General Support Greeting & Identification Script
Used by: CX Executives / Support Staff
Purpose: To standardize how CX agents greet, verify, and begin every customer conversation (across chat, call, or email).
🎯 Objective
To ensure all customer interactions start:
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Professionally and politely
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With correct brand representation
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After confirming the customer’s identity
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With clarity of issue type and ownership
🗣️ Script Overview
A. Greeting (First Line)
If Call / Chat / WhatsApp:
“Hello! 👋 Thank you for reaching Cashkr — India’s trusted platform for selling old devices. My name is [Agent Name]. How may I assist you today?”
If Email:
“Dear [Customer Name],
Thank you for contacting Cashkr Support. My name is [Agent Name], and I’ll be assisting you with your query today.”
B. Identification (Always before discussing order details)
“May I please confirm your registered mobile number or order ID so I can verify your details quickly?”
If verified:
“Thank you! I’ve verified your order details. Let’s look into this together.”
If not verified (or mismatch):
“It seems the number/order ID doesn’t match our records. Could you please recheck once or provide the phone number used while creating the order?”
C. Empathy + Problem Acknowledgement (Tone Anchor)
“I understand how important this is, and I’ll make sure to resolve it for you at the earliest.”
Or
“I completely understand your concern — let’s check what’s happening with your order right away.”
D. Category Identification (CX internal)
|
Category |
Examples |
Response Approach |
|---|---|---|
|
🛍️ Order-related |
Pickup not done, status pending |
Check Admin Panel → order ID |
|
💰 Payment-related |
Didn’t receive money / confirmation |
Check Wallet/Payout log |
|
📦 Return flow |
Pickup failed / device rejected |
Verify reason → explain rule |
|
🌐 City/pincode issue |
Service unavailable |
Use “Unavailability Script” |
|
🏷️ Price mismatch |
Quoted vs App price |
Use “Price Change Script” |
|
😔 Complaint/escalation |
Poor experience |
Use “Escalation Acknowledgement Script” |
E. Ending the Greeting Phase (Transition to Help)
Once identity and issue type are clear:
“Got it. I’ve noted your concern — give me a moment to check your order details so I can assist you accurately.”
F. Tone & Style Guidelines
✅ Keep tone: Warm, helpful, never robotic
✅ Never use: “Wait,” “Can’t,” or “You’re wrong” — replace with:
“Let me check that for you,” or “I’ll help you verify that.”
✅ Always end the greeting phase with a clear next action.
Examples of Proper CX Openings
Scenario 1 – Live Chat:
“Hi, good afternoon! You’ve reached Cashkr Support. My name is Neha — I’ll help you with your order today. Can you please share your order ID?”
Scenario 2 – Call:
“Hello, this is Cashkr Support. You’re speaking with Neha. Could you please confirm your registered mobile number?”
Scenario 3 – Email:
“Dear [Customer Name],
Thank you for reaching out to Cashkr. I understand you have a concern regarding your [order/payment]. I’ll assist you in resolving this quickly.”
Internal Note for CX Team
Every ticket must include the greeting & verification step before any troubleshooting.
Failure to verify ID before sharing information is a data breach risk and must be avoided.