CONTACT CENTER KNOWLEDGE BASE & TRAINING FRAMEWORK
Reduce agent mistakes, questions, and training time with interactive call flows, troubleshooting guides, training & performance support, and more.
When call centers rely on tribal knowledge, shoulder taps, or hard-to-find and hard-to-follow documentation, metrics suffer.
To drive real operational improvements, you need to create a better system for transferring knowledge from call center supervisors and trainers to call center agents (both new and tenured).
With an integrated knowledge base software and training & performance support solution, you can create an environment where agents are confident handling any call consistently, no matter the complexity, all with less training and less supervision.
When call centers and contact centers implement a knowledge transfer strategy that puts knowledge at their agents' fingertips, right when they need it, they create a sustainable team of consistent, confident, and independent agents.
This results in faster training, improved metrics, and a stress-free workplace.
Improving performance and training at your contact center requires creating a better system for transferring knowledge from those who know to those who do. To transfer knowledge faster and more effectively, you need two key components: better technology and better frameworks.
KNOWLEDGE BASE SOFTWARE FOR CONTACT CENTERS
When you equip your agents with a knowledge base software that allows them to easily find and follow the right process, at the right time, everything runs smoother. Handle times decrease, first call resolutions increase, caller satisfaction improves, and so much more.
Help your contact center agents know what to say, ask, and do without any memorization.
Make every agent an expert problem solver with step-by-step guides for complex issues.
Create checklists that adapt to the needs of both new and experienced employees.
Let agents stay in one screen by putting your answers right where your employees have questions.
Give agents a direct line to all their answers with a Google-like search dedicated to your call center.
Set up automated reminders for you or a team member to review and verify article information.
Send announcements and notices directly to ScreenSteps end-users so users are always up-to-date.
Understand exactly how your knowledge base is being used for continuous optimizations and improvements.
Learn more about single sign-on, APIs and other ways to connect ScreenSteps to your existing software and systems.
FIND & FOLLOW FRAMEWORK FOR INDEPENDENT AGENTS
Improving the operational efficiencies at your contact center requires more than just a new software. It requires a change in the way we think about and use knowledge.
The Find & Follow Framework is made up of four systems, all designed to help you transfer actionable knowledge to your call center agents in a fast and effective way. Ultimately, Find & Follow removes the reliance on agent memorization. Instead, agents are trained to find and follow easy-to-use digital guides to solve problems and complete tasks. Here's how it works:
Prepare
Train
Empower
Adapt
Transferring actionable knowledge to call center agents starts with preparing the right digital guides and training resources.
The Prepare System includes two parts:
Call center agents only memorize the necessary foundational knowledge and then learn to follow digital guides for everything else.
The Train System consists of four parts:
In Find & Follow, agents rely on the digital guides to do their work just like a cook relies on recipes to make meals.
The Empower System consists of three steps:
Find & Follow allows your team effortlessly adapt to small changes and confidently adjust to major changes such as a new CRM/ERP, merger/acquisition, or any other transformative change.
The Adapt System consists of three steps:
FREE RESOURCE
Learn a 5-stage process for building and running a Find & Follow Training program that gets new agents comfortably and competently taking calls in 30 days or less.
Call centers who implement the Find & Follow Framework and knowledge base software see less mistakes, fewer questions, shorter training times, and better operational performance.
Here are a few customer success stories to spark some inspiration.
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Learn the basics of knowledge base software and determine if a knowledge base would be helpful for your contact center.
Use this model to understand how your contact center is currently using knowledge, and what you can do to improve your knowledge operations.
A monthly newsletter for better knowledge operations by Greg DeVore, CEO & Founder of ScreenSteps.
It can be challenging to empower agents to comfortably handle any process, at any time. You need the right combination of technology, frameworks, and habits in place to make this a reality. We're here to help.