Regal university

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eBooks
THE ECONOMIC IMPACT OF WORKING WITH REGAL.IO
Find out how your sales team can start to capitalize on every conversation and harness accurate, timely, and actionable customer insights to drive revenue.
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Analyst
Manager
Agent
Admin
Welcome to Regal
3 Lessons
Hear from our founders how Regal is designed to help you drive more revenue from all of your customer interactions, and learn from real customer use cases how to get the most value from Regal. This module includes an overview of Regal's platform, core features and capabilities.
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Agent
Manager
Admin
Data Management
Customer data is at the core of driving personalized conversations. This module covers how to send data to Regal so that Regal can genete a Unified Contact Profile for each customer, as well as how to manage your data within Regal and receive real-time event data back from Regal to your downstream systems or reporting database.
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Admin
Manager
Analyst
Event Driven Journeys & Campaigns
11 Lessons
This module teaches you how to trigger omni-channel outreach to your prospects and customers based on their real-time actions or events, enabling personalized and timely engagement. You'll also learn how to implement A/B tests so you can iterate to the best outcomes.
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Admin
Manager
Segmentation & Scheduled Journeys
3 Lessons
Learn how to hit your numbers by building or uploading segments of customers to engage them in scheduled or adhoc campaigns, such as end-of-quarter pushes, holiday promotions, or winback strategies.
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Admin
IVR
9 Lessons
Learn how to configure your inbound call IVRs to personalize the inbound caller experience and reduce unnecessary transfers between departments.
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Manager
Admin
Task Routing
8 Lessons
Learn how to configure your Queues and Routing Rules to ensure the highest priority tasks are handled first and that the right tasks are completed by the right Agents.
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Admin
Manager
Agent Desktop
This module focuses on the Agent Desktop, which acts as the main hub for your Agents to view customer information and conduct conversations across phone, SMS and email. Learn about the tools and features available to Agents to enhance productivity and customer satisfaction.
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Agent
Managing Agents & Queues
Stay on top of your team of Agents and task queues. This module covers how to monitor Agent activity, Queue volumes and SLAs, and the tools available in Regal for you to intervene or rebalance staffing.
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Manager
Settings
Get to know the various Admin settings available in Regal. This module covers configuration options to tailor the platform to your specific business needs, including user settings, integration options, and customization features.
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Admin
Manager
Conversation Intelligence
3 Lessons
Learn how Regal’s Conversation Intelligence product leverages AI to help you drive higher conversion rates. By using insights from 100% of Agent-customer interactions, you can uplevel your quality assurance and Agent coaching, change your scripts or playbooks to be more effective and, and automatically send personalized follow up messages to customers based on what is said on a call.
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Manager
Admin
Reporting
Understand the power of reporting in Regal.io. This module teaches you how to generate, interpret, and utilize various reports to track performance, identify trends, and make informed decisions about your customer engagement strategies.
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Admin
Manager
Analyst
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