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:

  • Professionally and politely

  • With correct brand representation

  • After confirming the customer’s identity

  • 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.


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