[Seamless Help Center]

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Prerequisites

Please make sure that you are connected to a queue and an active phone line and change your status to Available. See https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8292102/Call+Center#Be-ready-to-receive-calls-or-make-outgoing-calls

Make an outgoing call

To make an outgoing call to a customer on Seamless, please find the button Call in:

  1. Account details:

    image-20250104-120907.png

  2. Or in Phone - Call List window:

    image-20250104-121047.png

  3. Or in Call Log:

The call popup will be displayed. The information and functions on call popup will be varied correspondingly to the status of the call.

When you starts a call:

image-20250104-121800.png

Customer picks up the call. Then you and they are in conversation:

image-20250104-121854.png

During the conversation with customer, you can add a note by clicking on Notes button image-20250104-122049.png or temporarily mute your microphone by clicking on Microphone button image-20250104-122135.png or unmute your call by clicking on Microphone button image-20250104-122250.png:

image-20250104-122023.png

After the customer or you hangs up the call by clicking Hang up button image-20250104-125656.png, you will see the Call button image-20250104-122448.png to call back the customer:

image-20250104-122421.png

If Enable/Disable Call Recording For Outgoing Calls setting is enabled (see https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8296541/Telephony+Settings#General-Settings), your call with customer will be recorded and it can be heard again or downloaded in the Call Log (see Call Log). Only authorized users can access to the recordings.

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