Agent Notes/Reference Tagging

Agent Notes/Reference Tagging

Knowing exactly who said what and when can mean the difference between winning and losing important cases. Consistent liability protection and providing responsive client services helps maintain a reputation.

Features:

  • ▸ Included with all RECITE versions — no additional licensing is required.
  • ▸ Insert notes during calls – notes saved at a time instant in the call are searchable
  • ▸ Insert reference tags to add unique identifiers to interactions and relate multiple interactions to each other
  • ▸ Search related interactions using key words or tags

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