CRM integrated chat with authorization management
Abstract:
Various arrangements are presented for allowing a remote expert to assist a customer relationship management (CRM) agent. A CRM system may present details about an accessed customer account and an option to remotely contact an expert, wherein the expert has more access rights to a CRM communication system than the CRM agent. A request to contact the expert and a selection of a subject matter from a plurality of subject matters may be received. The request may be routed to the expert based on expert routing rules enforced by the CRM communication system. A chat communication session with the expert may be initiated. The expert CRM client system may be caused to access the customer account. Details about the accessed customer account and a chat interface to communicate with the CRM agent may be output.
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