About Courtesy Callback

A customer calling the contact center can be offered an option to receive a callback rather than waiting in the queue to connect to an agent. The customer can be offered the callback option during peak hours when the wait time is longer, or during non-working hours of the contact center.

Advantages of Courtesy Callback

Courtesy callback enables the contact center to offer better quality of service, and increase customer retention. The customer experience is enhanced, because the contact receives a proactive call from an agent rather than having to wait to connect to the agent.

Setting Up Courtesy Callback

To set up courtesy callback, the flow developer needs to configure the callback flow using the Flow Designer.

  • Prior to configuring the courtesy callback flow, the contact center administrator must configure the inbound entry point and queue for courtesy callback.

  • Courtesy callback isn't supported with capacity-based teams (CBT). CBTs have no individual agents assigned to them, and courtesy callback requires an Agent ID to function. Therefore, if the courtesy callback flows to an entry point or a queue served by a CBT, the call fails.

  • Courtesy callback should be configured after a queuing activity. This should not be used as a first-class queuing activity in a flow.

When a customer dials in to the contact center and waits in queue for an agent, the customer can be provided with the option to opt out of the queue and receive a callback instead. The customer's position in the queue is retained for receiving the callback. The contact will remain in a queue based on the duration set in MAX_TIME_IN_QUEUE configuration. When an agent is available, the agent is offered the callback request in the Agent Desktop, based on the customer’s position in the queue. After the agent accepts the callback request, the call is dialed out to the customer. When the interaction ends, the agent chooses a wrap-up code to wrap up the call.

A Courtesy Callback report is available in Webex Contact Center Analyzer, for the supervisor and administrator to view callback statistics. In addition, agents can gain insights on their callback statistics via the Team Stats- Historic Agent Performance Statistics (APS) report.

Configure the Callback Flow

Ensure that the administrator has set up the inbound entry point and queue for courtesy callback. For more information about how to set up entry points and queues, see Entry Points and Queues.

As a flow developer, set up the courtesy callback flow using the Flow Designer. The following figure illustrates a sample courtesy callback flow:

Webex Contact Center Flow Designer example illustrating a courtesy callback flow.

For more information on how to configure a flow using the Flow Designer, see Flow Designer Overview.

The following steps summarize the sample courtesy callback flow:

  1. The customer dials into the IVR.

  2. The customer contact is routed to an appropriate queue in accordance with the Menu and Queue Contact configuration. The sample flow and the sequence of steps depicted here are based on this scenario.

    Alternatively, you can enable the customer to opt out of the call and receive a callback before the call is routed to a queue; for example, during non-working hours of the contact center. The contact can then be routed to an appropriate queue by configuring the Callback activity.

    When the customer waits in a queue (call is parked) for an agent, you can engage the customer with the following activities:

    • Play Music: Plays a static .wav file as the customer waits in queue.

    • Play Message: Informs the customer of the position in queue (PIQ) and the estimated wait time (EWT) using this activity. Use the Get Queue Info activity to fetch the EWT/PIQ.

    You can configure the Play Music activity and the Play Message activity to play the audio files intermittently, until an agent is available or until the customer opts out of the queue.

  3. The customer can be offered an Opt Out of Queue menu option, based on the EWT/PIQ. You can configure any of the following options when the customer opts out of the queue:

    • Leave a voice mail: Configure a Blind Transfer activity to enable the customer to leave a voice mail when the customer opts out of the queue.

    • Receive a courtesy callback: The customer's position in queue is retained to receive a courtesy callback.

      The following activities enable you to configure the callback:

      • Menu: Configure a callback menu to enable the customer to choose a callback number.

        The customer can provide the callback number, or the customer's ANI (Automatic Number Identification) number is used as the default callback number.

        You can use the Collect Digits and Set Variable activities to set the callback number, as illustrated in the callback flow.

      • Callback: Configure the Callback activity to make the courtesy callback. You can configure the Callback activity to use the same queue as the inbound call, or a different queue to make the callback.

        Do not configure callback to use a queue served by a capacity-based team (CBT) as it results in call failure. Callback processing requires an Agent ID, and CBTs have no individual agents assigned to them.

        If you select the same queue to make the callback, the customer is called back when the agent is available in the queue, based on the customer's position in queue.

        If you select a different queue to make the callback, the callback request is placed at the end of the new queue.

        You can select a static queue or a variable queue when you configure the Callback activity. For more information on setting the Callback activity parameters, see Callback.

    You can configure a confirmation message that the callback is registered and then disconnect the contact, by using the Play Message and the Disconnect Contact activities.

  • When you design a flow, a Consult interaction can't include a Courtesy Callback activity.

  • You can use a Play Message activity after a Callback activity in a flow. If an agent is found during Callback registration or a Play Message period, the customer is immediately connected to the agent.

Make a Courtesy Callback

After the customer opts out of the queue, a callback request to the customer is initiated when an agent is available in the queue, based on the contact's position in the queue. The agent is offered the callback request in the Agent Desktop.

  • If the agent does not accept the request, the request is routed to another available agent, or continues to wait in the queue until an agent is available.

  • Only a single attempt is made for the courtesy callback. If the call is not successfully connected to the customer, or is rejected by the customer, it isn't retried.

After the agent accepts the call, the call is dialed out to the customer. The customer receives the call from an ANI associated with the contact center. For more information on ANI, see Outdial Automatic Number Identification (ANI).

If the customer does not respond to the call or rejects the call, the callback request is canceled. If the customer answers the call, the callback request is marked as processed.

When the interaction ends, the agent chooses a wrap-up code to wrap up the call.

For more information on how to process a callback request via the Agent Desktop, see Callback section in the Manage your calls in Agent Desktop article.

View Courtesy Callback Reports

The following reports are available for courtesy callback:

  • Courtesy Callback Report: Enables administrators and supervisors to view callback statistics. For more information, see Courtesy Callback Report in the Visualization chapter in the Cisco Webex Contact Center Analyzer User Guide.

  • Team Stats - Historic Report: Enables agents to gain insights on their performance with respect to callback contacts. The APS report is available in the Agent Desktop. For more information, see the Team statistics - historical reports section of the Agent Performance Statistics Reports in the View and manage agent performance reports article.