Next Steps
To ensure optimal operation of Plainwise, we need you! It's essential to adapt workflows to the new, improved way of working.
Introduction
A changed workflow can take some getting used to for team members. Ensure a good introduction:
- Provide instruction:
Explain how Plainwise works and what benefits it offers, such as fewer incoming calls and ensuring that the previous caller is completed because you start the new conversation yourself.
Let users call themselves
Experience leads to recognition; by letting users go through the caller experience themselves, they gain a better understanding of the system.
Offer training:
Let users practice with the portal, such as managing callback requests and selection menus.Set up portal login:
Ensure all users have access to the Plainwise Portal.
Ease of use through integration
Make telephony integrations simple and effective.
Linking Your Telephony or Integration:
- Log in to the Plainwise Portal with an Admin account.
- Go to Admin > Integrations.
- Enter your details and create the desired connection. Linking integration data:
Add specific integration data to users via the portal if needed under Admin > Users.
Tip: Let employees test a new functionality before the system goes fully live.
Frequently Asked Questions
What if your team struggles with the new system?
Plan an internal training and take your time. And if you can't figure it out?
Ask Plainwise support to familiarize employees with the new workflow.
Does Plainwise support multiple telephony platforms?
Yes, Plainwise works with platforms like Xelion and UnivergeBlue. Check the documentation for specific connection instructions.
With these steps, you ensure a smooth transition and optimized operation of Plainwise!