Innovative Training for the Contact Center


Frontline agents are under pressure to perform in a role that has become increasingly challenging due to more complex products and services, constantly updating information, and an internet-savvy, informed customer base. It takes a lot of knowledge and confidence to deliver a quality service experience on a call-by-call basis under such circumstances, even for seasoned agents.

While classroom-style training has long been the backbone of corporate training programs, not all topics, learning styles and skill types can be addressed adequately with its one-size-fits-all approach. The formal classroom model is expensive and time-consuming for companies to administer, and often results in content overload for participants. As a training delivery system, classroom alone is not the most effective method, especially when you consider the research conducted by 19th century German psychologist Hermann Ebbinghaus on the “forgetting curve,” which found that humans typically forget about half of what was learned within days (or sometimes hours) of learning it.

Younger generations who are used to having information readily accessible at their fingertips often find classroom learning to be too slow and impersonal. According to a PwC survey, only 6% of millennials value formal classroom training. There has been much speculation that the reason why millennials don’t do well in a classroom environment is that they suffer from short attention spans. But Carol Leaman says that the real issue is that younger generations tend to be impatient when it comes to learning and development. “They don’t like to feel that their time is being wasted,” she explains. “They’re used to being able to access what they need quickly and instantly, and they don’t want to have to wait until the company is ready to train them on a particular thing.” Leaman is CEO of leading corporate microlearning platform Axonify.

Carol Leaman, CEO, Axonify

So how can companies provide an engaging learning experience that meets the requirements of the frontline agent and the business? The following are a few innovative tools and techniques developed for the contact center environment which reinforce knowledge and skills retention while delivering positive performance improvement.

Bite-Sized, Targeted Learning Sessions

Microlearning is an approach that provides quick, focused and personalized bite-sized pieces of training that employees can access on any mobile device, which makes it well-suited for both younger generations and contact centers. “Microlearning is constructed to fit nicely with that need for rapid-fire information,” Leaman says. “It’s short; it’s highly targeted to specific pieces of knowledge, and it can be personalized so that each associate sees information where they happen to have a knowledge gap so you can remove those gaps quickly.”

Microlearning can complement a contact center’s onboarding process by reinforcing critical content taught in introductory training events. How does it work? Axonify’s typical format starts with important messages from senior management. Next, each agent participates in a personalized training session followed by gameplay, rewards and a progress check—all of which takes place in under six minutes.

“Microlearning is continuous. It’s not just one day or one time—it’s every single day, which maps to how memory works,” Leaman adds.

Two recent and noteworthy additions to Axonify’s Microlearning Platform include:

  • Axonify Impact, which uses artificial intelligence and machine learning to tie the knowledge and performance of a contact center’s agent population to its business objectives. “Organizations can then pinpoint which learning programs are generating results and by how much, in real dollars,” Leaman says.
  • Axonify Discover provides agents with instant access to on-the-job reference content. It enables businesses to crowdsource important resources and job aids from internal subject-matter experts, then gives the frontline agent an intelligent search so they can access useful content when they need it, such as while on a call with a customer.

“In the contact center environment, every second counts,” Leaman says. “Microlearning fits seamlessly into the agent’s workflow—if they happen to have a brief period of time when calls are not coming in, they can get a short bite of information that doesn’t pull them away from their job.”

Axonify Discover connects agents to job resources and support instantly and seamlessly.

Practice Makes Perfect

Contact center trainers and supervisors understand that having agents role-play potential scenarios is an effective way to help them apply newly learned skills. Practicing those skills over time optimizes the process of learning, and when practice is enriched by feedback, it transforms knowledge into successful on-the-job performance.

That is the concept behind Practice, the newest component of Lessonly’s increasingly robust online training platform. The Practice tools offer simulated work scenarios in Lessonly for employees to rehearse basic customer service and sales skills. “A lot of the softer skills that are harder to train are great candidates for using our Practice products,” says Lessonly President Conner Burt.

Conner Burt, President, Lessonly

Lessonly developed Practice to meet the needs of an omnichannel support environment. The growth of digital channels is putting pressure on contact centers to train agents to handle voice transactions as well as multiple types of text-based channels, says Burt. “Omnichannel practice helps to prepare agents for the digital shift in the way we interact with customers.”

The Lessonly app provides frontline agents with the following practice scenarios:

  • Chat Practice: Offer a realistic chat experience for teams to hone their skills before talking to customers.
  • Support Ticket Handling: Practice thoughtful ticket handling—from prioritization to resolution.
  • Webcam Recording: Rehearse pitches or customer interactions on video and receive helpful feedback from managers.
  • Screen Recording: Capture all or part of a screen, along with audio, to hone product walkthroughs or other skills.
  • Email Reply: Respond to customer service tickets and concerns via a simulated email client.
  • Email Composition: Draft mock emails to customers or prospects to refine messaging and maximize impact.

A feedback feature also allows managers and trainers to grade agents and provide specific feedback.

Lessonly has partnered with popular customer service and engagement software providers like Zendesk to ensure that practice sessions emulate the actual call, chat or video platforms in which agents work.

“Agents can practice working with real tickets that have come to your organization in a Zendesk environment inside of your training ground,” Burt explains. “Doing so provides companies with a mechanism to train agents for real-world scenarios, and they practice doing it in the environment that they’ll be spending time in. Integrating the training technology with solutions like Zendesk and others is an exciting value proposition because now training is becoming part of your modern call center tech stack and is integrated in a way that brings it all together.”

Lessonly’s Practice tools provide simulated work scenarios for agents to rehearse basic customer service and sales skills.

Specialized Self-Paced Mobile Courses

Frontline agents aren’t the only ones who can benefit from quick anywhere, anytime learning opportunities. Recently launched by social customer care training duo Guy Stephens and Billie Sastre, Snak Academy is a mobile-based online course designed to provide management-level participants with everything they need to know to develop a social customer care strategy for their business.

Guy Stephens and Billie Sastre, Founders, Snak Academy

The social customer care training course lasts eight weeks and is delivered via a microlearning app, built by Spanish developers Snackson. Participants receive training packages Monday through Thursday, which contain three pieces of content: a video, brief Q&A and a short exercise. Topics include why social customer care matters, understanding consumers’ expectations, selecting the right social channels, calculating ROI, what to measure, getting management buy-in, handling crisis scenarios, and more.

Snak Academy also includes a social media support element: Participants have access to a private Facebook group where they can learn and collaborate with fellow learners. In addition, Chief Snakkers Sastre and Stephens hold regular Q&A sessions on Facebook Live to field any questions participants may have.

Stephens, a veteran in social customer care training, says that Snak Academy was developed as an alternative method to the traditional workshops that have been available on the topic. “We recognize that people are learning in different ways,” he says. “We wanted to make it as easy as possible for learners to get information that they need when they need it.”