The OttoLearn Contact Center Playbook

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The Cognitive Science Behind OttoLearn - OttoLearn Adaptive MicrolearningThe Cognitive Science Behind OttoLearn - OttoLearn Microlearning

Hi Josh,

About a week before I began getting my Ottolearn Mastery Moments, I had a popup window from Adobe appear on my screen as I was working on another project, prompting me to update my version of Flash. We do use Flash, so like an idiot, I clicked on the popup and asked it to start the update—and only then noticed that the url was not an adobe address. Of course, I closed the popup window using the X in the upper corner, which didn’t solve anything. Our IT guys did the best they could for me, but my computer is still compromised, and is being replaced.

Fast forward to Ottolearn and your Online Security for Employees course. After completing several mastery moments, I have now learned what to do with popups like that. This morning, as I restarted my computer again, that same Adobe popup appeared and this time I was ready! I opened task manager and killed that little $%^&^ dead in its tracks.

I know the point of letting us try out OttoLearn as participants was for us to experience the power of this platform from the learner’s point of view. I can tell you that I personally am very grateful for the training you provided to me, and the fact that I was able to let others in my company know how to kill off those nasty virus-carrying popups. Yes, it works. Yes, it’s fun! And yes, I have a true feeling of accomplishment.

I can’t wait for the point at which we can talk more about developing courses for our clients.

Thank you!

Here’s our playbook, where we’ve created a scenario to put some of our ideas around OttoLearn’s features and benefits into a call center setting.

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Experience

Exp.

High

New accounting rules

Workplace violence & harassment prevention

Low

Framing a basement

Changing a tire

High

Low

Perceived Relevance

Option

Pros

Cons

Seats

  • Super easy to understand
  • Very predictable cost, if you have a specific number of users (eg: employees)
  • Doesn’t differentiate between users that have different volumes.
  • Have to purchase seats for your maximum number of users.‍

Active Users
(Typically the number of users that log in during a month)

  • You don’t need a license for every specific user, you can often only license half of your users (since perhaps only half ever log in during a month)
  • Typically there is a large cost for going over your licensed number of users, which can be incredibly expensive (eg: 5-10x more than your licensed cost)
  • You often have to “play games” as an administrator, not wanting to do a mass course enrollment if you have only have your users licensed in a month

For workplace Violence and Harassment Prevention, you have High Experience & Low Relevance.

  • ‍Why? You’ve worked in an office setting for years, so you’ve been through a number of workplace compliance courses.  You have a lot of experience in this area, and you really aren’t excited about it.  
  • What is going to motivate you?  Not much.  It won’t matter if there is a slick expensive video, you’re going to click through the material to get the quiz as quickly as possible, so make the material as short as possible or provide a pre-assessment to skip past the content.

For new Accounting Rules you have High Experience & High Relevance.

  • Why? This is directly related to your job, and builds on your existing knowledge.  You’re going to want to absorb the information efficiently, since you process related information every day.
  • What is going to motivate you?  Efficiently written information.  Just the facts, in as little a time as possible.  Video takes too much time, text is perfect.

For changing  a Tire, you have Low Experience & Low Relevance.  

  • Why? You don’t own a car or drive. You don’t feel that you need to know this, and you also know you can find the information on demand, if and when you actually need it.  
  • What is going to motivate you? Very little, this is the most difficult category. For learners in this category, it’s best to try to engage them through story telling techniques to create a sense of relevance. This could be through text and/or video.

For framing a Basement you have Low Experience & High Relevance.

  • Why?  You don’t know much about it, but you’re highly motivated to learn!  
  • What is going to motivate your? You’ll pretty much consume any form of training, but you’re most likely to seek out rich media experiences, to understand the topic from multiple angles. This is the only category for which video is a perfect fit.

Seats

Pros

  • Super easy to understand
  • Very predictable cost, if you have a specific number of users (eg: employees)

Cons

  • Doesn’t differentiate between users that have different volumes.
  • Have to purchase seats for your maximum number of users.

Active Users
(Typically the number of users that log in during a month)

Pros

  • You don’t need a license for every specific user, you can often only license half of your users (since perhaps only half ever log in during a month)

Cons

  • Typically there is a large cost for going over your licensed number of users, which can be incredibly expensive (eg: 5-10x more than your licensed cost)
  • You often have to “play games” as an administrator, not wanting to do a mass course enrollment if you have only have your users licensed in a month
The Ottolearn Contact Center Playbook - OttoLearn Microlearning
No items found.

Meet Ursula.

She’s the Director of Training at Big Calls Inc.

Big Calls just landed a major new client, which requires them to scale up and add 500 new positions to handle inbound calls.

They have 90 days to ramp up and be ready. Ursula’s job is to build out the training material, including onboarding, initial training, job aids, and a strategy for personalized ongoing training.

Previously, their initial training period was 4 days of classroom sessions and role-playing through mock calls. However, with the clock ticking on this new project, she needs to find a way to train her new hires faster, without reducing quality.

Engagement Factors

Experience

Exp.

High

  • Best possible quadrant for engagement 
  • Will overcome learning obstacles
  • Will find a way to learn, even if materials are poor  
  • Won’t need nudging or incentives
  • Text is great
  • Can easily learn something
  • May need to work up the energy to engage in low quality materials  
  • May procrastinate, so incentives can help motivate.
  • Text is great

Low

  • Wants to learn
  • Has little experience so can benefit from more instructional quality
  • Greatest benefit of video and other rich media
  • Worst possible quadrant  
  • May not have experience in the topic
  • May not really care about it
  • Will require a lot of motivation to see engagement
  • Video can help

High

Low

Perceived Relevance

Option

Pros

Cons

User-based
(Seats)

  • Cost predictability. Each seat costs you $x/month
  • Typically more expensive than a usage-based license

Usage-based

  • Typically less expensive than a seats license
  • Cost variability tempered by pre-purchasing usage credits that never expire and consume them over time

User-based (Seats)

Pros

  • Cost predictability. Each seat costs you $x/month

Cons

  • Typically more expensive than a usage-based license

Usage-based

Pros

  • Typically less expensive than a seats license

Cons

  • Cost variability tempered by pre-purchasing usage credits that never expire and consume them over time

Ursula chooses Otto.

With Otto, Ursula is able to rapidly build Mastery Modules to immediately flip her training. Day 1 of the new training process is now focused on Otto mastery training. Agents get exposed to core knowledge about handling incoming calls, and practice responding to client inquiries and following their flow charts to select the correct action to take for an issue.

In only 1 day, she essentially simulates 30 days on the phone.

Days 2-4 focus on live call simulations, punctuated by periodic mastery learning through Otto.

After launching, Ursula is pleased to discover that she needs less supervisory support for learners who have Otto. They have a much higher retention and have to escalate fewer calls - which translates to a better experience for the caller, less turnover at the center, and a happier client!

Contact Center Playbook - OttoLearn Adaptive Microlearning

Otto is perfect for Contact Center Training

  • Set a training cadence - once per shift, or between calls
  • Import call analytics to correlate against training mastery to surface need for supervisory intervention
  • Ability to update content periodically, and have it automatically distributed

Additional Benefits

  • RFID beacons can be used to ensure that employees can only train while on-site
  • When agents switch accounts, they are brought up to speed more quickly - by scheduling their new personalized training in advance of the move

So, that’s an example of how we see OttoLearn having a transformational impact on contact center training. If you are in a Contact Center space, we’d love to talk to you and see how closely our ideas fit. Contact us at hello@ottolearn.com to start the conversation.

Training Engagement, Retention, and Microlearning - OttoLearn MicrolearningNeovation Learning Solutions Team - OttoLearn Microlearning is a product of Neovation Learning Solutions

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