General Notes / ACW Notes

InsightPro equips Customer Service Representatives (CSRs) with the ability to capture general and Call Work (ACW) notes during a call.

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 and that necessary post-call tasks are completed efficiently.