Upstream Works Training
For Clients and Partners

Discover how your organization can optimize digital task management with our Concierge Manager and smart routing tool. This 30-minute session is designed for managers, leaders, and supervisors.

Here’s what you’ll gain:

• Route tasks with precision by using customized routing rules tailored to each channel type, such as email and chat, to connect the right tasks with the right agents.
• Enhance agent efficiency by streamlining workflows and reducing manual task assignments.
• Explore real-world use cases demonstrating how organizations have leveraged smart routing to deliver exceptional customer experiences.

Join us for a 30-minute webinar on how businesses can enhance customer interactions with AgentNow, enabling seamless conversations across chat, voice, and video. Discover how AgentNow fosters real-time human connections, accelerates issue resolution, and boosts customer satisfaction.

Key Takeaways:

• Optimize Customer Experienceswith smooth transitions between chat, voice and video for uninterrupted conversations.
• Enable Face-to-Face Video Conversationsto improve resolution time and customer satisfaction through enhanced engagement.
• Personalize engagements with humanized conversations and an effective support strategy.

Attention all supervisors! In this 30-minute power-packed session, you’ll learn how to supercharge your team’s email management. Here’s what you’ll take away:

Here’s what you’ll take away:

• Leverage the Bulk Email Reply feature to quickly respond to multiple emails in the queue, boosting efficiency across your team.
• Master the Email Review feature, enabling automatic email routing to supervisors for final approval or allowing agents to request colleague reviews before sending emails to customers.
• Enhance communication and quality assurance by implementing review workflows that ensure every customer interaction is polished and professional.