Using Callbacks to Improve CX and Drive Revenue

Companies Also Can Employ the Technology to Match the Right Agent to the Right Customer Issue

Customer service callbacks

One of the key techniques deployed by organizations amid the COVID-19 pandemic was the use of callbacks, which were utilized to reduce inbound customer service inquiries. If a customer called into a company’s contact center and a live agent was not available, they were prompted to enter a telephone number where they could be reached via a callback as soon as an agent was free, or at a convenient time for the customer.

Callbacks not only flatten spikes in demand for live agents, but also can reduce real costs by shifting inbound toll-free calls, which cost the company more than outbound ones. Callbacks can also reduce the number of abandoned inbound calls, and significantly improve CX by giving customers back their time instead of having them stay in a queue for minutes or hours. They can also help organizations manage inquiry demand amid call center agent shortages.

But callbacks can also be used in a proactive manner, to not only improve CX from a time management and agent efficiency standpoint, but also by ensuring that the correct agent is matched to the type of inquiry, level of complexity, or type of customer. Consider the following techniques for utilizing callbacks to improve CX:

Select and assign callbacks based on the type of inquiry

Instead of simply routing calls to the next available agent, callbacks can be scheduled so that the right department and agent can be deployed to handle the inquiry. Billing-based calls can be routed to the accounting department, while technical questions can be routed to agents with specific technical experience. This ensures that the customer is connected directly with the right agent, reducing transfers and the need for customers to repeat the nature of their problems to several agents.

Assign complex callbacks to experienced agents

Instead of trusting complex issues to less-experienced or less-facile agents, callbacks for more complex issues can be sent to experienced agents or specialists to improve the likelihood of single-call resolution.

Provide VIP-level services to prime customers

By using callbacks, VIP customer inquiries can be handled by high-touch, top-performing agents, who should have potential solutions at the ready to ensure a top-notch customer experience.

Respond to digital communication responses

Callbacks can also be used to strategically respond to inbound inquiries from web-based touchpoints, email campaigns, and mobile applications. Where a human touch is required (such as a high-value sales opportunity), callbacks can be used to allow skilled agents to directly respond to inbound digital inquiries, thereby increasing the direct engagement with customers.

Ultimately, callbacks provide several benefits to organizations that are seeking to improve CX. For one, by scheduling a callback, customers can go about their day without waiting on the phone, which makes the customer feel more valued. Further, by scheduling a callback, an agent can review any pertinent details about the inquiry and customer prior to the call being connected, ensuring they will be more prepared to handle the inquiry efficiently.

Perhaps most importantly, callbacks can be set up through any channel, including voice, text, web, mobile app, or even SMS. They also allow an individual to set up a callback for a family member, who may not be willing or capable of initiating a support call (such as an elderly parent). It also ensures that the agent with the right mix of skills, experience, and information can address the inquiry at hand, resulting in the best possible experience for the customer.

Author Information

Keith Kirkpatrick is VP & Research Director, Enterprise Software & Digital Workflows for The Futurum Group. Keith has over 25 years of experience in research, marketing, and consulting-based fields.

He has authored in-depth reports and market forecast studies covering artificial intelligence, biometrics, data analytics, robotics, high performance computing, and quantum computing, with a specific focus on the use of these technologies within large enterprise organizations and SMBs. He has also established strong working relationships with the international technology vendor community and is a frequent speaker at industry conferences and events.

In his career as a financial and technology journalist he has written for national and trade publications, including BusinessWeek, CNBC.com, Investment Dealers’ Digest, The Red Herring, The Communications of the ACM, and Mobile Computing & Communications, among others.

He is a member of the Association of Independent Information Professionals (AIIP).

Keith holds dual Bachelor of Arts degrees in Magazine Journalism and Sociology from Syracuse University.

Latest Insights:
ServiceNow Q2 FY 2026: AI, Security, and Workflow Expansion Fuel Growth
July 23, 2026
Article
Article

ServiceNow Q2 FY 2026: AI, Security, and Workflow Expansion Fuel Growth

Futurum Research analyzes ServiceNow Q2 FY 2026 earnings, focusing on AI Control Tower adoption, security expansion, and workflow demand....
Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment
July 23, 2026
Article
Article

Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment

Futurum Research analyzes Alphabet’s Q2 FY 2026 earnings, focusing on cloud AI demand, Gemini adoption, Search monetization, and rising AI infrastructure spending....
Tesla's Cash Burn: Is the AI Gamble Worth the Risk?
July 23, 2026
Article
Article

Tesla’s Cash Burn: Is the AI Gamble Worth the Risk?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Tesla faces mounting pressure to sustain AI and robotics investments while managing negative free cash flow amid intense automotive competition....
Why Did a Cryptomining Campaign Fail Despite 199 RubyGems?
July 23, 2026

Why Did a Cryptomining Campaign Fail Despite 199 RubyGems?

Mend.io's security team identified 199 malicious RubyGems and achieved complete takedown within hours, intercepting a cryptomining campaign before execution and demonstrating the critical importance of continuous open-source monitoring....
Latest Research:
Redefining Creative Workflows in the AI Era
July 21, 2026

Redefining Creative Workflows in the AI Era

In Redefining Creative Workflows in the AI Era, completed in partnership with Adobe, Futurum Research examines how organizations are moving beyond isolated AI productivity gains toward unified creative platforms that...
The Governance Gap Why Scaling AI Requires More Than Monitoring
July 15, 2026

The Governance Gap: Why Scaling AI Requires More Than Monitoring

In our latest market brieft, The Governance Gap: Why Scaling AI Requires More Than Monitoring, completed in partnership with IBM, Futurum Research examines why AI governance must evolve from periodic...
The Rise of the Super Agent: How Agentic AI Is Reshaping the Enterprise
July 13, 2026
Research
Research

The Rise of the Super Agent: How Agentic AI Is Reshaping the Enterprise

In our latest Market Brief, The Rise of the Super Agent: How Agentic AI Is Reshaping the Enterprise, completed in partnership with Lenovo, Futurum Research examines how autonomous AI systems...

Book a Demo

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.