Inject visual automation flows into any step of your customer journey
instant, App-less, Easy
Launch workflows directly from any IVR and CRM to drive more efficient customer engagement without having to install an app or download software.
HOW DOES IT WORK?
1. Opt-in to On-Hold Workflow
Callers receive voice notification when entering the queue to opt-in to visual workflow. Upon opting in, IVR triggers TechSee to start the visual engagement by sending an SMS to the customer while they wait on hold.
2. Visual Data Capture
Customer clicks on link in SMS which opens the workflow in a browser on their smartphone or tablet. They take pictures of issues, use AI to capture device IDs, and add contact/account information.
3. Skip the Line
Callers that complete the workflow can be prioritized to the front of the line to improve FCR. Data collected is sent to the CRM so that when an agent picks up the call they have access to all the information.
1. Receive Calls with Context
When agents accept a call they will already know the device, problem, and other mission-critical information because the customer provided it while on hold.
2. Visual Information
Using TechSee’s visual workflows, agents can see actual images of customers’ issues and speed up resolutions with on-screen live annotations
3. Shorten Summary Time
With CRM integration, all customer data can be fed directly into the case or customer record, saving valuable call summary time.