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whitebox Agent Notes Reference Tagging Knowing exactly who said what and when can mean the difference between winning and losing important cases. Consistent liability protection and providing responsive client services helps maintain a reputation. Agent Notes Reference Tagging Knowing exactly who said what and when can mean the difference between winning and losing important cases. Consistent liability protection and providing responsive client services helps maintain a reputation.

Agent Notes/Reference Tagging

RECITE’s Agent Notes and Reference Tagging feature enables users to input live searchable notes during a call as well as tag calls with unique references. This allows for grouped searching of calls with common tag references.

Features:

Included with all RECITE versions — no additional licensing is required.
Insert notes during calls – notes saved at a time instant in the call are searchable
Insert reference tags to add unique identifiers to interactions and relate multiple interactions to each other
Search related interactions using key words or tags

Reasons to use agent notes and reference tagging:

Reasons to use agent notes and reference tagging:
Group and track related interactions to see “the whole story”
Save valuable time by locating calls faster and easier
Tag and easily search call recordings using the same customer codes that you utilize in your CRM solution

Features That Empower You with Essential Business Insights


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