How Contact Centers Use RPA

Robotic process automation (RPA) covers an assortment of advanced, intelligent tools that can carry out a variety of routine tasks. RPA systems are programmed to automate repetitive and rules-based actions that are normally performed manually by contact center agents. While these tasks are integral to the contact center as they help with essential functions, agents are most valuable when they can spend their time on more urgent and complex issues.

How Does RPA Work?

RPA integrates with contact center systems to catch and understand how various applications work. The RPA software is then taught to interpret different processes, such as processing certain types of transactions and triggering responses. RPA technology uses different tools to capture this digital data, such as image recognition and server access. Since RPA works at an interface level, it rarely needs IT support.

What Can You Automate with RPA?

There are a host of processes to automate with RPA. Everything from updating customer mailing addresses and order history to handling time-sensitive transactions for high-value customers can be programmed. While RPA has more in common with artificial intelligence than standard automation, it works best with processes that are defined, repetitious and rules-based. RPA can complete the following types of tasks:

  • Bill customers
  • Close fraudulent accounts
  • Compliance reporting
  • Order processing
  • Override transactions for VIP customers
  • Resolve disputes and complaints
  • Send shipping notifications
  • Update client profiles

RPA can also be programmed to carry out industry-specific tasks. For example, an insurance company may use RPA to generate renewal premiums and process claims. A bank could program RPA to process overdraft protection requests and credit applications. In the healthcare industry, RPA is used to register patients and verify credentials of healthcare providers. Human Resources departments can use RPA to manage W4 forms.

Will RPA Replace Live Workers?

There’s a lot of concern over whether or not RPA will impact staffing. It’s undeniable that RPA has numerous benefits for the contact center. It reduces agent workload, boosts efficiency and eliminates the risk of human error. The contact center overall enjoys a higher ROI and lower training costs. Customer interaction times are reduced and the customer experience as a whole is enhanced. While the answer depends on each specific company, some feel that instead of cutting down their staff, RPA is most useful because it allows companies to handle a higher work volume.

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