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·
Users have to find all necessary information from various sources. It's overwhelming and slows down the work.
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·
Sometimes users miss the must-check points and cause rework.
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·
Too many disposition options causes a high error rate.
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·
Users have to use the physical phone to connect and hang up calls, which increases task time.
01
The
problem
Avg call time
8m 20s
0target: 6m10m
Daily volume
376
0target: 450670
Error rate
5.1%
0%target: <1%10%
02
User
pain points
-
·
Agents juggled 3+ tools during every call: Zillow.com, Salesforce, email, and a physical phone
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·
Average call took 8m 20s — too slow, too error-prone
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·
5.1% daily disposition error rate caused constant rework
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·
Checklist items were missed, leading to incomplete calls
03
Market
research
Competitive analysis and market context that shaped the design direction.
04
Solutions &
design
One screen replacing three tools, a physical phone, and a confusing disposition form.
Information layout
Everything in one place
All buyer info, listing details, notes, and call history on one screen — no switching tabs.
Phone call flow
No more physical phone
Clear in-app call flow for inbound and outbound — each step made explicit.
Dispositions
Fewer choices, fewer errors
Simplified options with progressive disclosure — error rate dropped from 5.1% to 0.6%.
Call queue
Know what to take next
Rich, time-based indicators help agents prioritize which call to take first.
05
The
outcomes
8m 20s → 6m 03s
−27%
Call completion time
376 → 428
+14%
Daily calls completed
5.1% → 0.6%
−88%
Disposition error rate