Introducing Advanced Data Permissioning To Reduce Agent Workspace Clutter

Introducing Advanced Data Permissioning To Improve Agent Dashboards and Guard Privacy TW

Having all of your customer data in one place is extremely powerful. A holistic customer view can improve the first-contact experience, enable personalized and speedy service, power proactive customer support, and reduce handle times. While having all your customer data at your fingertips can be empowering, information overload can be overwhelming.

Have you ever had a situation where one of your agents saw information they shouldn’t have? Maybe someone edited a data field they shouldn’t be able to change. Have more confidence in your data. Permissioning enables greater data security and integrity.

Now, with the introduction of field level permissions, Kustomer offers a more tailored agent timeline.

Separate Team and/or Business Unit Data

Keep customer data for all your brands in one place, and display only relevant information to agents. Configure agent views as appropriate for your business. Kustomer’s customization adapts to customer support teams that are centralized or specialized. Measure and grow customer lifetime value (CLV) across products. Support cross-sell and co-marketing efforts between your brands.

Improve Agent Efficiency and Customer Satisfaction

With field level permissions, you can control data accessibility for specific fields. This means that your billing team or fulfillment team only sees information relevant to their role. Focused views drive down average handle times so your team can help even more customers.

Secure Your Customer Data

Kustomer’s commitment to data security is demonstrated by our SOC 2 Level II certification and HIPAA compliance. Restrict data access at the field level to mitigate risk and de-risk systems for greater compliance. This is essential for clients with highly private personal information in industries such as financial services and healthcare. Limit write access, but permit read access to guard data integrity while maintaining accessibility. This can also be used to support

Intuitive Design for Easy Data Permission Controls

Putting this functionality in the hands of our users gives administrators greater control of their customer data in real-time. Navigate seamlessly between permissioning for objects and fields. Kustomer’s smart settings ensure users don’t create contradictory rules such as granting Write but not Read access. These controls allow you to connect all of your user data to Kustomer’s systems, knowing that you supervise user access.

This next step in Kustomer’s data permissioning model provides enterprise corporations with the controls they need. Learn more about how Kustomer can help your team here.