Greeted Promptly Offered to connect to product center Caller shared username ANI matched phone number CCP took active notes CCP says "Get Code". Email last validated on 11/18/2025 CCP validates phone numbers CCP pulls up CDIC CCP repeats back reason for call Client's phone vibrates CCP yields to the caller Repeated email address CCP checks session history CCP uses Twilio Confirmed username Greeted Promptly Confirmed username CCP apologizes for interrupting Great acknowledgment Great acknowledgment Client's phone vibrates CCP checks session history CCP pulls up CDIC CCP says, “Get code” CCP used IVR to start call Offered to wait on the call CCP shares wait time (Korbyt) CCP presents mailing preference options Yielded to the caller CCP used IVR to start call Validates phone numbers CCP refreshes Salesforce CCP uses Twilio CCP shared registration date Validated email and address in Salesforce CCP takes active notes ANI matched phone number CCP shares wait time from Korbyt "If you have any questions, just let me know." Validated email CCP says, "Forgot Password link" Offered to connect to product center CCP says, “Two factor security” Repeated email address Email last validated 11/18/2025 "If you have any questions, just let me know." CCP says, "Forgot Password link" Background noise (client's end) Background noise on client’s end Thanks the client for calling Confirmed address Greeted Promptly Offered to connect to product center Caller shared username ANI matched phone number CCP took active notes CCP says "Get Code". Email last validated on 11/18/2025 CCP validates phone numbers CCP pulls up CDIC CCP repeats back reason for call Client's phone vibrates CCP yields to the caller Repeated email address CCP checks session history CCP uses Twilio Confirmed username Greeted Promptly Confirmed username CCP apologizes for interrupting Great acknowledgment Great acknowledgment Client's phone vibrates CCP checks session history CCP pulls up CDIC CCP says, “Get code” CCP used IVR to start call Offered to wait on the call CCP shares wait time (Korbyt) CCP presents mailing preference options Yielded to the caller CCP used IVR to start call Validates phone numbers CCP refreshes Salesforce CCP uses Twilio CCP shared registration date Validated email and address in Salesforce CCP takes active notes ANI matched phone number CCP shares wait time from Korbyt "If you have any questions, just let me know." Validated email CCP says, "Forgot Password link" Offered to connect to product center CCP says, “Two factor security” Repeated email address Email last validated 11/18/2025 "If you have any questions, just let me know." CCP says, "Forgot Password link" Background noise (client's end) Background noise on client’s end Thanks the client for calling Confirmed address
(Print)
Greeted Promptly
Offered to connect to product center
Caller shared username
ANI matched phone number
CCP took active notes
CCP says "Get Code".
Email last validated on 11/18/2025
CCP validates phone numbers
CCP pulls up CDIC
CCP repeats back reason for call
Client's phone vibrates
CCP yields to the caller
Repeated email address
CCP checks session history
CCP uses Twilio
Confirmed username
Greeted Promptly
Confirmed username
CCP apologizes for interrupting
Great acknowledgment
Great acknowledgment
Client's phone vibrates
CCP checks session history
CCP pulls up CDIC
CCP says, “Get code”
CCP used IVR to start call
Offered to wait on the call
CCP shares wait time (Korbyt)
CCP presents mailing preference options
Yielded to the caller
CCP used IVR to start call
Validates phone numbers
CCP refreshes Salesforce
CCP uses Twilio
CCP shared registration date
Validated email and address in Salesforce
CCP takes active notes
ANI matched phone number
CCP shares wait time from Korbyt
"If you have any questions, just let me know."
Validated email
CCP says, "Forgot Password link"
Offered to connect to product center
CCP says, “Two factor security”
Repeated email address
Email last validated 11/18/2025
"If you have any questions, just let me know."
CCP says, "Forgot Password link"
Background noise (client's end)
Background noise on client’s end
Thanks the client for calling
Confirmed address
