Use case
Existing clients should never queue behind prospects
Clients want an answer fast. Intake separates them from prospects and sends them to servicing.
Last updated
How it runs
- Client clicks Call from the support page.
- Intake: existing client, optional client code.
- The servicing desk rings.
- The agent records a disposition.
The rule to set
Existing client = true rings servicing, recording always on.
Features used
Questions we get asked
Can agents transfer calls?
Yes, warm or blind, to a person or department.
Is the client code verified?
It is a field the agent sees. Verification stays your process.
Put a Call button where your phone number is today.
Free for one person and 100 browser minutes a month. Larger firms can start with a pilot on one department.