Switchboard
How do I start an order for collection?
Watch this quick video that shows you how to place an order for collection: Or you can read the instructions below. Steps to start an order for collection: Step 1: Locate the Customer Details Initiating an order requires the Agent to first identify ...
How do I start an order for delivery?
Watch this short video on how to place an order for delivery on Switchboard Or read the instructions below. Steps to place an order for delivery on Switchboard Step 1: Locate the Customer Details To initiate an order, an Agent must first access the ...
How do I add items to an order on Switchboard?
Watch this short video on how to add items to an order: Or follow the step by step overview below. Restaurant Menu Overview The restaurant menu is made up of the following elements (See Figure 1): Restaurant Name (A) Link to Restaurant Info (B) ...
How do I review and update an order?
Watch this quick video to see how to review and update an order on the Switchboard platform: Or read the instructions below. Reviewing an Order: An Agent can review an order through two channels: Selecting the "Review or Update Items" link on the ...
How do I submit an order to a restaurant through Switchboard?
Watch this quick video that shows you how to submit an order to a restaurant using the Switchboard platform. After placing the order: Once an order has been captured and items have been added to the basket, the Agent needs to Click on the "Checkout" ...
How do I view a customer's order history on Switchboard?
Switchboard, the YUMBI Call Centre platform, retains each customers' order history to easily create repeat orders. To view a customer's previous orders, please follow these steps: Step 1: Locate the customer record using the steps outlined in the ...
How do I place a repeat order through Switchboard?
Here's a short video that shows you how to place a repeat order using the Switchboard platform. To proceed with placing a repeat order the Agent will need to perform the following steps: Locate the customer record using the steps outlined in the ...
What do I do if a customer order fails?
If a customer order is not successfully received by the restaurant and the order was placed through either StoreFront or a Call Centre Agent, an SMS notification is sent to the mobile number configured for the Call Centre on Switchboard. This SMS ...
How do I cancel or update an order after it is placed?
Cancelled Orders: Currently, Switchboard does not have the capability to directly communicate with the restaurant to cancel an order that has already been placed. Therefore, the Call Centre must manually reach out to the restaurant to request the ...
How do I set up Agent Manager for YUMBI integration?
YUMBI supports multiple integrations with VoIP companies. One instance is when a call comes through on the softphone for a Call Centre order, as the call is answered, the customer’s cell phone number will automatically be pulled through to the YUMBI ...
How do I place multiple orders to different restaurants without several delivery charges?
Through Switchboard you can now place multiple orders to different restaurants of a combo store without the customer incurring several delivery charges. Watch a short video on placing multiple orders to different stores Or you can read through the ...
How do I sign up for Switchboard, the YUMBI Powered Call Centre?
If you, as a restaurant owner, are interested in exploring YUMBI's Call Centre services, we invite you to connect with our Customer Success Team for detailed guidance and information. Steps to sign up to Switchboard Below, we've outlined the ...
Why do some repeat orders not add items to the order basket?
Switchboard enables users, including Call Centre agents and consumers, to easily replicate an order by selecting "repeat order," which exactly duplicates the customer's previous purchase. Reasons: However, an order might not be repeatable if there ...
How can I check the status of a customer order?
To check a customer order's status—successful, failed, or rejected by the store—refer to the bottom of the slip. For online payments, this section indicates whether the transaction was successful or failed, with failed orders marked as "Order ...
Can I migrate my existing customer details onto the YUMBI Platform?
For restaurants utilizing a POS system and considering joining a YUMBI Powered Call Centre, a frequent inquiry relates to the possibility of integrating their existing customer database from their POS into the call centre platform. Customer Database ...
What's the best type of internet connectivity for my Call Centre?
To ensure seamless operations and an optimal customer experience, choosing the right internet connection for your Call Centre is essential. Below are the recommended types of connections and our suggestions for setup. Keep in mind that compromising ...
How do I update or lock an existing Agent's profile?
Updating an Agent Profile: Agents can choose to update their user profile once they have logged into the Switchboard portal by performing the following steps: Step 1: Clicking on the Agent name located on the top right-hand side of the navigation bar ...
How does an Agent login or logout of the YUMBI platform?
Watch this quick video to find out how to log in and out of the Switchboard platform. Or read the instructions below. Login Process: To log in to the Switchboard portal, agents need to perform the following steps: Navigate in the web browser to the ...
How do I reset a Call Centre Agents' password?
Watch this quick video that shows you step by step how to reset your password: Or read the instructions below. To reset your password, please perform the following steps: Step 1: Email the YUMBI Support Team on support@yumbi.com requesting the link ...
How do I search for an existing customer?
Watch this quick video showing you how to search for an existing customer: Or read the instructions below. What information can be used during a search? Searching for an existing customer record can be performed using any of the following pieces of ...
How do I update an existing delivery address?
Watch this quick video that shows you exactly how to update an existing delivery address. To update an existing delivery address, an Agent needs to perform the following steps: Step 1: Select the relevant address from the Customer Details Page and ...
How do I add a new delivery address?
Watch a short video on how to add a new delivery address: Or you can read the instructions below. Creating a new address: Recommended Approach: To create a new address using the recommended approach of performing a search of the customer address, the ...
How do I update an existing customer record?
Watch this short video showing you how to update an existing customer record Or read the instructions below: To update an existing customer record an Agent needs to perform the following steps Step 1 Navigate to the appropriate Switchboard brand ...
How do I create a new customer record?
Watch this short video on how to create a new customer record: Or read the instructions below. To create a new customer record an Agent needs to perform the following steps: Step 1: Navigate to the appropriate Switchboard brand portal in a web ...