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Humanatic - Inbound new

The purpose of the category Inbound is to determine whether or not the call was handled by a live, qualified employee or interactive system.



Here are the options:

Handled by a qualified employee or interactive system

  • Caller is connected to a qualified employee who is able to help the caller with his or her inquiry
  • Call connection is lost after most of the caller’s inquiries have been handled by a qualified employee
  • Call connection is lost after the caller’s contact information is shared with a qualified employee
  • Call connection is lost after there is an appointment discussion with a qualified employee
  • Caller asks for a specific employee who handles the call
  • Caller is notifying the qualified employee that he/she has arrived to drop off/pick up their pet from their office
  • Caller asks for a specific employee who is not available, but the receptionist or another qualified employee handles the call
  • Caller is connected to a qualified employee who is able to help the caller with most of his or her inquiry. However, a followup call is promised to take place by the same employee or another employee in order to answer remaining questions or provide remaining information.
    • Example: Employee was able to answer most questions about available inventory and inventory specs, as well as invite the caller in for an appointment, but the caller needed to have a manager provide a return call to discuss additional pricing points.
    • Example: Employee was able to field the caller’s initial questions about services, discuss pricing, and provide detailed options, but a return call is needed by a technician to provide additional information about the requested service(s).
    • Example: Employee handled caller’s inquiries, scheduled soft appointment, and notified the caller that a manager will follow up to confirm.
    • Example: Employee scheduled a home services appointment for a specific date, but the employee informs the caller that someone else will be calling back the morning of or day before in order to give a more specific appointment time or window of time.
  • Caller has a general inquiry:
    • Example: Caller is only asking for business hours, receives that information, and does not need to reach another employee or department
    • Example: Caller is only asking for an address or location, receives that information, and does not need to reach out to another employee or department.
    • Example: Caller is only asking if a person works or is currently working at the business, but does not need to speak with that person.
  • Caller returned a missed call, employee identified who called, but the caller was not interested in being connected to that employee
  • Call is successfully handled by an interactive system or auto-attendant.
  • These calls will sound like interactive recordings that ask questions or request information and require the caller to interact by making phone selections.
  • Caller has reached the business he or she intended to reach, but the employee who answered informs the caller that the business is unable to fulfill the caller’s requests and the employee recommends another business for the caller to contact.
    • Example: Caller wants to speak to the finance manager, finance manager is reached, but the finance manager refers caller to 3rd party financing company for questions related to current payments.
    • Example: Caller wants to speak to someone in service, the service advisor is reached, but the advisor refers the caller to a separate service business because those services are not offered by his or her shop.
    • Example: Caller reaches a dental receptionist, caller asks the receptionist questions about his or her insurance policy, but the receptionist refers the caller to his or her insurance company for answers to those questions.
    • Example: Caller is looking for home services, caller reaches a call center agent, and the call center agent informs that caller that services cannot be performed. He or she then provides contact information for local service providers that may be able to help the caller.

Not handled: call ended while on hold

  • Caller is transferred from a person or business greeting and left on hold through the end of the call
  • A business greeting is a recorded message that provides information to the caller, such as business hours, the office being closed, or all lines being busy at that time.
  • Caller was placed on hold by a live employee but he or she was no longer on the line when the employee returned to the call
  • Caller was placed on hold by a live employee, to be transferred to another employee, but he or she was no longer on the line when the employee answered
  • Call consisted of music from start to finish
  • Caller reaches a recording informing him or her that all representatives are busy and he or she may reserve their place in line by making a selection on his or her phone.
  • This is not the same thing as an auto-attendant. Auto-attendants fully help a caller with his or her needs with account information, service scheduling, etc.
    • Example: The recording may sound like, “All representatives are busy at this time. To hold your place in line and receive a call back when an available representative is ready, please press…”

Not handled: nobody there, hung up during bridge, wrong number, spam

  • Caller was not there or did not answer when the call was initially answered by the first employee that received the call
  • Caller dialed the wrong number
  • Caller returned a missed call and the employee informed him or her that the original caller dialed an incorrect phone number
  • Audio only consists of dial tone, fax machine, or other sounds
  • Audio is unclear because it is a garbled or distorted recording
  • Call is only a few seconds in length and contains no clear audio or conversation
  • Caller hung up during the bridge greeting
  • A bridge greeting is a recorded message that answers the phone and offers a menu such as "For sales press 1, for service press 2, for parts press 3"

Not handled: other

  • Call consisted of perpetual ringing from start to finish
  • Caller hung up during an after hours greeting or other business recording

Not handled: left message on voicemail

  • Caller reached voicemail and left a message
  • Call was answered by an agent, but the agent was not a qualified employee or the intended party, and the caller was transferred to voicemail and left a message

Not handled: reached voicemail and did not leave message

  • Caller reached voicemail and did not leave a message
  • Caller reached an answering machine but did not leave a voicemail message
  • Caller reached an answering machine but the mailbox was full
  • Caller reached an answering machine but the recording contained no words

Not handled: live message left for return call from another employee

  • Caller did not connect to the intended individual or a qualified employee and instead left a message with a live person meant to be passed on to the intended

Not handled: live conversation but no live message left

  • Caller did not connect to the intended individual or a qualified employee and ended the call without leaving a live message
  • Caller was offered the option of leaving a message with an unqualified employee but declined to leave a live message
  • Call reached the wrong employee or department, and the answering employee advises the caller to call back in order to be connected to the appropriate person or department.
  • Call connection is lost before any relevant information is shared


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