Scheduling a Callback with the Agent Success (Customer Service) Team

Overview

Agents may need assistance from the Agent Success (customer service) team for non-sales-related issues. This guide provides the process for scheduling a callback using the provided Calendly link.

Process to Schedule a Callback

1. Access the Calendly Link:

   • Navigate to the following link: Agent Success Team Calendly.

2. Select a Time Slot:

   • Choose an available date and time that works best for the agent.

3. Provide Relevant Information:

   • Ensure the agent includes details about their issue or question in the description field of the booking form. This helps the team prepare for the callback.

4. Confirm the Appointment:

   • Once booked, the agent will receive a confirmation email with the appointment details.

Suggested Talk Track

Talk Track:
"I’d be happy to help you get in touch with our Agent Success Team. For non-sales-related support, you can schedule a callback directly using this link: Agent Success Team Calendly. Simply pick a time that works best for you and include any details about your question so they can assist you more effectively!"

Best Practices for Reps

• Verify the Issue:
  Ensure the agent’s inquiry falls under non-sales-related support before directing them to the Calendly link.

• Encourage Detailed Notes:
  Suggest the agent provides a clear description of their issue to ensure the Agent Success team can prepare adequately.

• Follow Up if Necessary:
  If the issue is urgent or unresolved, check back with the agent to confirm they were contacted and their concerns were addressed.

By using the Calendly scheduling tool, agents can efficiently connect with the Agent Success team, ensuring their concerns are addressed in a timely and organized manner