Tools of the Trad
Tier S Protocols
Case Routing & Scenarios
Communications & Best Practices
HQRR Excellence
100

Where do Support cases live?

Salesforce - Figment

100

What queue is sorted by ascending age?

[IO] Rescue Triage

100

Where do you escalate POP-owned cases?

 #pop-onboarding-escalations

100

What two methods create a valid follow-up?

Call + Email

100

 What does HQRR stand for?

High Quality Resolution Rate

200

What tool allows me to make outbound calls? 

Amazon Connect

200

Where do you review Work Orders? 

DDMx

200

AUS merchants use which legacy process?

Square Legacy

200

What preference must always be noted?

Preferred Contact Method

200

What do you need to do before solving a case?

Close the Loop

300

What is the required console view in Figment?

Figment - Lightning Support Console

300

What is sent when SSIO has no status?

 Redirect Email

300

WP status after 72 hours of no response?

Gone Dark

300

What must be “on” during a ZOOM call?

Camera

300

What should be reviewed to avoid redundancy?

Notes + Linked Cases

400

What tool allows merchants to book calls?

 Chili Piper

400

 What is the name of the field that indicates if a Mx has a POP?

Pop owned

400

What call is required after activation?

Courtesy Call

400

What should you do before ending a phone call with a Mx?

Provide a recap

400

What must I include in my recap so the Mx knows how long it will take to hear back?

Timeline

500

Where do you attach outbound calls in a Support case?

Chatter Tab

500

Identifying this determines point of contact. 

Case Origin

500

Name the two home queues for finished WPs.

Golden PX / POS Integration Requests

500

What must I tell a Mx on a phone call or ZOOM call before diving into their escalation?

“This call is being recorded”

500

What is the name of the framework for closing the loop?

C.A.R.E

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