Customer Connect Flashcards
View adjustment history (3):
- In Customer Connect
- Billing & Payments
- History
How to add Authorized user (3):
- Customer Connect
- Services
- Click on account number
- Add New under Wireless Authorized Users
Start every call with:
- Greet/ Ask Name
- Issue
- Verify CTN on account
- Verify Full Name on account
- Passcode (if applicable)
- BB Facts
How many passcode attempts do they get?
Three attempts at this:
If they can’t verify the passcode in CC:
Use OPUS to verify
When searching for a CANCELLED ACCOUNT:
Use the “DISPLAY ALL ACCOUNTS” toggle switch
Ho to change payment profile (3):
- Payment profile
- Down Arrow
- Edit
Always launch CC from:
Always launch this from the search bar.
At the end of the day (2):
Log out:
Softphone
CC
CC stands for:
Customer Connect Abbreviation
C360 Other Name:
Customer Connect other name
ACCOUNT SERVICE STATUS options (3):
- ACTIVE
- SUSPENDED
- CANCELED
ACCOUNT SERVICE STATUS is viewed where (3):
- ACCOUNTS & SERVICES tab
- LINES heading
- STATUS column
ADJUSTMENT HISTORY Is viewed where? (3):
- BILLING & PAYMENTS tab
- HISTORY tab
- CREDIT HISTORY heading
MANAGE AUTHORIZED USERS: (5)
- SERVICES tab
- WIRELESS heading
- Click on ACCOUNT NUMBER
- WIRELESS AUTHORIZED USERS section (right bottom)
- ADD NEW
AFTER ADDING AUTHORIZED USER
NOTE THE ACCOUNT with requester and person added.
REMOVE AUTHORIZED USER:
DROP-DOWN arrow next to the name of the authorized user.
If the caller is not account holder:
Have the caller VERIFY THE FULL NAME of the account holder before authentication
How many attempts do they get to authenticate?
3 ATTEMPTS
BANs are always:
7-15 NUMERIC DIGITS
Always speak to the ACCOUNT HOLDER to:
RESET PASSCODE
To get device IMEI have them dial:
*#06#
SSN stands for
SOCIAL SECURITY NUMBER
BAN stands for:
BILLING ACCOUNT NUMBER
IMEI stands for:
International Mobile Equipment Identity number
ICCID stands for:
Integrated Circuit Card Identification Number abbreviation
SIM stands for:
Subscriber Identity Module abbreviation:
IMEI codes are how many digits?
Always 15 digits
Give IMEI how many digits at a time?
Read 3 digits at a time
Embedded Identity Document abbreviation:
EID stands for:
PIN STANDS FOR:
PERSONAL IDENTIFICATION NUMBER abbreviation
SMS stands for:
SHORT MESSAGE SERVICE abbreviation:
MMS stands for:
Multimedia Messaging Service abbreviation:
When searching for a cancelled account:
Use DISPLAY ALL ACCOUNTS toggle:
Get APPROVAL FROM ACCOUNT HOLDER
BEFORE DOING A CREDIT CHECK
DO NOT call account holders
At the request of another USER
CHECKING/ DEBIT auto pay is taken
2 DAYS BEFORE due date
CC auto pay is taken
8 DAYS AFTER cycle close date
BAU stands for
BUSINESS AS USUAL abbreviation
CCKM stands for?
AT&T Customer Connect Knowledge
TSP stands for:
?????
To view recent cases (2):
- CONTACTS & ACTIVITIES tab
- CASES sub-tab
To view recent cases alternate method (3):
- SERVICE ALERTS
- CASES
- VIEW ALL CASES
To read case details:
Click on case #
MY TICKETS
What to tell customers to look for to view their cases
TICKET NUMBER other name
CASE NUMBER other name
CC case for trade-in credits:
- Action: Device Return
- Type: Return Issue
- Wireless Device
Only submit a trade-in credit case if:
Smart chat >2m wait
Blacklist removal process:
CC case
Stolen in transit:
CC case
Expired/ Grandfathered Plan
CC Case
Feature Requests
CC Case
Missing Payments
CC case
Misapplied Payments
CC case
Payment Refund
CC Case
Refund for Cancelled Account
CC case
Military Suspend/ Cancel
CC Case
Device Unlock/ Torch wouldn’t unlock:
CC Case
ESCALATE MISSING PAYMENT case steps (4):
- billing & payments
- payment history
- escalate missing payment or
- down arrow: create escalation case
DEVICE ISSUE OR DEVICE RETURN CASE (3):
- EQUIPMENT
- DEVICE line
- DOWN ARROW
MSS stands for:
MOBILITY SOLUTIONS SERVICES abbreviation
Give the external date for:
TARGETED CASE RESOLUTION date:
CTN stands for:
CUSTOMER TELEPHONE NUMBER
BAN stands for:
BILLING ACCOUNT NUMBER
Resend CUSTOMER MESSAGING how: (3):
- CUSTOMER MESSAGING tab
- Click on EXTERNAL ID
- Click RESEND
CPNI STANDS FOR:
CUSTOMER PROPRIETARY NETWORK INFORMATION abbreviation:
CPNI is applicable to which accounts:
Applicable to VOICE ACCOUNTS ONLY
UNLOCK DEVICE steps: (4):
- Click CTN
- EQUIPMENT tab
- DOWN ARROW
- UNLOCK DEVICE
Use UNLOCK UNLISTED DEVICE
For devices no longer on the account
Unauthenticated callers can still:
UNLOCK DEVICES
To view FAN discount from CC (4):
- ACCOUNTS & SERVICES tab
- Click BAN OR CTN
- ACCOUNT DETAILS tab
- 4th line - FAN ID
FAN stands for:
FOUNDATION ACCOUNT NUMBER abbreviation:
FAST tool is used to:
Search for FANs in:
TS&R new name:
TRIP old name:
How to launch TRIP: (4):
- SERVICES
- LINES
- DOWN ARROW
- DEVICE ISSUES or SERVICE ISSUES
Auto-summary doesn’t work on (3):
- OUTBOUND CALLS
- WRONG ACCOUNT
- SOME TRANSFERS
In addition to the NOTES HISTORY tab notes can also be viewed on: (4):
- CONTACTS & ACTIVITIES tab
- CONTACTS HISTORY tab
- INTERACTION ID row
- Click NOTEPAD
To turn off customer CALLS/ MESSAGES from AT&T: (3):
- PROFILE tab
- COMMUNICATION PREFERENCES
- MANAGE
Remove paperless billing (4):
- BILLING & PAYMENTS tab
- BALANCES
- WIRELESS ROW
- DOWN ARROW
Pay your bill by dialing:
PAY (729)
Pay your bill on:
att.com/fastpay
Payment arrangements are set up by clicking on:
MAKE A PAYMENT
PCN stands for:
POST CALL/ CONTACT NOTIFICATION abbreviation:
To view promotions (3):
- ACCOUNTS & SERVICES
- CLICK BAN OR CTN
- PROMOTIONS tab
SOC stands for:
SYSTEM OPERATOR CODE lock abbreviation:
SOC other name
SUBSIDY CODE other name
ABP stands for:
AUTO BILL PAY abbreviation:
Missing PROMO ESCALATION: (4):
- ACCOUNTS & SERVICES
- CLICK BAN OR CTN
- PROMOTIONS tab
- ESCALATE MISSING PROMOTIONS
ACCOUNT HOLDER is the only one who
Only person who can reset ACCOUNT PASSCODE
OTP stands for:
ONE TIME PIN abbreviation:
PUSH NOTIFICATION acceptance: (3):
- Tap MyATT Push
- Allow
- Continue
To view USAGE:
- ACCOUNTS & SERVICE
- click on BAN OR CTN
- Click USAGE tab
SME stands for:
SUBJECT MATTER EXPERT abbreviation:
IVR stands for:
IN VIRTUAL REALITY abbreviation
3rd party internet service:
May appear under Uverse on CC
warranty end date is listed where? (3):
- ACCOUNTS & SERVICES
- LINES
- 3RD COLUMN FROM THE RIGHT
DEVICE PROTECTION is listed where? (3):
- ACCOUNTS & SERVICES
- LINES
- 2ND COLUMN FROM THE RIGHT
UPGRADE FEATURES is listed where? (3):
- ACCOUNTS & SERVICES
- LINES
- 1ST COLUMN FROM THE RIGHT
A BLUE RIBBON under U-Verse means:
The customer has MULTI-GIG INTERNET
If there are >3 SERVICE ALERTS
Push Expand All/Collapse All button
What kind of SERVICE ALERT is this?
Customer Impacting Service Outage
CRITICAL SERVICE ALERT
What kind of SERVICE ALERT is this?
FAILED AUTO PAY
CRITICAL SERVICE ALERT
What kind of SERVICE ALERT is this?
CREDIT CARD EXPIRING
CRITICAL SERVICE ALERT
What kind of SERVICE ALERT is this?
INTERNATIONAL USAGE
CRITICAL SERVICE ALERT
What kind of SERVICE ALERT is this?
BILLED MOBILE PURCHASES
CRITICAL SERVICE ALERT
What kind of SERVICE ALERT is this?
DATA USAGE OVER THRESHOLD
CRITICAL SERVICE ALERT
What kind of SERVICE ALERT is this?
UPCOMING PAYMENT REMINDER
NOTICE SERVICE ALERT
What kind of SERVICE ALERT is this?
AUTO PAYMENT EXPIRING SOON
NOTICE SERVICE ALERT
What kind of SERVICE ALERT is this?
CASE
CASE SERVICE ALERT
HOVER OVER the i with a blue circle around it to:
To get wireless sub-status:
MDU stands for:
MULTIPLE DWELLING UNIT abbreviation:
HOA stands for:
HOME OWNERS ASSOCIATION stands for:
A CIRCULAR arrow does what?
THE REFRESH TAB button
To view SOC features (3):
- LINES
- DOWN ARROW
- DISPLAY FEATURE DETAILS
To open the billing account information
CLICK the Account number or device Phone Number link
To view CUSTOMER SINCE from CC (4):
- ACCOUNTS & SERVICES tab
- Click BAN OR CTN
- ACCOUNT DETAILS tab
- 1ST LINE - 2ND COLUMN
ILB STANDS FOR
INDIVIDUAL LIABILITY ACCOUNT
AN ACCOUNT ACTIONS ESCALATION case is for:
- BILLING
- SERVICE
issues
The ESCALATION BUTTON is ENABLED only after:
Enabled only AFTER OPENING OPUS.
TO CREATE A CASE (5):
- ACCOUNTS & SERVICES tab
- Click BAN OR CTN
- ACCOUNT DETAILS tab
- ACCOUNT ACTIONS section
- Click ESCALATE at the bottom of the page
(ONLY WORKS IF YOU OPEN OPUS FIRST)
LTE stands for
LONG TERM EVOLUTION abbreviation
UYW stands for
UNLIMITED YOUR WAY abbreviation
HSIA stands for
HIGH SPEED INTERNET ACCESS stands for
Fiber to the Premises abbreviation
FTTP stands for:
Gigabyte Passive Optical Network abbreviation:
GPON stands for:
How to re-use a old SIM card (5):
- ACCOUNTS & SERVICES tab
- Click BAN OR CTN
- EQUIPMENT tab
- DOWN ARROW on right
- SIM RESET
SDF stands for?
??? Context of 25% off military discount
ETF stands for
EARLY TERMINATION FEE abbreviation:
IRU stands for:
INDIVIDUAL RESPONSIBILITY USER abbreviation:
UNL stands for
ABBREVIATION FOR UNLIMITED
How to view REWARDS CARD info:
- ACCOUNTS & SERVICES tab
- Click BAN OR CTN
- PROMOTIONS/ REWARDS tab
- REWARDS CARD section
How to view PROMOTIONS info:
- ACCOUNTS & SERVICES tab
- Click BAN OR CTN
- PROMOTIONS/ REWARDS tab
- current existing promotions/ discounts section
The CUSTOMER MESSAGING TAB goes back how far?
This tab shows info for the last 6 months.
How to view COMMUNICATION HISTORY (3):
- ACCOUNTS & SERVICES tab
- Click BAN OR CTN
- CUSTOMER MESSAGING tab
Use COMMUNICATION HISTORY to:
See if a CASE HAS BEEN RESOLVED
RESEND A COMMUNICATION (6):
- ACCOUNTS & SERVICES tab
- Click BAN OR CTN
- CUSTOMER MESSAGING tab
- COMMUNICATION HISTORY section
- VIEW DETAILS of communication
- RESEND
MSGS stands for:
Messages abbreviation:
GB stands for:
Gigabyte abbreviation:
VIEW USAGE (3):
- ACCOUNTS & SERVICES tab
- Click BAN OR CTN
- USAGE tab
VIEW HOTSPOT USAGE (4):
- ACCOUNTS & SERVICES tab
- Click BAN OR CTN
- USAGE tab
- MOBILE HOTSPOT
OPUS can also be launched by clicking:
ACCOUNT INQUIRY opens:
OZMO can be opened in CC by (5):
- ACCOUNTS & SERVICES tab
- Click BAN OR CTN
- ACCOUNT INQUIRY
- PROFILE MANAGEMENT
- DEVICE SUPPORT
ADD/ REMOVE authorized users (2):
- PROFILE TAB
- WIRELESS AUTHORIZED USERS section
If a Red circle with a slash through it shows:
Refresh to when you see this under billing & payments:
UID stands for:
USER IDENTIFICATION abbreviation:
EPA stands for:
EXTENDED PAYMENT ARRANGEMENT stands for:
PMT stands for:
PAYMENT made by account holder abbreviation
CPID stands for:
CLIENT PROCESS IDENTIFICATION abbreviation:
Recent activity tab goes back how far?
Goes back 45 days.
TIME ZONE of recent activity is
In the current time zone the computer is in.
Customer appointments are always in what time zone?
Always shown in the customer’s time zone.
This means:
Transferred call
this means
Message chat
This means
Phone call
To see if the customer was transferred to me: (2):
- Contacts & activities tab
- Recent Activity
BWS stands for:
BURRIED WIRE SERVICE abbreviation
BWS tickets are usually located
Located below the install appointments
OMS stands for
stands for ONLINE ORDER MANAGEMENT system
NOTES HISTORY goes back how far?
Goes back 6 MONTHS
NOTES OLDER THAN 6 MONTHS ARE
AVAILABLE IN OPUS
LSCRM (BROADBAND) STANDS FOR:
?????
eTRACS in notes has to do with?
Has to do with COLLECTIONS NOTICES
ACC stands for:
AT&T Customer Central abbreviation:
LOB stands for:
LINE OF BUSINESS abbreviation
B in PCN means
BROADBAND abbreviation in PCN
W in PCN means
WIRELESS abbreviation in PCN