Division of Superior Group of Companies

BPO & Contact Center Glossary

Essential CX, AI, and Outsourcing Terms Explained

Explore The Office Gurus’ comprehensive BPO and contact center glossary. Clear definitions of CX, AI, outsourcing, and industry-specific terms to help you evaluate service partners with confidence.

A

Abandonment Rate


The percentage of customers who disconnect before being helped. A key indicator of wait times and staffing effectiveness.

Agent Assist

AI-driven tools that provide real-time guidance, next-best-action suggestions, and automated workflows to support agents during interactions.

Learn more about how AI is transforming contact centers

Agent Empowerment

Providing agents with authority, tools, and training to resolve issues without excessive escalation.

Check out how AI is defining the future of BPO agents

Artificial Intelligence (AI) in CX

Technology such as machine learning, NLP, chatbots, and predictive analytics used to automate tasks and enhance customer interactions.

Explore the reasons why AI is necessary for customer experience

Average Handle Time (AHT)


The average duration of a customer interaction, including talk time, hold time, and wrap-up work.

Average Speed of Answer (ASA)

The average time it takes for agents to answer incoming calls.

B

Back-Office Support


Administrative or operational tasks such as data entry, order processing, or claims management, typically handled behind the scenes.

Brand Loyalty

The degree to which customers repeatedly choose a brand, often driven by strong service experiences.

Discover how to strengthen brand loyalty

Business Intelligence (BI)

Tools and processes used to analyze business data and guide decision-making.

Check out the main benefits of Business Intelligence

Business Process Automation (BPA)

Technology-driven automation of complex workflows to improve efficiency and reduce human error.

Explore the impact of digital transformation on customer experience

Business Process Outsourcing (BPO)

Contracting specific business operations to a third-party provider.

Learn more about BPO services 

C

Call Center

A facility that handles high volumes of inbound or outbound calls for customer service, support, or sales.

Capacity Planning

Determining the staffing and resources required to meet forecasted customer demand.

Cart Recovery / Abandoned Cart Outreach (Retail & Ecommerce)


Efforts to re-engage customers who leave items in an online shopping cart.

Case Intake (Legal)

Capturing and qualifying potential new cases or clients for law firms.

Churn Rate

The percentage of customers who stop doing business with a brand within a given period.

Explore how to keep Churn Rate low

Compliance (General)

The adherence to regulatory and industry standards for data privacy, security, and communication practices.

Contact Center

A multi-channel communication hub supporting phone, email, chat, SMS, and social media interactions.

Learn more about what a contact center is

Cost per Contact (CPC)

Total operational cost divided by the number of customer interactions handled.

Cross-Selling

Recommending additional products or services during a customer interaction.

Customer Acquisition Cost (CAC)

The total cost required to acquire a new customer.

Customer Effort Score (CES)

A measure of how easy it is for customers to get their issues resolved.

Customer Experience (CX)

The overall perception customers form based on all interactions with a brand.

Find out how omnichannel contact center solutions improve CX

Customer Journey

The end-to-end sequence of interactions a customer has with a brand.

Customer Journey Mapping

Visualizing and analyzing customer interactions to identify pain points and opportunities.

Customer Lifetime Value (CLV)

The total revenue a customer is expected to generate over the course of their relationship with a brand.

Customer Relationship Management (CRM)

Systems and strategies for managing customer data, interactions, and communications.

Discover how to build successful outsourcing relationships

Customer Retention

Efforts to maintain continuous business from existing customers.

Check out the following Customer Retention strategies

Customer Satisfaction Score (CSAT)

A rating-based survey that measures satisfaction with a specific interaction.

D

Data-Driven Decision Making

Using quantitative data instead of assumptions to guide strategic decisions.

Explore some data-driven strategies for businesses

Digital Transformation

Integrating digital technologies across business operations to improve CX and efficiency.

Read more about the impact of Digital Transformation in CX

Dispatch Support (Home Services)

Scheduling and routing field technicians or service professionals.

Document Review & Summarization (Legal)

Outsourced legal support tasks involving document organization and analysis.

E

Emotional Connection

The emotional bond a customer forms with a brand, strongly tied to loyalty.

Employee Experience (EX)

An employee’s overall experience within an organization, directly influencing CX quality.

Escalation Management

The process of routing unresolved or complex issues to more specialized support tiers.

Experience-Level Agreements (XLAs)

Experience-focused performance commitments that complement traditional SLAs.

F

FDCPA Compliance (Financial & Legal)

Standards governing fair debt collection practices.

First Call Resolution (FCR)

The percentage of issues resolved during the customer’s first interaction.

First Response Time (FRT)

The time it takes for a customer inquiry to receive an initial response.

Financial Aid Support (Education)

Assistance with FAFSA, documentation, and student financial questions.

Fraud Detection & Prevention (Financial Services)

Processes used to identify and stop suspicious activity.

Friction

Any obstacle that creates difficulty or delay in the customer journey.

G

Gamification

Using game-inspired elements to motivate customers or employees.

GDPR Compliance

European data privacy regulations governing the handling of personal information.

H

Healthcare Claims Processing (Healthcare)

Managing medical reimbursement claims between patients, providers, and insurers.

HIPAA Compliance (Healthcare)

Standards protecting patient health information.

Human in the Loop

Combining automated processes with human oversight to ensure accuracy and judgment.

I

Identity Verification (IDV)

Processes used to authenticate a customer’s identity during interactions.

Inbound Contact Center

A support center focused on receiving incoming inquiries.

Inbound Outsourcing Services

Outsourcing customer-facing inbound support such as calls, chats, emails, or inquiries.

Learn more about Inbound Outsourcing Services

Intelligent Automation (IA)

The combined use of AI and RPA to automate complex tasks.

Irregular Operations (IROPs) Support (Travel & Hospitality)

Managing spikes in customer volume caused by delays, cancellations, or disruptions.

IT Help Desk Outsourcing

Outsourcing technical troubleshooting and IT support processes.

J

Journey Analytics

Analyzing customer behavior across touchpoints to optimize CX.

K

Key Performance Indicators (KPIs)

Metrics that evaluate performance, including CSAT, FCR, NPS, and AHT.

KYC (Know Your Customer) (Financial Services)

Compliance processes used to verify customer identity.

Knowledge Management (KM)

Organizing and distributing information to help agents resolve issues quickly.

Explore more about KM

L

Legal Intake Support

Assisting law firms with capturing and processing prospective client inquiries.

Live Chat

Real-time text-based support through a website or app.

Loan Processing Support (Financial Services)

Assisting with loan applications, documentation, and follow-up.

M

Marketplace Support (Retail & Ecommerce)

Managing customer inquiries and listing-related issues on platforms like Amazon or Walmart.

Meter-to-Cash (M2C) (Energy & Utilities)

Billing, payment processing, and related back-office functions for utility providers.

Multi-Channel Support

Providing support across several channels without integrating them.

Multicultural Communication

Serving customers from diverse cultural backgrounds with appropriate training and multilingual resources.

N

Natural Language Processing (NLP)

AI technology enabling systems to understand and interpret human language.

Nearshore Outsourcing

Outsourcing work to a neighboring or nearby country.

Discover the differences between offshoring, nearshoring and onshoring

Net Promoter Score (NPS)

A measure of the likelihood that customers will recommend a brand.

O

Offshoring

Outsourcing operations to distant countries to reduce costs.

Explore the advantages of offshoring outsourcing services

Omnichannel Support

A fully integrated, consistent customer experience across all channels.

Discover omnichannel call center solutions

Onshoring

Handling questions about orders, shipping, returns, or exchanges.

Learn what offshoring, onshoring and nearshoring mean

Order Management Support (Retail & Ecommerce)

Handling questions about orders, shipping, returns, or exchanges.

Outbound Contact Center

A support environment focused on proactive outreach.

Check out the main benefits of inbound and outbound contact center solutions

Outbound Outsourcing Services

Outsourced telemarketing, surveys, lead generation, or follow-up calls.

Outage Management Support (Energy)

Handling customer communications during outages or emergencies.

Outsourcing

Delegating operations or processes to a third-party provider.

Explore more about outsourcing contact center solutions

P

Patient Intake & Eligibility Verification (Healthcare)

Supporting registration, insurance verification, and appointment scheduling.

Payment Card Industry (PCI) Compliance

Standards ensuring secure handling of credit card data.

Find out why PCI compliance is important

Personalization

Tailoring interactions based on customer data and history.

Explore an example of great personalization tactics

Predictive Analytics

Using data models to anticipate customer needs, volume spikes, or churn.

Prior Authorization Support (Healthcare)

Assisting with insurance approvals for medical services.

Proactive Customer Service

Reaching out to customers before issues occur.

Q

Quality Assurance (QA)

Monitoring interactions to ensure service consistency and performance.

Explore more about Quality Assurance

Quality Monitoring

Reviewing calls, chats, and emails for coaching and improvement.

Discover some of the main benefits of Quality Monitoring

Queue Management

The process of managing and routing incoming interactions to available agents.

Queue Time / Wait Time

The time customers spend waiting before reaching an agent.

R

Real-Time Analytics

Immediate analysis of customer interaction data for on-the-spot optimization.

Resolution Rate

The percentage of issues resolved within defined performance standards.

Returns Processing Support (Retail & Ecommerce)

Handling returns, refunds, and exchange requests.

Robotic Process Automation (RPA)

Software robots that automate repetitive tasks.

S

Scheduling & Forecasting

Workforce planning techniques used to predict volume and staff appropriately.

Self-Service

Tools and resources allowing customers to resolve issues independently.

Sentiment Analysis

AI that detects emotional tone in communications.

Service Contract Management (Home Services)

Supporting warranty, renewal, or service plan inquiries.

Service Level Agreement (SLA)

A contract defining service expectations and performance metrics.

Skills-Based Routing

Directing customers to agents based on expertise or requirements.

T

Technical Support (Tier 1–3)

Levels of support for resolving technical issues based on complexity.

Touchpoint

Any interaction point between a customer and a brand.

Total Customer Experience

A holistic view of a customer’s perception across their entire relationship with a company.

U

Upselling

Encouraging customers to upgrade or buy higher-tier products/services.

User Experience (UX)

How customers interact with digital platforms such as websites or apps.

V

Voice Analytics

AI-based analysis of speech patterns for quality, compliance, and coaching.

Learn how Voice Analytics are revolutionizing CX

Voice of the Customer (VoC)

Systematic collection of feedback to guide experience improvements.

W

Wait Time

The average time customers spend waiting in queue before connecting with support.

Work from Home (WFH)

Remote working model for contact center agents.

Workforce Management (WFM)

Optimizing staffing, schedules, and resources for efficient operations.

Read more about Workforce Management (WFM)

Workforce Optimization (WFO)

A comprehensive strategy combining WFM, QA, forecasting, analytics, and performance tools.

X

eXperience Management (XM)

Designing and improving customer interactions across all touchpoints.

Y

Year-over-Year (YoY)

Comparative performance measurement across different years.

Z

Zero-Party Data

Information customers intentionally share to personalize experiences.