Truth in Teamwork: How Cross-functional Collaboration Drives Remote Resolutions

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Visual Assistance: the key to cross-functional collaboration

Visual Assistance technology enables an agent or technician to establish a live video stream with a customer in order to view their issue and provide Augmented Reality guidance on their mobile screen to achieve a remote resolution. Using Visual Assistance allows agents and technicians to work together on delivering faster and more effective customer service. This can be accomplished in several ways:

Shared knowledge base

When technicians or agents capture visual records of each visit or interaction, a visual knowledge base is created and can be shared between departments. With the rise of distributed workforces due to the pandemic, implementing a visual knowledge base is a straightforward way to achieve cross-functional collaboration, since in most cases, there are no linguistic elements that could be misinterpreted. A visual knowledge base enables any agent or technician to instantly become an expert on any issue.

Shared history

Service issues sometimes appear out of the blue, but more often, they are part of a bigger picture of the customer journey. To deliver the best overall experience, agents and technicians should both have access to the customer’s visual history. Agents can use this information to personalize the interaction by referring back to previous episodes, while technicians can use it as reference to better understand and resolve issues. For example, knowing that a customer received service for a faulty rubber fitting on their washing machine a few months ago could offer vital clues about the cause of their current issue.

Joint Triage

To save time and provide the customer with the fastest, most efficient service possible, the customer service agent can invite an experienced technician to a three-way live visual session. For example, a cafe is experiencing a technical error with its coffee machine. The customer service agent is unable to fix the problem but waiting for a technician to arrive on site will negatively affect the cafe’s revenues. The agent therefore brings the technician into the session, enabling him to inspect the machine, identify the issue, and walk the employee through the steps required to resolve it.

Visual inspection before dispatch

When a technician visit is deemed necessary, customer service agents can use a visual inspection to make sure the technician is fully prepared, with complete knowledge of the issue and all the right parts and tools. For example, the agent can ask to see a customer’s smart TV, noting the make, model, and on-screen error message. An image of the TV’s connections can also be captured, so the technician has all the information he needs before setting out, limiting time on-site and ensuring that only one visit will be needed.



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