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  • Asking the Agent the Right Questions:

    • Agents will not always diagnose or explain the issue correctly.

    • For example, they may say “My computer won’t turn on,” when it is just an issue with their monitor setup.

  • Example Questions:

    • When did this issue start?

    • Were you able to log in to X system before?

    • What password are you using? (often, they try “training” even after they are out of training)

    • Is there a power light on the front of your computer or monitor(s)?

    • Verify they are connected hardwired.

    • Did you recently have a power outage? (may have to flip surge protector)

    • Did you try unplugging/replugging? (ethernet cord, HDMI, etc)

  • If they are able and willing, video calls, such as FaceTime, are often helpful when you cannot quite figure out the issue the agent is trying to explain.

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There are two methods to chat IT:

  1. Live Helper Chat

  2. The Rocket Chat labeled “region_06_tech_aiq”

Use the Jira IT chat Live Helper Chat first and the RC only as needed.

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  • In some cases, agents may continue working while they wait for new equipment (ie. if the problem is with a mouse but they have a spare mouse of their own they can use until the new one arrives).

  • Sometimes, they cannot work until the new equipment arrives.

    • For these situations, ask the agent if they are ok to use PTO or VTO until the equipment arrives.

    • If so, have them submit the PTO/VTO request in ADP.

    • Sups should follow up with WFM to explain this is “management excused” due to equipment issues.

    • Some agents may state they do not want to use PTO or VTO and are adamant they continue logging ADP until the new equipment arrives since the problem is with cXp’s equipment and, therefore, they should not be required to miss out on part of their paycheck.

    • Per HR, agents may continue logging ADP. However, we should expedite the process by overnighting equipment.

    • Explain in the the Description box of the ticket that the equipment should be overnighted.

    • Be mindful that some equipment shipping needs are more urgent than others. Going back to the example of a mouse needing to be shipped - If an agent states they cannot work due to a non-functional cXp mouse and that they have no spare mouse of their own, we can ship them a mouse but if they are adamant about logging ADP until a mouse arrives, they should be advised to drive to the nearest store to purchase a cheap mouse and send us the receipt. We will reimburse.

    • Some agents have been exploited these situations. For example, situations similar to the example below have occurred on numerous occasions:

      • Agent claims issue with headset

      • Sup chats IT and IT confirms

      • Sup submits equipment shipping request

      • Agent is adamant about remaining logged into ADP until new headset arrives since it is due to cXp’s faulty headset

      • Sup advises to drive to nearby store to purchase a basic headset and to email a picture of the receipt, explaining we will reimburse

        [Agreeing to these terms is reasonable, but sometimes agents push the boundaries further]

      • Some agents may claim they currently do not have the money to purchase a headset out of pocket, regardless of reimbursement, or claim they have no car and no way to drive to a store to purchase a headset.

      • At this point, notify HR for further assistance.

AIQ/CXP Tech Support Chat

  • The AIQ/CXP Tech Support Chat may be utilized for Dialer issues unresolved by the purple help button.

  • This chat may also be used when urgent issues or trends are identified.

  • If an agent is about to lose a sale due to a tech issue that you are unable to resolve, you may utilize the tech support chat for assistance.

  • If multiple agents are reporting issues, the tech support chat should be notified in case there is a trend that has not yet been identified
      • .

Systemwide Issues

  • Sometimes, systemwide issues may occur spanning many agents across AIQ and other BPOs.

  • For example, there has been more than one instance of Amazon Web Services (AWS) going down. The AIQ tech platform is built on AWS so when this goes down, we have no choice but to wait for the issue to be resolved, along with a million or so other AWS users.

  • Sups should take the initiative to hold impromptu meetings to boost morale and provide team trainings/updates as the option to do so is not common during AEP.

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