CONTENTS

    A Simple Guide to Omnichannel Call Centre Implementation

    avatar
    Flora An
    ·August 3, 2025
    ·13 min read
    A

    To implement an omnichannel call centre, you need to map customer journeys, select the right communication channels, and unify all interactions in a single workspace. Most successful businesses choose voice, SMS, email, and social media to meet customer expectations—60% of consumers see companies without multiple channels less favorably. You should use AI and automation to route inquiries and support agents. Sobot AI offers a seamless omnichannel experience by centralizing all channels through the Sobot call center platform. This approach lets you deliver consistent service, reduce friction, and optimize every customer touchpoint.

    Omnichannel Call Centre Basics

    Omnichannel

    What Is Omnichannel?

    You need to understand what makes an omnichannel call centre different from traditional setups. An omnichannel call centre brings all your communication channels—voice, email, SMS, live chat, and social media—into one unified platform. This approach gives your agents a single view of every customer interaction. You can deliver seamless, consistent, and personalized service because your team always has the full customer history at their fingertips.

    • An omnichannel call centre integrates all communication channels into one interface.
    • Your agents see every customer interaction, no matter which channel the customer used.
    • You can use AI and automation to route tickets, summarize conversations, and suggest responses in real time.
    • Customers get faster, more accurate service, and do not need to repeat information.
    • You can support both inbound and outbound calls with CRM integration, so agents always have the right customer data.

    With omnichannel customer service, you create a smooth journey for your customers. You can improve agent efficiency and boost customer satisfaction. Sobot offers omnichannel contact center solutions that unify your channels and data, making it easier to deliver high-quality service every time. This strategy forms the foundation of a modern customer service strategy.

    Omnichannel vs. Multichannel

    You might wonder how omnichannel customer service compares to a multichannel approach. Both offer multiple ways for customers to reach you, but the experience is very different. Here is a quick comparison:

    FeatureOmnichannel ApproachMultichannel Approach
    IntegrationFully integrated systems and shared data across all channels, enabling seamless flow of information.Channels operate in silos without data sharing, causing fragmented experiences.
    Customer ContextAgents have access to complete customer history and journey across all channels.Agents only see data from the specific channel they are handling.
    Customer ExperienceProvides seamless, consistent, and personalized interactions without customers repeating information.Experiences are disjointed; customers often repeat information when switching channels.
    Agent WorkflowAgents can handle multiple channels with unified tools, improving efficiency and reducing app switching.Agents handle one channel at a time and must switch between different platforms, reducing productivity.
    PersonalizationEnables hyper-personalized service based on integrated data and customer insights.Limited personalization due to lack of integrated data.
    Operational CostHigher initial investment and complexity due to integration needs.Lower upfront cost and simpler implementation without integration.
    Insights & AnalyticsProvides 360-degree customer journey insights across all interactions.Metrics are channel-specific, limiting holistic understanding.

    Omnichannel customer service focuses on delivering a smooth, consistent experience by connecting all communication channels and sharing customer data. Your agents can see every past interaction, so customers never have to repeat themselves. This approach improves productivity and lets you personalize every service interaction. Multichannel setups, on the other hand, keep channels separate. Agents must switch between platforms, which slows down service and can frustrate customers.

    Sobot’s omnichannel contact center solutions help you move beyond multichannel limitations. You can manage all customer communications in one place, automate routine tasks, and gain insights into every customer journey. This omnichannel strategy supports your business growth and helps you build lasting customer relationships.

    Tip: Adopting an omnichannel customer service strategy can increase customer satisfaction and loyalty. Companies using omnichannel communications see higher retention rates and improved service metrics.

    Benefits for Customers and Businesses

    Enhanced Customer Experience

    Omnichannel customer service transforms the way you connect with your customers. You give them the freedom to reach out on their preferred channels—chat, email, phone, or social media—without losing context. This approach creates a seamless customer journey, where every interaction feels connected and personal. Customers no longer need to repeat information, which removes a top frustration and boosts satisfaction.

    Recent surveys show that 75% of customers expect a smooth experience across channels, but only 25% feel companies deliver on this promise. When you implement a strong omnichannel strategy, you can increase customer retention to 89%, compared to just 33% with disconnected support. The following table highlights the most significant benefits for your customers:

    BenefitDescriptionSupporting Statistic
    Streamlined Issue ResolutionIntegrated customer data enables faster, smoother problem solving.N/A
    Personalized ExperiencesAgents access full customer context for tailored service.88% of customers value experience as much as product (Salesforce).
    Greater Customer SatisfactionSeamless support on any channel increases loyalty and satisfaction.89% retention with strong omnichannel support; only 33% with poor support.
    Reduced FrustrationCustomers avoid repeating information, leading to happier experiences.One-third of customers find repeating info most frustrating.

    Operational Efficiency

    Omnichannel customer service does not just benefit your customers. You also gain major improvements in efficiency and business outcomes. By unifying all service channels, you streamline workflows and empower your agents to resolve issues faster. You can use automation and AI to handle repetitive tasks, freeing your team to focus on complex customer support needs.

    Companies that adopt omnichannel solutions see measurable results. For example, Opay partnered with Sobot to unify its customer engagement across voice, email, and social media. After implementing Sobot’s omnichannel platform, Opay increased customer satisfaction from 60% to 90%, reduced operational costs by 20%, and boosted conversion rates by 17%. The chart below shows Opay’s improvements after switching to Sobot:

    Bar
    Image Source: statics.mylandingpages.co

    You can achieve similar gains in efficiency, customer engagement, and satisfaction by choosing a unified omnichannel strategy. Sobot’s platform helps you deliver consistent service, improve agent productivity, and create a connected customer experience at every touchpoint.

    Omnichannel Call Centre Implementation Steps

    Omnichannel

    Building an effective omnichannel call centre requires a clear, actionable implementation plan. You need to follow a series of steps that help you understand your customers, select the right technology, and prepare your team for success. Here’s how you can move from strategy to execution:

    Assess Needs and Channels

    Start by mapping your customer journey. Identify every touchpoint where customers interact with your business. This includes phone calls, emails, live chat, social media, and even in-person visits. You want to know which communication channels your customers prefer and how they move between them.

    Follow these steps to assess your needs:

    1. Map all customer interactions and touchpoints. Look for patterns in customer behavior and channel preferences.
    2. Align your customer experience strategies across sales, marketing, and customer support teams. Make sure everyone uses the same brand voice and understands the best use for each channel.
    3. Define your customer service goals and key performance indicators (KPIs). Set clear targets for response times, customer retention, and upsell opportunities.

    Tip: When you understand your customers’ preferred channels and needs, you can personalize support and automate routine tasks more effectively.

    Choose the Right Platform

    Selecting the right omnichannel platform is critical for successful implementation. You need a solution that can scale with your business, integrate with your existing tools, and provide a unified workspace for your agents.

    Here’s a comparison of key criteria to consider when evaluating platforms:

    CriteriaWhy It MattersSobot’s Advantage
    ScalabilityGrows with your business and handles more customer interactionsSobot supports over 6 million online communications and 3 million calls daily
    IntegrationConnects with CRM, e-commerce, and social media toolsSobot offers seamless integration with Salesforce, Shopify, and more
    CustomizabilityLets you tailor workflows and dashboardsSobot’s drag-and-drop IVR and customizable workspace
    Ease of UseReduces training time and errorsIntuitive interface and unified workspace for all communication channels
    SecurityProtects customer data and ensures compliance99.99% uptime, encrypted data transfer, and global network support
    AnalyticsProvides insights for continuous improvementOver 300 statistical reports and thousands of indicators
    SupportEnsures help is available when you need itFull-cycle service with dedicated customer success managers
    Value for MoneyKeeps costs predictable and transparentCompetitive pricing with no hidden charges
    Voice/Call

    Sobot’s Voice/Call Center and Omnichannel Solution stand out for their robust integration, AI capabilities, and proven results. For example, OPPO achieved a 93% customer satisfaction rate and an 83% chatbot resolution rate after implementation. J&T Express improved its sign-off rate by 35% and cash-on-delivery collection by 40%. These results show the impact of choosing a comprehensive omnichannel contact center solution.

    Integrate Communication Channels

    You need to bring all your communication channels together into a single, unified system. This step ensures that customers can reach you on their preferred channel and switch between channels without losing context.

    Best practices for integration include:

    • Connect digital channels like your website, mobile app, email, social media, and live chat with traditional channels such as phone support.
    • Use a unified platform so agents can see every customer interaction in one place.
    • Personalize customer support by leveraging data and preferences across channels.
    • Enable real-time interactions with live chat and AI-powered chatbots.
    • Automate routine tasks to free up agents for more complex customer needs.
    • Maintain consistent messaging and brand experience across all touchpoints.

    Sobot’s Omnichannel Solution makes this process simple. You can manage voice, chat, email, and social media from one workspace. The platform’s AI-driven automation handles repetitive inquiries, while agents focus on delivering high-quality support.

    Note: Customers expect to switch channels without repeating information. A unified system ensures seamless transitions and higher satisfaction.

    Unify Customer Data

    Unifying customer data is one of the most important—and challenging—steps in omnichannel support implementation. You want to create a single, trusted profile for each customer, combining information from every channel.

    Common challenges include fragmented data, duplicate profiles, and siloed departments. You can overcome these by:

    1. Consolidating data from all communication channels into a central platform.
    2. Regularly merging and deduplicating customer contact data to avoid confusion.
    3. Refreshing profiles in near real-time to keep information accurate.
    4. Using unified data to track the customer journey and trigger personalized, real-time campaigns.
    5. Leveraging AI to analyze customer behavior and deliver targeted support.

    Sobot’s unified workspace and advanced analytics help you build comprehensive customer profiles. You gain deeper insights, improve targeting, and enable advanced automation for better customer support.

    Train and Launch

    Your agents need the right training to deliver consistent, high-quality omnichannel support. Effective training prepares them to handle multiple channels, use new tools, and provide empathetic service.

    Best practices for agent training include:

    • Develop role-based training that matches each agent’s responsibilities.
    • Use interactive methods like role plays, games, and simulations to boost engagement and retention.
    • Pair new agents with experienced mentors for hands-on learning.
    • Focus on empathy and product knowledge, not just speed.
    • Teach multi-tasking skills, such as talk-and-type, to handle chat and calls at the same time.
    • Provide continuous feedback and recognition to motivate your team.
    • Ensure agents have seamless access to all customer information and previous interactions.

    Sobot supports your training efforts with an intuitive interface and unified workspace. Agents can access all customer data and communication history, making it easier to deliver fast, accurate support. The platform’s cloud-based design also supports remote and hybrid teams, ensuring everyone stays connected and productive.

    Pro Tip: Launch your omnichannel call centre in phases. Start with core channels, gather feedback, and expand as your team gains confidence.


    By following these steps, you create a strong foundation for omnichannel call centre implementation. You deliver a seamless customer experience, empower your agents, and drive measurable business results. Sobot’s Voice/Call Center and Omnichannel Solution provide the tools and support you need for every stage of your implementation plan.

    Best Practices for Omnichannel Customer Service

    Consistent Messaging

    You need to keep your messaging consistent across every channel. Customers expect the same tone, information, and brand identity whether they contact you by phone, chat, or social media. Inconsistent messages can confuse customers and weaken trust. Use templates and brand guidelines to help your team deliver a unified customer experience. Sobot’s unified workspace makes it easy for agents to access customer history and previous conversations, so they always know what has been shared. This approach supports a strong customer service strategy and ensures every customer receives accurate information.

    Tip: Regularly review your communication templates and update them to reflect new products, policies, or promotions.

    Seamless Channel Switching

    Seamless channel switching is essential for a true omnichannel customer service strategy. Customers want to move from chat to email or phone without repeating their story. When you provide this seamless experience, you increase customer satisfaction and reduce frustration. Agents who can see the full customer journey resolve issues faster and deliver more personalized support. Sobot’s AI-driven automation and unified workspace allow agents to handle multiple conversations at once, keep context, and switch channels smoothly. This boosts agent productivity and lowers response times. Studies show that 75% of customers want a consistent experience across channels, and 73% will switch brands if they do not get it (source).

    Ongoing Optimization

    Continuous improvement is key to a successful omnichannel strategy. You should:

    1. Track key metrics like customer satisfaction, engagement, and conversion rates.
    2. Run A/B tests to refine your support processes.
    3. Integrate backend systems to keep customer data up to date.
    4. Collect feedback from both customers and agents to find pain points.
    5. Use AI and automation to personalize service and increase efficiency.

    Sobot’s platform provides real-time insights, unified reporting, and analytics to help you optimize your customer support. By reviewing your strategy often and adapting to customer needs, you create a seamless experience that drives engagement and loyalty.

    Features Checklist for Omnichannel Contact Center

    Must-Have Capabilities

    When you choose an omnichannel contact center, you want features that help your team deliver excellent customer support and create a smooth customer experience. Here are the must-have capabilities you should look for:

    1. Unified Agent Desktop: Give your agents a single workspace where they can see every customer interaction, no matter the channel. This helps agents respond faster and keeps the customer experience consistent.
    2. Omnichannel Routing: Use intelligent routing to send each customer inquiry to the best agent based on skills, availability, and past interactions. This leads to quicker resolutions and higher satisfaction.
    3. Real-Time Channel Switching: Allow customers to move between chat, email, and phone without losing context. Agents keep the full conversation history, so customers never repeat themselves.
    4. Complete Interaction History: Store all customer interactions in one place. Agents can personalize support and spot trends in customer engagement.
    5. Automation and AI: Automate routine tasks with AI-powered chatbots and voicebots. This frees up agents to handle complex service needs.
    6. Analytics and Insights: Track key metrics like response times, agent productivity, and customer satisfaction. Use these insights to improve your support strategy.
    7. Workforce Optimization: Manage agent schedules, forecast demand, and balance workloads to keep your team efficient.
    8. Open APIs and Integrations: Connect your contact center with CRM, marketing, and productivity tools for a seamless workflow.

    Sobot’s platform includes all these features. You get intelligent IVR for advanced call routing, a unified workspace for agents, and global support that lets your team work from anywhere. Sobot’s cloud-based system ensures you can scale your service as your business grows.

    Tip: Platforms with strong automation and analytics help you gain deeper insights into customer needs and agent performance.

    Platform Integration

    You need your contact center to work smoothly with your existing business systems. Strong integration capabilities make this possible:

    • Connect with CRM, ERP, and other business applications to unify customer data.
    • Use open APIs for easy data exchange between your contact center and business tools.
    • Take advantage of pre-built integrations with email, SMS, social media, and e-commerce platforms.
    • Access unified data views and reporting across all channels for better insights.
    • Enable intelligent routing by linking deep CRM data with skills-based workflows.

    Sobot stands out with its ability to integrate with major platforms like Salesforce, Shopify, WhatsApp, and more. You can manage customer engagement across websites, apps, phone, and social media—all from one place. Sobot’s unified workspace and automation tools ensure your agents always have the right information to deliver top-notch support and service.


    You can achieve a seamless omnichannel call centre by mapping customer journeys, integrating channels, unifying data, and training your team. Leading brands like Walgreens and Disney show that omnichannel strategies boost satisfaction and efficiency. When you partner with Sobot, you gain AI-powered tools that cut resolution times by up to 50% and reduce staffing needs by 68%.

    • Deliver consistent, personalized service across every channel
    • Improve customer loyalty and operational efficiency
    • Use Sobot’s solutions to simplify your omnichannel journey

    Start building your omnichannel call centre today and set your business apart. 🚀

    FAQ

    What is an omnichannel call centre?

    An omnichannel call centre lets you manage customer conversations across voice, chat, email, and social media in one workspace. You give agents a complete view of every interaction. Sobot’s omnichannel call centre solution helps you deliver seamless, consistent support on every channel.

    How does Sobot unify customer data across channels?

    Sobot’s omnichannel call centre platform merges customer data from all channels into a single profile. You see every conversation, order, and support ticket in one place. This unified view helps you personalize service and resolve issues faster.

    Can I integrate Sobot with my existing CRM or e-commerce tools?

    Yes, you can connect Sobot’s omnichannel call centre with platforms like Salesforce and Shopify. Sobot offers open APIs and pre-built integrations. You keep your workflows smooth and your customer data up to date.

    What results can I expect from implementing an omnichannel call centre?

    You can boost customer satisfaction, reduce costs, and improve agent productivity. For example, Opay increased its customer satisfaction rate from 60% to 90% after using Sobot’s omnichannel call centre solution. Many businesses see faster response times and higher retention rates.

    Is Sobot’s omnichannel call centre secure and reliable?

    Absolutely. Sobot’s omnichannel call centre offers 99.99% uptime and encrypted data transfer. You get global network support and mobile compatibility. Your customer data stays safe, and your team stays connected anywhere.

    Tip: Visit Sobot’s website to explore more about omnichannel call centre features and real customer stories.

    See Also

    Comprehensive Overview Of Omnichannel Software For Call Centers

    Step-By-Step Process To Deploy Omnichannel Contact Centers

    Essential Guide To Quality Management Systems In Call Centers

    Understanding The Efficient Functioning Of Call Center Automation

    Key Benefits And Features Of CRM Software For Call Centers