Consult interactions

Last Updated : Aug 01, 2024 |

Avaya Workspaces for CRM supports the Consult feature. With this feature, agents can send a consult request to another agent, supervisor, or an external source during a customer interaction to get assistance. Agents can send a consult request to a user or service queue. For example, for finance-related customer queries, agents can send a consult request to the Finance queue to get assistance from the finance department. Here, the consulting agent is the agent who sends the consult request to receive assistance, and the consulted agent is the agent who assists the consulting agent. Agents can also send a consult request to an external source outside of their organization.

During the consultation, consulting agents can do the following actions:

  • Put the customer's call on hold.

  • Move between calls.

  • Transfer or disconnect from the consultation or remain in the conference call.

  • Resume the customer call.

If the agent or the external source receiving a consultation call is unavailable or does not answer the call within the RONA timeout period, the call remains on hold in the queue until a consulted agent or the external source is available. If the consulting agent, consulted agent, supervisor, or external source cancels the consult request, the consulting agent returns to the call with the customer.

After receiving a consultation from another agent or an external source, the consulting agent can complete the consultation call as a transfer or a conference. In both instances, Avaya Experience Platform™ Public Cloud uses the caller's country code to complete the call.

Consult complete as transfer

The consulting agents can transfer a customer interaction to another agent, supervisor, or an external source after the consultation call. After the transfer is complete, the consulting agent drops from the call with the customer. The agent, supervisor, or external source receiving a consultation call request joins the call with the customer. If the consulted agent, supervisor, or external source is unavailable for the call, the consulting agent can cancel the consult request and return to the call with the customer.

Consult complete as conference

The consulting agents can complete the consultation call as a conference. After completing the consultation call as a conference, the customer automatically joins the conference with the consulting agent and the consulted agent, supervisor, or external source. If the consulted agent, supervisor, or external source is unavailable for the call, the consulting agent can cancel the consult request and return to the call with the customer.