Einstein Navigation and ITG's 2 (updated 10/21/15) Flashcards
What are the 3 links above the customers information on the top panel in Einstein?
Recent Customers, Next Customer, New Window.
What are the 3 links under your name on the top panel in Einstein?
Preferences, Recommendations, and About Einstein.
What is the icon to the right of your name on the top panel in Einstein?
Question Mark icon.
The Question mark icon will serve what two purposes once clicked?
1) A page overlay will appear displaying text boxes next to predetermined links and icons providing detail about page functionality.
2) A link will appear at the top of the screen which opens an index of all Einstein user-based How To articles.
The Question mark icon does what?
is helpful in quickly locating Einstein user-based help.
Name 4 of the 8 ways you can search or find a customer in Einstein?
1) Phone Number
2) First/Last Name
3) Account #
4) CR Ticket #
5) Postal Address/Zip
6) Email Address/Username
7) Previous Accounts/Date Range
8) Mac Address
With this tool, agents have the ability to view Customer Service Center locations and inventory before referring a customer to a location or locating The UPS Store* to return equipment.
BAM! tool
Addresses are updated how often in the BAM! tool?
3 times per day
Inventory levels are refreshed how often in the BAM! tool?
every 20-30 minutes
What two ways can you send information to a customer in the BAM! tool?
by email address or cell phone #
When emailing service center information to a customer from the BAM! tool, what information does the email include?
1) Customer Service Center information
2) Driving directions
3) Link to map of Customer Service Center location
4) High level inventory: equipment type and count (if applicable)
5) Activation/install support (if applicable)
This is the link opens a pop-up window with customer-specific information related to Contact History, Ticket History, Customer History, CAE Lookup and Email History information.
Account History
The tab in Account History that provides a detailed record of the account activity.
Contact History
The tab in Account History that provides a detailed record of any trouble tickets submitted on behalf of the customer.
Ticket History
The tab in Account History that provides a detailed record of customer-driven events.
Customer History
The tab in Account History that provides name and NT login details of all agents who have accessed the account over the past 90 days.
CAE Lookup
The tab in Account History that provides a summary of emails sent to the customer.
Email History
Email History provides a summary of which 3 types of emails sent to the customer?
1) Auto-generated Emails
2) My Account Email Subscriptions
3) Emails by Agents Sent from Einstein
CAE Lookup provides the name and NT login of all agents who accessed the account over which length of time?
the past 90 days.
This is the link opens a pop-up window when you want to add a note?
Add Comment
This is the link opens a pop-up window when you want to locate the nearest Customer Service Center or The UPS Store* to return equipment?
Service Centers
What are the 5 links to the right of the customers address in the top panel?
1) Account History
2) Add Comment
3) Service Centers
4) Channel Lineup
5) More Actions
What is the path you would take to access to channel lineup for a non-customer?
My Useful Links > More Useful Links > in National Links section > Einstein Channel Lineup
If the channel lineup is not available for a specific account/address/zip code, you will be presented with a list of channel lineups to choose from based on what?
the headends in that area
The channel lineup for the customer’s area will be displayed with the following columns?
SD, HD, Channel, Lowest Package, Subscribed.
What are the 4 ways you can Filter/Search the Channel Lineup?
1) Filter by package
2) Filter/Search by keyword
3) Filter by channel type
4) Filter by channel genre
What are the 3 ways you can Filter by channel type?
1) HDTV 2) On Demand 3) Pay Per View
What are 4 of 9 ways you can Filter by Genre?
1) Music
2) Sports
3) Local
4) News & Info
5) Children & Family
6) Movies
7) Lifestyle
8) Help & Services
9) Multicultural
Is it possible to filter by genre using more than one of these options at the same time?
Yes.
The gray silhouette with the envelope icon indicates what?
represents the ability to email an article to a customer.
What are the 2 links when you click on the More Actions link?
1) Competitive Edge
2) Users & Preferences
When you get the pop-up that says, Do you want to enable CTI session on this page, what does it mean?
If you are an agent that takes inbound calls from customers, click Yes to activate CTI account/screen pop functionality. If you do not take inbound calls from customers, click No.
Einstein Document ID HOW4298
What path would you take, If you wanted to send a test email to a customer?
click More Actions link > Users & Preferences > click on a Xfinity User ID > Send Test Email link
What is the maximum amount of days you can retrieve for a Note Date range from the Contact History under the Account History link?
90 days.
What are the 6 different amounts of days you can retrieve from the Note Date range from the Contact History under the Account History link?
1 day, 5 days, 7 days, 30 days, 60 days, 90 days.
What are the 6 different amounts of days you can retrieve from the Date Range from CAE History under the Account History link?
1 day, 5 days, 7 days, 30 days, 60 days, 90 days.
What are the two options you can change in the Preferences link?
Theme and Font Size
Name 4 of the 7 Status views of your submitted Recommendations?
1) View All
2) New
3) Closed
4) Reject Not Enough Info
5) Reject Duplicate
6) Reject Unsuitable
7) Reject Other
What is the current version of Einstein?
Version 1510.2.0.63
What does the green account indicator mean?
indicates important positive information about the account
What does the yellow account indicator mean?
indicates a warning or alert about the account
What does the red account indicator mean?
Indicates an issue with the account
What does the blue account indicator mean?
indicates it is informational
What color and icon is the XFINITY TV indicator?
Orange TV
What color and icon is the XFINITY Internet indicator?
Green Mouse
What color and icon is the XFINITY Voice indicator?
Blue Phone
What color and icon is the XFINITY Home indicator?
Yellow House