This Tune-Up package contains our official guidelines for achieving a successful agent desktop deployment by ensuring that your agents can effectively interact with customers. Specific checkpoints in seven practice areas are included:

  • Track your interaction volumes by contact driver
  • Map contact drivers to interaction categories
  • Define logical processes for high volume categories
  • Integrate primary agent systems with the desktop
  • Implement optimized workflows for your logical business processes
  • Tailor workspaces for each agent group
  • Tune the knowledge base for agent use

To learn more about these practice areas and gain a deeper insight into the different types of interactions that you currently support, please download a copy of the Guide and Checklist below.

Best Practices Guide 
Checklist (for Excel 2007) 
Checklist (for Excel 2003)

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