Your role: Live expert and toolkit

Question 1

What is your role as TT live expert?

Answer 1

Generate value with every customer contact

Question 2

What is your responsibility as a TT live expert?

Answer 2

your responsibility is to personalize each interaction and tailor the conversation to fit the needs of the specific customer.

Question 3

What is your goal as a TT live expert?

Answer 3

Your ultimate goal as a TT live expert is to add value, build confidence and drive customer loyalty.

Question 4

Where should you look to find the reason for a rejection code?

Answer 4

Go to EFE to find the recent rejection for the customer

Question 5

What is intuit assist?

Answer 5

An AI support tool, that pulls answers from many different sources.

Question 6

What is good resource to access for Expert questions?

Answer 6

Intuit assist, this pulls information from IRS.gov and more for tax answers.

Question 7

How can Intuit Assist can help you automatically generate a support request during a call?

Answer 7

Type /T2 or /Lead, then the intuit assist will verify the that your requesting assistance about your customer and use the current transcript that you have to create a support request ticket.

Question 8

In what orders should tools be used to find answers?

Answer 8

First use Intuit Assist, next check the help panel, then check elevate, finally check slack for support.P071921891200i