What is visual engagement

Visual engagement is way beyond just a tool to help you ‘see what your customer sees’ – it’s a centerpiece of the digital transformation. It’s a journey that enables organizations to add vision to more touchpoints, use cases, and departments over time, while automating repetitive tasks. As organizations advance along the path toward Visual Transformation, their visual offerings become more mature. This maturity improves their level of service, enhances the customer and employee experience, optimizes costs, and generates revenues from upsells. Remote visual assistance The contact center agent or remote expert can see what the customer is seeing in order to provide live assistance and guidance. Think of this stage as remote “eyes” into the situation. For example, an agent can ask to see the customer’s router and explain that a cable is plugged into the wrong port, or see that a refrigerator is not functioning properly because the air flow vent is blocked, or see physical damage on an insured object to support a claim. It also allows remote experts to see what your field service technician is repairing and provide directions from afar. For example, a technician can point a tablet at a complex issue and request help with a job, or receive visual verification that a job was completed successfully.

The next step of a Visual Transformation is where guided assistance walks a customer through the process of capturing specific images before speaking to a live representative. In many cases, these are repetitive tasks that customers can achieve in self-service without involving a live rep at all, such as warranty verification, returns, product registration, and installation. If more help is needed, a warm transfer can allow a remote agent to access the visuals and pick up the case immediately.
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