CSR clicks on 'View additional
Case Details' in a case screen, any responses to the case
survey are displayed, as well as some key statistics related
to it. Note that another button becomes available, allowing
the CSR to see more customer statistics, as well as details
for any other cases the customer has created.
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Easy Researching (CSR View).
Case detail is always shown in a separate
screen, allowing the CSR to perform many tasks related to
the case, such as knowledge base searches, chats, or the handling
of multiple cases.
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