Leadership Desk

Leadership Desk

If a Customer Service Agent is unable to de-escalate a call for one of the reasons below, they will reach out to the Leadership Desk to take over the call.
  1. Supervisor Request
  2. Cinch Service Delay
  3. Service Provider Delay
  4. Claim Credit Dispute
  5. Replacement Dispute
  6. Coverage Denials
  7. Unauthorized Work
The Leadership Desk consists of Customer Service Supervisors, Leads, and SME's.

Live Transfer

The agent will attempt a Live Transfer to the Leadership Desk.
  1. While on the active call, place the caller on hold.
  2. Click the Consult/Transfer icon.
  3. Search for your site specific Leadership Desk skill.
  4. Click the Call icon in the skill you are calling.
  5. Once Leadership Agent answers, advise of escalation reasons and provide customers information.
  6. Click Conference to bring customer on the line.
  7. Once everyone is joined, click Leave to leave the call.
Once transfer is complete, notate the job including details of the interaction and advise name of agent that took over call.

Call Back

If waiting in Live Transfer Queue for over 3 minutes, leave the queue and reach out to your direct supervisor for permission to create a Call Back Request. Once permission is given, return to the customer and offer to schedule the Call Back with a supervisor.
Quote
"Thank you for holding. I apologize but my supervisor is currently unavailable. I do have their schedule in front of me and would like to schedule a call back for them to follow up with you. Is there a specific day or time that you would like to receive this call?"
Go to site specific booking link. This will be given to you by your supervisor.
  1. Click the date box to select date the customer chooses.
    1. If not available, advise of dates that are.

  2. Click the time box to select the time the customer chooses.
    1. If not available, advise of times that are.

  3. Click Book Appointment

The confirmation pop up will display and customer will receive a confirmation email with the appointment details. Appointment will also be booked in the Leadership Desk outlook calendar.
Quote
"Great! I have successfully scheduled an appointment for you to speak with a Customer Advocacy Supervisor. The appointment is scheduled for <Date> between <Appointment Timeframe>. A confirmation email will be sent to the email address on file.
You will be contacted within 5 minutes of your appointment window. If you miss the initial call the supervisor will try calling again within 15 minutes. If you're still unable to answer, a voicemail will be left and an email will be sent so that you can reschedule the appointment."
Once call has ended, create the Call Back Exception in ServiceBench. Doing this will create a task in Zoho for the Leadership Agents to review before the appointment time.
  1. Click the Exceptions tab in ServiceBench.
  2. Under Exception Type, select Call Back.
  3. Under Exception Status, select Open.
  4. Enter the appropriate comment based on the reason using the approved Exception Comments.
Be sure to notate the job including details of the interaction and scheduled date/time of the call back.









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