Video Shorts: Omnichannel Callback Voice and Zoom - Portal
[Music] foreign [Music] callback is a new feature in the Utah stories with the ability for customers to request reschedule or cancel a voice or Zoom callback here we have a customer Gilly Parker who goes to the customer portal and wants to request a callback she goes to a recent case for a problem with the refrigerator and then clicks on request callback there are different types of callbacks immediate where you see Zoom is not available or call me later where for both voice and zoom Gilly has the capability to set up a time phone number is required and sometimes that number can be different than the one in your contact record here we're asking to confirm a number where she can be reached next we'll add a description there's an issue with the smart cool refrigerator and from here clicking submit will set the appointment up now there's a tab here where she can see any callback that she has that's upcoming or any ones that she's had in the past or canceled next she realizes she needs to reschedule clicking on the reschedule allows uh Gilly to select a Time for the next appointment or the capability to cancel that appointment altogether with omnichannel callback customers can reach out via the portal engagement messenger chat VA as soon as possible or schedule a voice or Zoom callback for better customer experiences next Gilly is going to set up a callback using Zoom Gilly clicks on the same case and from here you can see the details up at the top and clicking on the actions to request a callback Gilly types in the phone number where she wants to be reached and from here picks the issue type we're going to leave it as product and types in the Gilly types in the description for the call me later Zoom is an option and the calendar pops up with available dates and times that Gilly can select and set up the zoom callback once that's been submitted then in the summary we can see that the zoom has been set up and scheduled omnichannel callback will increase customer experiences and customer engagement where customers can launch from Portal engagement messenger chat or VA voice calls can be as soon as possible or scheduled and zoom calls can be scheduled
https://www.youtube.com/watch?v=p6IcfCv8V1M