Glossary of Terms
actions and action tracking
These functions allow an agent to assign a case to a user or queue, and to track the age of an item that has been transferred to a queue.
address cleaning and verification
Third-party address cleaning and verification products standardize addresses, making them easier to search and match, as well as reducing mailing costs by confirming that an address is valid.
agent console
This is the main desktop or Workbench for an agent where they launch new activities such as creating new cases, retrieving existing cases, running reports, or processing work flow.
Emplifi Chat for Facebook
Emplifi Chat for Facebook allows users to chat with agents in your call center through Facebook.
audit trail
Optional audit trails can track each modification to a field, including the person, date, time, original and new value.
automated notification
Rules-based notifications can be configured to send case information to supervisors or other interested parties (risk management, legal, and quality).
auto-suggestion
Rule-based activities can suggest a letter, enclosure, compensation, and other data collection and fulfillment activities based on data provided by the customer. For example, if a customer sends an email with a complaint about a specific product, the system can suggest a complaint-response letter, a paragraph referring to their specific product and complaint, and a coupon or other compensation to be sent with the correspondence.
case auto-assignment
This feature allows for cases, such as inbound emails, to be automatically assigned to the next available agent. Similarly, it can pop a new case on the agent's screen when they answer an inbound call.
case escalation rule
If a case remains unresolved for a defined period of time, these rules prompt the system to automatically escalate the case to a supervisor or supervisor queue. For example, this functionality can also be used to transfer normal cases from an agent to QA personnel.
case history
Based on the address of the customer associated with a case, this feature allows an agent to review history for all previous cases for the customer, and allows the agent to open any case from the history. This also allows an agent to review previous issues and answers that have been provided.
case management
Case management is the core set of functions that allows the recording of customer information, their issues or questions, and the agent's response in the form of notes, emails, or letters. The system also allows the agent to compensate the user for a bad experience and to track the goodwill compensation and number of times the customer has engaged the contact center. Case management also includes reporting functions for analysis of customer contacts, including preventative analysis.
case queue
These are electronic "inboxes" that hold pending cases on a first in-first out basis. Agents automatically draw the oldest, highest priority case from the queue first.
case team collaboration
Multiple agents are able to work on various aspects of a case by separating individual issues within a case. Each issue can be worked on and closed separately. When all issues are closed, the overall case can be closed.
CTI integration
This feature offers computer-telephony integration, including call controls in the agent desktop (pickup, disconnect, hold, mute, transfer, conference, etc.) and screen pop with call information when the agent answers.
customizable dashboard
The job and focus of each agent may vary. Users can determine which starting screen they see when they return to the Workbench. This may include reports which refresh agent statistics and workload information that monitor the agent’s key performance indicators.
customizable layout
The layouts for each data entry screen can be customized to the specific fields required for a user, including the order in which the fields appear. Layouts can also be configured to highlight required fields and highly suggested fields.
customizable report
Users can determine the fields and labels for reports. They can define dates and times as variables so that a report can be saved to run on demand or on schedule. For example, the appropriate time frame can be automatically substituted for daily, weekly, or quarterly reports.
electronic signature
This function allows electronic document signatures, including scanned signatures which can be included in letters.
email & template
Administrators can create standardized email responses that include preset content, and can merge in data from the database that is specific to a customer and their case or issue. This allows greater quality control, faster responses, and also allows for personalization of the response.
email auto-response
An email auto-response can be configured to let a customer know that their information has been received and when they can expect a response. This functionality is especially helpful if your contact center is closed overnight or on weekends.
email integration
Using POP3, SMTP, and other standard protocols, this function can send and receive emails using most corporate emails systems.
enterprise analytics (graphical report)
This function assists in the analysis data trends by providing graphical reports.
enterprise reporting
This function provides configurable reports, which can be saved as favorites, as well as ad-hoc and SQL level reporting.
event scheduler
The event scheduler is a system clock-based utility that allows various activities to be scheduled to run at a future time or to run repeatedly on a scheduled basis.
Facebook Chat
Facebook Chat allows users on your Facebook fan page to send a message to your contact center agents for response using a configurable form that displays on the fan page.
hosted web survey
Using survey design functions, a survey can be published as a web page to a server hosted by Emplifi, and a link can be provided to customers to take the survey online. Survey results are automatically sent to Emplifi Agent and added to the case database for reporting.
integration via web services API
Application Programmer Interface and web services allow integration with other systems.
issue-detail
Additional sets of fields to capture data about an issue can be added to each issue captured on a case.
knowledge base
This function called InfoCenter allows agents to look up information to answer customer questions. InfoCenter can be configured to automatically pop answers as alerts in instances where the agent has recorded a specific issue and exact information should be shared with a customer. The knowledge base can also be used as a catalog to look up information as needed.
mail merge
With this function you can merge data from the database (including address, case, and issue information) into a form letter that can be emailed or printed and mailed.
mass mailing
This utility allows you to create and send product offers, newsletters, surveys, and other items. This information is based upon a list of addresses within the database.
mobile access
Case information can be created using a mobile application. It can also be created in the contact center and sent to field staff using a mobile application on their smart phone, tablet, or mobile browser.
mobile customization & administration
Administrators can control which users have access to case data through Emplifi Agent Mobile, and can customize the data that is exchanged.
multi-company
For companies with multiple brands, or outsourcers dealing with multiple companies, this feature allows agents to switch between company configurations which may have different data collection and knowledge base resources.
multi-currency
This feature can display currency in the appropriate international format.
multi-lingual support (agent)
Agent-facing screens can be displayed in the native language of the agent (default is English).
multi-lingual support (customer)
This feature allows agents to receive and create correspondence with the customer in the customer’s native language, even if the administrator chooses to manage the data collection and reporting in a different language.
NLP-based knowledge base
Emplifi Knowledge Agent Assist allows agents to pose customer questions to your knowledge base, which uses Natural Language Processing to determine the best answer and to analyze intent.
normalized report
Data sets can be imported to allow reports to be normalized against sales or production data. This minimizes the effects of seasonal fluctuations, allowing contact rates to be compared to market activity.
read-only client access
For Quality Assurance, legal, or other groups that may need to review case data, but should not change it, read-only users can be configured.
repeater/goodwill tracking
This feature accumulates a count and a compensation total (separately) for a defined time period. These numbers allow the system to display a message to identify people who engage the contact center at a higher-than-normal rate, and who may be trying to get compensation that exceeds the norm. You can use this information to determine if the customer is loyal and engaged, or involved in fraudulent activity.
role-based permission
Definable roles allow the system administrator to assign functional access to the system based on the jobs that similar users perform. This allows an agent, supervisor, quality assurance, and analyst to have different access across roles, but similar access to others in the same role.
sandbox environment
Before rolling out new functionality in production, the sandbox (training environment), which comes with every system, provides a place to experiment without jeopardizing production data.
scheduled import
Using the event scheduler, an import of data (such as address or balance information) can be scheduled to import at a defined time or on a repeating basis.
scheduled report
Using the event scheduler, a report can be scheduled to run at a defined time or on a repeating basis, and can be saved as a file or distributed with email.
scheduled utility
Using the event scheduler, a utility (such as a mass mailing) can be scheduled to run at a defined time or on a repeating basis.
survey
A survey allows an administrator to create a list of questions with various answer formats (multiple choice, short answer, yes/no) which can be used as a script for the agent during a call to collect information, or to be sent to a customer to solicit information related to product or service experience.
threshold alert
A threshold is a configurable "high water mark" that allows you to set a value and, if the number of cases exceeds that value for a specified period of time, alerts you to a possible issue. For certain types of contact and depending on the contact center’s needs, even one case could trigger the alert.
visual SLA
Most contact centers have service level agreements (SLA) which they set as targets to determine the normal response time for a call, email, letter, or other contact. If a case is placed in queue, and exceeds a configured SLA, a visual queue (highlighted in yellow or red) will show that the queue contains cases that have or are in danger of exceeding the SLA, indicating that they need more urgent attention.
web chat integration
In addition to Emplifi Web Chat, Emplifi Agent also integrated with third-party chat systems like LivePerson and Interactive Intelligence Customer Interaction Center.
web & email case capture
This feature allows the use of web forms to collect data from a consumer on a web site. The data can be sent from the web site to Emplifi Agent as a formatted email message, which can automatically create a new case.
whitepages lookup
To save time and increase data accuracy, whitepages lookup software can retrieve a caller’s name and address based on their phone number.
workflow & approval automation (queue)
For cases in which multiple steps are required to resolve an issue or answer a customer question, cases can be transferred to another user or queue as part of a defined approval process.