Date | Topic | Details | POD | Effective Date |
June 26, 2024 | Call scripts for the live chat agents | When agents outcall from a chat queue to the MX, can the agent say why do we want to call May I call you to ensure clarity on the next steps? This will help me answer your questions thoroughly. Please let me know if this works for you. Thank you! | Live chat | June 26, 2024 |
June 26, 2024 | Update on Mutual Fund | Updated SOP: Link What changed? [Exception scenario:] Merchant is a Mutual fund distributor: If a merchant is only using this for mutual fund & not securities, then we should not ask the merchant to create 2 MIDs. 1 MID under mutual fund will suffice. Additionally merchant has to share a BR stating the above usecase to proceed in this particular scenario. | Pre Onboarding | June 26, 2024 |
26 June 2024 Print
Modified on: Thu, 27 Jun, 2024 at 10:46 AM