Check Account Status

Use SmartFlows to easily set up an automated workflow that enables customers to check the current status of their account without speaking with an agent. This streamlined process allows customers to get quick answers to basic questions about their account while allowing agents to focus on more complex issues.

Benefits

  • Improved customer experience.
  • Customers can self-service at any time.
  • Improved communication.
  • Reduced costs.
  • Reduced or eliminated agent handling time.

How it Works

Sample flow to check account status with seven actions

  • Customer enters account information (e.g., account name or account number) and is validated
  • Customer selects Account Status from menu options
  • SmartFlows performs a lookup into CRM or third-party systems and checks account information
  • Account status information is provided to customer via text-to-speech

Need some help getting started?

For more information about our customer account self-service capabilities check out the links below: