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Customer service

Contact center onboarding

Contact center onboarding is the process of preparing a new agent to use the knowledge, tools, and communication skills required for their service role.

Contact center onboarding is the process of preparing a new agent to use the knowledge, tools, and communication skills required for their service role.

What onboarding includes

A program can combine product and policy education, system training, observation, practice, and support from a supervisor. The order depends on the team's work and the complexity of its customer issues.

New agents need opportunities to use the information, not only read it. A representative conversation can reveal where more explanation or coaching would help.

Use practice alongside people

Begin with a focused scenario after the agent has enough context. Review the interaction, agree on an improvement, and offer another attempt before adding complexity.

Shadowing and supervisor judgment remain important. A passing practice score is one signal among several when deciding what support a new agent needs.

Explore how Thoughtly Lira can support customer-service practice.

Give your agents room to practice.

See how Lira helps service teams prepare for customer conversations.

See Lira in action