Agent Application - Call Center
Using Voice Media to Access Recordings and Voicemails in ChaseData Agent Application
The voice media module on the agent application serves multiple purposes: Will allow agents to listen to their inbound voicemail's Will allow agents to view notes from managers on previous calls Will allow agents to listen back to calls they've made ...
Using the Search Tools within ChaseData Agent Application
This article is going to cover using the search tools provided within the ChaseData Agent Application. To access these tools there are two quick options. This tool is best used to find a contact or lead in the system. One is going to be using the ...
Using Call History within ChaseData Agent Application
This article is going to cover using the call history tools provided within the ChaseData Agent Application. To access the Call History Search within the Agent Application choose the phonebook icon on ChaseData Dialpad. Call History window is the ...
Using Agent Instant Messenger
The instant message works one of two ways (depending on how your manager has set up your account up): Agents can message admins only Agent can message admins and other agents To use the instant message feature, click on the "Instant Message" button ...
Transferring a call to a different agent (cold transfer)
Performing a blind cold transfer to another agent in the system is extremely simple using ChaseData Agent Application. First, you have to make sure you are connected to a call. Then click on the "Transfer Call" button at the top on the call option ...
Setting Up a Conference Call in ChaseData Agent Application
Conferencing in the agent portal is pretty straight forward. Note: You have to be currently connected to a call in order to conference. First, click on the "Conference" button from the call action menu at the top of your agent workspace indicated ...
Setting a Callback Reminder using ChaseData Agent Application
Agents have the ability to set two types of callbacks: Agent Specific Callbacks (AgentSPCB) - These callbacks will go to the agent specified when initially setting up the callback. The system will notify the agent of the callback a few minutes before ...
Placing a Manual Call in ChaseData Agent Application
Placing a manual call in ChaseData Agent Application is very easy all you have to do once logged in is click on the Manual Call Menu option on the left hand side of your screen. You can perform this from any login status you wish. This will prompt ...
ChaseData DialPad Interface
This article is going to cover using the ChaseData Dialpad Interface and outlining it’s features. You can access the Dialpad by clicking on the Manual Call Icon on the left hand menu from the agent application unless otherwise pinned to your Agent ...
Blind Transferring a call to a different agent (cold transfer)
Performing a blind cold transfer to another agent in the system is extremely simple using ChaseData Agent Application. First, you have to make sure you are connected to a call. Then click on the "Transfer Call" button at the top on the call option ...
Accessing Follow Up Calls in ChaseData Agent Application
This article is going to cover accessing saved callbacks via the ChaseData Agent Application. This feature is best used whenever in a busy status as not to take calls while researching your callbacks. All you have to do is click on the calendar icon ...
Accessing Agent Reports in ChaseData Agent Application
Agent Reports would give an agent access to view their reports to better breakdown the calls they are making and the progress through the leads or clients. To access these reports you would select Reports from the Agent Portal. Once selected you will ...