use cases

Contact Center Deal Summary for Agencies

Objectives

  • Use the Contact Center to call customers who completed a digital quote and capture insights from the conversation.
  • The solution aims to develop a standardized model for summarizing the conversation between the contact center and the customer, in order to make the most relevant information available to agencies so they can conclude a negotiation that was first initiated digitally and then assessed over the phone.
  • The goal is to provide customers with a seamless, continuous experience across multiple touchpoints and to equip agencies with commercial insights derived from the conversations that have taken place.

Progress status

In development

Work team

  • With an external partner
  • Project Management: Project management: Commercial Department
  • External partner/team: External partner: Salesforce

Work carried out to date

  • Early testing of AI based or rule based conversation summarization.

First Results & Lessons learnt

  • Several components of the technology need to be assembled properly

Difficulties encountered & Remainng Challenges

  • Standardizing a linguistic summary model