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Ideas Portal for associates and contractors
0 VOTE
Status New
Workspace NCompass
Created by Sue Trawinski
Created on Dec 16, 2024

SPM-3011: Reviewing where we capture the caller’s phone number at start of interaction

In servicing. the CSR will capture the callback back upfront at the start of the interaction.
Each plan has a different way to capture callback. For MI capturing of the callback information is a separate screen and is done after verification.

The information coming from IVR can be prepopulated upfront in the interaction header and have the ability to edit as needed at the start of the interaction

This would save time and avoid and additional screen navigation

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