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{{SMART UseCase
 
{{SMART UseCase
|Optional=CE18
+
|UCIntro=The capabilities illustrated in this case are part of the Early Adopter Program (EAP), reference the EAP announcement for details.
|PremiseAssumptionsAdditional=Integration to Knowledge Center is a customization taskExample code snippet to integrate with Knowledge Center is provided.
+
|UCOverview=Knowledge makes it easier for contact center agents to use information to do their jobs boosting agent productivity and customer satisfaction.  With the right knowledge, agents can provide resolution to customer queries in real time.   When agents have access to standardized content for frequently asked questions, it helps expedite the customer request.  Agents (especially when working from home) can address customer issues by using a knowledge base with vital information to solve customer inquiries.  
  
CE28 requires CE18 (Chat) if Live Assistance is a requirement
+
Knowledge solutions support the following outcomes:
|SMART_CloudAssumptions={{SMART CloudAssumptions
+
 
|Cloud_Assumption=This use case is not available in the cloud
+
*Promote agent growth and development
 +
*Provide quicker problem solving
 +
*Deliver better, faster decision-making abilities
 +
*Avoids redundant effort by agents
 +
*Reduce repeat callers
 +
*Increase customer satisfaction and productivity
 +
*Reduce training time
 +
 
 +
When agents have at their disposal up-to-date, easily available and relevant knowledge they provide high customer satisfaction to resolve customer issues.
 +
|SMART_Benefits={{SMART Benefits
 +
|UCBenefitID=Improved Customer Experience
 +
|UCBenefit=Enhance the customer experience by providing rapid access to frequently searched information and use of customer contextual information at every touchpoint reducing customer effort.
 +
}}{{SMART Benefits
 +
|UCBenefitID=Improved Employee Utilization
 +
|UCBenefit=High quality, consistent content in the response library improves agent efficiency.
 +
}}{{SMART Benefits
 +
|UCBenefitID=Improved First Contact Resolution
 +
|UCBenefit=Improve service by presenting context-specific knowledge to agents that can resolve the customer's request or issue during the first interaction. With an accurate and up-to-date knowledge base being accessible to agents, they can provide the right information every time to customers negating second and third contacts from customers.
 +
}}{{SMART Benefits
 +
|UCBenefitID=Reduced Volume of Interactions
 +
|UCBenefit=With an implementation of knowledge base, inbound calls normally handled by agents can now be defected due to customers finding the right information the first time they search the knowledge base.
 +
}}{{SMART Benefits
 +
|UCBenefitID=Reduced Handle Time
 +
|UCBenefit=Interaction time decreases due to agents receiving customer knowledge search history and no repeating information is necessary. Plus, agents can utilize the knowledge base as well to rapidly respond to customer inquiries.
 
}}
 
}}
|CloudAssumptionsAdditional=This Use Case is available in the Cloud.
+
|UCSummary=Agents are empowered to search through knowledge bases for appropriate responses to customer inquiries.  Agents can leverage partial or complete content from the knowledge base and have confidence in providing customers with pre-authored responses. Agents provide faster and more relevant responses to customers.
|SMART_HybridAssumptions={{SMART HybridAssumptions
 
|Hybrid_Assumption=v 1.1.1
 
}}
 
|SellableItems=CIM, CIM (HA), Interaction Workspace, Genesys InfoMart (Optional), Genesys InfoMart – HA (Optional), Genesys Interactive Insights (Optional), Genesys Knowledge Center - Self-Service, Genesys Knowledge Center - Agent
 
|CloudAssumptions=This use case is not available in the cloud
 
|PremiseAssumptionsAdditional_Sales=Capabilities Assumption:​
 
* Integration to Knowledge Center is a customization task. Example code snippet to integrate with Knowledge Center is provided.
 
* CE28 requires CE18 (Chat) if Live Assistance is a requirement
 
 
|PainPoints=* Website not offering online service and support​
 
|PainPoints=* Website not offering online service and support​
 
* Knowledge articles and FAQs not easy to find on website​
 
* Knowledge articles and FAQs not easy to find on website​
Line 29: Line 44:
 
* Ability to easily handover to an agent, including customer context, when self-service isn't enough​
 
* Ability to easily handover to an agent, including customer context, when self-service isn't enough​
 
* Agents have access to comprehensive and context-sensitive knowledge within their desktop tohelp assist customers more effectively and quickly​
 
* Agents have access to comprehensive and context-sensitive knowledge within their desktop tohelp assist customers more effectively and quickly​
|SMART_Benefits={{SMART Benefits
+
|MaturityLevel=Defined
|UCBenefitID=Improved Customer Experience
+
|SellableItems=CIM, CIM (HA), Interaction Workspace, Genesys InfoMart (Optional), Genesys InfoMart – HA (Optional), Genesys Interactive Insights (Optional), Genesys Knowledge Center - Self-Service, Genesys Knowledge Center - Agent
|UCBenefit=Enhance the customer experience by providing rapid access to frequently searched information and use of customer contextual information at every touchpoint to reduce customer effort
+
|CloudAssumptions=This use case is not available in the cloud
}}{{SMART Benefits
+
|PremiseAssumptionsAdditional_Sales=Capabilities Assumption:​
|UCBenefitID=Improved Employee Utilization
+
* Integration to Knowledge Center is a customization task. Example code snippet to integrate with Knowledge Center is provided.
|UCBenefit=Improve agent efficiency through the use of high quality, consistent content in the response library
+
* CE28 requires CE18 (Chat) if Live Assistance is a requirement
}}{{SMART Benefits
+
|BusinessImageFlow={{SMART BusinessImageFlow
|UCBenefitID=Improved First Contact Resolution
+
|BusinessFlow=(1) Employee Knowledge
|UCBenefit=Improve service by presenting context-specific knowledge to agents that can resolve the customer's request or issue during the first interaction
+
|BusinessImage=https://www.lucidchart.com/documents/edit/a50394f4-5891-4de9-9f48-967f1862eb2a/0
}}{{SMART Benefits
+
|BusinessFlowDescription=''Authoring for Knowledge Authors''
|UCBenefitID=Reduced Volume of Interactions
 
|UCBenefit=Improve self-service effectiveness and online channel adoption by providing the best answers to customers
 
}}{{SMART Benefits
 
|UCBenefitID=Reduce Handle Time
 
|UCBenefit=Reduce handle time by finding the right responses for agents to use
 
}}
 
|UCOverview=In most companies, knowledge is everywhere but it is inconsistent, often outdated and unmanageable because of the disconnected nature of service channels. This leads to customer frustration and higher costs. Genesys Knowledge Center helps companies gather knowledge that is scattered throughout the organization and makes it searchable via simple natural language queries. Organized into a single or multiple knowledge bases, knowledge can then be accessed by users on the website to help solve problems in a self-service fashion, as well as by employees through their agent desktop to help them assist customers more quickly. Machine learning is utilized to continuously improve the effectiveness of the knowledge bases.This allows companies to effectively use their knowledge bases to provide the most relevant, accurate answer to customers as quickly as possible across multiple channels.
 
|UCSummary=This use case provides web self-service with knowledge search. It enables deflection of unnecessary contact center traffic by providing context-sensitive knowledge articles to visitors of the company website. When the customer's question cannot be answered by the knowledge search, assisted service via chat or callback may be offered, and the agents will have access to a comprehensive and context-sensitive knowledge base within their desktop.
 
|BusinessImageFlow={{SMART_BusinessImageFlow|BusinessImage=https://www.lucidchart.com/documents/edit/2fa80c83-8351-40f4-8fbe-aa5c9fbaba68/0|BusinessFlowDescription=''Knowledge-Assisted Web Self Service''
 
  
#The customer visits the company's website and has a question.
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#<span lang="EN-GB" data-contrast="none" class="TextRun SCXW221518798 BCX0" xml:lang="EN-GB">Go to the ''Knowledge workbench'' to create knowledge documents</span>
#Customer accesses the FAQ knowledge base on the website through Genesys Widgets and asks a question. Optionally, the Genesys Widget can be configured to automatically pop up on pre-defined web pages after a pre-determined time threshold (Reference - BL1).
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#<span lang="EN-GB" data-contrast="none" class="TextRun SCXW221518798 BCX0" xml:lang="EN-GB">Save, train, test and update knowledge documents</span>
#Knowledge Center presents potential answer(s) to the customer's question. The number of answers to be displayed can be configured.
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#<span lang="EN-GB" data-contrast="none" class="TextRun SCXW221518798 BCX0" xml:lang="EN-GB">Once finalized, the author ‘publishes’ knowledge documents to make it available to Agents or customers (as set by the author in the document)</span>
#Customer is offered relevancy survey: "Was this helpful? Yes or No."  
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#<span lang="EN-GB" data-contrast="none" class="TextRun SCXW221518798 BCX0" xml:lang="EN-GB">Documents that are published by the author for agents are now available for agents to search through</span>
#Knowledge Center collects relevancy and rating and records outcomes for reports.
+
#<span lang="EN-GB" data-contrast="none" class="TextRun SCXW221518798 BCX0" xml:lang="EN-GB">Documents that are published by the knowledge author for customers are now available to Bot authors to also use in Self Service use cases</span>  
#Optionally, a "Live Assistance" button can be presented to give the customer available live contact options via Genesys Widgets.
 
#If the customer is connected successfully to an agent via chat, the search history and the results from Knowledge Center are displayed to the agent.
 
<br />
 
  
''Knowledge-Enabled Agent (after Live Assistance requested)''
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''<span lang="EN-GB" data-contrast="none" class="TextRun SCXW33435211 BCX0" xml:lang="EN-GB">Knowledge surfacing to Agents</span>''  
#If the customer's questions can not be answered via the search results, the agent invokes a new search using Knowledge Center within the agent desktop.
 
#Knowledge Center provides additional search results that could come from other knowledge bases available to the agent.
 
#If these results are still not answering the customer's questions, the agent consults other resources to resolve the question (information outside of Genesys, consultation with expert, etc).
 
#The agent completes the interaction and ends the call or chat. He provides disposition related to the type of question or type of assistance provided for reporting purposes.
 
#The agent updates the Knowledge Center based on outcome and use of results (relevancy). He might also provide suggested answers.}}
 
|BusinessLogic=====Parameters and Business Rules====
 
  
'''BL1: Genesys Widget initiation parameter'''
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#<span lang="EN-GB" data-contrast="none" class="TextRun SCXW21097453 BCX0" xml:lang="EN-GB">Agent logs into Workspace either Web Edition or Desktop Edition</span>
 
+
#<span lang="en" dir="ltr">Agent goes to the knowledge tab and <u>enters</u> a search query</span>
#Time-based parameter to trigger the knowledge widget when the customer stays a specific time on specified web pages.
+
#<span lang="EN-GB" data-contrast="none" class="TextRun SCXW21097453 BCX0" xml:lang="EN-GB">Agent can go through the knowledge results, add the content in knowledge results directly as a response to the customer or browse through the knowledge base to find the required knowledge</span>
#Configuration/integration required to initiate widget based on choice on specific web pages (example: “contact us” page)
+
}}
 +
|BusinessLogic=<br />
 
|DistributionLogic=Required agent skill will be determined by the classification and categorization of the search results.
 
|DistributionLogic=Required agent skill will be determined by the classification and categorization of the search results.
|CustomerInterfaceRequirements=Genesys Widgets are used in standard configuration. They will be adapted to the customer corporate identify by changing the color and logo.
+
|CustomerInterfaceRequirements=N/A
[[File:CE28wid1.png]]
 
[[File:CE28wid2.png]]
 
  
* Administrative interface required to manage and update content.
+
<br />
 
 
[[File:DigImpKnoBa3.png]]
 
 
|AgentDeskRequirements=This use case requires:
 
|AgentDeskRequirements=This use case requires:
* the use of Genesys Workspace with Knowledge Center enabled.
 
* a desktop that supports browse content by category, filter and rate content, display history and archive content.
 
* the ability for an agent to display a customer's original question and search history within agent desktop application.
 
|RealTimeReporting=The solution provides near real-time reports reflecting trends for content usage. There is a relevancy survey that can be viewed in near real-time by a supervisor within the Knowledge Center administrative interface.
 
 
The following are the KPIs included in the Pulse Plugin:
 
*Search – number of search requests executed
 
*Feedback – % of the search queries that users provided feedback on (both relevancy and 5 star-rating feedback)
 
*No answer – % of the search queries that end up with indication that no answer had been found
 
*Average Confidence – average confidence of the first documents returned on the search queries
 
*Sentiment – % of ‘like’ feedback
 
|HistoricalReporting=Scheduled reports for supervisors and administrators regarding content usage, trends and updates will be provided.
 
 
Reports with following KPIs will be provided:
 
*Report on usage trends tied to customer segmentation (i.e. demographic, location, question asked, etc.).
 
*Scoring report based on rated content by agent and by customer.
 
*Report on content aging based on author date.
 
*Report on % of searches that resulted in completion vs. routed to chat agent vs. routed to voice agent.
 
*Report on usage trends and details tied to document ID.
 
 
===Other requirements===
 
 
====Access to Knowledge====
 
Provision to access customer data sources for the import of content will be via web services API.
 
  
====Content Administration====
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*Genesys Knowledge Management enabled
*The solution will provide roles-based content contribution with hierarchy for publication approval.
+
|RealTimeReporting=N/A
*Customers will have ability to import (via web API) or directly author content to the knowledgebase.
+
|HistoricalReporting=* Reporting on knowledge surfaced
*Customers will have ability to segment content into multiple databases.
+
* Feedback from customers and agents
*Customers will have the ability to train the system based on keyword or key phrase associations.
+
* Identification of improvements in knowledge
*Notifications to administrator/content manager for content updates is a Customization.
+
|GeneralAssumptions=#Genesys Workspace (Desktop or Web Edition) is required
 +
#Genesys native knowledge management solutions
 +
#Supports English only
 +
#Workspace Desktop Edition version 8.5.139.06 and above
 +
#Workspace Web Edition version 9.0.000.65 and above
 +
#Genesys Knowledge workbench will be available through Genesys Cloud CX subscription
 +
#Available for Organizations in North American regions only
 +
|DocVersion=v 1.1.1
 
}}
 
}}

Latest revision as of 21:27, November 9, 2021

This topic is part of the manual Genesys Engage On-Premises Use Cases for version Current of Genesys Use Cases.
Important
The capabilities illustrated in this case are part of the Early Adopter Program (EAP), reference the EAP announcement for details.
Offer FAQs to customers and a knowledge library to employees

What's the challenge?

Your customers don't want to call you if they don't have to — they'd prefer to find information on your website. But when online help is unavailable or produces poor search results, neither your customers nor your agents have quick access to the right answers.

What's the solution?

Consolidate knowledge that's scattered throughout your organization in a single searchable repository. Now, your customers can help themselves; but if they do reach out, your agents are also equipped to provide better, quicker assistance. Leverage machine learning to constantly improve and deliver search relevancy.

Use Case Overview

Story and Business Context

Knowledge makes it easier for contact center agents to use information to do their jobs boosting agent productivity and customer satisfaction. With the right knowledge, agents can provide resolution to customer queries in real time. When agents have access to standardized content for frequently asked questions, it helps expedite the customer request. Agents (especially when working from home) can address customer issues by using a knowledge base with vital information to solve customer inquiries.

Knowledge solutions support the following outcomes:

  • Promote agent growth and development
  • Provide quicker problem solving
  • Deliver better, faster decision-making abilities
  • Avoids redundant effort by agents
  • Reduce repeat callers
  • Increase customer satisfaction and productivity
  • Reduce training time

When agents have at their disposal up-to-date, easily available and relevant knowledge they provide high customer satisfaction to resolve customer issues.

Use Case Benefits*

The following benefits are based on benchmark information captured from Genesys customers and may vary based on industry, lines of business or Genesys product line:

Use Case Benefits Explanation
Improved Customer Experience Enhance the customer experience by providing rapid access to frequently searched information and use of customer contextual information at every touchpoint reducing customer effort.
Improved Employee Utilization High quality, consistent content in the response library improves agent efficiency.
Improved First Contact Resolution Improve service by presenting context-specific knowledge to agents that can resolve the customer's request or issue during the first interaction. With an accurate and up-to-date knowledge base being accessible to agents, they can provide the right information every time to customers negating second and third contacts from customers.
Reduced Handle Time Interaction time decreases due to agents receiving customer knowledge search history and no repeating information is necessary. Plus, agents can utilize the knowledge base as well to rapidly respond to customer inquiries.
Reduced Volume of Interactions With an implementation of knowledge base, inbound calls normally handled by agents can now be defected due to customers finding the right information the first time they search the knowledge base.
*You can sort all use cases according to their stated benefits here: Sort by benefits

Summary

Agents are empowered to search through knowledge bases for appropriate responses to customer inquiries. Agents can leverage partial or complete content from the knowledge base and have confidence in providing customers with pre-authored responses. Agents provide faster and more relevant responses to customers.


Use Case Definition

Business Flow

(1) Employee Knowledge

Business Flow Description Authoring for Knowledge Authors

  1. Go to the Knowledge workbench to create knowledge documents
  2. Save, train, test and update knowledge documents
  3. Once finalized, the author ‘publishes’ knowledge documents to make it available to Agents or customers (as set by the author in the document)
  4. Documents that are published by the author for agents are now available for agents to search through
  5. Documents that are published by the knowledge author for customers are now available to Bot authors to also use in Self Service use cases  

Knowledge surfacing to Agents

  1. Agent logs into Workspace either Web Edition or Desktop Edition
  2. Agent goes to the knowledge tab and enters a search query
  3. Agent can go through the knowledge results, add the content in knowledge results directly as a response to the customer or browse through the knowledge base to find the required knowledge

Business and Distribution Logic

Business Logic


Distribution Logic

Required agent skill will be determined by the classification and categorization of the search results.

User Interface & Reporting


Agent UI

This use case requires:

  • Genesys Knowledge Management enabled

Reporting

Real-time Reporting

N/A

Historical Reporting

  • Reporting on knowledge surfaced
  • Feedback from customers and agents
  • Identification of improvements in knowledge

Customer-facing Considerations

Interdependencies

All required, alternate, and optional use cases are listed here, as well as any exceptions.

All of the following required: At least one of the following required: Optional Exceptions
None None None None


General Assumptions

  1. Genesys Workspace (Desktop or Web Edition) is required
  2. Genesys native knowledge management solutions
  3. Supports English only
  4. Workspace Desktop Edition version 8.5.139.06 and above
  5. Workspace Web Edition version 9.0.000.65 and above
  6. Genesys Knowledge workbench will be available through Genesys Cloud CX subscription
  7. Available for Organizations in North American regions only




Document Version

  • Version v 1.1.1 last updated November 9, 2021

Comments or questions about this documentation? Contact us for support!