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AnchorProcess_OverviewProcess_OverviewHandled By: Homeowner-trained Support AgentsBackground: There may be instances when Background: Occasionally, an irate customer may request to be elevated to speak with leadership , or require special handling for their complaint /concern requires special research and handling.

Process Overview

...

STEP

...

or concern. This SOP outlines the procedures for these situations to ensure effective and professional management.

This document provides clear steps for agents to follow when dealing with upset customers or handling escalations. Adhering to these guidelines will help maintain professionalism and ensure that customer issues are addressed efficiently.

...

Key Considerations and Tips:

  • Empathy and Patience: Approach each interaction with understanding and calm, demonstrating empathy for the customer's situation.

  • Clear Communication: Communicate clearly and professionally, ensuring that the customer feels heard and valued.

  • Protocol Adherence: Follow the specific steps outlined in this SOP to ensure proper escalation and resolution. You are truly the best source to help each unique customer interaction.

...

Note

If you are a Back Office Support Agent handling an email from a customer providing supporting documentation for an escalated case (Click Here)

Info

If you are a Resolution Specialist Agent and need to access to a CXone Recording Older than 90 days for your investigation or Case, Please (Click Here)

...

Process:

Step

Event/Action

IF

Then

1

  • Is the customer upset/refusing assistance and requesting a lead or supervisor

,

  • and/or does the customer’s concern qualify for additional review by a resolution specialist?

  • If yes, go to Step 2

  • If no, follow the appropriate process and Stop

Info

Note: Please use /wiki/spaces/CX/pages/2983231591, when applicable, to de-escalate an irate customer

2

Info

Click Here to determine if it qualifies for additional review or not

Warning

We never OFFER to escalate unless they ask for a situation to be escalated.

YES:

NO:

  • Follow the appropriate SOP/Process and Stop

2

  • Is there any open case related with this complaint?

YES

If the case has been updated

  • Provide any existing updates to the customer

If the case has not been updated

  • Tag the Case Owner in the case Feed asking to please contact the customer back with new updates

  • Let the customer know that there is an open case and that the case owner will be contacting them back as soon as possible within the next 24-48 Business hours

Info

  • If Customer agrees to wait; Stop Here

  • If Customer refuses to wait (Click Here)

NO:

  • Ask the customer if they would allow us the opportunity to review the concern further and contact them with an update within

1 day

  • Review the matrix below for the next steps

    • IF:

    THEN:

    Customer agrees to wait for a follow-up

    • Update EBH Ticket:

      • Reporter Field: [Email Address of Homeowner, Account Servicing, or whoever originated the complaint]

      • Request Type: Complaint

      • Tag (@): Nehemiah Franco, Eric Suarez, Berenice Peralta

    • Stop

    Note

    Reminder: For phone calls/chats, first convert the CXOne interaction to an EBH Ticket

    Customer refuses to wait for a follow-up

    • Advise them that you will attempt to connect them; however, if unavailable, they will be prompted to leave a voicemail

    • Attempt to warm transfer the customer to a Resolution Specialist

      • Is a Resolution Specialist available within 30 seconds?

        • If yes:

          • Discuss the customer’s concern

          • If accepted for handling, complete the transfer

        • If no:

          • Go to Step 3

    3

    • Attempt to warm transfer the customer to a Team Supervisor

      • Is a Team Supervisor available within 30 seconds?

        • If yes:

          • Discuss the customer’s concern

          • If accepted for handling, complete the transfer

        • If no,

          • Complete the transfer for customer to leave a voicemail

          • Stop

    ...

    QUALIFIERS

    • 24-48 business hours

    Info

    How to proceed If customer agrees to wait for a Follow up:

    Note

    If you are a Back Office Support Agent handling an email from a customer providing supporting documentation for an escalated case (Click Here)

    Step

    Action

    1

    • Agent must gather a detailed overview from the customer by asking the following questions

    CLICK HERE TO UNDERSTAND THE DETAILED OVERVIEW

    2

    • After asking the questions agent must ensure that the customer understands the need of documentation related to their complaint to assist with resolution

    Info

    • You should explain to the customer that while you are happy to assist, in order to better support the issue we need to obtain documentation related to the complaint

      • This can be communicated clearly during the call to avoid confusion

    • To facilitate the request documentation; Front-Line Agent will send an Email to the customer during the call

    Info

    • You may use the Quick Response named as “Requesting Supporting Documentation”

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    bgColor#FFFFFF

    This Email will explain the specific documentation needed and request that the customer respond with the required filed

    • Once the Email Reply is received by the customer this will go directly to our Back Office queue

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    Once in queue; Agent will review the Email thread to understand the context and gather the necessary information to proceed

    Note

    NOTE: If customer refuses to provide supportive documentation agent will still create the Case and assign to resolution lead (Go to Step 3)

    • The case should clearly note that the documentation was requested but was not provided by the customer

    3

    • Then; you must Create a case in Salesforce

    (How to create a case in salesforce)

    Primary Reason:

    • Complaints

    Case Description:

    • Include the Detailed Overview of the call/interaction.

    • Supporting Documentation from the Homeowner (If provided)

    • Include the installer/sales rep POV.

    • CXone recording or interaction ID.

    • Key Points of the interaction:

      • What type of escalated concern it is.

      • What red flags did you see when reviewing their concern?

      • What other items raised concern?

      • Does the voice in the welcome call match to your interaction with the homeowner?

      • Review the Certificate of Completion.

    4

    • Create a case assignment and assign to the Resolution Team and then Stop

    (How to create a Case Assignment)

    • Advice the customer : “We take your concerns seriously and we will be investigating your concerns. We also highly recommend you calling your installer and notifying them of your concerns. As we are partnered with your installer, but they do not work for Everbright.”

    If requested by the customer: Provide the Installer’s Information

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    panelIconIdatlassian-warning
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    bgColor#FFEBE6

    NOTE: If a Case Assignment to a Resolution Specialist is rejected or returned, the case owner should close the case, making sure to also change the Closed Reason to "Case Voided" before clicking "Save”

    		image-20250106-141331.pngImage Added

    How to proceed if customer refuses to wait for a Follow-Up:

    Action

    IF

    Then

    • Attempt to connect the customer with a Resolution Lead

    Tip

    Check if they are available under the transfer skill

    Available:

    Agent will Warm Transfer to the “Resolution Lead” Skill and wait for 30 seconds to respond.

    Info

    Explain to the customer that you will transfer the call and if in case no one is available they will be prompted to leave a voicemail

    If they do NOT Answer:

    • Complete the transfer

    • Stop Here

    If they Answer:

    • Provide all the details related with your interaction and once the Resolution Lead Agent is ready; complete the transfer

    • Stop Here

    Unavailable:

    Info

    Explain to the customer that you will transfer the call and if in case no one is available they will be prompted to leave a voicemail

    • Complete the transfer

    • Stop Here

    Qualifiers for Additional Review

    (Go back To the Main Process)

    • Retained or contacted a lawyer/legal counsel

    • Slander

    • Fraudulent claims

  • Illegal actions

  • Agreement violations

  • Falsified records

  • Mischaracterization

  • Nonregistered company

  • Slander

    • Better Business Bureau complaint

    • Illegal actions

    • Social media complaint

    • Agreement violations

    • Unlicensed contractor

    • Falsified records

    • Foreclosure notice

    • Mischaracterization

    • Lien requests from creditors against installers or homeowners

    • Nonregistered company

    • Customer privacy concerns

    → BACK TO PROCESS OVERVIEW

    Detailed Overview Specifications:

    Step

    Action

    Reference

    1

    • You will gather and verify the following information from the Customer:

    • What is your Email Address?

    Info

    If they Don't have one then ask:

    • Did the Sales Rep create one for them?

    • Do they have access to the email address?

    • Was the email address created on the sales representative’s device or the homeowner’s personal device?

    If they provide you or say a different Email address than the one we have on file:

    • Did you ever have access to the email address on file?

    2

    Gather the following Information based on the customer’s concern

    Claiming Fraud

    Promises from the Installer

    • Has the system worked as intended/Is it currently operational?

    • Were you promised something outside of the contract?

    1. Was the promise verbal?

    2. Do they have documentation?

    Any promises made by the installer is the installer’s responsibility. Provide the customer with the installer’s contact information.

    If the installer have been unresponsive then follow the following SOP

    Sales Representative

    • Who did the sales representative say they worked for?

    • What did the sales representative tell them they were signing up for?

    • What did the sales representative tell you would happen afterward?

    • Have you had any other contact with the sales representative after they first came to your home?

      • Are you in contact with them?

    • Did the sales rep make an email for you?

      • If yes;

        • Did they give you the login info?

        • Did you ever have access to the email?

    • (Go back to “How To proceed if customer agrees to wait for a Follow Up”)

    Contract

    • Do you remember receiving anything via email?

    • Do you remember reviewing any documentation on your device or the sales representative's device?

    • Did you receive a copy of your agreement?

      • Were you promised to receive it and never did?

    • Did the documentation you received seem off to you?

      • Did you realize it was a credit
        application or contract?

    • Do you remember answering any yes or no questions (completing welcome call) using your phone or the sales representative’s phone?

    • (Go back to “How To proceed if customer agrees to wait for a Follow Up”)

    System / Production

    Credit Consent

    • Was the sales rep and/or installer physically present?

      • Ask the HO If they have the names of the parties present?

    • Did you receive the customer credit application via email and acknowledge it through your device?

    • Was the customer credit application clicked and acknowledged onsite via the installer/sales rep's mobile device?

    • What did the installer/sales rep advise on what would happen?

    • Was there anything that occurred that was not advised?

    • Was there anything confusing during the credit application?

    • (Go back to “How To proceed if customer agrees to wait for a Follow Up”)

    Back Office Support Procedure:

    Step

    Action

    1

    • If you are a back office support agent receiving an Email coming from a customer providing Supporting Documentation

    Check the Email Thread since there should be a previous email from the Agent who requested the supporting documentation to the Homeowner.

    2

    • Then; based on the Email Handling Process:

      • Since this was previously handled by another agent:

        • Go to the “Directory” Tab in DFO and search for the required agent

    • IF the system shows the Original Agent as Available (🟢) or Busy (🟡):

      • Transfer the Email to the Original Agent

    • IF the system shows the Original Agent as Unavailable (🔴) or Logged Out (🔘):

      • Handle the Email yourself by going to the following Step (Click Here)

    ...

    FOR RESOLUTION SPECIALISTS ONLY:

    If a Resolution Agent is working on a Special Case or Escalation where an interaction recording older than 90 days is required (For Example: For compliance purposes), Follow these steps:

    Step

    Action

    1

    • Access the following Link:

    (Click Here)

    2

    • Complete the following information:

      • Raise this request on behalf of:

        • Keep your name (This will be automatically populated)

      • Share with:

        • Leave it as “None”

      • Title:

        • Requesting Access to recordings older than 90 days

      • Description:

        • Provide a detailed explanation of the issue

      • Priority:

        • Select the appropriate category based on the urgency of the request

      • Issue Type:

        • Select Task

      • Product:

        • Select “Agent Issue”

    image-20250203-215740.pngImage Added

    NOTE: Once the ticket is submitted, it may take 24 to 48 hours to receive a response from NICE