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ForumForumMainstream Foru...Mainstream Foru...Feature Request...Feature Request...Agent Decision Trees & Agent guided assistanceAgent Decision Trees & Agent guided assistance
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 2/19/2009 4:54 PM
 

I am trying to find out if there is a standard module that can provide below functionality.  I copied the below functionality from a vendor website as it seems that they are describing what I need.

Is this functionality available in any of the 3 editions?

Guided Assistance Overview

Guided assistance provides the ability to walk an agent through a series of questions to troubleshoot and reach an appropriate answer/solution. It is built for quick trouble-shooting and can be used in combination with broader agent scripting capabilities.

Key Capabilities Of Guided Assistance

  • Designer enables quick creation and editing of decision trees
  • Images and HTML can be added to questions
  • Trees or branches can be reused and copied into other trees
  • Preview mode enables designers to walk through the agent experience
  • Customer responses are stored on the incident record for review
  • Answer searches return both answers as well as decision trees

Why Guided Assistance Matters To You

  • Enable consistent handling of complex customer issues regardless of agent experience level
  • Model the best practices of your best agents
  • Improve First Contact Resolution (FCR) by guiding the agent to the right answer – the first time
  • Improve the customer experience by enabling faster resolution, fewer transfers
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 2/19/2009 6:12 PM
 

No, SplendidCRM does not currently have this feature.  However, you can code it yourself.  I suspect that the real effort of providing Guided Assistance is not the code, but your input of the conditions and the answers.  Once you have your internal decision tree, I don't think that it would be hard to implement, regardless of the platform.

 

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