Customer Intelligence
Builds the customer profile and relevant history the agent sees when a conversation starts.
ATLAS · AGENT DESKTOP FOR ZOOM CX
A clearer view of the customer. A better place to help them.
Bring Zoom CX conversations, customer context and approved guidance into the Atlas agent desktop, so your team can spend more time helping customers.
One customer interaction, start to finish.
A customer calls about a refund they were promised. Follow the agent through the conversation. This screen is an illustrative view of the intended experience.
The agent desktop
01 · See who is contacting you
The desktop shows the customer and their relevant history when the conversation starts.
02 · Talk through Zoom CX
The conversation takes place through the supported Zoom CX connection.
03 · Find the answer
Customer context and approved guidance sit beside the conversation, so the agent can help without searching other systems.
04 · Record what happened
The agent records the outcome and any next steps before moving on.
Supported by the Agencies.
Knowledge Operations
Keeps guidance current and approved, so the answer beside the conversation is the one your team agreed.
Already on Zoom CX? Use the agent desktop and Atlas without buying a migration service. Moving from another platform? Portage helps you get ready.
See the agent desktop.
Tell us about your team and your Zoom CX setup. We can show you the desktop with a customer interaction like yours.
Talk to us about the agent desktop