Working with callback requests using Engagement Messenger
As a customer, you can request a callback from a customer service agent using Engagement Messenger. You can request an immediate callback or schedule a voice or video callback that you can reschedule or cancel.
Request a callback using Engagement Messenger
Request an immediate voice callback or schedule a voice or video callback from an agent using Engagement Messenger.
Avant de commencer
Role required: none
Pourquoi et quand exécuter cette tâche
You can request an immediate callback only over a voice channel. Use the Call me later option to request a video call.
Procédure
- In Engagement Messenger, select the Request a callback card.
- In the Callback requests page, select Request a callback.
- Enter your name, phone number, issue type, and description.
-
Select whether to receive an immediate voice callback from an agent or schedule
a voice or video callback for later.
Type of callback Action Immediate voice callback Select Call me now. Scheduled voice or video callback - Select Call me later.
- Select the type of call.
- For a phone call, select Voice.
- For a video call, select Zoom.
Select a date and time from the calendar.
The date and time slots indicate the agent's availability.
- Select Submit.
Résultats
- A callback request is created.
- A confirmation email is sent.
Reschedule a callback using Engagement Messenger
Reschedule a callback from an agent using Engagement Messenger.
Avant de commencer
Role required: none
Procédure
Résultats
- The callback request is rescheduled.
- A confirmation email is sent.
Cancel a callback using Engagement Messenger
Cancel a callback from an agent using Engagement Messenger.
Avant de commencer
Role required: none
Procédure
- In Engagement Messenger, select the Request a callback card.
- In the Callback requests page, select the callback request that you want to cancel.
- Select Cancel .
- Confirm the cancellation in the confirmation message.
Résultats
- A callback request is canceled.
- A confirmation email is sent.