Agents' After Call Work

I conducted a discovery study to understand how agents handle after-call work, with the goal of uncovering unmet needs and opportunities for improving after-call workflows.

Goals & Objectives

To unify the after-call-work features and improve the whole after-call work experience for agents.

Success looked like simplifying the after-call-work process by bringing scattered features into a single, intuitive flow. This would improve efficiency for agents, reduce errors, and create a more consistent experience across different tools.

Overview
  • Role: UX Researcher

  • Contributions: planned study, conducted interviews, synthesized findings, and delivered recommendations.

  • Method: Moderated interviews with customer support agents

  • Hard screening criteria: handling calls, helping customers

Key Findings
  • ACW happens during calls. Agents often complete tasks while still engaged in conversations, which means support tools must work seamlessly in parallel with live interactions.

  • Time pressure shapes behavior. Agents have only a few seconds or minutes to complete required tasks, so efficiency and speed are critical design drivers.

  • Fragmented tools create friction. Switching between multiple systems during ACW increases cognitive load and risk of errors, highlighting the need for unification or integration.

Outcomes
  • Reframed ACW from a post-call activity to a real-time, in-call workflow, changing the product team’s assumptions.

  • Guided design toward better integration with existing software instead of layering new tools on top.

See how the process unfolded in detail