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