The purpose of the
category Handled by is to determine who handled an incoming
call at the end of the conversation. It may very well be the agent or person
who answered the phone. However, often the call is transferred to another
agent. We have to find who handled the call at the end of the conversation.
Comment below if I
missed anything / to add some points.
Here are
the options:
Handled
by – Call handler could be determined – Select the appropriate name:
·
Select this
option if you are able to determine the name of
the receptionist or agent who handled the call. This does not necessarily mean
it will be the first person who answered the call. You want to find the name of
the person who handled the call.
Example call 1 – Receptionist: "This is Jim. “Caller: "May I please
speak with Christina? “Receptionist: "She's not in, but I can help you.
“Caller: "Ok, I received a promotional package about your call review
program and wanted to ask about it. "Receptionist: "Christina just
came in -- here she is. "Christina successfully helps the caller and gets
his credit card information. Select Christina, not Jim.
Example call 2 – “Bright Smiles Dental, this is Crystal. How may I help you? “If
Crystal handles the caller’s question, and the call ends. Select Crystal.
Example call
3 – “Feel Better Chiropractic, this is Jeanie. How may I direct your call?
Caller: Need to speak with Pat please.” Call is transferred to Pat. Pat helps
the caller with their inquiry, and the call ends. Select Pat.
Example call 4 –Receptionist: “This is Julie, how can I help you? “Caller: “I
was calling to speak with the doctor. “Receptionist: “Let me transfer you. “The
call is transferred and reaches voicemail or is left on hold through the end. Select
Julie.
Agent
doesn’t say name:
·
Select this
option if you ARE NOT able to determine the
name of the receptionist or agent who handled the call.
Example call –Receptionist or agent: “Paradise Plumbing, how may I help you?
“Receptionist or agent handles the call but never shares his/her name.
·
Select this
option if the receptionist or agent shares his or her name, but it is
completely unclear what was said because it was spoken too quickly or it was
too hard to understand.
·
Select this
option when the receptionist or agent shares his or her first name only, but
there are two agents listed with the same first name.
·
Select this
option if the call is junk – such as a recording that plays but has no audio,
fax machine sounds, hold music, or just ringing.
Agent
not on list:
·
Select this
option if the receptionist or agent shares his or her name, but the name is not
listed.
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