8x8 Virtual Contact Center
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- Jade Wheeler
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1 8x8 8x8 services include: Multimedia contact management including phone, chat, , voic , and third-party Internet fax Powerful, easy to use hosted call center solution 8x8 is a hosted call center solution that delivers greater agent productivity and flexible call center management, at a fraction of the cost of traditional call center solutions. The 8x8 Virtual Contact Center works with 8x8 Virtual Office VoIP phone service to give you an easy-to-use yet extremely powerful contact center. 8x8 for Call/Contact Centers 8x8 is a full-featured, enterprise-class contact center for businesses of all sizes. With 8x8, you don t have to worry about expensive hardware, software, training, and administrative costs or integration headaches. 8x8 Virtual Contact Center s on-demand platform delivers world-class contact center functionality without the need for specialized premises-based infrastructure. With 8x8, your agents, supervisors, and system administrators require nothing more than a web browser and a phone (or softphone) to use the service. These simple requirements enable agents to be deployed cost effectively, regardless of their location. Its minimal infrastructure and centralized management make it the ideal solution for blending in-house and offsite or multi-site agents. Skills-based routing allows transactions to be distributed based on skill level (high, medium, or low skill level) An easy-to-use customizable IVR Contact and case management tool Computer telephony integration (CTI) Real-time Monitoring Historical and on-demand reporting Optional services include: Customizable CRM solution provides up to 60 user-defined fields to manage customer data. Recording service allows you to specify percentage of calls to be recorded by agent and/or queue. API for integration with Netsuite, Salesforce.com, Zendesk, Zoho, Microsoft Dynamics and other thirdparty applications. 8x8 includes multimedia routing and reporting (voice, voic , , chat, and fax) so you can connect with customers and prospects in whatever manner they prefer.
2 Agents Anywhere Agents at home or in the office, local or offshore are all handled in a uniform manner. Agent, supervisor, and administration GUIs are all securely accessible from anywhere in the world through a standard web browser with a high-speed Internet connection. The Agent Desktop provides office and ACD phone features such as multiple lines, conference, transfer, hold, mute, record, ready, after-call work, break, etc. with just a phone or softphone. Call Queue and Skills-based Priority Routing Each incoming dialed number can have its own IVR/routing script or share a script with another incoming number. A script can provide different routing strategies based upon the time-of-day, day-of-week and specific dates. An incoming call script can solicit DTMF input and/or use dialed number and calling line-id to make a direct routing decision. Alternatively, this information can be used to check the database or an external database to make a routing decision. The Contact Center can check if the queue is overloaded. If the queue threshold or overload is met, the call, chat or can be routed differently. Contact Center phone queues may offload inbound calls into voic if the queue gets overloaded. Inbound calls are routed to the agents with the highest skill level. If those agents are logged out, busy or otherwise unavailable, the call goes to the medium-skilled agents, and then the lowest-skilled agents. Customizable IVR The service includes IVR (Interactive Voice Response) capabilities managed through a web administrator interface. The IVR supports multi-tier menus, customer-entered digits, queue look-ahead logic for number of calls in queue and expected wait time. Multiple schedules with special day exceptions are supported in the IVR logic. Database dip results can be used to alter routing and call priority as well as being forwarded with the call to support intelligent screen pops. Each incoming channel (DNIS) can have its own IVR script and localized message set. Each queue or skill can have its own on-hold message. This supports varied applications including multi-language localizations. Testing can be done on test channels. Once the application is correct, a production channel can use the tested script. Changes can be made on-the-fly. 2
3 A key benefit of 8x8 s built-in IVR is its ease of use. 8x8 Virtual Contact Center provides the tools to easily manage schedules, prompts, announcements, database dips, skills and priorities. Upload, select, and review: prompts, in-queue waiting music, and voic prompts 100% configurable through web browser interface Create/modify IVR scripts with local and remote host data dips Set up schedule variables with time of day/day of week with alternate greetings and holiday exceptions Create routing scripts using caller data (caller ID) and make a routing decision based on results Play greetings based on contact center status and loads The 8x8 IVR has the ability to pass through the following values and make a routing decision: Numbers (e.g. account numbers) Currency (e.g. account balances) Dates External variables 1 and 2 The use of external variables allows queries to be made to external resources such as another CRM from your IVR script. 8x8 s built-in IVR uses a point and click interface that allows each customer to create and modify their own scripts. IVR Script Management User Interface 3
4 Multimedia Queue Management Tools Advanced Service Level Alerting 8x8 supports separate service level objectives for each queue. Service level notifications can generate s whenever a target SLA is not met. This also extends to case management. If cases are stalled or have no activity, an alert can be triggered to notify a group of supervisors or administrators. Queued Phone Calls 8x8 allows customized audio files to be uploaded for in-queue waiting music. Phone queues also feature overload process rules which enable calls to follow an overload script if no agents are available, or if a predefined queue threshold has been reached. These overload scripts allow further action such as forwarding the call to voic or to an overload menu. Queued Chat Sessions Chat sessions initiated from a web page link are queued and distributed to agents. Queued scripts can be created to intelligently route s based on sender, recipient, keywords in subject line, and lookup CRM values/data. They are also scanned for viruses and spam. These s are placed into a queue and dynamically created as Customers and Cases and automatically assigned a new case number once accepted by the agent. Queued Fax Sessions 8x8 supports queued faxes through a third-party Internet fax service which sends the fax to an address configured for the. This service requires the custom CRM solution. Queued Voic Messages left in voic queues are associated with skills-based routing and delivered to the next available agent with the highest skill level. When the agent becomes available, the agent s phone will ring. Upon pickup, the voic will be played back to the agent. Optionally, the voic can also be delivered by . 4
5 Contacts and Case Management Tool A basic Contacts and Case Management Tool solution is included for customers who need a simple yet effective way to manage their contacts and cases. A centralized repository of customer data ensures that agents have current information at their fingertips, regardless of the communication source. Screen pops are based on information gathered from Caller ID, DTMF digit selection through the IVR, or information pulled from the CRM. CRM Integration Basic Contacts and Case Management Tool 8x8 also offers out-of-the-box integration with NetSuite, Salesforce.com, Zendesk, Zoho and Microsoft Dynamics through the optional web API: Single Sign-on Don t worry about logging into two separate applications! Just sign into 8x8 and we ll bring up your NetSuite, Salesforce.com, Zendesk, Zoho or Microsoft Dynamics application. Click to Dial Save time by easily contacting your customers by clicking on a phone number inside a Contact record. Screen Pops Quickly identify who s calling and their history by having the caller s NetSuite, Salesforce.com, Zendesk, Zoho or Microsoft Dynamics record pop up once your representative answers the call. The API allows synchronization with third-party CRM solutions, databases, and/or custom applications. 5
6 CTI (Computer Telephony Integration) 8x8 s built-in CTI allows you to leverage telephone functionality using virtually any web-based API. We ve also built out-of-the-box CTI integrations to leading CRM products, meaning there s no need for expensive third-party software or hardware. The 8x8 CTI includes: Coordination of telephony and data delivery to the agent via screen pops Control of telephone functionality directly from the desktop (transfer, mute, conference, etc) CTI Benefits Improves productivity as agents can immediately identify the caller and access their information Increases customer satisfaction since customers no longer need to repeat information should they be transferred. Call Recording Call recording is an optional feature within. Selectable criteria for recording are 1) percentage of calls by skill, 2) percentage by agent ID inbound and/or outbound and 3) on demand using a button on the agent toolbar. Recordings are indexed and viewable from any authorized supervisor position. Individual recordings can be played back or saved to disk as.wav files. A secure FTP site is provided to download recordings in bulk. Recordings are removed once the recording storage space has been consumed. The newest recording will overwrite and replace the oldest recording. The SFTP server allows users to bulk download files and store them locally, to ensure nothing is lost. 8x8 records conversations based on any and all of the following criteria: Percent of calls handled by a particular queue Percent of calls handled by a particular agent Percent of direct calls to a particular agent Percent of outbound calls made by a particular agent On demand from the Agent Desktop Other recording benefits: Monitor quality assurance by recording calls Supervisors may retrieve call recordings through the Agent Desktop Bulk downloads to local server through secure FTP 6
7 Robust Reporting and Monitoring 8x8 uses a browser-based Agent Desktop to present and control agent interaction. No client software installation is required. Agents can view the status of other agents within the Agent Desktop. Agents and supervisors can view the status of their queues. Supervisor logins show greater detail such as monitoring and reporting options. In addition, the Agent Desktop will present transaction details: who s calling, the number they dialed, the queue selected, and the wait time in the queue. Agent Desktop displaying customer contact information for an incoming transaction Agent Desktop displaying queue/agent status 7
8 Supervisor monitoring capabilities available with our solution include the following: View current status of all agents Listen in and/or view the live interaction status Join the interaction Receives the same screen pop data that the agent receives Supervisor can see attached data associated with agent call The supervisor is presented real-time information and tools needed to track agent efficiency as well as queue efficiency. Agent Monitoring 8
9 Real-Time Monitoring Real Time Agent and Queue Monitoring Supervisor positions are able to see the real-time status of their agents and the time the agent has been on a particular status. They are also able to see the number of calls in progress, the number waiting, and the longest waiting call per queue/skill. Supervisors have access to real-time service level screens and real-time agent status graphs indicating the percentage of time in various states (e.g. on call, waiting, after work, on break, etc.). Real-time Display Window Queue Management Statistics Agent Management Statistics Agent activity bar graph last 30 minutes Agent activity bar graph all day 8x8 s Real-Time Reporting View 9
10 Live Call Monitoring Authorized supervisors can monitor live agent calls from any location. A supervisor uses a web browser to pick an agent to monitor. The system calls the supervisor s phone with the call in progress and the microphone muted. Buttons allow the supervisor to barge-in, select another agent, or quit monitoring. Supervisors have scoped visibility to monitor and playback recordings only within their own agent groups. Supervisor Panel to select and monitor live calls. 10
11 Historical Reporting 8x8 provides 37 standard reports with extensive filtering capabilities. Reports are generated on demand and can be selected by date interval, agent groups, queues and media type. Reports are accessible though the supervisor Agent Desktop and are delivered in Excel-compatible formats or through the Contact Center Historical Reporting XML API. List of Historical Reports Generating Historical Reports Overview Detailed Transactions Activity Agents Time on status Login time Status change details Inbound transactions Inbound transactions per media Inbound transactions per media per queue Inbound transactions per media per channel per queue Processing and post processing times Processing and post processing times per media Processing and post processing times per media per queue Processing and post processing times per media per channel per queue Agents (continued) Time on break/offline with status codes Other transactions analysis Detailed outbound call activity Detailed accepted transactions activity Detailed accepted transactions activity with wrap up codes Detailed outbound transactions activity with wrap up codes Transactions grouped by wrap up codes Groups Time on status Media Inbound transactions Abandoned transactions Accepted transactions - online media Accepted transactions - offline media Queues Inbound transactions Abandoned transactions Accepted transactions - online media Accepted transactions - offline media Detailed entered transactions activity Detailed accepted transactions activity Channels Inbound transactions Abandoned transactions Accepted transactions - online media Accepted transactions - offline media Campaigns Campaign details Campaign record details Campaign transaction details These reports can be exported into Excel to be forwarded as reported and/or manipulated further if required. 11
12 Summary The 8x8 is the fastest, easiest way to deploy a world-class contact center. 8x8 Benefits Low start-up costs, low monthly fees Implement with no hardware (except phones) to install or manage, just one low monthly fee. Advanced call center features Empower your team with advanced capabilities like skillsbased routing, multimedia queuing, and realtime monitoring and reporting. Your agents, anywhere Unite local and remote agents under one virtual call center. All information is routed through our hosted call center application, so you can establish routing rules and agent groups without limiting you to a single physical location. Get started quickly Deploying a call center is now fast and easy; our Jumpstart program gets you up and running fast. Easy to use Configure your call center or make changes on the fly, without any assistance from your IT department. Grows with you No need to pay for more seats than you need. Start small and grow with 8x8 s scalable solution and the pay-as-you-grow pricing model. For more information, call or visit P: (Toll-Free) P: (Outside US) F: NASDAQ: EGHT The 8x8, Inc. logo is a registered trademark of 8x8, Inc. 8x8, Inc. is a publicly traded company. SALES286/410
8x8 Complete Contact Center
8x8 8x8 services include: Multimedia contact management including phone, chat, email, voicemail, and third-party Internet fax Powerful, easy to use hosted call center solution 8x8 is a hosted call center
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