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Configuring the display of conversations by Group
Hello team I share the following improvement opportunity based on the need of the Banco Finandina customer, who expresses whether there is a possibility that agents can avoid obtaining additional information from conversations that do not belong to them, since they end up “stealing” leads. The example that describes us is: 1: The advisor of the “TC Guaranteed” group has a conversation with a customer who is from a “CRM” campaign 2: The advisor of the “One to One” group manages to review it by searching with “CRM” and steals all the lead's information 3: Having all this information from the lead, the advisor of the “One to One” group, the advisor manages to send a template and, so to speak, “Intervene” within the current conversation. We understand that the improvement that was made to the limitation of viewing other people's conversations applies correctly to these scenarios, but at the time of implementing it, it indicated that there is an affected group that would be “Fraud Prevention” since this team needs to be able to access all conversations. The main objective would be that this option, which limits the visibility of other people's conversations, can be configured by specific groups, in this case, “Fraud Prevention”; and thus be able to maintain the possibility that some groups can access other conversations when necessary. I'm sharing an additional screenshot of how advisors can perform the search.
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