Process & Automation Driven Case Management Gets All Stakeholders To Serve Your Customers In Timely Manner

Round Infinity's extensible, multi-step and branched workflows enable conditional logic that can seamlessly assigns tasks to internal & external team members & can update any system in real-time, enabling advanced business process automation. Case prioritization based on sentiment, SLA management & escalations are applied across all stakeholders.

Single View of Customer

Get a 360 degree view of your customers. Get a view of past conversations across channels, assets, orders, open tickets, closed tickets, all at one place. A 360-degree view of each customer's journey enables agents to anticipate needs and personalise every interaction.

Groups & Expertise

Group agents by department or skills so as to allow effective assignment of requests & tickets.

Workflow Builder

Easily create workflow diagrams which allows to automatically move a case from one department to another. There is no more switching between multiple tools. No more missing out on follow ups and delaying replies.

Conditional Branching

Use branching workflow logic & rules to model multiple scenarios in a single workflow. Use business rules & conditions to automatically select the next process step & the next assignee.

Multi-Step Workflows

Use multiple steps workflow to execute webhooks which can automatically update external systems.

Agent Console

Track and manage all incoming requests from all channels with one inbox.

SLA Management

Set deadlines for ticket response and resolution based on priority or process steps. Each process step can have a different SLA. Each RICO can have its own SLA.

Business Hours

Indicate the hours your business is open and exclude non-business hours from reporting. Specify holidays when your office is closed.

Request Prioritization

Make sure every incoming requests gets automatically categorized, prioritized and even assigned to the right agent or group based on rules that you define.

Skill Based Routing

Assign tickets to members with certain expertise based on least assigned tickets or least open tickets.

Group Based Routing

Assign tickets to members of a group based on least assigned tickets or least open tickets.

Query Based Routing

Assign tickets by retrieving members dynamically from a RICO.

Rule Based Routing

Assign tickets to agents based on rules with multiple conditions for column values.

Out-Of-Office & Break Time

Do not assign tickets to agents who are out-of-office or are on a break. Notify the supervisor when an agent marks himself as out-of-office.

Automate Notifications To Customers

Automatically send out SMS & Email notifications to customers at each process step, as the case moves forward. Specify multiple conditions to send out such notifications.

Reminders

Set reminders to automatically send notification to the agent of upcoming call-backs, appointments or follow-ups.

Escalations

Specify multiple levels of escalations which gets triggered when an agent does not complete assigned task within specified SLA.

Transfer Ticket Ownership

Share ownership of tickets with other teams without losing visibility into progress being made on the issue.

Canned Responses

Provide quick, consistent responses to common questions by creating pre-formatted replies.

Browser Based Notifications

Browser-based notifications alerts the agent when a customer starts a conversation or replies to a conversation.

Custom Search

Filter & search data residing in Custom Objects to efficiently serve customers. Download data to excel.

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