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Contact center glossary

Plain-English definitions of the terms you'll run into when choosing and launching a contact center and in day-to-day work. Where it helps, we include a formula, an example, and a link to a calculator.

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Call queue – callers waiting to be answeredCallers waiting for an available agent. Call recordingCalls are saved so they can be replayed and disputes settled. Call routingRules the system uses to decide who gets a call. Call scriptA call playbook: what to say, what to ask, and how to handle objections. CallbackThe customer doesn't wait on hold but asks for a callback – and gets one when an agent is free. ChatbotAnswers customers in chat and messaging apps from a scripted flow with buttons. Cloud contact center (CCaaS)The platform runs in the provider's cloud, no servers of your own needed. Cloud deployment (cloud)The platform runs on the vendor's servers, and agents connect over the internet. ConnectorA prebuilt module that links the platform with telephony, a CRM, or another system. Contact center quality managementCalls and chats are scored against a scorecard to find mistakes and coach agents. CRM – customer relationship managementWhere a company keeps its customers, deals, and full communication history. CTI – computer telephony integrationTelephony connected to the CRM: one-click dialing, and the customer record opens on an inbound call. Customer portalA secure area of the website where customers track their requests. Customer recordThe screen of customer data an agent sees during a conversation. Customer satisfaction score (CSAT)How satisfied a customer is with a specific conversation – usually a 1-5 rating right after the call. Customer success platform (CSP)A system for managing customers after the sale.

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