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Smart Role

Smart Role – AI-Powered Training & Scenario-Based Simulation for Customer Support.

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Smart Role

The official Smart Role app for Zendesk Support empowers your team with advanced AI-driven training solutions. Smart Role helps customer support teams simulate real-world scenarios, making onboarding, training, and upskilling more interactive and impactful. With Smart Role, support teams can streamline their processes, reduce onboarding time, and enhance agent performance through scenario-based simulations and automated feedback.

Key Features of the Smart Role App:

  • Create and Run Scenario-Based Simulations: Build tailored scenarios for specific customer support challenges (e.g., refund requests, technical troubleshooting).
  • AI-Powered Persona and Scenario Creation: Utilize AI to generate dynamic personas and scenarios that mimic real-world customer interactions, helping agents practice and improve their skills.
  • Streamlined Onboarding & Training: Quickly onboard new agents with pre-defined scenarios, reducing the learning curve and ensuring consistent service quality.
  • Performance Tracking and Feedback: Evaluate agent performance through customizable scorecards and offer actionable feedback to promote continuous improvement.
  • Multi-Channel Support: Train agents for various channels, including chat, email, and (coming soon) voice.
  • Brand-Specific Training: Tailor simulations to different brands or services within your company for more targeted training.
  • Seamless Zendesk Integration: Instantly launch training simulations and analyze agent performance without leaving the Zendesk platform

Installationsanweisungen

To get started with Smart Role:

  • On Zendesk:
    • Install the app via the Zendesk Marketplace,

    • Go to the admin console > "Apps and integrations" > "Zendesk API", and create a Zendesk API Token Access. Copy it for later. This token will be used in Smart Role.

  • On app.smartrole.ai:
    • Login or create a Smart Role account using the Zendesk authentication,

    • Create a new Zendesk integration, with your Zendesk subdomain, and the Zendesk API token you copied from the admin console,

And voila ! You can start assigning scenarios to your agents in Smart Role. These training scenarios will be automatically assigned to your agents in Zendesk.

For personalized onboarding support or to schedule a demo, reach out to us at friends@smartrole.ai or visit www.smartrole.ai.

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