GETTING STARTED
Introduction to SmartAssist
Glossary
SmartAssist Lifecycle Management
SmartAssist Setup Guide
Sign Up for SmartAssist
Release Notes
Current Version
Recent Updates
Previous Versions
Frequently Asked Questions (FAQ)

EXPERIENCE DESIGNERS
Flow Designer
Introduction
Create Experience Flows
Navigate the Flow Designer
Experience Flow Nodes
Introduction
Node Types
IVR Menu
IVR Digit Input
Conversational Input
Split
Check Agent Availability
Check Business Hours
Message Prompt
Run Automation
Agent Transfer
Connect to API
Go to Flow
Deflect to Chat
Script Task
Set Queue
End Flow
Waiting Experience
Conversation Automation
Testing Widget
Use Cases
Overview
Questions & Answers
Conversations

ADMINISTRATORS
Account Management
Switch Account
Invite Developers to an Account
Routing
Skills
Skill Groups
Queues
Hours of Operation
Default Flows
User Management
Users
Agent Groups
Agent Settings
Role Management
Agent Status
System Setup
Channels
Voice
Chat
Email
Limitations With Accounts Using AudioCodes
Agent Transfer
Surveys
Agent Forms
Dispositions
Language & Speech
Overview
Language Management
Voice Preferences
Hold Audio
Standard Responses
Handling Sensitive Data
Widgets
Utils
AgentAssist Settings
SearchAssist
Advanced Settings
Co-Browse Settings
Community WFM (Beta)
Automatic Conversation Summary (Beta)
Intelligent Agent Tools
Sensitive Data Masking
API Reference
API Setup
API List
Integrations
Genesys Voice Bot
Voice Automation - Integration with Amazon Connect
Voice Automation NiceCX (CX One) - SIP Integration
Talkdesk Voice Automation
Audit Report

AGENTS
Agent Console
Introduction
Conversation Tray
Incoming Interactions
Interacting with Customers
Additional Tools
My Dashboard

SUPERVISORS
Dashboard
Automation
Queues and Agents
Interactions
Intelligence
Monitor Queues, Agents, Interactions, and Service Levels
Manage Layout

BUSINESS USERS
Reports
Introduction
Reports List

Interacting with Customers

The Interaction Pane

Compose Responses

Agents can respond to customers by typing their messages in the compose bar.

Agents can type their responses in the compose bar and send the message by clicking the Send button on the bottom right corner of the compose bar.

Pressing the Tab button on your keyboard shifts the focus to the Send button. You can also press Tab + Enter to send a message.

NOTE: You can still press Enter to send messages. Pressing (ctrl+enter / shift+enter) on Windows and (ctrl+return / shift+return) on Mac creates a new line.

Agents can send a standard response to the customer from a pre-configured library. Press / in the compose bar to display the
standard response templates window.

Pressing Escape after typing “/” closes the standard response window.

AI-enhanced Compose Text Box

Using the AI-enhanced compose text box, agents can create customized responses to address customer inquiries, concerns, or issues.

They can also add personal touches to their messages to make the communication more human and empathetic. There are three choices available:

  1. Make more friendly: This option rephrases the draft response to make it more friendly and informal.
    For example, the formal draft response “Your mortgage appointment has been scheduled for Jun 24, 2023, 1 pm” is rephrased
    as “Great news! We’ve scheduled your mortgage appointment for Jun 24, 2023, at 1 pm.”
  2. Make more formal: This option rephrases the draft response to make it more formal. For example, the draft response “Your mortgage appointment
    has been scheduled for Jun 24, 2023, at 1 pm” is transformed into a more formal response, “We would like to inform you that your mortgage
    appointment has been scheduled for Jun 24, 2023, at 1:00 pm.”
  3. Expand: This option expands the draft response. For example, the draft response “Your mortgage appointment has been scheduled for
    Jun 24, 2023, at 1 pm” is elaborated as “We would like to notify you that your mortgage appointment has been successfully scheduled for
    June 24, 2023. Please arrive promptly at 1:00 pm for your appointment.”

This feature can be enabled from CONFIGURATION > Advanced Settings > Intelligent Agent Tools.

Resend Message When Network Disconnects

The following table lists scenarios with expected results in case of a network failure while an agent attempts to send a response.

SCENARIO RESULT
When an agent sends a message “Sending” appears on the chat window.
If the message is sent successfully “Sent” appears on the chat window.
If the network is disrupted The chat window is disabled.

Undelivered messages appear as “Not Delivered”
with the
Resend icon in the compose bar’s left corner.

When the network is restored The chat window is enabled.
If the resend icon is clicked The message is sent again.
If the conversation is terminated The Resend icon does not appear.
If the page is refreshed The undelivered messages do not appear.

Audio and Video Calls with Customers

Agents can request the customer for an audio or video call during the chat conversation if required. Clicking the Audio or Video Call icon initiates a call.

Note: The initial interaction and the phone call interaction must be closed separately, with corresponding dispositions.

Manual Outbound Call

Agents can make outbound calls to the customers as follows:

  1. Click the Dial pad on the conversation tray. The dial pad appears.
  2. Click the Calling from button on the Dialer tab, and select the number for placing the outbound call.
  3. Enter the country and the number, and click the Call button to place the outbound call.

Voicemail

If auto answer mode is enabled in Agent Settings, the transcript and recording appear automatically in the conversation tray of the agent. 

If manual mode is enabled, a notification is displayed on the Next Customer Notification panel. The agent must accept the voicemail, although no
inbound conversation slots are consumed.

When the agent accepts the voicemail, the transcript and recording are displayed on the interaction pane. The agent can play, transfer, call (outbound),
and download the voicemail from the interaction pane.

Callback Option

You can call the customer as follows:

  1. Click the Call button on the VOICE MAIL panel.

  2. The outbound call dialer is displayed. Click the Call button to initiate the outbound call.
  3. The agent can continue the conversation.

Consult Call, Conference Call, and Warm Transfer for Voice Calls

Agents can initiate Consult calls, Conference calls, and Warm Transfer voice calls while interacting with customers. It increases agent efficiency by allowing the
initiating agent to share relevant context with the receiving agent before transferring the call. To ensure effective call handling, the receiving agent provides the
necessary information, leading to smoother transitions and improved customer outcomes. Additionally, this feature enables seeking expert opinions during customer calls.

Selecting an agent from the transfer list activates the consult and subsequent merge to a conference call. Consult functionality will not be available if the conversation is being transferred to a queue.

The agent chosen for consultation must be available and have zero load occupation. If an agent is brought in for consultation, their slots remain occupied throughout the consultation and conference call.

During the consult call, the system automatically places the customer on hold, allowing internal agents to communicate with each other. All calls are recorded if recording is enabled. Calls can be transferred to external agents by pre-saving their phone numbers through an API.

The initiating agent can switch to the original customer call if needed, and vice versa, using the Swap functionality. The initiating agent can merge the two calls,
converting them into a conference call.

Following the consult or conference call, the initiating agent can proceed with a warm transfer by clicking the “Forward” button.

Note: This functionality is currently available on the accounts configured with SmartAssist Voice Gateway (SAVG).

 

Call Transfer

Steps to initiate a Call Transfer:

  1. Click the Transfer button to initiate the transfer.

    Recent transfer results are displayed.
  2. You can search for an Agent or Queue to transfer the call.

Agent Transfer

  • The following options are displayed when an agent is selected:
  • Click Transfer to directly transfer the call to another agent.
Consult Call
  • Click Consult to initiate a call with another agent while the external call progresses.
  • A consult call is initiated, and the external call is placed on hold.
  • The consult call is displayed on the conversation tray of the receiving agent.
  • On accepting the call it appears on the Live Interaction pane of the receiving agent.
  • The initiating agent can continue the conversation with the receiving agent. The following options are available to the initiating agent.
  • Click the Swap button to swap between the external and internal (consult) calls. When switching to the external call,
    the internal call is placed on hold and the recording is paused.
Conference Call
  • Click the Merge button to initiate a Conference Call with the customer.
  • The conference call appears on the conversation tray of the receiving agent and a notification is displayed on the top right corner of the agent console.
  • On accepting the call, the conference call is connected and the agents can no longer interact privately.
  • A notification is displayed on the top right corner of the console if the customer drops off during a conference call.
Warm Transfer
  • Click the Forward button to transfer the conversation to another agent.
  • The initiating agent is disconnected and the conversation appears on the conversation tray of the receiving agent. A notification is displayed on the
    top right corner of the agent console.
  • On accepting, the call is transferred to the receiving agent.

Queue Transfer

  • The following options are displayed when a queue is selected:
  • Click Transfer to directly transfer the call to another queue.

External Consult and Conference During an Ongoing Interaction

While interacting with a customer, if an agent needs to seek external consultation, they can initiate an outbound call as follows:

  1. Click the Dialpad icon.
  2. The External Consultation Call window appears. The external call can be dialed in two ways:
    1. Manual Dialer
      1. Click the Dialer tab and select the country code from the dropdown.
      2. Enter the phone number using the keypad and click the 🕻 button to initiate an external outbound call.
    2. Contacts Tab:
      1. Click the Contacts tab, enter the name of the contact in the search bar, and press enter.
      2. The search results are displayed. Click the 🕻 button to initiate an external outbound call.
  3. The external consult call is connected and the customer is placed on hold. The following options are available with agents during the external consult call:
    1. Mute – Mute the conversation.
    2. Hold – Place the external consult call on hold.
    3. Merge – Merge the external call with the existing inbound call (conference).
    4. Forward – Forward the call to another agent.
    5. Swap – Swap between the customer and the external call.
    6. End – End the external consult call.

      The Call History tab contains records of the outbound calls.

Chat Co-Browse 

During chat interactions, agents can use Co-Browse, a collaboration tool that allows them to browse the customer application and offer real-time assistance.
To initiate a co-browse session, agents need to click the Co-Browse icon.

Voice Co-Browse 

Agents can initiate a co-browsing session during voice calls.

  • Clicking the Co-browser icon initiates a session directly if the agent and customer desktops are connected.

  • To initiate a Co-browse session when the connection between the agent and the customer desktop screen is over the phone:
    1. The agent generates a security code to establish a website-to-website connection.

    2. Share the security code with the customer.
    3. The customer clicks the Co-browse button. A prompt appears to enter the code shared by the agent during the voice call.

    4. After entering the code, the system establishes an end-to-end connection between the agent and the customer desktops to initiate co-browsing.

Initiate Co-browse on the Console When Connected to an External System

When the agent and user connect through an external system (for example, Genesys) and need to initiate a co-browse session using the SmartAssist console,
they can achieve this using this feature.

Steps to initiate co-browse session:

  1. Click the Co-browse icon on the conversation tray.
  2. A security code is generated. Share the security code with the customer.

    A co-browse session is initiated.

Sending Emojis

During a conversation, agents can click the Emoji icon to react to the conversation.

Sending Attachments to Customers

During a conversation, agents can click the Attachments icon to share attachments with customers.

Agent Forms for Handling Sensitive Information

Agents can guide customers to fill in data using agent forms. The agent forms option is an additional security layer that helps customers provide information
faster while maintaining confidentiality.

When a user submits information on an agent form, the agent cannot directly view the submitted information when trying to open the data in their console.
While the form headers are visible, the data is redacted. The information is revealed to the agents when they click the 👁 button.

There are two ways to secure the agent form:

  1. The entire form is secured by turning on a toggle at form creation. In this case, the 👁 icon appears to view masked data in the header with the agent form text.
    All headers are visible, and only submitted data is masked.
  2. Only specific fields are masked, retaining the redaction as per the configuration for that field. The data is unmasked when the agent clicks the unmask button.

    The demonstration below shows how you can share an agent form with a customer and view the filled form.

Snooze

Waiting for customer responses or time spent on information retrieval can result in prolonged conversations and negatively impact agents’ performance
metrics
like Average Handle Time (AHT). Snooze allows agents to pause the conversation timer and resume it when the agent responds while freeing up slots for
additional conversations.

Administrators can configure the snooze functionality from the Agent Settings.

Steps to snooze a conversation:

  1. Click the Snooze button at the top of the live interaction window.

    NOTE: The snooze function is not available if the conversation is overdue or a reply is due from the agent.


  2. On the Snooze Conversation Until pop-up window, select the snooze duration from the available options or select a custom snooze duration.

  3. To select a custom snooze duration, turn on the Custom Snooze toggle, configure your required snooze duration, and set the snooze duration.

  4. Click Apply. The snooze duration is set, a message appears on the live interaction pane at the top, and an intimation is sent on the live interaction to the agent.

    Hovering over a snoozed conversation in the conversation tray shows the duration for which the conversation is snoozed. It also displays the count of snoozed conversations.

Emails

Agents can view and respond to emails on the console. The emails appear on the console as follows:

Threaded email structure: A threaded email structure features a visible distinction between agent and user emails.

Collapsible email tiles: This allows agents to minimize or expand email threads as needed, reducing clutter and improving the organization of the email inbox. 

These settings can be configured from Agent settings.
Distribution: You can distribute emails to multiple recipients using CC (Carbon Copy) and BCC (Blind Carbon Copy) fields.

Standard Responses: You can choose from a library of configured standard responses.

  1. Click the Standard Response icon at the bottom of the email compose bar. The count of response templates in each category is displayed.

  2. Click the category to view the standard response templates in that category.
  3. Click the Standard Response from the list to use that response in the email.

Attachments: You can attach files and documents to the email to share relevant information or resources with customers. Attachments appear in a list format. If there are more than three attachments, a ‘View More’ button is displayed.

Click the Attachment icon to select and upload files.

Notes: You can add notes on the interaction (customer feedback, key points, next action, suggestions). This section includes any previous notes added by agents while interacting with the same customer.

To add a new note:

  1. Click Notes.
  2. Click + Add New Note.

  3. Type the message and click Save. A confirmation message is displayed, and the note is displayed.
  4. Drafts: If you click the Close button on the email editor and there’s content inside, the mail is preserved as a draft. Drafts are accessible at the bottom of the console.

Outbound Email

Outbound email functionality is a key feature within SmartAssist designed to streamline communication between agents and customers through email channels. It is crucial to reach out to customers proactively and provide personalized interactions based on their needs and preferences. Expanding omnichannel capabilities allow customers to be reached through various channels to address their needs. This allows seamless follow-up after interactions to guarantee satisfaction and provide timely support whenever required.

Send Outbound Email

Steps to send an outbound email:

  1. Click the + button on the top right corner of the conversation tray.

  2. Click the New Mail button.

  3. The email panel is displayed, and an email conversation appears on the conversation tray. Enter the recipients’ Email addresses, such as john.doe@xyz.com.

  4. Select a Queue from the dropdown.

  5. Enter the Subject and body of the email. The email address appears on the conversation tray and the subject appears as the email thread header.

  6. You can perform the following actions:

Send:

Click the Send Button to send the email.

A confirmation is displayed, and the email is sent.


Send & Close:

Click the down arrow button ”V” beside Send and click Send & Close.

A confirmation is displayed, and the email is sent. A disposition window appears. Select a disposition and click Close.

Note:

  • The send button is activated when all mandatory fields (recipient, subject, queue, and email body) are filled. Sent conversations remain in
    the agent’s conversation tray until closed.
  • Sending an email consumes one slot from the agent’s allocation and appears on the MONITOR tab. 
  • Outbound emails occupy the same slots as any other configured email. Agents can create as many outbound emails as their
    allocated email slots allow.

Draft:

Click the X on the top right corner of the email editor window.
  

The editor window is minimized, and the mail is saved as a draft.

Drafts are automatically saved and remain accessible in the following scenarios:

    1. After an agent logout and subsequent login.
    2. Network interruptions and subsequent reconnections.
    3. The current email content is saved as a draft if the editor is closed.
    4. Drafts are saved only after the mandatory fields (recipient, subject, queue, and email body) are updated.

Multiple drafts can be saved for individual email conversations. Each draft is easily identifiable and accessible within its respective email thread.

Delete:

Click the Delete (bin) icon on the bottom left corner of the editor.

A confirmation message is displayed. Click Delete. The email is deleted.
  

Color Codes

Color codes help in easy identification and better readability of conversations on digital channels.

  • The blue dot represents a conversation in which an agent is engaged.
  • The red dot represents an overdue conversation.
  • New email conversations in the conversations tray.

Add Notes to Interactions

You can add notes on the interaction (customer feedback, key points, next action, suggestions). This section includes any previous notes added by agents while
interacting with the same customer. 

To add a new note: 

  1. Click Notes.
    Click Notes
  2. Click + Add New Note.
    Notes
  3. Type the message and click Save.

Modify Skills in Interactions

To modify skills in a live interaction when the Live Interaction option is selected in Skill Modification:

  1. Click the Add Skills option on the Skills bar.

  2. Select the necessary skills from the drop-down.

Transfer Interactions

SmartAssist allows agents to transfer ongoing conversations to other queues, other agents, or both. The Agent Console displays transfer options according to the Transfer Destinations setting. In the example screenshots below, both queues and agents are enabled for transfers.

Transfer to Another Queue

To transfer a conversation to another queue when the Enforce Skill Match for Transfers setting is enabled:

  1. Click Transfer at the top of the Conversation space.

  2. Search for a queue in the search bar on the Transfer to window.
  3. Select a queue from the dropdown list. Agents with matching skills are displayed for the queue during the transfer.

  4. Click Transfer. The conversation gets transferred to the selected queue.

Note: When transferring an interaction to another queue, you need to consider the following rules:

  • The system verifies the valid hours of operation and displays the online queues.
  • If the skill match option is enabled, the destination queue must have agents with the right skills based on the skill match rules.
    If there are no agents with the required skills, the conversation will wait for the maximum wait period assigned to the destination
    queue and then timeout to the no agents available scenario.

To transfer a conversation to another queue when the Skill Modification setting is enabled:

  1. Click Transfer at the top of the Conversation space.

  2. Search for a queue in the search bar on the Transfer to window. All matching queues are displayed.
  3. Select the queue and click Next.
  4. You can add or delete skills to the interaction before transferring it to another queue.

  5. Click Transfer. The conversation is transferred to the selected queue.

Transfer to Another Agent

To transfer a conversation to another agent:

  1. Click Transfer at the top of the Live Interaction pane.

  2. Search for an agent in the search bar on the Transfer to window.
  3. Select an available agent.
  4. Click Transfer. The conversation gets transferred to the selected agent.

Note: If the customer ends the chat before the agent completes the transfer, SmartAssist will drop the transfer, and the conversation will not be assigned to any queue or agent. Kore WebSdk v1.0 supports this feature only for chat conversations.

Transfer to External Contacts

An agent can transfer the call to an external contact during a voice interaction. An administrator must enable this feature in Agent Settings to allow external transfer of ongoing customer calls. To transfer a conversation to an external contact from the Agent Console, follow these steps:

  1. Click Transfer at the top of the Conversation space.

  2. Search for an external contact in the search bar on the Transfer to window.
  3. Select an available contact.
  4. Click Transfer. The conversation gets transferred to the selected contact.

Note:

  • The outbound transferred call by the agent will be a blind transfer.
  • For the agent, the call ends like other interactions.
  • The agent must add a disposition and perform After Call Work (ACW).

End Interactions

  1. To end an interaction session, click the End button at the top right of the Live Interaction pane.

  2. Once clicking End, you must confirm that you want to end the interaction. Click Yes to do so, or otherwise, click No.

Clicking Yes ends the session and moves the interaction to After Call Work.

After Call Work (ACW)

If ACW is enabled, then the conversations are managed based on the ACW configuration:

Immediate Slot Release:

  • Slots are freed up, allowing other conversations to be accepted.
  • The close button is enabled when all the required disposition codes are selected.
  • There is no time restriction for selecting the disposition codes and they are available until the agent manually closes them.

Timed Slot Release:

  • Agents can see a countdown timer when the conversation ends, indicating the time left to provide a disposition.
  • The slot becomes available if the agent submits a disposition or when the timer elapses.
  • Empty disposition fields are filled with a ‘system-generated disposition code’ if no disposition is provided within the allotted time.

  • When the disposition timer expires, the system displays a message to the agent.
  • For conversations transferred to another queue, the final queue’s disposition mode is applied to determine the required dispositions. If ACW is disabled the conversation disappears from the agent console at the end of the conversation, freeing the slots for accepting other conversations. Agents do not receive any disposition sets or summary notes related to these conversations.

Dispositions

To set the disposition and close the conversation, follow these steps:
  1. Select the conversation in your tray.
  2. You must select a Disposition from the following available options:
    1. Resolved: Select when the customer query is resolved.
    2. Abandoned: Select if the customer has abandoned the conversation and is no longer responding.
    3. Pending: Select if the query is still pending resolution.
    4. Custom: Administrators can create custom disposition codes to address specific business needs. Select according to your use case.
  3. Optionally, type a Description of your reason for selecting the disposition.
  4. Click Close to close the conversation.

Information Provided to Agents and Customers During Live Interactions

You can interact with customers within the Live Interaction area of the Agent Console.

The Live Interaction area provides access to features and information that can be used during live conversations, as follows:

Arrival Summary 

Every conversation begins with an Arrival summary once an agent accepts it. This section displays the live interaction summary with the following details:

  • Agent Name: Identifies the agent who is handling the live interaction.
  • SUMMARY: Conversation Summary leading up to the transfer. In case of multiple transfers, the summary of all transfers is shown.
  • Queue: Indicates the queue in which the conversation is placed.
  • Wait Time: Shows the time that the chat has been waiting for an agent to respond.
  • Intent: Shows the customer’s primary purpose for initiating the live interaction.
  • Avg. Sentiment: Captures the customer sentiments based on their responses.

Typing Chat Indicator 

 When the agent types a response during a chat conversation with a customer, the customer’s chat window displays three dots, indicating that the agent is responding to the customer.

Do the following to enable the typing indicator for chat conversations:

  1. To integrate Kore.ai bots chat capability into custom applications, install WebSDK 2.0 on your server. WebSDK 2.0 is a set of libraries that
    offer a quick and convenient way to do this. Refer to the
    installation instructions for additional information on installing WebSDK 2.0. 
  2. To receive read receipts, and typing indicators, install the AgentDesktop plugin in WebSDK 2.0. The Agent Desktop plugin allows the
    user to interact with the agent through the bot and supports the following features::
    • Audio Calling
    • Video Calling
    • Co-browse
    • Screen Sharing

Refer to the installation instructions for additional information on installing the plugin.

Stacked Messages, Timestamp, and Read Status

  • Any message sent by an agent will display along with a date and timestamp. 
  • If the customer does not respond to the first message sent by an agent, the message displays a timestamp, and the following messages
    will not show a timestamp until the clock minute changes. For example, If an agent sends a message at 11:30:24, the second message at 11:30:36,
    the third message at 11:30:45, and the fourth message at 11:31:08, then the first three messages will be stacked under one timestamp, and the fourth
    message will have a different timestamp.
  • If the customer responds in the same minute, the response will display with the date and timestamp. The responses from the customer will
    only show a timestamp once the clock minute changes.
  • Agents can see the read status on the last message sent. If the messages are stacked, the read status will appear only against the most recent one.

Behavior When Login Prep Status is Enabled

A message appears on the console for the duration configured on the Agent Status page. This status allows an agent to prepare themselves
before they start receiving interactions.

At the end of the Login Preparation time slot, the system automatically marks the agent as ‘Away,’ and a pop-up message appears with
the following content:

Agents can choose the following options:

Mark as Available – Clicking this button changes an agent’s status to Available.

Keep Away Status – Clicking this button keeps the status as Away. If agents click Keep Away Status, they remain in the ‘Away’ state
with a notification displayed for the ‘Away’ status. Agents can mark themselves as ‘Available’ when they are ready to receive conversations.

Behavior During Active Interactions

If Auto-Answer Is Enabled, Transfer and End are Disabled Until the First Agent Response

If the Auto Answer mode is enabled in Agent Settings, the Transfer/End buttons do not display on the Live Interaction pane until the assigned agent sends the first message.

Below is what the Agent Console looks like before the first message from the agent:

Below is what the Agent Console looks like after the first message from the agent:

Behavior When an Agent Changes Their Status 

A warning message displays if an agent changes their status to Away or a custom status tagged to Away during an active interaction.

Behavior When an Agent Tries Logging Out

SmartAssist does not permit agents to log out during an ongoing conversation.

If an agent tries to log out during an ongoing conversation, SmartAssist prevents the agent from logging out without transferring or closing the conversation.
A pop-up window is displayed along with the following message:

If an agent logs out suddenly (the browser is closed or the system crashes, for example), then the counter for Agent inactivity starts and after the threshold,
any active conversations are assigned back to the Queue.

Behavior When an Agent Does Not Accept/Send a Response Within a Specified Time

If an agent does not accept/send a response within a specified time, the system automatically changes the status to Away (Idle). This status is not available for selection by an agent.

CSAT Survey

The CSAT (Customer Satisfaction) survey is essential for contact centers because it provides valuable feedback on customer satisfaction levels, enabling continuous improvement of service quality.

CSAT surveys can be triggered based on the scenarios configured by administrators/supervisors while Creating a Survey:

  • Show to Everyone: If the “Show to Everyone” scenario is configured while creating the survey, the survey is triggered automatically for every interaction
    that concludes between an agent and a customer on digital or voice channels.
  • Show to Every nth User: If the “Show to nth User” scenario is configured while creating the survey, the survey is triggered automatically for the nth interaction
    that concludes between an agent and a customer on digital or voice channels. For example: If the frequency is set to 2, then the survey is triggered for
    every second customer.
  • Agents can trigger: If the “Agents can trigger” scenario is configured while creating the survey, the survey can be triggered by agents at any point during the
    interaction as follows:

    • Click the Send Survey button on the right corner above the compose bar. The send survey button is highlighted and a survey icon appears on the End button
      at the top right corner of the live interaction pane.
    • The survey is triggered to the customer when the agent clicks the End button with the survey selected.

For the above scenarios where the agent actively participates in interactions and the interactions end, the feedback from surveys contributes to their CSAT scores.

CSAT surveys can also be triggered in scenarios when there are no active participants:

  • Outside hours of operation
  • No Agents Available flow
  • Agent/Customer side terminations or system terminations due to user inactivity
  • Subflows (No agents flow/Out of hours flow)

For these scenarios, the CSAT scores are assigned to the interaction.

  • Related Links

Interacting with Customers

The Interaction Pane

Compose Responses

Agents can respond to customers by typing their messages in the compose bar.

Agents can type their responses in the compose bar and send the message by clicking the Send button on the bottom right corner of the compose bar.

Pressing the Tab button on your keyboard shifts the focus to the Send button. You can also press Tab + Enter to send a message.

NOTE: You can still press Enter to send messages. Pressing (ctrl+enter / shift+enter) on Windows and (ctrl+return / shift+return) on Mac creates a new line.

Agents can send a standard response to the customer from a pre-configured library. Press / in the compose bar to display the
standard response templates window.

Pressing Escape after typing “/” closes the standard response window.

AI-enhanced Compose Text Box

Using the AI-enhanced compose text box, agents can create customized responses to address customer inquiries, concerns, or issues.

They can also add personal touches to their messages to make the communication more human and empathetic. There are three choices available:

  1. Make more friendly: This option rephrases the draft response to make it more friendly and informal.
    For example, the formal draft response “Your mortgage appointment has been scheduled for Jun 24, 2023, 1 pm” is rephrased
    as “Great news! We’ve scheduled your mortgage appointment for Jun 24, 2023, at 1 pm.”
  2. Make more formal: This option rephrases the draft response to make it more formal. For example, the draft response “Your mortgage appointment
    has been scheduled for Jun 24, 2023, at 1 pm” is transformed into a more formal response, “We would like to inform you that your mortgage
    appointment has been scheduled for Jun 24, 2023, at 1:00 pm.”
  3. Expand: This option expands the draft response. For example, the draft response “Your mortgage appointment has been scheduled for
    Jun 24, 2023, at 1 pm” is elaborated as “We would like to notify you that your mortgage appointment has been successfully scheduled for
    June 24, 2023. Please arrive promptly at 1:00 pm for your appointment.”

This feature can be enabled from CONFIGURATION > Advanced Settings > Intelligent Agent Tools.

Resend Message When Network Disconnects

The following table lists scenarios with expected results in case of a network failure while an agent attempts to send a response.

SCENARIO RESULT
When an agent sends a message “Sending” appears on the chat window.
If the message is sent successfully “Sent” appears on the chat window.
If the network is disrupted The chat window is disabled.

Undelivered messages appear as “Not Delivered”
with the
Resend icon in the compose bar’s left corner.

When the network is restored The chat window is enabled.
If the resend icon is clicked The message is sent again.
If the conversation is terminated The Resend icon does not appear.
If the page is refreshed The undelivered messages do not appear.

Audio and Video Calls with Customers

Agents can request the customer for an audio or video call during the chat conversation if required. Clicking the Audio or Video Call icon initiates a call.

Note: The initial interaction and the phone call interaction must be closed separately, with corresponding dispositions.

Manual Outbound Call

Agents can make outbound calls to the customers as follows:

  1. Click the Dial pad on the conversation tray. The dial pad appears.
  2. Click the Calling from button on the Dialer tab, and select the number for placing the outbound call.
  3. Enter the country and the number, and click the Call button to place the outbound call.

Voicemail

If auto answer mode is enabled in Agent Settings, the transcript and recording appear automatically in the conversation tray of the agent. 

If manual mode is enabled, a notification is displayed on the Next Customer Notification panel. The agent must accept the voicemail, although no
inbound conversation slots are consumed.

When the agent accepts the voicemail, the transcript and recording are displayed on the interaction pane. The agent can play, transfer, call (outbound),
and download the voicemail from the interaction pane.

Callback Option

You can call the customer as follows:

  1. Click the Call button on the VOICE MAIL panel.

  2. The outbound call dialer is displayed. Click the Call button to initiate the outbound call.
  3. The agent can continue the conversation.

Consult Call, Conference Call, and Warm Transfer for Voice Calls

Agents can initiate Consult calls, Conference calls, and Warm Transfer voice calls while interacting with customers. It increases agent efficiency by allowing the
initiating agent to share relevant context with the receiving agent before transferring the call. To ensure effective call handling, the receiving agent provides the
necessary information, leading to smoother transitions and improved customer outcomes. Additionally, this feature enables seeking expert opinions during customer calls.

Selecting an agent from the transfer list activates the consult and subsequent merge to a conference call. Consult functionality will not be available if the conversation is being transferred to a queue.

The agent chosen for consultation must be available and have zero load occupation. If an agent is brought in for consultation, their slots remain occupied throughout the consultation and conference call.

During the consult call, the system automatically places the customer on hold, allowing internal agents to communicate with each other. All calls are recorded if recording is enabled. Calls can be transferred to external agents by pre-saving their phone numbers through an API.

The initiating agent can switch to the original customer call if needed, and vice versa, using the Swap functionality. The initiating agent can merge the two calls,
converting them into a conference call.

Following the consult or conference call, the initiating agent can proceed with a warm transfer by clicking the “Forward” button.

Note: This functionality is currently available on the accounts configured with SmartAssist Voice Gateway (SAVG).

 

Call Transfer

Steps to initiate a Call Transfer:

  1. Click the Transfer button to initiate the transfer.

    Recent transfer results are displayed.
  2. You can search for an Agent or Queue to transfer the call.

Agent Transfer

  • The following options are displayed when an agent is selected:
  • Click Transfer to directly transfer the call to another agent.
Consult Call
  • Click Consult to initiate a call with another agent while the external call progresses.
  • A consult call is initiated, and the external call is placed on hold.
  • The consult call is displayed on the conversation tray of the receiving agent.
  • On accepting the call it appears on the Live Interaction pane of the receiving agent.
  • The initiating agent can continue the conversation with the receiving agent. The following options are available to the initiating agent.
  • Click the Swap button to swap between the external and internal (consult) calls. When switching to the external call,
    the internal call is placed on hold and the recording is paused.
Conference Call
  • Click the Merge button to initiate a Conference Call with the customer.
  • The conference call appears on the conversation tray of the receiving agent and a notification is displayed on the top right corner of the agent console.
  • On accepting the call, the conference call is connected and the agents can no longer interact privately.
  • A notification is displayed on the top right corner of the console if the customer drops off during a conference call.
Warm Transfer
  • Click the Forward button to transfer the conversation to another agent.
  • The initiating agent is disconnected and the conversation appears on the conversation tray of the receiving agent. A notification is displayed on the
    top right corner of the agent console.
  • On accepting, the call is transferred to the receiving agent.

Queue Transfer

  • The following options are displayed when a queue is selected:
  • Click Transfer to directly transfer the call to another queue.

External Consult and Conference During an Ongoing Interaction

While interacting with a customer, if an agent needs to seek external consultation, they can initiate an outbound call as follows:

  1. Click the Dialpad icon.
  2. The External Consultation Call window appears. The external call can be dialed in two ways:
    1. Manual Dialer
      1. Click the Dialer tab and select the country code from the dropdown.
      2. Enter the phone number using the keypad and click the 🕻 button to initiate an external outbound call.
    2. Contacts Tab:
      1. Click the Contacts tab, enter the name of the contact in the search bar, and press enter.
      2. The search results are displayed. Click the 🕻 button to initiate an external outbound call.
  3. The external consult call is connected and the customer is placed on hold. The following options are available with agents during the external consult call:
    1. Mute – Mute the conversation.
    2. Hold – Place the external consult call on hold.
    3. Merge – Merge the external call with the existing inbound call (conference).
    4. Forward – Forward the call to another agent.
    5. Swap – Swap between the customer and the external call.
    6. End – End the external consult call.

      The Call History tab contains records of the outbound calls.

Chat Co-Browse 

During chat interactions, agents can use Co-Browse, a collaboration tool that allows them to browse the customer application and offer real-time assistance.
To initiate a co-browse session, agents need to click the Co-Browse icon.

Voice Co-Browse 

Agents can initiate a co-browsing session during voice calls.

  • Clicking the Co-browser icon initiates a session directly if the agent and customer desktops are connected.

  • To initiate a Co-browse session when the connection between the agent and the customer desktop screen is over the phone:
    1. The agent generates a security code to establish a website-to-website connection.

    2. Share the security code with the customer.
    3. The customer clicks the Co-browse button. A prompt appears to enter the code shared by the agent during the voice call.

    4. After entering the code, the system establishes an end-to-end connection between the agent and the customer desktops to initiate co-browsing.

Initiate Co-browse on the Console When Connected to an External System

When the agent and user connect through an external system (for example, Genesys) and need to initiate a co-browse session using the SmartAssist console,
they can achieve this using this feature.

Steps to initiate co-browse session:

  1. Click the Co-browse icon on the conversation tray.
  2. A security code is generated. Share the security code with the customer.

    A co-browse session is initiated.

Sending Emojis

During a conversation, agents can click the Emoji icon to react to the conversation.

Sending Attachments to Customers

During a conversation, agents can click the Attachments icon to share attachments with customers.

Agent Forms for Handling Sensitive Information

Agents can guide customers to fill in data using agent forms. The agent forms option is an additional security layer that helps customers provide information
faster while maintaining confidentiality.

When a user submits information on an agent form, the agent cannot directly view the submitted information when trying to open the data in their console.
While the form headers are visible, the data is redacted. The information is revealed to the agents when they click the 👁 button.

There are two ways to secure the agent form:

  1. The entire form is secured by turning on a toggle at form creation. In this case, the 👁 icon appears to view masked data in the header with the agent form text.
    All headers are visible, and only submitted data is masked.
  2. Only specific fields are masked, retaining the redaction as per the configuration for that field. The data is unmasked when the agent clicks the unmask button.

    The demonstration below shows how you can share an agent form with a customer and view the filled form.

Snooze

Waiting for customer responses or time spent on information retrieval can result in prolonged conversations and negatively impact agents’ performance
metrics
like Average Handle Time (AHT). Snooze allows agents to pause the conversation timer and resume it when the agent responds while freeing up slots for
additional conversations.

Administrators can configure the snooze functionality from the Agent Settings.

Steps to snooze a conversation:

  1. Click the Snooze button at the top of the live interaction window.

    NOTE: The snooze function is not available if the conversation is overdue or a reply is due from the agent.


  2. On the Snooze Conversation Until pop-up window, select the snooze duration from the available options or select a custom snooze duration.

  3. To select a custom snooze duration, turn on the Custom Snooze toggle, configure your required snooze duration, and set the snooze duration.

  4. Click Apply. The snooze duration is set, a message appears on the live interaction pane at the top, and an intimation is sent on the live interaction to the agent.

    Hovering over a snoozed conversation in the conversation tray shows the duration for which the conversation is snoozed. It also displays the count of snoozed conversations.

Emails

Agents can view and respond to emails on the console. The emails appear on the console as follows:

Threaded email structure: A threaded email structure features a visible distinction between agent and user emails.

Collapsible email tiles: This allows agents to minimize or expand email threads as needed, reducing clutter and improving the organization of the email inbox. 

These settings can be configured from Agent settings.
Distribution: You can distribute emails to multiple recipients using CC (Carbon Copy) and BCC (Blind Carbon Copy) fields.

Standard Responses: You can choose from a library of configured standard responses.

  1. Click the Standard Response icon at the bottom of the email compose bar. The count of response templates in each category is displayed.

  2. Click the category to view the standard response templates in that category.
  3. Click the Standard Response from the list to use that response in the email.

Attachments: You can attach files and documents to the email to share relevant information or resources with customers. Attachments appear in a list format. If there are more than three attachments, a ‘View More’ button is displayed.

Click the Attachment icon to select and upload files.

Notes: You can add notes on the interaction (customer feedback, key points, next action, suggestions). This section includes any previous notes added by agents while interacting with the same customer.

To add a new note:

  1. Click Notes.
  2. Click + Add New Note.

  3. Type the message and click Save. A confirmation message is displayed, and the note is displayed.
  4. Drafts: If you click the Close button on the email editor and there’s content inside, the mail is preserved as a draft. Drafts are accessible at the bottom of the console.

Outbound Email

Outbound email functionality is a key feature within SmartAssist designed to streamline communication between agents and customers through email channels. It is crucial to reach out to customers proactively and provide personalized interactions based on their needs and preferences. Expanding omnichannel capabilities allow customers to be reached through various channels to address their needs. This allows seamless follow-up after interactions to guarantee satisfaction and provide timely support whenever required.

Send Outbound Email

Steps to send an outbound email:

  1. Click the + button on the top right corner of the conversation tray.

  2. Click the New Mail button.

  3. The email panel is displayed, and an email conversation appears on the conversation tray. Enter the recipients’ Email addresses, such as john.doe@xyz.com.

  4. Select a Queue from the dropdown.

  5. Enter the Subject and body of the email. The email address appears on the conversation tray and the subject appears as the email thread header.

  6. You can perform the following actions:

Send:

Click the Send Button to send the email.

A confirmation is displayed, and the email is sent.


Send & Close:

Click the down arrow button ”V” beside Send and click Send & Close.

A confirmation is displayed, and the email is sent. A disposition window appears. Select a disposition and click Close.

Note:

  • The send button is activated when all mandatory fields (recipient, subject, queue, and email body) are filled. Sent conversations remain in
    the agent’s conversation tray until closed.
  • Sending an email consumes one slot from the agent’s allocation and appears on the MONITOR tab. 
  • Outbound emails occupy the same slots as any other configured email. Agents can create as many outbound emails as their
    allocated email slots allow.

Draft:

Click the X on the top right corner of the email editor window.
  

The editor window is minimized, and the mail is saved as a draft.

Drafts are automatically saved and remain accessible in the following scenarios:

    1. After an agent logout and subsequent login.
    2. Network interruptions and subsequent reconnections.
    3. The current email content is saved as a draft if the editor is closed.
    4. Drafts are saved only after the mandatory fields (recipient, subject, queue, and email body) are updated.

Multiple drafts can be saved for individual email conversations. Each draft is easily identifiable and accessible within its respective email thread.

Delete:

Click the Delete (bin) icon on the bottom left corner of the editor.

A confirmation message is displayed. Click Delete. The email is deleted.
  

Color Codes

Color codes help in easy identification and better readability of conversations on digital channels.

  • The blue dot represents a conversation in which an agent is engaged.
  • The red dot represents an overdue conversation.
  • New email conversations in the conversations tray.

Add Notes to Interactions

You can add notes on the interaction (customer feedback, key points, next action, suggestions). This section includes any previous notes added by agents while
interacting with the same customer. 

To add a new note: 

  1. Click Notes.
    Click Notes
  2. Click + Add New Note.
    Notes
  3. Type the message and click Save.

Modify Skills in Interactions

To modify skills in a live interaction when the Live Interaction option is selected in Skill Modification:

  1. Click the Add Skills option on the Skills bar.

  2. Select the necessary skills from the drop-down.

Transfer Interactions

SmartAssist allows agents to transfer ongoing conversations to other queues, other agents, or both. The Agent Console displays transfer options according to the Transfer Destinations setting. In the example screenshots below, both queues and agents are enabled for transfers.

Transfer to Another Queue

To transfer a conversation to another queue when the Enforce Skill Match for Transfers setting is enabled:

  1. Click Transfer at the top of the Conversation space.

  2. Search for a queue in the search bar on the Transfer to window.
  3. Select a queue from the dropdown list. Agents with matching skills are displayed for the queue during the transfer.

  4. Click Transfer. The conversation gets transferred to the selected queue.

Note: When transferring an interaction to another queue, you need to consider the following rules:

  • The system verifies the valid hours of operation and displays the online queues.
  • If the skill match option is enabled, the destination queue must have agents with the right skills based on the skill match rules.
    If there are no agents with the required skills, the conversation will wait for the maximum wait period assigned to the destination
    queue and then timeout to the no agents available scenario.

To transfer a conversation to another queue when the Skill Modification setting is enabled:

  1. Click Transfer at the top of the Conversation space.

  2. Search for a queue in the search bar on the Transfer to window. All matching queues are displayed.
  3. Select the queue and click Next.
  4. You can add or delete skills to the interaction before transferring it to another queue.

  5. Click Transfer. The conversation is transferred to the selected queue.

Transfer to Another Agent

To transfer a conversation to another agent:

  1. Click Transfer at the top of the Live Interaction pane.

  2. Search for an agent in the search bar on the Transfer to window.
  3. Select an available agent.
  4. Click Transfer. The conversation gets transferred to the selected agent.

Note: If the customer ends the chat before the agent completes the transfer, SmartAssist will drop the transfer, and the conversation will not be assigned to any queue or agent. Kore WebSdk v1.0 supports this feature only for chat conversations.

Transfer to External Contacts

An agent can transfer the call to an external contact during a voice interaction. An administrator must enable this feature in Agent Settings to allow external transfer of ongoing customer calls. To transfer a conversation to an external contact from the Agent Console, follow these steps:

  1. Click Transfer at the top of the Conversation space.

  2. Search for an external contact in the search bar on the Transfer to window.
  3. Select an available contact.
  4. Click Transfer. The conversation gets transferred to the selected contact.

Note:

  • The outbound transferred call by the agent will be a blind transfer.
  • For the agent, the call ends like other interactions.
  • The agent must add a disposition and perform After Call Work (ACW).

End Interactions

  1. To end an interaction session, click the End button at the top right of the Live Interaction pane.

  2. Once clicking End, you must confirm that you want to end the interaction. Click Yes to do so, or otherwise, click No.

Clicking Yes ends the session and moves the interaction to After Call Work.

After Call Work (ACW)

If ACW is enabled, then the conversations are managed based on the ACW configuration:

Immediate Slot Release:

  • Slots are freed up, allowing other conversations to be accepted.
  • The close button is enabled when all the required disposition codes are selected.
  • There is no time restriction for selecting the disposition codes and they are available until the agent manually closes them.

Timed Slot Release:

  • Agents can see a countdown timer when the conversation ends, indicating the time left to provide a disposition.
  • The slot becomes available if the agent submits a disposition or when the timer elapses.
  • Empty disposition fields are filled with a ‘system-generated disposition code’ if no disposition is provided within the allotted time.

  • When the disposition timer expires, the system displays a message to the agent.
  • For conversations transferred to another queue, the final queue’s disposition mode is applied to determine the required dispositions. If ACW is disabled the conversation disappears from the agent console at the end of the conversation, freeing the slots for accepting other conversations. Agents do not receive any disposition sets or summary notes related to these conversations.

Dispositions

To set the disposition and close the conversation, follow these steps:
  1. Select the conversation in your tray.
  2. You must select a Disposition from the following available options:
    1. Resolved: Select when the customer query is resolved.
    2. Abandoned: Select if the customer has abandoned the conversation and is no longer responding.
    3. Pending: Select if the query is still pending resolution.
    4. Custom: Administrators can create custom disposition codes to address specific business needs. Select according to your use case.
  3. Optionally, type a Description of your reason for selecting the disposition.
  4. Click Close to close the conversation.

Information Provided to Agents and Customers During Live Interactions

You can interact with customers within the Live Interaction area of the Agent Console.

The Live Interaction area provides access to features and information that can be used during live conversations, as follows:

Arrival Summary 

Every conversation begins with an Arrival summary once an agent accepts it. This section displays the live interaction summary with the following details:

  • Agent Name: Identifies the agent who is handling the live interaction.
  • SUMMARY: Conversation Summary leading up to the transfer. In case of multiple transfers, the summary of all transfers is shown.
  • Queue: Indicates the queue in which the conversation is placed.
  • Wait Time: Shows the time that the chat has been waiting for an agent to respond.
  • Intent: Shows the customer’s primary purpose for initiating the live interaction.
  • Avg. Sentiment: Captures the customer sentiments based on their responses.

Typing Chat Indicator 

 When the agent types a response during a chat conversation with a customer, the customer’s chat window displays three dots, indicating that the agent is responding to the customer.

Do the following to enable the typing indicator for chat conversations:

  1. To integrate Kore.ai bots chat capability into custom applications, install WebSDK 2.0 on your server. WebSDK 2.0 is a set of libraries that
    offer a quick and convenient way to do this. Refer to the
    installation instructions for additional information on installing WebSDK 2.0. 
  2. To receive read receipts, and typing indicators, install the AgentDesktop plugin in WebSDK 2.0. The Agent Desktop plugin allows the
    user to interact with the agent through the bot and supports the following features::
    • Audio Calling
    • Video Calling
    • Co-browse
    • Screen Sharing

Refer to the installation instructions for additional information on installing the plugin.

Stacked Messages, Timestamp, and Read Status

  • Any message sent by an agent will display along with a date and timestamp. 
  • If the customer does not respond to the first message sent by an agent, the message displays a timestamp, and the following messages
    will not show a timestamp until the clock minute changes. For example, If an agent sends a message at 11:30:24, the second message at 11:30:36,
    the third message at 11:30:45, and the fourth message at 11:31:08, then the first three messages will be stacked under one timestamp, and the fourth
    message will have a different timestamp.
  • If the customer responds in the same minute, the response will display with the date and timestamp. The responses from the customer will
    only show a timestamp once the clock minute changes.
  • Agents can see the read status on the last message sent. If the messages are stacked, the read status will appear only against the most recent one.

Behavior When Login Prep Status is Enabled

A message appears on the console for the duration configured on the Agent Status page. This status allows an agent to prepare themselves
before they start receiving interactions.

At the end of the Login Preparation time slot, the system automatically marks the agent as ‘Away,’ and a pop-up message appears with
the following content:

Agents can choose the following options:

Mark as Available – Clicking this button changes an agent’s status to Available.

Keep Away Status – Clicking this button keeps the status as Away. If agents click Keep Away Status, they remain in the ‘Away’ state
with a notification displayed for the ‘Away’ status. Agents can mark themselves as ‘Available’ when they are ready to receive conversations.

Behavior During Active Interactions

If Auto-Answer Is Enabled, Transfer and End are Disabled Until the First Agent Response

If the Auto Answer mode is enabled in Agent Settings, the Transfer/End buttons do not display on the Live Interaction pane until the assigned agent sends the first message.

Below is what the Agent Console looks like before the first message from the agent:

Below is what the Agent Console looks like after the first message from the agent:

Behavior When an Agent Changes Their Status 

A warning message displays if an agent changes their status to Away or a custom status tagged to Away during an active interaction.

Behavior When an Agent Tries Logging Out

SmartAssist does not permit agents to log out during an ongoing conversation.

If an agent tries to log out during an ongoing conversation, SmartAssist prevents the agent from logging out without transferring or closing the conversation.
A pop-up window is displayed along with the following message:

If an agent logs out suddenly (the browser is closed or the system crashes, for example), then the counter for Agent inactivity starts and after the threshold,
any active conversations are assigned back to the Queue.

Behavior When an Agent Does Not Accept/Send a Response Within a Specified Time

If an agent does not accept/send a response within a specified time, the system automatically changes the status to Away (Idle). This status is not available for selection by an agent.

CSAT Survey

The CSAT (Customer Satisfaction) survey is essential for contact centers because it provides valuable feedback on customer satisfaction levels, enabling continuous improvement of service quality.

CSAT surveys can be triggered based on the scenarios configured by administrators/supervisors while Creating a Survey:

  • Show to Everyone: If the “Show to Everyone” scenario is configured while creating the survey, the survey is triggered automatically for every interaction
    that concludes between an agent and a customer on digital or voice channels.
  • Show to Every nth User: If the “Show to nth User” scenario is configured while creating the survey, the survey is triggered automatically for the nth interaction
    that concludes between an agent and a customer on digital or voice channels. For example: If the frequency is set to 2, then the survey is triggered for
    every second customer.
  • Agents can trigger: If the “Agents can trigger” scenario is configured while creating the survey, the survey can be triggered by agents at any point during the
    interaction as follows:

    • Click the Send Survey button on the right corner above the compose bar. The send survey button is highlighted and a survey icon appears on the End button
      at the top right corner of the live interaction pane.
    • The survey is triggered to the customer when the agent clicks the End button with the survey selected.

For the above scenarios where the agent actively participates in interactions and the interactions end, the feedback from surveys contributes to their CSAT scores.

CSAT surveys can also be triggered in scenarios when there are no active participants:

  • Outside hours of operation
  • No Agents Available flow
  • Agent/Customer side terminations or system terminations due to user inactivity
  • Subflows (No agents flow/Out of hours flow)

For these scenarios, the CSAT scores are assigned to the interaction.

  • Related Links