Customers
In CIM, each contact approaching through any channel is stored as a customer. The administrator can extend the customer object and add attributes to identify and manage customer data. It also allows to upload new customer records and update existing records based on new interactions happening.
Customer Profile Update Pane
The Contacts List allows users to view and manage customer profiles with or without having an active call.
Without an active call, the user can search a customer profile in the Contacts List based on one of his phone number, First name or Last name to view or update the customer profile.
Note:
For now, the search can be done based on the five phone numbers (phone 1-5) and the customer’s first name, last name only. Search based on any other Customer field is NOT available
When the user types in some characters in the search bar, the search results show all customer records which contain that string in the name (either in the start, middle or at the end of the name)
The user will have to press ‘Enter’ after typing in the search string
The application always shows the first name and the phone 01 of the customer in the suggested answers regardless of which name (first or last name) and/or phone the search string contains
This means that if the customer is matched with the search string (the phone number exists in the customer profile in any of the five phones or the name matches to either first or last name of the customer), the customer record will be popped up in the results
To search a customer profile based on the phone number, type the full number or partial number and press the “Enter” key
It takes about 5 seconds to search a customer profile in a DB of 15 lac customers
Interactions
On the Interaction History view, agents can see the recent past interactions of the customer he's handling. This way agents can handle the current interaction knowing the complete history or background, drill down each interaction, view details and the post-interaction treatments/ comments.
Agents can also filter interactions associated tagged with a certain request to track the customer journey in a particular customer context.
Interaction Details Pane
A contact center voice call interaction can further combine multiple activities such as an inbound call with two activities i) the IVR activity for the time spent in the IVR ii) the transferred -to-agent activity (if the customer opted to talk to an agent). Similarly, it is also possible to have more than one agents (each with a separate call activity) handling the same customer interaction.
The following details of a customer interaction are available:
Field | Description |
ANI | This shows the customer’s phone number from which the call was received |
Calling Date and Call Duration | This shows the total call duration and the on which the call was received. |
Call Wrap up | This is the Finesse Wrap-up provided by the agent/s who handled the call. |
Agent ID | The shows the ID of the agent who handled the call. |
Call Type | This shows the type of the call. It can assume the following values:
|
Team | This shows the name of the team the agent belongs to |
Start Time | This shows the time when the call was landed on the Finesse desktop |
Recording player integration | This is shown when EF Voice Recording Solution is also purchased. In that case, each call that is stored in CIM as a customer interaction will also display the call recording along with the interaction record. Note that this is available only for CCE customers at the moment. |
Requests
A customer interaction can optionally be tagged with a certain request. A request identifies the context of the interaction and carries the description of why a customer called in. This can be a trouble ticket, an information request, or a work order to process. CIM administrators can extend the Request object and introduce additional types of requests that a business needs to process.
An agent can open a new request or can also choose one of the existing opened requests to link the current interaction with that request.
There are some system-defined fields for a request as follows:
Request Title: This contains the title of the request and is a mandatory field
Description: This is an optional field, containing a brief description of the request
Request Type: Administrators can define their own request types. Based on a request type, users can then also define other custom attributes particular to a specific request type. While opening a new type of request, the appropriate request fields are shown based on the selected request type.
Status: A request can have only two status values:
Active: Representing that the request is opened. New interactions can be linked with an existing, active request.
Closed: Users of CIM can later also choose to close a request. Any new interaction cannot be linked to a closed request.
Create a New Request
Note:
At a time, the latest 100 requests can be listed for a particular customer in the search dropdown
Both “Active” and “Closed” requests are being listed in the search dropdown. However, in case of an active call (in the background), the search dropdown only lists the “Active” requests of the customer.
Requests can be searched based on the name of a request
Using the CIM gadget, agents and supervisors can also make an outbound call to any customer. To make a call, an agent first needs to search the customer from the “Contacts” list and open its record. In the Interaction History View, the agent will see a phone icon on the top right of the gadget to make a call beside the name of the customer.
Making an outbound call
A list of all five phone numbers will appear (if exist) as shown in the screenshot below. Select the desired number from the list and make sure that the agent is in the “Not ready” state to initiate the call.
Once a call is received and connected, it will be recorded in CIM as an OUTBOUND customer interaction as shown in the screenshot below.
Note | This feature is NOT available for administrators, that is, administrators cannot make an outbound call to the customer from the admin application. Instead, they have to have a supervisor or an agent credentials and log on to the Finesse gadget to make a call to the customer. |
Multi-legged call
This type of call happens if there is more than one agent that has handled the call i.e in case of a transferred or conference call.
Transferred Call
When a call is transferred from one agent to another agent, two call legs are formed, one for each individual agent. For instance, the screenshot below shows that the first call leg having the type “INBOUND” was first landed to the agent “shabber” and was later transferred to another agent “hassan1” having the call type as “TRANSFER”.
It should also be noted that each leg will have its own wrap-up applied by the agent who handled the call leg. However, if the second agent doesn't apply any wrap-up to the second call leg, the same wrap-up applied by the first agent (to the first call leg) will also be stored for the second call leg.
Also, in this case, if both of the two agents associate the ongoing interaction with two different requests, the interaction will finally be linked with the request that the second agent selects (hence, overwriting the changes made by the first agent).
Conference call
Similar to Call Transfer, multiple call legs are formed in case of a Conference call since there could be two or more agents involved in the same call. For instance, the screenshot below shows that the first call leg having the type “INBOUND” was first landed to the agent “shabber” and was later transferred to another agent “hassan1” having the call type as “CONFERENCE”.
In this case, again, the call will have two wrap-ups, each applied by the individual agent for each individual call leg. The principle of application of wrap-ups and the association of the interaction with a request is the same as it is for the Transferred call.
Configuration Interface
Only the system administrators or users with an “Admin” role can make changes to the configurations.
Customize Customer Schema
This allows business administrators to add custom attributes to store any business-specific information for their customers. These additional user-defined fields are available to agents/supervisors while creating new customer profiles.
To start adding the new fields in the “Customer” object, click on the “ADD FIELD” button. While defining new fields, the user will need to select the following:
Label: Provide a name or label to the field.
Type: Select the type of input the field should expect. Currently, the application supports the following types of inputs:
Text: This could be any text value
Numeric: This expects any positive integer
Phone: This expects the phone number of the customer in the format, +123123123123 with validation of up to 14 characters (min 3 to and max 14).
Email: This expects an email address in the format abc@example.com
Required: Turn the flag ON to mark a field as a required field. Keep it OFF for optional fields.
Click on the “tick” icon to save the new field.
Please note that some of the system-defined fields already exist in the schema. Those fields are:
First Name: The first name of the customer
Last Name: The last name of the customer
Phone 01-Phone 05: These fields store up to five phone numbers for a particular customer.
Email: The email address of the customer
Note:
While uploading contacts in bulk through CSV files, users can only upload data for the system-defined fields only. To add data for custom fields, the user needs to enter this manually through the application once the bulk upload operation is complete.
Customize Request Schema
The “Request Schema” defines the type of information that should be stored while opening customer requests. Agents and supervisors will be able to see the type and the number of request fields in the CIM Finesse gadget based on the fields admins define under the “Request Schema” from the CIM Configurations.
The user first needs to define the customized request types for the field “Type”. These request types are then used to group further sub-fields based on each individual request type. For instance, for a request type “complaint”, the business may require to take "device" or "model number" against which to open the complaint. Similarly, for a different type of request such as “Sales”, the business may need to define the desired service or package that the customer would like to subscribe to.
To add a new request type, the user needs to type in, the name of the request type and press ‘Enter’ key to add it into the system. The same step is repeated to add more request types.
To start adding custom fields in the “Request” object, click the “ADD FIELD” button. While adding new request fields, provide the following information:
Label: Provide a name or label to the field,
Type: Choose the input type from this dropdown. Following type of inputs are supported at the moment:
AlphaNum15: This accepts an alphanumeric input for up to 15 characters.
AlphaNum50: This accepts an alphanumeric input for up to 50 characters.
Email: This accepts the Email input in the form of an email.
Phone: This accepts the phone number in the form of number format.
DateTime: This accepts the DateTime input in an alphanumeric format.
Time: This accepts the time input in an alphanumeric format.
Duration: This accepts the Duration input in an alphanumeric format.
Text: This accepts the text input in the form of text.
Type of request: Choose by clicking on the pencil icon that which “Type” of request this field should belong to. Based on the type of requests, the appropriate request fields are then visible to agents, supervisors while filling out the Request form. At least one type must be defined under the Request Schema.
Required: Set this flag to mark a field as a required field.
Click the tick icon to save the newly-added fields.
Note:
This settings icon is present only on the admin portal to manage CIM configurations and not available for agents/supervisors on the Finesse gadget. This means that if any user has to manage these configurations, he’ll have to log on separately to the admin portal.
The data type of an existing request schema attribute should not be changed later. If the field with a new type is required, add a new field with the desired data type. Do not update the existing one. It may cause data corruption at the database level.
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