TMC Labs
March 2001

 

NetAgent 4.0

eShare Communications
5051 Peachtree Corners Circle
Norcross, GA 30092
P: 888-ESHARE4
F: 770-239-4444
Web: www.eshare.com

Price: Starts at $20,000 for 3 agent seats, software, plus NetAgent JumpStart. Hosting option is also available, with variable pricing based on number of agent seats and service type.

Editors' Choice Award

RATINGS (0-5)
Installation: 5.0
Documentation: 4.5
Features: 4.75
GUI: 5.0
Overall: A


For a long time chat remained a bit of Internet whimsy that, while possibly having tremendous potential as a business tool, still appeared to function best when applied towards entertainment or "community building" purposes. Perhaps the current reinvention of the customer (a component that used to be optional in the typical Internet business plan) can be credited with chat's recent elevation from lark to compelling form of customer interaction.

A side effect of this focus on the customer is that we've provided online consumers with a million ways to contact an agent, without giving agents a way to manage multiple contacts conducted in multimedia. In addition to telephone calls, they're now asked to deal with chat and e-mail. Not only do the beleaguered agents suffer, contributing to a traditionally high turnover rate within the industry, but customers receive poor service through impersonal, systemized responses or curt replies from overtaxed agents.

Enter eShare, who was in the chat and e-mail marketplace long before their purchase by Melita. The 4.0 release of their NetAgent product brings a new level of productivity to the multimedia call center, allowing agents to handle multiple chat visitors and e-mail recipients without losing that crucial human touch. In addition to the inclusion of bi-directional Web collaboration, Web callback requests, and assisted form-filling, the new version brings NetAgent closer to the CRM space by supporting the leveraging of customer histories through Enterprise Data Access. In addition to these chat features, a separately licensed component called "Re:sponse" provides e-mail management through features such as skills-based routing.

INSTALLATION
NetAgent was installed on a machine running Windows 2000. Its minimum requirements are Windows NT 4 or higher (this excludes some NT versions not offering a specific options pack), 96 MB of RAM, and a Pentium II processor. Additionally it requires a dedicated copy of MS Internet Information Server and its own ODBC-compliant database: MS SQL Server was used for the installation.
Requisites aside, server and client installation of NetAgent were exceptionally quick and simple. Our installation, including many pauses to explore various features and pose questions to the visiting eShare representative, was completed in well under an hour. It does not appear that installation would present much of an interruption to normal operations in a newly-adopting contact center. Additionally, APIs allow administrators to integrate NetAgent with existing applications such that, during training, agents can familiarize themselves with NetAgent while still utilizing their existing system.

DOCUMENTATION
EShare sent TMC Labs five manuals: Installation, Supervisor's, Agent's, Reports, and Database Reference. Each was built with a clear, concise table of contents and contained a logical structure throughout. The Installation manual provided checkboxes at the end of each procedure, which is a small but beneficial tool if installation is interrupted and must be continued at a later time. The Installation manual also provided detailed screen shots for nearly every step in each procedure.

Both the Supervisor and Agent's manual contained a Glossary of NetAgent Terms, which we also liked. The NetAgent online Help files are adequate -- providing the standard Contents, Find, and Index tabs -- though it would have been nice if you could return to the original help dialog box after selecting a topic. The only other hampering issue we encountered with the documentation was that we weren't always able to facilitate reference due to the absence of an index in the manuals.

FEATURES
NetAgent is aimed at maximizing an agent's time and reducing operational costs, while enhancing a customer's experience. EShare calls the following features Agent Productivity Maximizers (APMs). Some of these include: auto-pilot, which is a self-running interactive question-and-answer session that directs the consumer, according to their response to predetermined prompts, towards various contents from the host site. Frequently Used Items (FUI), consist of text, files, and Web pages compiled by agents and administrators are used to generate a large amount of material, accommodating customer inquiries in specific areas. A slide-show presentation consisting of Web pages and automated instructional text can also be sent to a customer. A real-time spell checker is also considered an APM.
Other features include:

  • Skills-based e-mail routing.
  • Integration with PBX/ACD for call queuing and rollover if an agent is in "work mode."
  • Multi-level administrator logins.
  • Bi-directional page pushing.
  • Enterprise data access (EDA).
  • Frequently used items (sayings, Web pages, etc.).
  • Web callback requests.
  • Consumer-scheduled PSTN callback requests.
  • Customer interaction logging and history.
  • VoIP via NetMeeting, Lipstream, or HearMe.
  • Script with selectable push page as "hold" ("Info-On-Hold").
  • Support for outbound e-mail campaigns.

OPERATIONAL TESTING
NetAgent
Chatting through NetAgent was tested both from an agent's and a user's perspective: the goal was to see how well an agent could interact with multiple site visitors in a quick and believable manner. Using the Web-based administration screens -- which, while being a bit Spartan in appearance, proved exceptional in ease of use -- a few FUIs (greetings or responses that an agent can automatically trigger when needed) were created, and scripted content as well as "on hold" Web pages (to be shown while consumers wait for a net agent) were chosen. It took a very short time to accomplish all of this, and would obviously be even shorter for a seasoned NetAgent administrator. Once these configurations were completed, multiple chat sessions which showed themselves as several screens opening up on the agent interface were initiated by simulated consumers.

Because of the various levels of interaction afforded through NetAgent, it proved simple to engage in live, one-on-one chat with a needier visitor while pushing canned content to others, allowing agents to deal with a higher volume of visitors while maintaining a human touch. At the most intimate level is regular chat, which proved as close to "real-time" as possible for both agent and consumer in the Labs environment. The most automated forms of interaction are presentations, where scripted content is accompanied by pushed Web pages, and Auto Pilot sequences which push pages according to consumers' responses to "yes" and "no" prompts. Even while this automated content was active, our faux agents were able to monitor its progress in case the visitor should require more help.

Scripts And FUIs
Somewhere in between complete automation and completely personal interaction, a middle ground is afforded by FUIs and scripted content. Scripted content (as well as telephony integration) allows chat to be treated and managed in the same manner as traditional telephone calls to a contact center, affording a recognizable experience to both agents and consumers. For example, when acting as consumers, we received an "on hold" Web page and message pushed to our browser upon initiating chat -- providing an even more interactive equivalent to on hold telephone recordings. While this page is presented, an agent is given a pre-determined pause period to prepare for the oncoming chat. When telephony integration is in place NetAgent integrates with the ACD such that calls are bounced past chatting agents to available ones. We used FUIs, in our tests to field common questions or greet new visitors in a naturalistic manner while allowing the faux agents to respond to or monitor other chats. For example, our agents were able to select from pre-established greetings (such as, "Hi, how can I help you today?") upon initiation of chats, while responding to questions about shipping or pricing with pre-scripted answers.

In an ideal scenario, an agent could resultantly provide a mixture of live and virtually live responses to customer queries, dealing with other tasks while visitors are occupied. As for how real it is, it would take real savvy or prior knowledge to realize when an agent is actually responding as opposed to pushing scripted material.

Web Collaboration
With this release eShare introduced bi-directional Web collaboration (either the customer or agent can determine which pages are co-browsed) and assisted form-filling. The response time for both of these features was exceptionally fast. In a test of form-filling, an "agent" conducted Yahoo! searches on a "customer's" computer, entering key words into the search field with minimal delay.

VoIP And Call-back Requests
The default customer interface allows consumers to enter their name, e-mail address, a description of their issue or question, and to choose which Service Line they need to be place into (i.e. support, sales, etc.). It also provides checkboxes which, if selected, will trigger a request either for an immediate NetMeeting callback or will allow the customer to enter a specific time at which they'd like to receive a regular PSTN call. These features were tested in the midst of our simulated customer support session. PSTN callback requests were queued in the appropriate service line, NetMeeting requests were announced by an "accept" or "decline" pop-up window on the agent interface. While individual Web calls could be placed and received in an efficient manner, it was not apparent exactly how the system would handle multiple VoIP callback requests. Although the system integrates with a company's PBX and ACD systems to distribute PSTN calls to available agents, it appears as though chatting agents may still be disturbed by NetMeeting callback requests.

Re:sponse
To test the Re:sponse feature, skills-based rules and categorically-triggered stock responses were created to evaluate how the system handles multiple e-mails with varying content. Re:sponse performed exactly as it was configured, directing e-mail with certain keywords in the subject or body to only one of our two fictional agents (in this case the keyword was "shocks," as in automobile suspension), and automatically populating e-mail replies to those e-mails with pre-written content (i.e. "AutoParts Warehouse has a full line of shocks."). Our agents were supplied with an e-mail workspace within which they could choose from various stock phrases while also composing their own content.

ROOM FOR IMPROVEMENT
As readers can probably tell, we were uniformly impressed with NetAgent. It offers what appears to be an exceptional way for agents to interact quickly and naturally with customers, applying the proven call center model to chat as well as e-mail. Equally as important though, is the ability to build long-term relationships with these same customers, turning these immediate interactions into customer histories while mining the results of past interactions. eShare's inclusion of Enterprise Data Access support with this release and its support for database lookups are steps in the right direction. What would take the product to an entirely different level would be the automation of at least some of these features.

In an ideal scenario, once a new visitor submits a chat request, the user name or e-mail address is checked against the customer database and any pertinent information from their history (Are they a huge client? An investor? What types of products have they purchased in the past? Do they have any outstanding support issues that have not been addressed?) would be automatically populated in the NetAgent screen pop. eShare should be credited for a Chat EDA which presents some visitor login info within the incoming screen pop-up, but it still does appear that required manual querying could lesson response time.

Additionally, in customer service or support scenarios, agents require the ability to log "calls" (in this case chats or e-mail exchanges) quickly, report problems, and create trouble tickets or assign action requests all within the same, easily accessible interface -- one that shows and prioritizes their existing tasks.

Currently eShare's open architecture, which includes software development kits and APIs, would most likely allow a company to integrate NetAgent with another CRM application satisfying the requirements above. All that is being suggested here is that an already powerful product which handles the first phase of customer contact with great aptitude would be made even more powerful if eShare themselves were to bundle it with such a CRM application. Any number of powerful alliances would allow them to do so.

The only other room for improvement would be uniform treatment of VoIP and PSTN calls (if it is not already supported), such that multiple NetMeeting callback requests are queued along those for regular telephone calls.

CONCLUSION
NetAgent 4.0 is a feature-rich application with far too many components to list. eShare has done a good job of delivering both the agents and visitors an array of two-way mediums for collaboration and information delivery. Agents can more effectively manage their time by choosing how heavily they need to interact with a customer, when to return calls, answer e-mail, and not get interrupted by a text chat or phone call when engaged with another customer. Pushing scripted responses and Web pages to answer FAQs frees time and manpower to respond to other queries. This appears to increase agent productivity with minimal effort, and seems to provide more accurate and comprehensive information in a shorter period of time.

Ultimately this leads to a golden mean between complete automation on the one hand and taxing, one-on-one chat on the other. If (or when) eShare includes even more integration with the back-end part of customer interaction and expands their VoIP capabilities, their already impressive product will be no contest for a full A+ rating.

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