Agent Assistant

Agent Assistant

Equip agents with tools to engage customers digitally - sharing forms, image uploads, screen sharing, secure payments, and chatting live to reduce handle time & improve FCR.

Equip agents with tools to engage customers digitally - sharing forms, image uploads, screen sharing, secure payments, and chatting live to reduce handle time & improve FCR.

Equip agents w/tools to engage customers digitally - sharing forms, image uploads, screen sharing, secure payments, and chatting live to reduce handle time & improve FCR

Real-Time Digital Tools For Every Live Interaction

Self-Service
Smart Forms

Callers fill dynamic forms themselves, updating backend systems directly. Great for intake forms, registration, and claims submission.

Digital
Payments

Send callers direct access to secure payment gateways without having agents handle payment details - PCI compliant.

Picture & Document Upload

Give callers the ability to upload photos and documents directly to your CRM in real time, simplifying and accelerating service.

Dynamic &
Visual FAQs

Provide engaging, navigable knowledge bases with informational videos, helpful photos, geolocation, and audio prompts.

Digital
Surveys

Send surveys to callers after interactions to capture the voice of the customer and measure satisfaction in real time.

Document
Downloads

Connect callers directly to important documents through secure digital access, no agent involvement required.

Real-Time Digital Tools For Every Live Interaction

Self-Service
Smart Forms
Callers fill dynamic forms themselves, updating backend systems directly. Great for intake forms, registration, and claims submission.
Digital
Payments
Send callers direct access to secure payment gateways without having agents handle payment details - PCI compliant.
Picture &
Document Upload
Give callers the ability to upload photos and documents directly to your CRM in real time, simplifying and accelerating service.
Dynamic &
Visual FAQs
Provide engaging, navigable knowledge bases with informational videos, helpful photos, geolocation, and audio prompts.
Digital
Surveys
Send surveys to callers after interactions to capture the voice of the customer and measure satisfaction in real time.
Document
Downloads
Connect callers directly to important documents through secure digital access, no agent involvement required.

Agent Assistant Capabilities

Agent Initiated Self-Service

Live
Chat

Upload an Image

Send Links to Specific Pages

Desktop
Screen Share

Agent Assistant Capabilities

Agent Initiated
Self-Service
Live
Chat
Upload an Image
Send Links to Specific Pages
Desktop
Screen Share

Agent Assistant & Live Chat Tools

Agent Console

Real-time dashboard for live agent guidance and customer context.

Self-Service Forms

Caller fill dynamic forms on their device, including geo-location and other capabilities.

Photo Capture

Upload photos directly to CRM in real time.

Agent Assistant & Live Chat Tools

Agent Console
Real-time dashboard for live agent guidance and customer context.
Self-Service Forms
Caller fill dynamic forms on their device, including geo-location and other capabilities.
Photo Capture
Upload photos directly to CRM in real time.

Agent Assistant
Capabilities

Agent Initiated
Self-Service
Live
Chat
Upload an Image
Send Links to
Specific Pages
Desktop
Screen Share

Agent Assistant & Live Chat Tools

Agent Console
Real-time dashboard for live agent guidance and customer context.
Self-Service Forms
Caller fill dynamic forms on their device, including geo-location and other capabilities.
Photo Capture
Upload photos directly to CRM in real time.

Built For Shared Success

Businesses

Accelerate live calls to reduce average handling time, lower costs, and improve customer satisfaction.

Customers

Reduce customer effort, streamline calls to shorten time spent on the phone, and save links to self-service to use again later.

Agents

Make interactions faster and easier, removing mundane, tedious tasks from agents’ plates & reducing agent burnout.

Built For Shared Success

Businesses

Accelerate live calls to reduce average handling time, lower costs, and improve customer satisfaction.

Customers

Reduce customer effort, streamline calls to shorten time spent on the phone, and save links to self-service to use again later.

Agents

Make interactions faster and easier, removing mundane, tedious tasks from agents’ plates & reducing agent burnout.

Built For Shared Success

Businesses
Accelerate live calls to reduce average handling time, lower costs, and improve customer satisfaction.
Customers
Reduce customer effort, streamline calls to shorten time spent on the phone, and save links to self-service to use again later.
Agents
Make interactions faster and easier, removing mundane, tedious tasks from agents’ plates & reducing agent burnout.