Pro Portal is the agent's job simplified with synced contact data in the call controls
Call Control
Inbound Call Match
to CRM & Phonebook
Know the contact before your answer by popped open matching contacts from the CRM or saved system contacts.
Autofill Outbound Calling
Voicemail Drops
Unified Communication
SMS & Picture Messaging
Two-Way Conversations – Customers can respond via text to clarify details without making another call. Agents can pass weblinks and QR codes in addition to conversations.
Team Chat
Real-Time internal instant messaging and secure file sharing enables team members to communicate quickly and address issues immediately. Improves team collaboration by creating a shared space for discussing projects, ideas, and tasks by making discussions visible and topic-specific to keep conversations organized and focused.
Desktop Fax
Live personal KPI stats
Review Hourly, Daily Trends to Identify what’s improving or needs work.Compare to Team Benchmarks – See where you stand to your goals.
View Team Member Status
Managers and agents can see who is available, on a call, or on pause.
Monitor and Coach
Listen, whisper, or barge, pass files, or Chat with Team members or entire Teams with Group Chat.
Streamlined Queue Flow
Queue Management
Easy queue management allows agents to log in and out of queues, pause when needed, and efficiently handle incoming calls. Agents can join specific queues manually or automatically.
Queue Call Contols
Agent Portal Pro provides a seamless interface for handling calls. Agents can take detailed call notes in real-time, start-stop recordings, and bring up live and blind transfer options.
Dispositions
Productivity Logs
Call Logs and Recordings
All your calls with your notes, dispositions, and audio recordings.
CRM Integration Log
View critical interaction with the integrated 4th CRM.
Transfer History
