Answering an Inbound Call
Step | Action |
1 | Sign into MAX and set your status to available.  |
2 | Click accept to answer the call. When an inbound call is routed to an agent, the call will display in the top of the toolbar, along with the skill associated with the call.  The agent’s phone keys are displayed at the top of the agent console:  |
3 |
Collect the Customer’s Information for the Customer Card
The customer card should always reflect the person on the phone. If an installer is calling about one of their customers, the customer card should contain the installer’s contact information.
Step | Action | |
1 | Click on the panel to bring up the customer card. There are two panels that can be accessed by either clicking the panel phone key (1) or one of the tabs directly (2):  The numbered tab contains the field where the agent will enter the customer’s email address to send the feedback survey:  The browser tab contains the customer card:  | |
2 | If: | Then: |
The customer card is empty or is incomplete. | Gather the customer information and populate it in the customer card. Click the edit button next to the appropriate field and either manually enter or copy and paste the customer information into the field:  Click Save:  Proceed to step 3 | |
If the customer card populates and is complete If the customer’s phone number is already associated with the account, the customer information will be prepopulated along with any previous related cases and notes  | Proceed to step 3 | |
3 | ||
Merging Customer Cards
Digital interactions can produce multiple customer cards for the same customer depending on the channel they use for contacting Support (email, phone, chat, etc.).
Step | Action | |
1 | Confirm that there are no other customer cards for the customer. Click the + button next to the customer’s name:  If the customer does not exist, the system will indicate that there are no profiles found: 
If the customer’s name does exist, the system will show the agent other customer cards that may belong to the same customer. Proceed to Step 2 | |
2 | If: | Then: |
There is no other existing record for the customer. | Complete the call. Proceed to step 3 | |
If the customer has other existing cards | Confirm the customer’s information matches the information on the existing card and merge the cards. The agent has the option to select a customer card from the suggested cards (1) or search for the customer manually (2). Once the correct customer card is located, click confirm to merge the two cards together (3):  Once the customer cards have been merged, the two profiles will be linked into a single customer card that contains all of the related cases and notes from both cards:  All future interactions from the original customer cards will be automatically associated with the single merged customer card. Proceed to step 3 | |
3 | End the call and complete Post Contact Work. When the call is complete end the call by clicking the Hangup button in the taskbar. The system will ask the agent to confirm the action before ending the call:   | |
Post Contact Work
Step | Action |
1 | Once complete, the system will prompt the agent to enter a disposition. Do not disposition the call at this point, click anywhere outside of the disposition box to close it:  |
2 | Complete any remaining updates to the customer card 
|
3 | Click on the feedback survey tab and enter the customer’s email address  |
4 | Disposition the call
Enter Disposition Notes
Click Save & Close. |
Once the interaction is dispositioned and saved, the case will be closed, and the interaction will disappear from the agent’s inbox.
Entering Disposition Notes after the Interaction is Closed
If an agent needs to go back and modify or enter notes pertaining to a case after the interaction is closed, they can search for the customer manually within the MAX console by typing the customer’s name into the search bar:
This will bring up all of the cases related to the customer.
Click on the Id of the case that needs to be updated:
Enter notes into the Notes section and click Save:
The case will be updated with the agent’s notes:
Once complete, the agent will remove the case from their inbox by clicking X:
