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We are introducing an upgraded 8x8 Work app for Zoho with an intuitive interface that streamlines customer interactions while delivering a simpler, more efficient, and more engaging way for agents to keep productivity high and customer experiences positive. This clean new interface allows agents to:

  • Process interactions and manage their routine tasks with ease.

  • See the system searching the CRM for matching records from the moment the interaction is offered to an agent.

  • View a screen pop for single match records (if configured by the admin).

  • Match the interaction to the desired contact when multiple match records are found.

  • Search the CRM and match the interaction to the desired contact.

  • Add disposition codes before wrap up.

  • Schedule reminders to follow up tasks for both 8x8 Work and Zoho if required.

  • Add separate notes about interactions to both 8x8 Work and Zoho.