Customer Service Representatives can use the “Call Center” UI to access Customer Accounts, Orders, and Returns on a single page to streamline the resolution process and optimize customer interactions. Related tasks can also be grouped under “customer sessions” to improve their workflow.These comprehensive tools allow CSRs to handle requests more quickly and improve their service quality.To use this feature, submit a request to Kibo Support. It must be enabled in the tenant settings. Customer Service Representatives can use the “Call Center” UI to access Customer Accounts, Orders, and Returns on a single page to streamline the resolution process and optimize customer interactions. Related tasks can also be grouped under “customer sessions” to improve their workflow. These comprehensive tools allow CSRs to handle requests more quickly and improve their service quality. To use this feature, submit a request to Kibo Support. It must be enabled in the tenant settings. Once enabled, navigate to the Call Center UI using the left menu, on the “MAIN” tab, and then click “Call Center”. Once enabled, navigate to the Call Center UI using the left menu, on the “MAIN” tab, and then click “Call Center”. This is the Call Center UI, where CSR’s with appropriate permissions can search for Customer Accounts, Orders, or Returns. This is the Call Center UI, where CSR’s with appropriate permissions can search for Customer Accounts, Orders, or Returns. To begin a search, select either “Order”, “Customer”, or “Return” at the top, then enter the relevant search information. Users can also utilize Advanced Filtering by clicking the “Filter” icon on the far right of the Search bar.In this example, we’ll search for a Shoppers Order by their Last Name. To begin a search, select either “Order”, “Customer”, or “Return” at the top, then enter the relevant search information. Users can also utilize Advanced Filtering by clicking the “Filter” icon on the far right of the Search bar. In this example, we’ll search for a Shoppers Order by their Last Name. Clicking on a Customer Order will open the Order Details page right in the Call Center UI page, where the CSR can click through for more detailed Order information. Clicking on a Customer Order will open the Order Details page right in the Call Center UI page, where the CSR can click through for more detailed Order information. CSR’s can manage multiple calls at the same time, if needed. To start a new call for a separate customer, click the “Start New Call” button on the top left. This will open a separate tab for a new Search, while preserving the first call in a tab on the left. We can go back to the first call at anytime and pick up where we left off.In this example, we’ll start a second call and search for a Customer Account. Csrs can manage multiple calls at the same time if needed. To start a new call for a separate customer. Click the start new call button on the top left. This will open a separate tab for a new search, while preserving the first call on a tab on the left. We can go back to the first call at any time and pick up where we left off. In this example, we’ll start a second call in search for a customer account. While in the second call, we can also start a new Search. Clicking “New Search” at the top will take us back to the Call Center UI homepage, where we can initialize a new search, while keeping the Customer Account search intact in the tab to the right of the “New Search” button. A new tab has also been created for the second call on the left, under the first call. While in the second call, we can also start a new Search. Clicking “New Search” at the top will take us back to the Call Center UI homepage, where we can initialize a new search, while keeping the Customer Account search intact in the tab to the right of the “New Search” button. A new tab has also been created for the second call on the left, under the first call. In this example, we’ll search for a Customer Return for the customer on the second call. In this example, we’ll search for a Customer Return for the customer on the second call. Similar to the Customer Order or Customer Account, we can pull up all relevant information right in the Call Center UI app. All searches have been retained, and we can click back-and-forth between tabs to access. Similar to the customer order or customer account. We can pull up all relevant information, right in the call center UI app. All searches have been retained and we can click back and forth between tabs to access. Here we see that we can return to the first call which pulled up a specific Customer Order. Here we see that we can return to the first call which pulled up a specific Customer Order.