Walk through the various methods available for customer intake through the Iris CX platform.
Whether you're seeking real-time connections, scheduling convenience, or structured self-guided submissions, Iris CX has you covered. We aim to empower you to choose the best intake method with your specific requirements and customer engagement preferences.
Below, we'll be able to explore three distinct pathways to connecting with your customers, each tailored to provide unique advantages and enhanced experiences for you. Join us as we delve into Instant Session Creation, Scheduling Sessions, and Self-Guided Customer Intake, unlocking the full potential of Iris CX for seamless and efficient customer engagement.
Customer Intake Methods in Iris CX Platform
Creating Instant Sessions:
Instant Session Creation is your solution for real-time customer interactions. When a customer contacts your support or sales line, you can swiftly transition from traditional channels to live video calls. This lets your team provide the best and most personalized experience within seconds.
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How It Works: Explore the step-by-step process of creating an instant session, including channel switching and sending SMS links to customers while you're on the call.
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Benefits: Understand the advantages of Instant Session Creation, such as seamless transitions, enhanced customer experiences, and efficient issue resolution.
Learn More: Coming Soon
Scheduling Sessions with Acuity Integration
Scheduling Sessions provides a structured and predictable approach to customer interactions. Your customers can now schedule a session at their convenience, ensuring that they connect with an expert at a time that suits them best.
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Integration with Acquity: Learn how Iris CX integrates with Acquity Calendar, allowing your team to sync schedules directly with their calendars. This enables customers to select available time slots, streamlining the scheduling process.
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Benefits: Explore the benefits of Scheduling Sessions, including improved scheduling accuracy, reduced wait times, and enhanced customer satisfaction.
Learn More: Coming Soon
Self-Guided Customer Intake
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Overview: Self-Guided Customer Intake empowers your customers to take control. They can enter a recorded video environment, follow a structured guide, and provide necessary information through prompts. Videos are automatically uploaded to workspaces for easy review and action.
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How It Works: Step through the process of self-guided intake, including video submission, prompts, and automatic workspace integration.
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Benefits: Discover the advantages of Self-Guided Customer Intake, including increased accuracy, enhanced context gathering, and the convenience of non-real-time interactions.
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Choose the customer intake method that aligns with your specific needs and preferences and unlock the full potential of Iris CX for seamless customer engagement.