Agent Training & Onboarding

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Agent Onboarding: Your Guide to Success

Welcome to the team! This training guide will give you all the foundational knowledge you need to become a successful remote tech expert. Our goal is to make you confident and capable from your very first call.

Section 1: Who We Are and What We Do

We are a premium, independent remote support service. Our primary goal is to diagnose and resolve common smart doorbell issues remotely. We are the experts customers turn to when standard troubleshooting fails.

Crucially, our job is also to identify problems that cannot be fixed remotely, like hardware failures or wiring issues, and provide the customer with a clear and safe recommendation. We solve what we can, and we give expert advice for what we can't.

Section 2: The Smart Doorbell 101

A smart doorbell is a Wi-Fi-connected camera that replaces a traditional doorbell. Its main functions, which are the source of most customer issues, are:

Section 3: Understanding Our Customer's Mindset

When a customer calls us, they are usually frustrated and have already tried basic fixes. They've likely been searching online for terms like:

Their device, which is meant for security and convenience, has failed. Our job is to be the calm, confident expert who can take control of the situation and provide a clear path to a solution. They are not just buying a fix; they are buying peace of mind.

Section 4: Common Issues & Our Ability to Help

The troubleshooting guide outlines the most common problems we face. Here is a summary of what we can and cannot fix remotely.

Issue Category Common Problems Remote Fix Score
Connectivity & Wi-Fi Device is Offline, Live View Not Working High (4/5)
Power & Battery Battery Draining Too Fast, Not Charging High to Low (5/5 to 2/5)
Video & Recording Live View Not Working High (4/5)

A high score means we can almost always fix the issue by guiding the customer through software or network changes. A low score means it's often a physical hardware or wiring problem that requires escalation.

Section 5: Our 4-Step Troubleshooting Process

Our method is designed to be logical and efficient, moving from simplest to most complex.

  1. 15-Minute Diagnostic: We first ask simple questions to understand the problem. Is there power? What are the router lights? What is the Wi-Fi signal (RSSI) in the app?
  2. Software-First Solutions: We always try to fix things via software first. This means optimizing settings in the customer's account, like Motion Frequency or Motion Zones.
  3. Guided Physical Actions: If software changes don't work, we guide the customer through simple, safe physical steps like rebooting their router or re-inserting the device's battery.
  4. Test & Escalate: We test a final, simple hypothesis (e.g., bringing the device closer to the router). If this fails or points to a deeper hardware issue, we escalate.

The Golden Rule: When to Stop and Escalate

A professional agent knows when they *cannot* solve a problem remotely. For your safety and the customer's, you must **NEVER** guide a customer on issues related to home wiring.

Escalate immediately if you diagnose any of the following:

In these cases, your job is to give the "Agent Script for Escalation" and recommend a qualified local electrician.