From Brian's Desk

Contact Center Excellence – Stand Out From The Crowd

How to Misuse Technology

I am all for using technology to deliver or improve a customer experience.  Technology can make business processes more efficient, more effective, and more transparent.  The problem is, back-office process issues are also brought to the fore more efficiently and transparently.  Translation; bad things can happen to your customers more quickly, and progress to very bad more quickly.

I typically don’t use a blog to complain about a bad experience, but I think this one really makes a point, really surfaces why a company must be very mindful about simply jumping to the web and eCommerce without doing the proper level of forethought (and who knows, perhaps some effort into journey mapping).

I had never tried ordering car tires over the internet.  I know the capability has been around for some time, but it just didn’t seem to be a good use of eCommerce.  In short, I didn’t trust that the back-office processes would work, didn’t trust that the right communication would get to a local installer at the right time, let alone the tires actually showing up at the right place at the right time.  However, my trepidation was not due to hearing horror stories and countless bad experiences.  In fact, I only knew of one or two people that had ever tried ordering tires over the internet, and they were not unhappy with their experience.

So, I thought I would take the plunge, given I was out of town and my car was in my home city and was in bad need of tires.  So, I went to (sorry Goodyear, maybe I would have had a poor experience elsewhere, but you’re it on this one).  The actual ordering experience was actually pretty good.  In short, the technology did its job; what was the year of the vehicle, make, model, and up would come a list of all tires available for my vehicle.  I could sort by most popular or by price.  I chose the tires I wanted, and the check-out process was good as well.  I could choose my installer and even set up an appointment for the tires to be installed.

All was well.  I checked-out and received an email within a minute telling me all about my purchase, the address and phone number of the local installer, and my appointment time.  I had a good experience.  Well, almost.

The next morning I received a call from the installer.  He had bad news.  The tires I ordered were out of stock, and there was not going to be any in stock for 30 days.  Well, so now I have my credit card charged for two tires that are out of stock, an appointment to install tires that were not going to show up at the installer, and yes, I needed to call to get it straightened out.

So I called, and explained my situation (how could they possibly let me order tires that were clearly not available), and after being put on hold for 10 minutes was told that I was authorized to get the next higher priced tires for the same price as the tires I ordered.  Well, that was good, could they still keep my appointment (didn’t I say they really needed to be replaced?).  Well, on hold for another 10 minutes, no answer and someone would call me back later.  Well, they could keep the appointment, and they would cancel my order, but I would need to reorder the higher-priced tires, and then I would have to send an email to a supervisor to get a refund of the difference.  I was less pleased.  Especially when I was given the wrong email address for the supervisor and the email came back telling me in awful sounding language that my email could not be delivered, and had to place yet another call, and explain everything once again, and be put on hold for an eternity once again.

Well, my original order was cancelled, but the cancellation email stated that the refund could take 4-6 business days to show up as a credit on my credit card.  So, now I had nearly $500.00 charged on my card.  24 hours has passed and I have not heard back from the supervisor.  Did the technology work?  Maybe too well.  Goodyear could not seem to bypass the technology.  I had to fix their problem.  I had to create a new order and have twice the charge on my credit card, I had to email the supervisor for a refund of the difference (the jury is still out on whether I will ever see that).

And so, a simple back-office problem of not having updated inventory/out-of-stock information for their web site caused a poor experience to quite quickly become a very poor experience.

Companies like to grandstand on how important the customer experience is to their company.  I have been in the service industry for nearly 25 years, and I would like to believe that especially the big guys would have gotten it right by now.

So, fix your back-office processes first, journey map the exceptions, not the ‘happy-path’.  You don’t make advocates through your happy-path, you make your best customer advocates when you fix a problem you have created for them.

Cable Companies; Do they Really Suffer From Poor Customer Service?

Cable companies have long been viewed as having poor customer service, among the poorest looking across industries.  I think this needs to be probed a bit deeper to perhaps get a better understanding of why this is.

Consider your own experience with one or more cable companies that you have had.  Mine has been that my emailbox, mailbox and pop-up ads all show me what I can get for a ‘low monthly price’.  Then they start me out with teaser rates to get me to sign up as a customer, and I do so because the price is right.  Then, 6 or 12 months later, even though they warned me in the small print, my introductory rates expire and then I pay much more for their service.  And, then I am unhappy.  Therefore, whenever I call into customer service, I am already not happy.  It is very difficult to have a satisfying interaction with a customer service department when I am already unhappy with the company, and further annoyed at having to call customer service in the first place.

I don’t view this so much as a customer service issue as a value issue. This is what has dogged the utilities industry for so long. Not that the service experience per se is so poor, but rather the company’s value proposition is so poor. In short, the way customers view the value they receive spills over into their view of their customer experience. Cable and satellite companies spend generously on customer acquisition, but not on customer retention. As a brand new customer, I feel valued and I feel I am receiving a product at a price point that I feel matches the value I receive from the product. The problem is, acquisition is based on the teaser rates that increase dramatically once the discount period is over. The value does not increase, but I am paying much more. And, my mailbox and emailbox is stuffed with more teaser offers, all to the benefit of new customers, but not me. In the end, utilities and those that look like utilities don’t spend enough effort on convincing customers that they provide value equal to cost, and that dissatisfaction manifests itself in the service call center.

Personally, when I am billed over $100 a month for a scant few channels outside of what I can get locally, I don’t see the value lining up with the cost.  And I am not happy about it.

Employee Engagement Improvement Step 7

You made it!  This is the last step, step 7.  This step is the final one, but no less important than the others.  It basically is – give your employees the tools they need to do their jobs.  This includes the break area(s), eating room(s), and training facilities, and it also means workarea and technology.

Call centers, especially where agents work non-traditional shifts or hours, need to have the proper facilities for the agents.  Break areas with comfortable seating, industry and recreational reading material, and snack/drink vending machines at the very least.  Room designated for eating, with refrigerators, microwave ovens, and food-oriented vending machines is needed.   Get input from your employees, better yet have them form a working group, give them a budget, and have them design the space and get approval from their peers.

Training and bullpen (post-training but not yet ready to take calls without assistance or supervision) facilities need to be designed for optimal learning.  The same technology available on the floor should be available in the training and bullpen areas.  Have your training team work on the design for the areas, and get employee input and management approval.

Agents workarea should be designed so as to foster line-of-sight across the call center, or at least a team within the call center.  I still see too many call centers with agents in high-wall cubicles, which foster neither adequate supervision or role-modeling with your best agents.  The workarea should be large enough so the agent is comfortable and able to hear and speak without distraction.  Headphones are good, wireless headphones are great.  Many centers ‘stack’ workareas, in other words the workarea is shared among agents across shifts.  If this is the case, ensure adequate, lockable storage for personal items.

Having the largest impact on employee engagement is the technology they are provided.  One of the easiest ways to damage employee engagement is to give the employee a list of metrics and targets to hit, so that their raises, promotions and rewards are tied to their ability to hit the targets consistently, and then provide technology that does not allow them to hit the targets.  The technology simply must support the agents and their ability to be efficient and provide quality results.  I still see too many call centers where the agents have two monitors on their desktop.  This may simply be a practical or security consideration in a BPO call center, but for non-BPO centers, there is simply too much complexity as the agent needs to access too many applications, constantly switch between them copying and pasting data.  You should seriously consider agent desktop unification to hide some or all of the complexity.  I cover this in more detail in another post (  Having the right tools also means having a robust knowledgebase and guided workflows, and having access to the same technology or applications your customer is using.

Typically, right behind benefits as a perennial dissatisfier on the company annual survey is working environment.  Putting a call center in an office setting with high-wall cubicles, inadequate break rooms and eating areas, and with technology that does not help the agents achieve their numbers is a sure recipe for poor employee engagement.

This is the final step in the 7 step approach to improving employee engagement.  Bear in mind that these steps are not all serial.  The first 3 should be done in order, but the next 4 should not be done in isolation in a serial manner.  Do them in parallel.  So, what re you waiting for? Get started!  Know that help is available:

Employee Engagement Improvement Step 6

We’ve now been through the first 5 steps to improving employee engagement in your call center.  The foundation has been laid (steps 1-3), the walls are up (steps 4 and 5) and now it’s time for the roof (steps 6 and 7).  Unfortunately, I see many call center leaders start and pretty much end with step 6, recognize employees.  There is a difference between motivated employees and engaged employees. Motivated employees will continue to perform according to standards as long as they are rewarded. They are emotionally invested in the reward, not the organization.  They are roughly analogous to mercenaries who will charge up the hill, not for king and country, but for the money.  It is difficult to tell the difference between motivated and engaged employees as long as the rewards are a given, in other words it is easy to claim a reward.  You see it; call centers with so many rewards and recognition programs that it appears you have walked in on a Barnum and Bailey show rather then a call center.  Awards for the day, awards for the week, awards for the month, awards for the quarter, and on and on.  Workstations are plastered with ribbons, certificates and trinkets. Pictures of those recognized cover the walls.  As long as the circus atmosphere continues, the marginally engaged (those in the middle) will be content and motivated. They will place their value and their reason for being at work on the rewards.  What about the actively engaged?  They may view the circus atmosphere as amusing and fun, but over time will begin view all of the rewards as unnecessary and actually being a drag on productivity.  What about the actively disengaged?  They are receiving the fewest rewards, but when they receive them they will be motivated for a time.  The size of the reward will determine the length of time they are motivated.

How does a call center become a circus?  The leadership may look around and wonder, ‘how did we get to this point?’  It’s all about process.  The call center needs a process, that includes employee input (remember step 5), to develop and create new rewards programs, and also a process to prune or eliminate rewards programs.  Without a process that the employees have helped develop, there is resistance to eliminating programs; it looks like a takeaway.  Without a process, and not wanting to lower motivation, managers just keep piling on the programs.

As for motivation versus engagement, engaged employees are invested in the organization’s success through its values, through understanding the value of the organization to the company and their value to the organization by linking operational metrics to value. You see where this is going; employees are motivated by rewards but engaged through executing all 7 steps in this series.  Rewards and recognition is just one step in the improvement of engagement.  Note that it is step 6 rather than step 1.  Rewards and recognition cannot be the driver (foundation) of an engagement improvement program.

When your process does call for another rewards program, make sure it is SMART – Specific to a behavior, based on Measurable results, Actionable (or reinforcing a desirable behavior), the reward is Relevant to the employee, and the reward is Timely.

As a leader, I want you to be watchful for programs that reward with time off of the phone (or chat queue or email queue).  This sends the message that time on the phone is somehow punitive.  That is clearly the wrong message to be sending.  This practice also takes your best and actively engaged off of the phone and away from the workspace, therefore unable to be a mentor and model of good behavior.  Beware also of the reward to be able to work from home.  Again, you will be removing your best models, your best examples from the workplace, thereby reducing the number and percentage of actively engaged employees in the workplace.  If you do want to reward employees with time off the queue, have them leave the call center area.  Make it a ‘special project’.  Have the employee shadow a support team in the call center, or a back-office team.  Give them a deliverable and recognize the deliverable.  That way the special project becomes the reward rather than ‘time off the queue’.  If you do send employees to work at home as a reward, you need to have a program in place that has them coming back into the center either after a time limit or periodically.  When they are away, ensure mentorship programs are still being followed, so they continue to be a mentor.

Work towards engaging rather than just motivating employees.  Ensure programs are SMART and that you have a process-based approach to develop and to expire reward and recognition programs.  Always remember that step 6 should be approached with the other 5 steps firmly in place, so that rewards and recognition programs support the values of the organization, the value of the organization, are based on open and honest communication, and take advantage of employee input.

Employee Engagement Improvement Step 5

So, you have identified your actively engaged employees, developed and shared your statement of values, understood the value of your call center to the company and linked it to your operational metrics, and you have developed and established a robust, open and honest communication function.  Your next step is to develop an approach and process for gathering employee input.  A key to improving engagement is for the employees to know that they have and voice and it is being heard.  This directly connects management and leadership with the remainder of the organization.  Employee input and feedback shines the light on oppressive programs, practices and initiatives, and on inefficient, poorly-designed processes.  This input and feedback also connects employees to inclusion in opportunities and growth.  What you really want to foster is the latter.  Management and leadership need to know if what they are doing is wrong or where inefficiencies exist, but you really want the organization focused on positive input, from ‘this is what is wrong’ to ‘if only this one thing could be changed, we would be more …’.  Or, shown leadership overtly asking ‘we are considering doing X, what do you think?’

Some point to the annual employee opinion survey as the mechanism used within the organization to gather employee feedback. From me you get an aghast look and ‘are you kidding?‘  If your attrition rate is anywhere near average, you are more than likely to include employees that have been on board less than 3 months and whose opinions are coming from who knows where, and are likely to miss those that attrit that could well have given meaningful input.  Too many annual surveys also ask questions on topics that are non-negotiable either at the organizational level or even the company level.  I recall every opinion survey I took while employed by Fortune 100 companies always included questions regarding benefits. As always, benefits scores came in lower than the target. Leadership’s response?  Well, they just don’t understand the benefits they are getting, and if they did, would be more satisfied with them.  Which led to the annual department meeting to tell employees all about their company benefits.  And, of course, if you were absent, you got a 1-1 with your manager about benefits.  This ‘you asked for it’ mentality was applied to all areas of the survey.  Action plans were required whenever a topic fell below a certain level, often leading to dozens of action items with plans for all manner of busywork for the organization, plans that had a life of about 3 months that were then typically shelved until the next survey.  At the company level, the annual employee opinion survey does have merit, and allows for focus on the big nuggets at the company level. However, as one proceeds down through the organization and lands in the call center, the annual survey has little utility.

You should strongly consider a quarterly employee survey in your call center, a survey very different from the 80-90 question waterfront company annual survey.  Work with your Human Resources or Organizational Development department to choose 9 questions from the annual survey that focus in on engagement, such as recognition and rewards, working conditions, trust in leadership, right tools for the job, and opportunity for advancement.  Add a 10th question on overall satisfaction.  Why a quarterly survey with 10 questions?  Simple; over 3 years you have 12 set of data points on topics that really matter to the organization rather than 3 data points that cover the waterfront.  You also have a much smaller and more focused set of action items on problem areas that are directly, or nearly so, under your control, are refreshed every 3 months, and are therefore much more likely to really see progress.  Of course, always ensure your action plans are SMART (specific, measurable, achievable, relevant and timely).  Another byproduct of quarterly surveys is that people like it when you ask their opinion.  Asking it more often, in a relevant and focused manner will by itself raise the satisfaction of the employees.

Even quarterly surveys don’t address the day-to-day annoyances of those on the front lines.  Call center agents will take 30-100 calls per day, and therefore have 30-100 opportunities to encounter poorly designed call center applications or processes, or poorly designed or executed back-office processes, or perhaps even poorly communicated or understood company policies.  Of course the problem is that the front-line employees are, as the saying goes, ‘too busy cutting down trees to sharpen the saw’.  So what happens at ground level (typically invisible to supervisors and managers)?  Agents on the front line develop process workarounds.  And they share these workarounds and soon the practices and processes management believes are being followed, are not.  Unless QA catches these workarounds, they could actually be damaging the company, and could even be causing legal problems for a call center operating in a regulated environment.  The trick is, how to get this level of input from those busy taking the calls, or how to know when the saw blade is dull so that something can be done about it.  The bigger trick is, how does management deal with the input?  500 call center agents taking 75 calls per day yields 37,500 opportunities a day.  If even 1% of these opportunities yields a suggestion for improvement, that’s 1875 suggestions in a 5-day work week.  There are two facets of the solution; make the process (and supporting tool) simple, quick and easy to use, and empower the front-line agents to bring only the most impactful suggestions forward.

Gathering and managing suggestions is one area where technology can be a major help.  Get employee input on a process and tool that supports easy and quick entry of the problem and suggestion, allows the employees to comment on and improve the suggestion, and allows for the highest impact (most popular) suggestions to rise to the top to be dealt with by management.  Forums and discussion lists are two approaches, and many more are available.  Develop the process first, and then build the tool that supports the process.  Always get front-line agent input and feedback as you develop the process and tool.  The process should allow for discussion on the problem and suggestion, and at some point, a vote on the suggestion.  Those suggestions that receive more than a clip-level of votes should be brought to management’s attention.  This step of gathering employee input then has a huge side benefit of fostering employee empowerment, crucial for engagement improvement.  Just be certain your process doesn’t end there.  It needs to include management action on the suggestion items that come forward, otherwise the suggestions tool will quickly move to dust-gathering status.

The communication vehicles covered in Step 4 will also be a great source of employee input and feedback.  Another huge benefit of a well-designed and executed suggestions process is that you can funnel all of the other input through that process.  In other words, if a suggestion for improvement is brought up in an employee roundtable, ask if the idea has been entered into the suggestions process, and if not, recommend that it does.  This will ensure employee input on all of the suggestions, and reduce or eliminate the ‘back-door’, because if the employees know about a back door, they’ll use it, and your roundtables will quickly become a dumping ground for everything that is deemed to need management attention.

So, get to work on your quarterly survey, and get to work on your suggestions process and supporting technology!

Employee Engagement Improvement Step 4

You’ve made it to step 4 of the series on improving engagement in your call center!  A vital component of any improvement initiative or program, especially one focused on improving engagement, is communication.  Not just any communication, but open and honest communication, and delivered in a way it will be received.

If you are a call center senior leader, and you do not have a Leader Blog, start one this week!  Allocate (that means block off on your calendar) 30 minutes a week to write about what is on your mind.  Challenges, opportunities, status on key initiatives, ‘shout outs’ for great customer service stories, the future, virtually anything that is important to your employees.  Be careful about allowing comments to your Blog posts; you may get more input than you can deal with, and there are likely better avenues for feedback.  No reason to wait!

Do you have a Newsletter?  Have one, either paper or electronic or both.  Share awards, rewards and recognition.  Share positive letters or emails from customers.  Choose an agent or supervisor and do an in-depth personal story or profile.  If online, include photos of everyone in the organization, especially if your employees are in multiple locations, or if some are home-based.  Have someone skilled in media or communications craft the newsletter; the degree of quality will be proportional to readership.

I have found that senior leader roundtables are an effective way to connect with all levels of the organization.  Schedule weekly roundtables, choosing 5-8 front line agents.  Be sure you have a scribe at the roundtable to take notes, todos and follow-ups.  Do not include supervisors or managers!  Use the time to talk candidly about the ‘state of the state’ in the call center, what might be going on within the company or industry.  Ask for questions, comments, points of frustration.  After the roundtable, have your scribe summarize the meeting and communicate with the attendees, thanking them for their time and input.  When choosing the agents for the roundtable, go back to the list you made in step 1.  Ensure you have some of your actively engaged employees present.  This will help ensure you have an audience that is not wholly hostile.  You may also want to have periodic roundtables with your supervisors, especially if you are at least one level removed from them.  Otherwise, the meeting is called a staff meeting.  Again, only include supervisors, not higher level managers.  Be open and honest during the roundtable meetings.  If they are viewed as simply a checkmark in an improvement initiative, you’re better off not holding them at all.

Lastly, ensure you have regular town hall meetings.  This can be a challenge in a call center as you cannot simply take everyone off of the phones for 30 minutes.  You may have to repeat the meeting several times, and at several locations.  So, I wouldn’t propose doing this every month.  However, don’t make the town hall meeting an annual event either.  The town hall meeting is an excellent place to improve the level of engagement, even though it may only do so in the short term.  It is a great way to keep momentum for your overall improvement initiative or program.  These meetings should be fun, maybe even have brief departmental competitions mid way through the meeting.  They are meant to ‘rally the troops’, and as you plan the meetings with your direct reports, make sure to keep this as a primary objective.  You have the opportunity to move some of the tacitly engaged to the actively engaged camp, and some of the actively disengaged into the tacitly engaged camp.  This is not the time or place to drone on about KPIs, this is the time to talk up the value you are driving to the company (Improvement Step 3).  Better yet, have a CxO or very senior executive talk about this.

To net, communication is absolutely a key linchpin in your engagement improvement arsenal.  Without a great effort here, the other 6 steps will not have much effect on engagement.

Employee Engagement Improvement Step 3

Now that you have identified your actively engaged employees, and have developed and started communicating your organizational values, it’s time to understand and communicate your Value.  Wasn’t that step 2 you say?  No, that was about values – emotional statements that excite and energize the organization.  Here I mean what is your value to the company.  If your operation is your company, i.e. you are a call center outsourcer, or BPO, your value is pretty clear.  The company’s ROA, or Return On Assets, is your ROA, the company’s margin is your margin, and the company’s customer satisfaction is your satisfaction.  If you are not a BPO, your value to the company is less straightforward, more indirect.

Notice the measures I called out above.  I did not call out AHT, FCR, Schedule Adherence, ASA, Abandonment Rate, or any of the other 25 or so operational measures.  Why?  Your COO or CFO doesn’t care about them.  Consider the use of Strategy Maps, first proposed by Kaplan and Norton 25 years ago.  They proposed 4 perspectives on organizational strategy; Financial, Customer, Operational and Organizational.  The first two perspectives they labeled external and the other two internal.  Simply put, measurements that support the internal perspectives are just that; internal.  While important for the operation of the call center, and certainly supportive of the external view measurements, the COO or CFO really doesn’t care.  They care about the external measurements, again, ROA, Margin and Customer Satisfaction.

Too many call center leaders spend their communications resources telling the organization why the operational measurements and subsequent targets are important, which is not bad in itself, but don’t link these operational measurements to the financial and customer measurements, and communicate performance against these external view measurements.  To improve employee engagement, call center leadership must link those measurements the agent is scored against to the measurements (and results) that show how the call center contributes to the company.  As an aside, when you get senior company leadership to come into the call center and give a ‘state of the union’, if you have not provided this linkage to everyone throughout the organization, your employees are not going to have clue what the senior leader is talking about.

I add one call center measurement to the list, because I believe it is so vitally important to the company; employee engagement.  I have a rather simplistic model, supported by a spreadsheet “calculator” you can get at the downloads page of, that shows the financial impact of engagement in the call center, and shows an up to 8 fold impact on the company.  So, if you are loosing $1mil of efficiency in the call center due to low engagement, the company is losing up to $8mil, with potential long-term brand damage.  Senior leaders within the company should be very concerned with employee engagement in the call center.

Once again, communication is key to improving engagement.  Ensure your actively engaged have a very good understanding of the numbers and linkages so that they are your advocates.

Your at step 3 of 7.  Hang in there!

Employee Engagement Improvement Step 2

The second step to improved engagement is to develop and communicate your Values.  Unless your company is a call center BPO firm, it is likely that Values are developed and communicated at a company level.  Unless your company is a call center BPO firm, it is likely that Values are developed and communicated at a company-wide level, well above the call center organization.  It is important for the call center to be aligned with company Values, but they are typically too high a level to rally the call center troops.

The senior leadership in your call center should develop its own Values.  Keep them simple, but at least incorporate these key components into your statement of Values:

Employees – speak to how the organization values its employees, such as “employee are our number 1 asset”, because in a cal center they are!

Customers – speak to how the organization values its customers, such as “customer satisfaction is at the heart of everything we do”, and it certainly should be!

Continuous Improvement – how the organization fosters a continuous improvement culture.

Once developed, communicate your Values whenever possible.  And, as leaders, you must constantly live the Values, otherwise the employees are likely to become cynical, eroding engagement.  You might also want to include words projecting honesty, openness and integrity if they are not already in your company Values.

Develop a set of Values that have emotional energy and you will have a great start with your engagement initiative.  Then, get your actively engaged employees (remember Step 1) and they will help the rest of the employees get on board and help make you successful.

Employee Engagement Improvement Step 1

The first step (I’ll be reviewing the other 6 steps in upcoming posts) to improving employee engagement in your call center, is to identify your actively engaged employees.  You know them; their handle times are lower than average, their customer feedback is better than average, they are the ones that have few absences from work, the ones that adhere to their schedule, the ones that you want to hold up as models.  Identify who they are, make sure they know that they are identified as role models, tell them you want to recruit them to be engagement evangelists.  This is called ‘gathering the troops’.  You’ll need to have them not only fully engaged in their work, but fully engaged in your improvement program.

Why Chat isn’t the Right Solution

In order to improve their resolution rates, reduce on-hold time and talk time, many call centers have implemented a chat tool, or taken advantage of the company’s chat tool.  Chat offers a number of advantages in the call center environment, and indeed centers can make some progress towards improving the aforementioned metrics.   Simple chat tools work in a one-on-one fashion, where SMEs, or Subject Matter Experts, are named individuals with identified subject matter skills, available to chat.  To make finding them easier, they might be given chat names like “George Billing SME”.  When a front-line agent needs help moving a conversation forward, he or she initiates a chat with an SME.  Presumably the SME is better able to answer the question, and in real-time can provide an answer to the front-line agent who is on the phone or perhaps in an external chat with a customer.  This eliminates the manual hand-raising or flag waving for a supervisor that may or may not be an SME for every type of call.  Or the placing of the caller on hold while the agent tracks down someone who can provide an answer.  Many chat tools can also support chat ‘rooms’ so that an agent can join a chat room and have access to several potential people who can answer the question.  Chat rooms are also a much better approach to the one-on-one nature of simple chatting.  No longer does an agent need to find out who is available right at the moment to help with a billing question, whether it is George Billing SME, or Sally Billing SME for example.   The agent just knows that they need to go to a Billing chat room and some SME will be scheduled to be in the room available to answer their question.  Chat tools can also be one-to-many as in the case of broadcasts.  This is typically one-to-every however, as typical chat tools don’t allow for the logical grouping of chat users.  So, chat is a solution for communication in the call center, but is it the right solution?

The short answer is no.   Implementing a chat tool in the contact center is akin to bringing a knife to a tank battle.   Many chat tools would like to be a full communications solution, but they simply fall way short of what is needed in the call center.   Do you have reporting available with a chat tool that tells you how many chat requests were answered within 30 seconds?  How many were answered successfully?  Can you tell which agent or agents are using chat most often and for what reasons?  Do you know the percentage of time your chat rooms were unoccupied (no SME)?   Real-time assistance is a process, and as a process it needs to be managed from an operational and quality point of view.  Real-time assistance also interacts and supports (or maybe not) other processes, such as Quality Assurance, Knowledge Management and Training.  Reports from your real-time assistance application should be able to tell you if particular agents need more training on a specific topic, and should be able to tell you if the knowledge article for a recently announced new service is readable, understandable, and leads to a positive outcome.  Transcripts of chats should be available for the QA process, just as ticket details and voice recordings are.   Requests for communication or real-time assistance should be routed based on center-defined attributes such as call-type and skill-level-needed.   Screen view or even takeover by the SME should be part of the solution, as should the send/receive of files.

A full-functioned communication solution is needed.   I happen to like Concourse from Adaptive Engineering (see  But, whatever solution you choose, bring a tank to a tank battle.

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