General Notes / ACW Notes
If specific tasks or actions need to be taken after the call, CSRs can mention these in the ACW notes during the call and use the ACW checklist to track post-call tasks that need completing. This easy-to-access feature ensures that important information is recorded...
Call Kick-off
This feature captures contact information and facilitates the comprehensive documentation of calls, ensuring that all relevant details are recorded and easily accessible. CSRs also have the ability to search for a member based on their information, streamlining the...
Efficient Workflow
Our tools builds a robust workflow system that manages various tasks from various departments. This seamless collaboration provokes proactive communication, bringing transparency to the status of pending work within each department. With these internal processes...