Solutions
A workspace for every role, from agent to partner
Your company gets one system instead of a stack of apps: every employee, customer, and partner works in their own part of it, and everyone shares the same numbers. Agents need to recognize the customer right away; supervisors need queues, schedules, and call quality; sales needs leads and results by rep; IT needs servers, user accounts, and integrations; executives need reports and costs. The system also opens up to people outside the company: individual customers and businesses, agencies, dealers, and branches get their own customer or partner portal.
Agentown customersown metricsSupervisorall linesin-call suggestionsDirectorall departmentssummaries and costsPartnerown companyreferred customersRoles
Choose your role
One day
How one system works for the whole team
Everyday situations from the perspective of different roles – inside the company and at partner organizations.
An agent answers a customer
While the phone rings, the agent sees the caller's name, the question they asked in chat yesterday, and the status of their contract and payments. If the question is hard, the AI assistant finds an answer in the knowledge base, and the supervisor joins with a whisper only the agent can hear. As soon as the call ends, the recording and a short summary appear in the CRM.
- Customer known in advance
- Knowledge base suggestion
- Logged in the CRM
CustomerAnna, regular5 inquiriesLastchat yesterdaydelivery questionOrder systemcontract, paymentsvisible before answeringSuggestionfrom knowledge baseAI assistantA supervisor holds the queue
More and more callers are waiting, and the supervisor sees it instantly: who is free and who is stuck with one customer. They move agents on the fly to where wait times are longest and coach a new hire in a whisper, callers hear their estimated wait time, and a forecast based on past weeks shows how many people to schedule tomorrow.
- Queue on screen
- Moving agents
- Tomorrow's forecast
In queue14waiting up to 2 minAvailable0 of 25all on callsMoved3 agentsfrom chats to callsForecast for tomorrow28 peoplebased on past weeksAn executive reviews the results
The executive sees how many inquiries came to each line, how many were answered, and where customers waited longer than usual. Speech analytics shows which topics are costing sales. Costs are transparent: support under your plan and, if the system is in the cloud, hosting – licenses and users cost nothing.
- Report across all lines
- Every call reviewed
- No license fees
Inquiries18 400all linesAnswered96%the rest got a callbackWhere sales fall through3 topicsfrom speech analyticsCostssupport and hostingno per-seat feesA partner picks up the work
A customer calls from Denver, and the agent passes them to the agency that covers that city. The agency manager sees the inquiry in their partner portal along with past calls, contacts the customer, and records the outcome – and the executive sees it right away.
- Handoff to a partner
- Agency portal
- Results right away
Calltaken by an agentbuyer from DenverSentto a Denver agencyto the partner portalAgency repcalled backlogged the outcomeDirectorsees the resultno emailsWe tailor workspaces to your roles; our engineers' time comes out of your support hours.
Modules
What each role can use
Launch
How we launch
- 01Meet your teamWe invite future users and everyone who has a say in the choice: leadership, the contact center manager, IT, and security. Each one tells us what they can't do without.
- 02Roles and permissionsTogether we list the roles and decide who gets which sections and what they can change. Roles outside the standard set are built to match your org chart.
- 03WorkspacesWe set up the customer record, suggestions, reports, and manager screens and connect your CRM. Our engineers' work is billed against your support hours.
- 04Pilot shiftFirst, some agents and their supervisor work in the new system while the rest stay in the old one. We address feedback from every role before the whole team switches over.
- 05ImprovementsAfter launch, we change the interface and reports on request as your team takes on new tasks. We install platform updates ourselves, without distracting your employees.
Q&A
Frequently asked questions
How is the agent screen different from the supervisor screen?
Agents see their own calls and chats, the customer's history, and their personal metrics for the day. Supervisors keep the whole shift and all lines in view, open logs, missed calls, and reports, and can step into a call with a whispered tip or take it over.
What does the sales team see?
Incoming leads with callbacks, the outcome of every call in the CRM, and a report by rep that shows calls and sales side by side.
What do executives get?
Results across all departments and branches, service level, speech analytics scores, and costs – all compiled automatically.
How are IT permissions different from everyone else's?
The administrator works with every section: roles, user accounts, API keys, and the audit log. They also deactivate departing employees, who immediately lose access to recordings and customer records.
What do customers and partners see?
A customer sees only their own orders, inquiries, and documents. A partner sees their organization and the customers handed to them, and the partner's manager also sees their team.
Can we create a role for our own job title?
Permissions and screens are built around your structure; the standard set of roles is just a starting point. Our engineers do this work, billed in support hours.
How much does each new user cost?
Nothing: users are free, no matter how many you have. You pay only for support and, if you run on our servers, for hosting.
How can we see the screens for different roles before buying?
In the demo: fill out the demo form and you'll get an access code by email; inside there are fictional customers and a role switcher.
Glossary
Terms on this page
- Supervisor
- Leads a team of agents: watches the queue and quality, helps and coaches. Learn more →
- CRM – customer relationship management
- Where a company keeps its customers, deals, and full communication history. Learn more →
- Customer portal
- A secure area of the website where customers track their requests. Learn more →
- Knowledge base
- All answers, policies, and prices in one place – for agents and AI. Learn more →
- Whisper coaching
- Supervisor coaching that only the agent can hear. Learn more →
- Speech analytics
- The system analyzes recorded calls automatically: topics, script adherence, customer emotions. Learn more →
- Customer record
- The screen of customer data an agent sees during a conversation. Learn more →
- API (application programming interface)
- The way programs exchange data with each other without a person in the loop. Learn more →
- Hosting
- You rent a server from a provider instead of buying one. Learn more →
- Cloud deployment (cloud)
- The platform runs on the vendor's servers, and agents connect over the internet. Learn more →
- Callback
- The customer doesn't wait on hold but asks for a callback – and gets one when an agent is free. Learn more →
- Service level (SL)
- The share of calls answered within a set time – for example, 80% in 20 seconds. Learn more →
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