As part of the specific branch page, many companies choose to showcase their personal approach to their customers and prove that they are not faceless companies.
- This reinforces the image of the company to the customer that people come first and agent's expertise and personal guidance are a critical success factorin their strategy.
- It also provides a convenient way for customers to contact a specific agent. Not only by calling or emailing them, but instantly scheduling a meeting with them.
A typical use case for customers to do this is when they:
- Already had previous interactions with this agent as a prospect or customer
- Were referred by a friend or acquaintance to this specific agent
This flow is easily enforced by simply providing an external agent identifier. Which in most cases is available within the website, as the list of agents is provisioned to the website from a system.
- Additionally, one could also provide an external office identifier. This is however optional, if the agent is only assigned to one office this is not needed as the system will figure this out by itself. If the agent is assigned to multiple offices and an optional office id is provided, it will restrict the customer from meetings with this agent in this office/branch. If no office id is provided, the customer will be able to choose 1 of the assigned branches this agent is working for. Both use cases have merit depending on company preferences.
- Once the scheduling flow starts, the system is intelligent enough that it will only show available meeting topics and corresponding meeting channels(branch/video/tel/on-location) applicable for this agent. The website implementor doesn't have to enforce this logic, as the system will do all the heavy lifting by simply providing the agent identifier.