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Ability for customer to leave message for a Callback

  • 1.  Ability for customer to leave message for a Callback

    Posted 07-16-2019 00:26
    Hi Again!

    We are wondering if the functionality exists for the customer to leave a brief message when they are requesting a call back? 

    Our call backs are setup automatically and means that an agent could complete the action and are having to just lead with "We are returning your call". This is proving difficult as we are returning calls to our centres, any one of the staff might pickup the phone, not just the person who requested the callback. Without the ability to know who requested the call back, or provide context around the question we are unable to determine who we need to speak with. 

    Ideally we would want something like "To request a callback, press X (followed by) please leave your name and a short message after the tone" then this message would be played to the agent before they complete the callback.

    Thanks!

    #callback #Basicfeaturesandfunctionality #Roadmap/NewFeatures

    ​​​​
    #Unsure/Other

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    Amy Clifton
    Goodstart Early Learning
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  • 2.  RE: Ability for customer to leave message for a Callback

    GENESYS
    Posted 07-16-2019 10:04
    That is not a feature, no.

    The feature you might use instead of the Callback would be Voicemail for the queue. When you transfer a caller to the queue's voicemail and someone leaves a message, the voicemail message gets queued and routed to an agent.

    The Voicemail action lets you play a custom prompt, so you can prompt the caller to leave a short message as you describe (the customer doesn't need to know they are leaving a voicemail). You can assign a Callback Number, so if you want to be fancy prompt the caller for their callback number first, before the Transfer to Voicemail action, and gather the phone number where they want to be called back. You can choose the script that will accompany the voicemail when routed to the agent. 

    PureCloud routes the voicemail as a Callback, so the agent receives a Callback interaction with the assigned script pop, can listen to the message and then call the person back at the designated number.

    Here's an example of what it looks like in my org:



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    George Ganahl CCXP, GCP
    Principal Technology Consultant
    Genesys
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  • 3.  RE: Ability for customer to leave message for a Callback

    Posted 07-17-2019 09:17
    George,
    What is that in the blue box in the image you posted here? Is that some kind of script page block or section? Some kind of TTS that plays on the callback? I'd like to find a way to make that appear in the Salesforce Embedded Client, is that possible?

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    Greg Beal
    ConvergeOne
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  • 4.  RE: Ability for customer to leave message for a Callback

    GENESYS
    Posted 07-17-2019 10:14
    The blue box is the custom script I created (I like blue background) and assigned in Architect in the Transfer to Voicemail action.

    So, it is the script the agent will read when they get connected to the customer after clicking the Begin Call to initiate the callback phone call.

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    George Ganahl CCXP, GCP
    Principal Technology Consultant
    Genesys
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  • 5.  RE: Ability for customer to leave message for a Callback

    Posted 07-17-2019 15:01
    We just live with Genesys yesterday and we are using the voice mail method that George mentioned. It is working great for us​.

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    Ben Marthin
    Vehicle Service Group, LLC
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  • 6.  RE: Ability for customer to leave message for a Callback

    GENESYS
    Posted 07-17-2019 17:33
    Good to hear! I did a little bit of testing, but nothing live in a contact center.

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    George Ganahl CCXP, GCP
    Principal Technology Consultant
    Genesys
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  • 7.  RE: Ability for customer to leave message for a Callback

    Posted 07-27-2024 02:59

    @George Ganahl 
    Hi George.

    I have some questions that I am still unable to address.

    If we don't use "transfer to voicemail" but instead use "create callback" and want customers to leave a voice message with the audio file showing up in the agent's interaction page, similar to when using "transfer to voicemail," how can this be achieved?

    This is to cover cases where customers hang up before leaving a message or leave a message but there is no audio. Normally, the system won't route the call to an agent. Can this be done if we use "transfer to voicemail"?



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    Nuttapong Limadisai
    Beryl 8 Plus Public Company Limited
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  • 8.  RE: Ability for customer to leave message for a Callback

    Posted 07-28-2024 05:36

    If you want an audio file presented then you need to use Transfer to Voicemail.

    However with a Callback you could use a voice bot to receive any input from the customer, and then present the utterance into a script. This could be a regex .* slot.

    Transcription of ACD voicemails is in the ideas lab https://genesyscloud.ideas.aha.io/ideas/INB-I-1265 

    This could be done before the create callback action and the utterance/slot added to the script. Or this could be collected after the callback is created and stored in participant data to present in the script as well.



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    Richard Chandler
    Connect
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  • 9.  RE: Ability for customer to leave message for a Callback

    Posted 07-28-2024 07:11

    Hi @Richard Chandler

    I am experiencing 2 issues:

    1. The customer hangs up before the voicemail step. I have tried using "Create callback" before "Transfer to voicemail," which works well but is not complete because there is no customer's voice file. I would like a method that uses "Create callback" and allows the customer to leave a voicemail that shows up in the interaction.

    2. The customer reaches the voicemail step but does not say anything. The system cannot detect any voice, so the call is not sent to the queue that was set. When checking the Timeline details of that call, the voicemail step shows "Uploading" and then disconnects.



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    Nuttapong Limadisai
    Beryl 8 Plus Public Company Limited
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  • 10.  RE: Ability for customer to leave message for a Callback

    Posted 07-28-2024 07:27

    Hi Nuttapong,

    I do not recommend a transfer to voicemail after a create callback. It should be one or the other. 

    Create a script that has a string variable and present it as text in the script.

    In the flow create a callback.

    Next use a voice bot to listen for a customer message.

    Store that message in set participant data with the name of the script variable.

    This means if the customer does not leave a message you still get a callback but with limited information.



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    Richard Chandler
    Connect
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  • 11.  RE: Ability for customer to leave message for a Callback

    Posted 07-28-2024 07:34
    Edited by Nuttapong Limadisai 07-28-2024 07:37

    Hi @Richard Chandler

    I thought about this as well, but in this case, there won't be an audio file, right?

    It will be text obtained from speech-to-text conversion, correct? Or can I use Transcription in the flow?



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    Nuttapong Limadisai
    Beryl 8 Plus Public Company Limited
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  • 12.  RE: Ability for customer to leave message for a Callback

    Posted 07-28-2024 07:49
    Edited by Richard Chandler 07-28-2024 17:04

    In my example this would just be a transcript. If you want audio you need to use transfer to voicemail but you do not require the callback step beforehand. Ithe customer does not complete there is not much you can do except use process automation to trigger a callback creation after the customer disconnects.

    However, if the customer disconnects before completing they may have decided they do not want a callback.



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    Richard Chandler
    Connect
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