Start On-the-Spot Outbound Session
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Overview
An On-the-Spot (OTS) session is an immediate, real-time collaboration feature that allows users to initiate discussions, meetings, or activities without prior scheduling.
These sessions are designed for spontaneous collaboration and quick decision-making.
Use Cases
On-boarding Customers
Quick team meetings
Immediate problem-solving sessions
Ad-hoc brainstorming
Spontaneous presentations
Benefits
Time-efficient collaboration
Reduced need for formal scheduling
Immediate on-boarding
Enhanced flexibility and responsiveness
Starting an OTS Session
Initiating a New Session
Click on the "New Session" button.
Provide your participant/customer Name, mobile number, email and customer ID (if any)
Select preferred channel: SMS or email
Inviting Participants
Ensure participants/customers are available for immediate collaboration.
Click on the "Send" button.
Participants receive an immediate invitation to join the OTS session via SMS or email
Joining Instructions
Participants can join by clicking the provided link received via SMS or email
No application is needed to download
Provide the PIN to connect to your participants
Ending the Session
Concluding the Discussion
The User can conclude the session by announcing the end of the discussion.
Ensure all important points are covered before ending.
Collecting feedback from the Participants
Encourage participants/customers to provide feedback after the session.
Use feedback to improve future OTS sessions.
Note: Before the DC outbound session creation, ensure the customer you would like to connect with is on the line with you, you could have an initial phone call to brief them accordingly. Let's say the customer agreed to connect with you digitally on this platform, then stay on the line until you get connected digitally.
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