Customer Service Call Log

This document is used to record and track the details of customer service calls. It helps ensure effective handling, resolution tracking, and accountability for each customer interaction.

General Call Information

Date of Call: {callDate}

Time of Call: {callTime}

Duration: {callDuration}

Call Type: {callType}

Reference Number: {referenceNumber}

Customer Information

Customer Name: {customerName}

Email: {customerEmail}

Phone: {customerPhone}

Account Number: {accountNumber}

Call Representative

Representative Name: {repName}

Department: {repDepartment}

Employee ID: {repEmployeeId}

Call Details

Summary:

{callSummary}

Actions Taken

{#actionsTaken}

• {actionDescription}

{/actionsTaken}

Escalation

{^wasEscalated}No escalation was required for this call.{/wasEscalated}

{#wasEscalated}Escalation Level: {escalationLevel}
Escalated To: {escalatedTo}
Reason for Escalation: {escalationReason}{/wasEscalated}

Follow-up

{#requiresFollowUp}

• Follow-up Required: Yes
• Due Date: {followUpDate}
• Follow-up By: {followUpBy}
• Notes: {followUpNotes}

{/requiresFollowUp}

{^requiresFollowUp}No follow-up required.{/requiresFollowUp}

Call Outcome

Status: {outcomeStatus}

Resolution Summary:

{resolutionSummary}

Additional Notes

{additionalNotes}

Attachments

{^hasAttachments}No attachments were provided during this call.{/hasAttachments}

{#hasAttachments}

• {attachmentDescription}

{/hasAttachments}