Redirect call to phone survey

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Redirect call to phone survey

Postby JrPin » Mon Mar 27, 2017 6:26 pm

How can I make the agent redirect the call to an automated customer satisfaction survey?
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Re: Redirect call to phone survey

Postby mflorell » Mon Mar 27, 2017 6:36 pm

You can do this using Call Menus. and you can transfer to a Call Menu from the agent screen using an in-group(make sure you set the Action Transfer CID to "CUSTOMERCLOSER"), then dropping out of the in-group into the call menu of your choice. From there, you can use the "Log Key Press" and "Log Field" settings to define where the customer key press data will go. You will need a separate Call Menu for each customer question, with all of the options for question 1 pointing to the call menu for question 2, and so on.
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