Live Chat at BGE Enabling real-time 2-way customer communication - Gabriel Nuñez - CS Forms
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Live Chat at BGE Enabling real-time 2-way customer communication Gabriel Nuñez Senior eChannel Program Manager Customer Projects & System Support 1
BGE Live Chat Overview • The BGE Live Chat began on Wednesday, December 21, 2016. • Live chat inquiries are representative of a broad range of topics including pay my bill, general billing information, collections/ off for non-pay, energy assistance, service requests and log-in support. • Customers do not need a bge.com My Account in order to contact BGE via the chat functionality. • No active marketing has occurred; BGE customers are encountering the new feature as they navigate through BGE.com. • Live Chat feature was made available on following pages on BGE.com • Pay My Bill • Login page • Start/Stop/Move 2
BGE Live Chat Project Implementation • Project start was delayed to mid-September due to staff availability and license processing. • The implementation was iterative where design and development were performed concurrently with a constant feedback loop from the project team and business stakeholders. • The project team included an IT project manager, business lead, functional analyst, web developer, test lead, four testers (combined IT and business), and the vendor team from Helix. 4
BGE Live Chat Support • Contact Center is currently supporting the channel by having 2 representatives respond to incoming live chat requests • Each representative can handle a maximum of 2 concurrent chats (configurable value) 5
Updated- BGE Live Chat Chronology Service Restored 10/24/2017 Go-live 12/16/2016 1,000th Chat 4/12/2017 Login Page 2/4/2017 2,000th Chat 6/20/2017 Co Browse feature is planned to be added 2016 Q4 2017 Q1 2017 Q2 2017 Q3 2017 Q4 2018 Q1 2018 Q2 First Chat 12/21/2016 Start/Stop/Move Page 3/29/2017 Service Suspended 7/7/2017 6
Live Chat – Chats by Category Full Year Data - 2017 7
Live Chat - Total Chats Full Year Data - 2017 900 825 800 712 700 600 500 444 400 303 307 300 185 197 200 173 172 120 100 0 0 0 Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 8
Live Chat link as it will appear when available 9
Launch Form “Let’s Chat” The customer will first fill out the Live Chat form. They must provide their full name, email address and select the topic of discussion before they can issue the request. Note: The BGE account number is optional. Hours of Operation Live chat is currently available from 9am to 5pm 10 10
Live Chat Sample Transcript Hi, my name is Representative. How may I Representative : Thank you for waiting. help you? Currently your account has a balance of Customer: Hello, I'm reaching out to u $237.56. We have extended the due date on because I been sick, missing days from work your bill until 7-13-17 to allow you additional and I just had emergency surgery . I. Home time to submit your payment. This is the recovering now and my bill is due today. Can I farthest we are able to extend this balance; get a extension on this plz however, please note, there is no turn-off Representative: Thank you Ms. Smith. I will notice on the account. Please be advised, we be glad to review your bill. May I have your are scheduled to generate your next statement address or account number? on 7-21-17. Customer : 123 Main Street apt 101 Baltimore Customer: OK thanks Representative : Is there anything else I can MD 21244 assist you with? Representative : Thank you. Please stay with Customer: How bought budget billing me while I access your information.
Representative : Budget Billing for your address would be Customer: Oh ok $164 per month. Should you elect to participate in Budget Customer: Thanks Billing, the budgeted amount will be effective on your next Representative : Do you wish to begin Budget Billing bill. Budget Billing is based on the usage consumed at this on your next bill? address over the past 12 months. Please be advised, we will Customer: Not right now seems like it cost more then review your Budget Billing on a quarterly basis. Based upon my monthly bill your usage, the budgeted amount can be adjusted. BGE will always notify you one month prior to the change with your Representative : I understand. Is there anything else I new budget billing payment amount. Budget Billing is a can assist you with? voluntary program, so you may start or stop Budget Billing at Customer: No any time. There are no activation or cancellation fees Representative : Thank you for contacting BGE, have a associated to Budget Billing. If you decide to cancel this nice day! Representative : Thank you for waiting. program, your account will go through a settlement and if Currently your account has a balance of $237.56. We any Budget Billing credits exist, they will be applied to your have extended the due date on your bill until 7-13-17 bill. If a pay off balance exists, you will be billed for that to allow you additional time to submit your payment. balance. We will still continue to read your meter each This is the farthest we are able to extend this balance; month and your bill will always show details of the actual charges and consumption for the billing period, as well as however, please note, there is no turn-off notice on your account balance. Your Budget Billing Credit or Pay Off the account. Please be advised, we are scheduled to amount will be located under Important Information About generate your next statement on 7-21-17. Your Bill, which can be found on the back page of your bill Customer: OK thanks statement.
Customer : Was the difference because of Jen last charges for 567 Live Chat Sample Transcript Washington? Hi, my name is Representative. How may I help you? Customer : The last charge Customer : Hi. This morning I checked my account Customer : Meaning payments for that address are complete? and I have a credit that was around $280 and now Representative : I will submit a request for the credit of $264.52 to when I check my account that credit is gone. Can you be sent back to you. We show that your final bill was $16.57 and tell me what happened to it that the credit of $281.09 applied to that balance leaving the credit Representative : I will be glad to review your account on this account of $264.52. to see why you no longer have a credit on it. May I Representative : There are no longer any payments due on the have your name, address, and/or account number? account at 567 Washington Street. Customer : My name is Jane Smith. My current Customer : Thank you. address is 123 Main Street. However, I have a Representative : Would you like the refund check to be sent to 123 previous account at 567 Washington Street that I had Main Street, Baltimore, MD 21244? scheduled stop service for the end of June Customer : Will this be sent as a check? Representative : Thank you Ms. Smith. In regards to Customer : Yes, please send it to 123 Main the credit on your account, we show that your Representative : Thank you please stay with me one more moment account at 567 Washington Street, Baltimore, MD, while I submit your refund request. 21230 has a credit of $264.52. We can submit a Customer : Can you tell me how soon it will be sent? I just want to request for this credit to be sent back to you or we keep an eye out for it can transfer this credit to your current account at 123 Representative : We have submitted the request to have this Main Street, Baltimore, MD, 21244. amount refunded to you and you should receive the check within 45 Customer : I would like to have it sent back to me days. Is there anything else I can help you with other than Customer : Please submitting your refund request? Customer : No, thats it, thank you
Keeping Synchronized with CC&B The customer contacts are created in ERMS by the Care Center Internet team and are automatically added to CC&B. All live chat customer contacts have the same Contact Class and Contact Type. 14
Oracle Service Cloud The Live Chat function fully integrates into our existing Customer Information System 15
Post-chat Survey • Optional to customer • 5 questions – Issue Resolution – Satisfaction – Inquiry reason – Alternate channel – Comments 16
Customer Feedback • Short, five question survey offered to every customer who interacts with us via Live Chat – survey opens in a new browser window • 70% of survey respondents report issue resolution during the first chat • 82% of survey respondents report that they would have contacted BGE by phone if live chat was not available. • The team is finding that very few customer are taking the survey with a year-to-date survey response rate of 10%. Sampling of customer verbatims collected via the survey: • “The Representative that assisted me was very knowledgeable and extremely helpful” June 30, 2017 • “Thank you for having this chat option available.” June 6, 2017 • “This is a great communication tool when you are at work or in a place where you don't want to talk out loud. Thanks!” May 17, 2017 17
Live Chat link as it will appear when NOT available 18
Benefits • Improved customer satisfaction by communicating with customers via their preferred methods • Realtime access to a customer representative • Non-verbal interaction; preferred by some office workers • Prolonged phone hold time avoidance 19
Challenges • High call volume and email volume diverted resources • Reply to calls and emails gets precedence over response to LiveChat • The conventional ways to calculate average request completion time for LiveChat fails to take into consideration concurrent conversations. 20
Appendix 21
BGE Live Chat Chronology Service Restored 10/24/2017 Go-live 12/16/2016 1,000th Chat 4/12/2017 Login Page 2/4/2017 2,000th Chat 6/20/2017 Dec ‘16 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Service Suspended 7/7/2017 First Chat 12/21/2016 Start/Stop/Move Page 3/29/2017 22
Chats by Category Average Speed of Answer 300 25.0 250 22.8 20.0 200 19.8 Pay My Bill 15.0 SECONDS 150 Login Assistance 16.0 15.5 15.9 15.7 14.4 Other 100 10.0 11.8 Service Request 50 Total 5.0 0 0.0 Dec-16 Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Average Handle Time Total Chats 20.0 18.5 900 834 18.0 15.7 800 16.0 15.2 14.2 14.0 14.4 13.3 700 14.0 11.5 600 12.0 Minutes 500 460 10.0 8.0 400 308 6.0 300 186 176 172 4.0 200 121 2.0 100 36 0.0 0 Dec-16 Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Dec-16 Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 23
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