D-4-1

Alerts

To be completed by Team Director

View

View Customer Information
(Open in new tab)

D-4-2

Pay As You Go Member

Invoices

 

Check for invoices that are 30 days past due.

D-4-3

Pay As You Go Member

Start chat conversation with computer

“Hello. My name is ________ . An alert came in from your computer indicating that there _____________________. “

“You are currently one of our Pay As You Go Members.

If you would like a Remote Support Session, I will just need to take payment for the $20 one-time Add-on.

D-4-6

Pay As You Go Member

No – Remote Suport Session

“Not a problem. If you would like basic support only, I can create a ticket for you.”

Basic Support?

D-4-7

Pay As You Go Member

Yes – Basic Support

Create Ticket

Priority: 2 Normal

Assignee: Select Remote Agent

Type: Pay As You Go Plan – Remote Session Included

SLA: —>

D-4-4

Pay As You Go Member

Yes – Remote Suport Session

“Give me a few moments to get things ready on my end.”

Create Ticket

Priority: 2 Normal

Assignee: Select Remote Agent

Type: Pay As You Go Plan – Remote Session Included

SLA: —>

Add/View Charges: $0.00

Add New Item: 320 – PAY AS YOU GO REMOTE SESSION

Make Invoice

“Your total is $________ .”

“There are several ways to make payment.
– You can click on the Anything Computers.org Icon, and select Access your account.
– You can also give me the information here in the chat.

– You can also call 888.615.HELP

Take Payment For past due amount + Add-on

D-4-5

Pay As You Go Member

View Ticket Receipt

View Ticket Receipt

Save to: Team Director (U:)

Notify Remote Agent. Provide ticket number

“Here is your ticket # ………
Please hold again while I transfer you to a Remote Agent

Re-Assign chat to Remote Agent

D-4-8

Pay As You Go Member

End Chat

“Ok. If you need anything, please don’t hesitate to reach out to us.”

End Chat

D-4-9

Pay As You Go Member

More Than One Contact?

More Than One Contact?

D-4-10

Pay As You Go Member

Add-on + Balanced Owed?

Start Chat conversation with computer

“Hello. My name is ________ . An alert came in from your computer indicating that there _____________________.”

“You are currently one of our Pay As You Go Members.
If you would like a Remote Support Session, I will just need to take payment for the $20 one-time Add-on.

“At the same time, you have a past due amount of $ _________ that needs to be addressed first.”

Add-on + Balance Owed

D-4-11

Pay As You Go Member

Create Ticket

“Give me a few moments while I get things ready on my end.”

Create Ticket

Priority: 2 Normal

Assignee: Select Remote Agent

Type: Pay As You Go Plan – Remote Session Included

SLA: —>

Add/View Charges: $0.00

Add New Item: 320 – PAY AS YOU GO REMOTE SESSION

Make Invoice

“Your total is $________ .”

“There are several ways to make payment.
– You can click on the Anything Computers.org Icon, and select Access your account.

– You can also give me the information here in the chat.

– You can also call 888.615.HELP

Take Payment for past due amount + Add-on

D-4-12

Pay As You Go Member

End Chat

“Ok. If you need anything, please don’t hesitate to reach out to us.”

End Chat

D-4-13

Pay As You Go Member

Notify Team Leader

Notify Team Leader

D-4-14

Help Desk & Remote Access Members

Invoices

 

Check for invoices that are 30 days past due.

D-4-15

Help Desk & Remote Access Members

Create Ticket

Create Ticket

Priority: 2 Normal

Assignee: Remote Agent

Type: 2 – Help Desk Plan -or- 3 – Remote Access Plan

SLA: —>

View Ticket Receipt

Save to: Team Director (U:)

Notify Remote Agent. Provide ticket number

“Here is your ticket # ………
Please hold again while I transfer you to a Remote Agent”

Transfer call to Remote Agent

D-4-16

Help Desk & Remote Access Members

More Than One Contact?

More Than One Contact?

D-4-17

Help Desk & Remote Access Members

Balanced Owed?

Start Chat conversation with computer

“Helo. My name is _______. We recieved a message from you.”

“Before we can continue assisting you, there is the past due amount of $ _________ that needs to be addressed first.”

“There are several ways to make payment.

– You can click on the Anything Computers.org Icon, and select Access your account.
– You can also give me the information here is the chat.
– You can also give me the information here.”

Take Payment for past due amount

D-4-18

Help Desk & Remote Access Members

Notify Team Leader

Notify Team Leader

D-4-19

Managed Services Member

Notify Remote Agent

Start Chat conversation with computer

“Hello. My name is ________ . An alert came in from your computer indicating that there _____________________. Would now be a good time to connect and check this out?”

Response?

D-4-20

Managed Services Member

“Great. Can I connect you to a Remote Agent?”

Response?

D-4-21

Managed Services Member

Create Ticket

“Ok. Please hold while I get a few things ready.”

+ Create Ticket

Priority: 2 – Normal

Assignee: Remote Agent

Type: Managed Services Plan

SLA: —>

Contract: (Select Contract)

View Ticket Receipt

Save to: Team Director (U:)

Notify Remote Agent. Provide Ticket Number

“Here is your ticket # ………
Please hold again while I transfer you to a Remote Agent”

Re-Assign chat to Remote Agent

D-4-22

Managed Services Member

“No Problem. If you have any issues, please reach out to us.”

End Chat

D-4-23

Managed Services Member

End Chat

Place phone call conversation

“Hello. My name is ________ . I’m calling from Anything Computers.org. An alert came in from your computer indicating that there is something going on with your computer. Would now be a good time to connect and check this out?”

D-4-24

Managed Services Member

Create Ticket

“Ok. Please hold while I get a few things ready.”

+ Create Ticket

Priority: 2 – Normal

Assignee: Remote Agent

Type: Managed Services Plan

SLA: —>

Contract: (Select Contract)

View Ticket Receipt

Download to: Team Director (U:)

Notify Remote Agent. Provide Ticket Number

“Here is your ticket # ………
Please hold again while I transfer you to a Remote Agent”

Transfer call to Remote Agent

D-4-25

Managed Services Member

“No Problem. If you have any issues, please don’t hesitate reach out to us.”

End Call