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

Accessing the OTS Feature

• Navigate to the DC home page

• Look for the "New Session" button

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

Getting Connected

• Explore the Digital Connect controls and features

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.