Navigating Customer 360 Console


As a frontline agent, a resolver agent, a collaboration agent, a service quality agent, and a supervisor, you can access Customer 360 Console. The console displays customer data that is aggregated from various sources. With this data, you get detailed insights into the customer profile that helps you during your interaction with a customer.

Use the console to perform the following tasks:

  • View customer details; for example, customer status, segmentation, preferences, language, products and services, activities, sales and payment history, case history.
  • View different customer metrics such as CES, NPS, CSAT
  • View customer sentiment

Based on the type of agent you are in the company, access Customer 360 Console from Frontliner Console, Resolver Console, Supervisor Console, Collaboration Console, or Service Quality Console.

Overview of Customer 360 Console

The federated data on the customer 360 console can be different for different industries. Depending on the kind of business and services/products offered, the customer 360 console can be customized to best suit your needs. 

The following image highlights the different sections in the console for telecom (left) and retail (right):

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The following table describes the different sections in the console:

Annotation

Section

Use

1

Customer 360 Console

View the latest customer scores; for example, Net Promoter Score (NPS), Customer Satisfaction Score (CSAT), Customer Effort Score (CES), and access dashboards that provide insights into trend analysis of all scores, case nature, FCR rate.

2

Customer Profile

View customer information; for example, customer ID, name, segment, contact details, status.

3

Customer Data

View the following customer data aggregated from various records:

  • Services/Products—View customer contracts and the services/products associated with those contracts. 
  • Case History—View cases created by or for this particular customer.
  • Interactions—View customer interactions with the company.
  • Payment History—Get a list of purchases that the customer has made.
  • Sales History—View the complete sales history of the customer.
  • Additional Contacts—Get a list of additional contacts that the customer provides. 
  • Surveys—View surveys the customer has completed till date. 

 

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