Personalised Sound Notifications for Omnichannel

One of the themes running through the Wave 2 2020 update for Omnichannel is the personalisation aspect. Though systems work just fine on their own, it’s always nice to add a ‘personal touch’ to the parts that we can. Last week I shared how quick replies are now able to be personalised (Personalised Quick Replies). This week I’m going to go into how the sound notifications can be personalised as well!

These seem to be just small little features, but in my view they do bring things to the next level. Examples of this are the following:

  • If a customer session starts, wanting to know which channel it’s come in through, without needing to open the conversation
  • Many agents in a contact centre – if everyone is using the same sound, no-one knows if it’s their computer or not!
  • The different between a new conversation starting, and a new message being received on an existing conversation
  • Wanting to ensure that sound volumes aren’t too high, else they’ll disturb other people.

All of these are extremely valid scenarios, along with other ones (such as disabling sound entirely, for example!). Though this seems simple to implement, and isn’t very difficult to set it, there’s a lot of flexibility involved. I’m therefore really happy that this is now available to be used.

So, let’s see how to go about setting it up. There are two parts to this – the Omnichannel Administrator side, and what the Agent can then do

Omnichannel Administrator

In the Omnichannel Administrator Hub, the administrator should open the Notifications section, and go to the Sound Notification Settings tab:

There’s a single setting there, to toggle sound notifications on or off. Setting it to ‘Yes’ will then show the following section on the screen:

Once it’s enabled, there are then a number of system default options that are automatically loaded. Here the administrator can do the following tasks:

  • Choose to allow sounds to be played at a per channel level
  • Change the system default sound notification (more on loading in custom sounds below)
  • Allow the sound notification to be repeated until the call is answered
  • Set the maximum volume allowed for the sound (this is a lovely slider control!)

There are of course sound files that come included in the system by default. But what if we’re wanting to upload custom sound files to be used? Well, that’s not a problem. Simply by clicking in the lookup field to select a sound file, we are given the option to upload a new audio file:

Clicking this brings up the Audio File record, which we use to upload. We need to give it a name & save it, and then we’re given the ability to upload the file itself:

Note: There are specific file types that need to be used, with a maximum file size of 1MB. It does say that for best experience to use the OGG file format. There are plenty of free resources out there to download OGG files, or to convert MP3 files to the OGG file format if you need

Once we’ve uploaded the file, we get presented with a mini player to hear how it sounds. This is really cool!

All of the audio files in the system (both default & custom) are then available for agents to personalise their own experience

Note: If a company wants to upload many different custom audio files, it may be easier to add the Audio Files entity to the sitemap, and then perform this function from there

Note: To prevent agents from uploading their own audio files directly, the Omnichannel Agent security role only allows Read access, not Create/Edit access:

Omnichannel Agent

With the initial system setup performed by the Omnichannel Administrator, agents are then free to go ahead & personalise their own experience. This is done directly within the Omnichannel for Customer Service app, by selecting ‘Personalisation’ from the available menu:

Once this is selected, the agent is presented with a very similar interface to the Omnichannel Administrator:

Here the agent can change the system default for themselves (this does not affect any other Omnichannel users), change the various settings, modify the volume levels, etc.

Once saved, it’s then live & active, and will work as desired.

Incoming message alerts for active sessions

At the bottom of the sound notification settings screen, there is one further setting. This is around the behaviour of sounds for existing conversations:

This can be helpful (either from an overall system perspective, or an individual agent perspective) to either allow or turn off sounds from conversations that are already happening. Some people might find it very annoying that every time a customer sends a new message through, the system plays a sound. This is especially true when dealing with multiple conversations (which, after all, is what Omnichannel is all about!)

In summary, it’s a really good feature to have now at our convenience to use. Obviously I’d suggest not to load rock music into it, for example, unless of course your company specialises in rock music! How do you think this would be beneficial to your users? Drop a comment below – I’d love to hear!

Omnichannel Desktop Notifications

I’m quite regularly asked various things about Omnichannel. One of the most regular questions goes along the following lines:

Are we able to show a desktop notification to our agents, when they’re not on the Omnichannel Customer Hub screen?

Let me explain what this is all about. When an agent is logged into the Omnichannel Agent Hub, and a new chat comes in, they get the following prompt on their screen:

They can then accept it (which will open up a new chat session), or reject it (which will send it back to the queue).

But if they’re not on the browser tab that Omnichannel Agent Hub is open in, they won’t see any notifications. At all! So they miss out on this, and the customer isn’t engaged with. This obviously is undesirable from a business perspective, as it could even result in losing the customer. So the answer, until now, has unfortunately been ‘No’.

Now in the past when this has come up, I’ve suggested that people take a look at either:

However in my experience these haven’t really been suitable for Omnichannel. This can be due to various reasons, including the client, the requirements, or the infrastructure itself. It’s always been a real annoyance to things, and something that I (& many others) wish would be in place. Several of us have given previous feedback to the product team that this would be really useful to have.

Companies want their agents to be as productive as possible, and this therefore results in a gap in their potential productivity.

Well, the amazing news is that the Product Team for Omnichannel have listened to the feedback given. Not only that, they’ve actually acted on it!

As part of Wave 1 2020 functionality, we now have Omnichannel desktop notifications! This can cover the following scenarios:

  • The Omnichannel agent has minimised the Omnichannel Agent Hub app
  • The Omnichannel agent is working on another tab of the browser
  • The Omnichannel agent is working in another browser window

So what does this actually look like? Well, it’s quite nice & neat to see:

Desktop notification

Very helpfully (in my opinion) it even tells you the browser that’s being used. Users can be running multiple browsers, and this helps as a reminder. If a user has multiple different browsers open, this can assist with working out which one has Omnichannel running in.

Now, there are several different actions that will happen, depending on the agent reaction to the notification:

  • If the agent clicks on the text (but not one of the buttons), it’ll open up the Omnichannel app, and show the agent the notification within the app. They can then choose to accept or reject it within the Omnichannel app
  • If the agent clicks the Accept button, the Omnichannel app will open up & be active, and the session with the customer will start
  • If the agent clicks the Reject button, the notification will go away, and the customer will be returned to the queue

Lets take a look again at the notification within the app itself:

There’s a ‘Wait time’ contained with it. If the wait time expires without the agent doing anything, the conversation is returned to the queue.

This value can be configured by the Omnichannel Administrator, to whichever setting fits the organisation. To do this, go to Notifications in the Omnichannel Administration Hub, open up the notification that you’re wanting to modify, and change the value shown below:

However, you’ll note on the desktop notification that there’s no ‘Wait time’ included on it. This is because the way that notification appears on the desktop doesn’t allow for it to be shown. That isn’t to say that it’s not applicable – the agent will still have the same amount of time to respond. If they don’t respond within this time, the desktop notification will disappear.

Now, there’s still something that the agent will need to do in order to have the desktop notifications to appear. They’ll need to give the browser permission to allow it to happen. The first time that it occurs, it’ll prompt the user as follows:

Allow desktop notification

When the user clicks ‘Accept’, it’ll save the setting, and the desktop notifications will be pushed through. Obviously if they don’t, the desktop notifications won’t appear!

There can be occasions when this still doesn’t work. The below items should help you troubleshoot any these, or similar situations:

One thing that’s also really useful to know is that all of this isn’t just for new customer conversations. The functionality for desktop notifications also covers:

  • Incoming chat conversation
  • Incoming SMS conversation
  • Conversation (work item) assignment
  • Conversation transfer
  • Conversation escalation
  • Conversation escalation from a bot

So really the whole gauntlet of agent interactions that they’d be doing on an on-going basis. Which of course is really helpful, and highly useful.

I’m really quite happy that this has come out as part of the Wave 1 2020 feature items. I’ll be continuing to go into depth around the other functionality that’s part of this release. For the moment, I’m also going to quietly wonder what the product team are going to include next – I’m sure it’ll be very helpful!