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SwiftCase

Workflow automation for UK service businesses. Created in the UK.

A Livepoint Solution

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  1. Home
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  4. Agent Desktop
Contact Centre

AgentDesktop
Unification

Consolidate CRM, telephony, knowledge base, and case management into a single agent interface — eliminating alt-tabbing and reducing average handling time.

Agent ExperienceDesktop Unification
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Contact Centre Solutions

Agents juggle too many systems to serve customers well

The average contact centre agent switches between six or more applications during a single interaction. Every alt-tab increases handling time, introduces data entry errors, and erodes the customer experience. New starters take weeks longer to become proficient because they must learn multiple disconnected tools.

Application switching

Agents alt-tab between CRM, telephony softphone, knowledge base, and ticketing systems dozens of times per call.

Duplicate data entry

The same customer details are keyed into multiple systems, increasing error rates and post-call wrap time.

Extended onboarding

New agents spend weeks learning disparate tools before they can handle live interactions confidently.

How SwiftCase handles it

Purpose-built capabilities — not generic templates you have to work around.

Single-pane agent workspace

Embed CRM data, call controls, case history, and knowledge articles into one browser-based workspace.

Bidirectional CRM sync

Updates made in the agent desktop are written back to your CRM in real time, eliminating duplicate entry.

Screen-pop on interaction arrival

The customer record auto-populates the moment an interaction is accepted, based on CLI, email, or chat handle.

Inline knowledge search

Agents search the knowledge base without leaving the interaction screen, with results ranked by relevance to the current case type.

Guided disposition codes

Post-interaction wrap is streamlined with mandatory disposition fields that feed directly into reporting.

Expected outcomes

25%
Reduction in average handling time
Removing application switching and auto-populating customer data shaves significant seconds off every interaction.
40%
Faster new-agent proficiency
A single interface with guided workflows means new starters reach competency in days rather than weeks.
15%
Improvement in first-contact resolution
Inline knowledge search and full case history help agents resolve queries without callbacks or transfers.

How it works

01

Interaction accepted

The agent accepts an inbound or outbound interaction from the unified queue.

02

Screen-pop and context load

The desktop auto-populates the customer record, previous interactions, open cases, and any pending actions.

03

Guided interaction handling

The agent follows on-screen prompts, accesses knowledge articles, and updates case fields — all within the same view.

04

Wrap and disposition

After the interaction, the agent completes mandatory disposition codes and any follow-up task creation in one step.

Related Contact Centre workflows

Omnichannel Routing Automation

Feed interactions into the unified desktop from a single intelligent queue.

Learn more

Agent Scripting Automation

Embed dynamic call scripts directly into the agent desktop for consistent messaging.

Learn more

Quality Assurance Automation

Score interactions handled through the unified desktop against your QA framework.

Learn more

Free tools

Try these tools to assess and improve your operations.

Workflow Mapper

Map your processes visually and export a professional PDF.

Try free

Meeting Cost Calculator

See the true cost of your meetings and find savings.

Try free

BCP Builder

Generate a Business Continuity Plan tailored to your organisation.

Try free

Frequently asked questions

No. It sits on top of your existing CRM and other systems, pulling data in via API so agents see everything in one place without switching applications.

Yes. Desktop layouts are configured per workflow, so inbound sales agents can see a different panel arrangement than customer service agents.

SwiftCase integrates with leading CCaaS and on-premise telephony platforms via SIP, CTI connectors, and REST APIs. Speak to our team about your specific platform.

One screen. Every tool your agents need.

Discover how SwiftCase unifies your agent desktop. Book a personalised demo for your contact centre.

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Contact Centre Solutions