Script steps

[VISITOR STARTS CHAT]


Hi, my name is [OPERATOR FIRST NAME]. Can I help you with anything today?


[1. VISITOR STATES REQUIREMENT - IF ASKING HOW TO DO SOMETHING IN THE MEMBERS AREA, CHECK THE SUPPORT FOLDER IN THE KB]


[2. IF THEY NEED TO SPEAK TO SOMEONE ABOUT THEIR MEMBERSHIP]


OK. Please email memberservices@fintechconnector.com and someone from the team will be in touch asap to assist. 


[3. IF ANYTHING ELSE - ONLY IF YOU THINK 1 & 2 AREN'T APPROPRIATE]


OK, I can get a member of the team to contact you regarding this. If I could take your name, email address and telephone number, we'll be in touch.


[VISITOR GIVES NAME & CONTACT DETAILS]


Thanks for giving me all that information, [VISITOR FIRST NAME]. We’ll be in touch asap.


[VISITOR SAYS THANKS/CONFIRMS]


You’re welcome. Thanks for visiting!