For Specialist Agents
OPX enables Specialist Agents to:
- Accept referrals from other agents
- Use the specialist complaints module
- Receive work from a dedicated QA queue
- Automatically get new customer emails and documents
- Take ownership or share ownership of cases
- Share skills and reduce workload by developing a script flow
Challenges & Solutions
How OPX can help
Specialist’s Challenges | Impacts | How OPX can help |
---|---|---|
Prioritising requests from many different sources. | Tendency to prioritise work by the seniority of the source, rather than its urgency. ‘Bottomless’ pile of work is discouraging. A lot of time is spent on admin work. | SLA based prioritisation. The system enables referrals and escalations. |
Keeping track of the many pieces of evidence and documentation associated with complex cases | Incorrectly processed complaints. Incompletely evidenced complaints. Sanctions from a regulatory body. | Offers specialised modules for handling complaints. Supports QA and assurance steps. Provides email gateways. |
Revisiting cases repeatedly in order to build a complex picture | Cases can slip outside of SLA while waiting for more information. Absolute ownership slows down processing. | Flexible and optional case ownership. Enables easy monitoring of deferred cases. |
The case queue is mixed with easy, medium, and complex cases | Spending too much time on simple cases to the detriment of more demanding cases | During peaks of workload, Scriptflow moves all of the simple cases to be handled by agents who are only trained for these specific cases |