Check the normal case and the exceptions
Use a representative workflow with your implementation team. Record the expected result, access requirements and failure behaviour. Agree who owns each issue before launch.
CALLIFONY · Customer Records
Keep the outcome connected to the customer.
A conversation should leave a useful record. Decide which details the next colleague needs and how the completed action will be recorded.
WORKFLOW AT A GLANCE
A customer gets in touchReason · Skill · Team
Route the enquiryConfirm the owner and next action✓
Illustrative workflow · Configure for your team
HOW IT WORKS
Customer Records in your daily workflow.
Callifony publicly describes contacts, deals and tickets after calls. Verify creation rules, ownership, permissions and data export before choosing the workflow.
SEE THE PLATFORM
Bring the workflow
into the conversation.
Explore this Callifony platform presentation, then ask for a walkthrough focused on your team’s channels, users and implementation needs.
Plan your walkthrough ↗Platform overview. Confirm specific features and configuration in your tailored demo.
PILOT BEFORE ROLLOUT
Make customer records
fit your operation.
Use a representative enquiry to review the customer journey, the agent response and the supervisor handover. Agree responsibilities and acceptance criteria before expanding the rollout.
- Define the starting pointDocument your current process, channels, team and connected systems.
- Walk through a real scenarioTest the expected path, an exception and the handover to another person.
- Agree the next stepRecord configuration decisions, success measures and rollout responsibilities.
Questions about customer records
How does customer records fit the contact-center workflow?
Callifony publicly describes contacts, deals and tickets after calls. Verify creation rules, ownership, permissions and data export before choosing the workflow.
What should we test for customer records?
Bring a representative customer enquiry and walk through the expected result with the implementation team.
What information helps prepare a customer records demo?
Share your current customer records workflow, the systems it depends on, the channels you use and the outcome you want to measure. Confirm setup and availability for your proposed deployment.
Continue exploring.
Explore the platform ↗WORKFLOW AT A GLANCE
Connect the channelsVoice · WhatsApp · Webchat
One shared workspaceContext for the next reply✓
Illustrative workflow · Configure for your team
Features
Omnichannel
A customer calls, follows up on WhatsApp, then sends a message from your website. Give your team a clearer view of the conversation, without asking the customer to start again.
Explore omnichannelWORKFLOW AT A GLANCE
Prepare your campaignAudience · Purpose · Calling setup
Connect the next conversationRecord the outcome and follow-up✓
Illustrative workflow · Configure for your team
Features
AI Predictive Dialer
When agents finish a call, the next conversation should be ready to follow. Callifony predictive dialing is designed to reduce the gaps that slow down a busy outbound team.
Explore ai predictive dialerWORKFLOW AT A GLANCE
Prepare your campaignAudience · Purpose · Calling setup
Connect the next conversationRecord the outcome and follow-up✓
Illustrative workflow · Configure for your team
Features
Auto Dialer
A lead list should guide your outreach, not turn into an afternoon of copying numbers. Build a repeatable calling workflow that lets agents focus on what they say.
Explore auto dialerYour next great customer experience starts here.
Let’s explore what a connected contact center can do for your team.