What is the role of a Trusted Agent in customer service?

The role of a Trusted Agent in customer service primarily involves providing assistance while adhering to security and compliance standards. This means that a Trusted Agent must ensure that customer interactions are handled in a manner that protects sensitive information and respects regulatory requirements. By following established protocols, they help maintain customer trust and safeguard the organization's integrity.

Focusing solely on issue resolution, while important, does not encompass the complete responsibilities of a Trusted Agent. Additionally, while avoiding discussions on sensitive topics might seem prudent, it does not align with the proactive and comprehensive approach needed. Lastly, upselling products at every opportunity could compromise the agent's relationship with customers if not approached thoughtfully and ethically, hence it is not a fundamental aspect of the Trusted Agent's role.