Start Here: Customer Intake Overview

Walk through the various methods available for customer intake through the IrisCX platform.

Whether you're seeking on-demand connections, scheduling convenience, or structured self-guided submissions, IrisCX 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 various pathways to connecting with your customers, each tailored to provide unique advantages and enhanced experiences for you. 

Customer Intake Methods in IrisCX Platform

Customer Intake Methods in IrisCX Platform

Sessions On-Demand:

Sessions On-Demand 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.

• 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.

• Benefits: Understand the advantages of Sessions On-Demand, 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, or simply schedule a reminder for a self-guided submission.

• Integration with Acuity: Learn how IrisCX integrates with Acuity Calendar, allowing your team to sync schedules directly with their calendars. This enables customers to select available time slots, streamlining the scheduling process.

• 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

• 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.

• How It Works: Step through the process of self-guided intake, including video submission, prompts, and automatic workspace integration.

• Benefits: Discover the advantages of Self-Guided Customer Intake, including increased accuracy, enhanced context gathering, and the convenience of non-real-time interactions.

Learn More ➡️ 

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.