Multichannel Contact Center: Key Features, Benefits & Top Providers

A multichannel contact center combines several customer-facing communication tools into one application–including VoIP telephony, SMS texting, email, web chat, and video. The contact center dashboard supplements these channels with capabilities like analytics, AI support, automations, and collaboration tools.

This article outlines multichannel contact center software, including key features, benefits, and best practices.

• Overview
• Multichannel vs Omnichannel
• Channels
• Features
• Benefits
• Best Practices for Setup
• Top Providers
• FAQs

What is a Multichannel Contact Center?

A multichannel contact center is a software solution that unifies a company’s customer-facing communication channels: voice, email, web chat, SMS texting, video meetings, and social media.

Agents can switch between channels as the customer prefers, such as flipping from phone to video or sending a real-time SMS while on a call. Customer profiles and journey histories enable agents to share a view of the customer’s experience, so teammates can pick up where each other left off.

Contact center as a service (CCaaS) platforms streamline an agent’s ability to support customers and contact leads with an easy-to-use dashboard, live and historical analytics, workflow automations, software integrations, internal collaboration tools, and other AI-based capabilities.

Multichannel vs Omnichannel Contact Center

The terms “multichannel contact center” and “omnichannel contact center” are often used interchangeably, but they have slightly different meanings. A multichannel contact center siloes each channel into distinct interactions, while an omnichannel contact center unifies each channel into a continuous customer history.

A multichannel contact center separates customer interactions on each channel into distinct journey histories. If a customer calls your company and then emails you the next day, multichannel CCaaS software logs these interactions as separate queries. This means that separate agents may receive the two queries, and either agent will probably not have the customer’s full context and journey history.

On the other hand, an omnichannel contact center unifies each touchpoint into a singular customer journey. Omnichannel CCaaS software tracks each interaction between the customer and your company, compiling them into one customer journey logged in the customer’s profile. Any agent can see this customer journey, which means that omnichannel agents have a fuller understanding of the customer’s history. This leads to quicker and more personalized customer service and more satisfied customers.

Learn more: Omnichannel vs Multichannel Contact Center: Which to Choose?

Multichannel Contact Center Channels

A multichannel contact center unifies business communication channels into one interface. The multichannel software, accessible via a desktop app, provides agents with a dashboard unifying key customer-facing channels–voice, email, SMS, web chat, and more.

Customers can contact your company through any of the channels you provide, and agents can respond on any channel from the same dashboard.

These are the most important communication channels to include in your multichannel contact center:

• Phone (VoIP telephony)
• SMS texting
• Email
• Web chat
• Social media
• Video conferencing

Phone (VoIP Telephony)

Inbound and outbound calling, via VoIP telephony, plays a fundamental role in personalized customer interactions. 86% of today’s customers report that they prefer to contact customer support via phone.

Most CCaaS software providers offer virtual phone numbers throughout the United States, with unlimited calling in the US and Canada. Agents can make calls from a business number, even when remote or on the go.

Many cloud-based phone systems include advanced call routing and queueing features–such as interactive voice response (IVR) menus, skills-based routing, and ring groups–plus auto dialers for outbound campaigns.

SMS Text Messaging

Using a DID number, contact center agents can send and receive SMS and MMS text messages from the multichannel contact center dashboard.

In addition to conversational texting, many CCaaS providers integrate texting with automations, triggers, and CRM applications to enable automated use cases: SMS chatbots, bulk texts, live order updates, appointment confirmations, two-factor authentication, and more.

Email

Users can link a company email to their contact center account to send and receive emails through the application dashboard. Like texting, email works well for conversational back-and-forth exchanges or automated use cases like bulk emails, announcements, promotions, password verification, and more.

Some contact centers include email campaign customization options, where you can customize email design and body using templates.

Web Chat and Chatbots

Embed 1:1 web-based instant messaging into your website or mobile app for conversational messaging and automated chatbots.

Present customers with web- or app-embedded button to chat, allowing them to instantly and easily communicate with an agent across devices. Alternatively, advanced CCaaS providers enable you to build a chatbot, typically using a drag-and-drop design tool to customize conversation paths that route customers and solve basic queries.

Automated chatbots can access and share knowledge base articles or hand the conversation over to a live agent, who receives the full conversation context.

Social Media

Communicate with customers via social media, through app-based messaging channels like FB Messenger and Twitter DMs, or directly on social media posts.

Some CCaaS providers include social monitoring capabilities, allowing agents to track and respond to company-related posts and messages on social media.

Key Multichannel Contact Center Features

In addition to communication channels, multichannel contact center software generally includes dozens of digital features that improve customer service. Each provider, and each pricing plan, offer a unique combination of features.

These include task-routing tools like IVR and call queueing, self-service tools like automated chatbots, analytics, and AI-based support capabilities.

Here, we outline the most important multichannel contact center features:

• Agent multichannel dashboard
• Multichannel routing and IVR
• Call queueing
• Auto dialer
• AI Support and Automations
• Analytics and Monitoring
• Third-party app integrations

Agent Multichannel Dashboard

Contact center solutions include a dashboard interface where agents access their communication channels, call logs and voicemails, internal collaboration tools, and reports–all within a click or two.

In most CCaaS apps, the display’s left-hand menu organizes all capabilities. New activity across channels triggers a notification ping, so agents stay up-to-date on their tasks. Clicking on messaging channels–such as SMS, webchat, email, or internal team chat–opens the relevant inbox, where the agent can skim, prioritize, and respond to conversations.

Within an active call or messaging conversation, the agent’s display gives them immediate access to a variety of support-related tools: multichannel customer journey history, contact details, and order information, the ability to change channels–and in advanced systems, AI-support tools like canned responses and relevant knowledge base articles.

Multichannel Routing and IVR

Advanced call center software includes built-in automatic call distribution (ACD) technology, capable of routing queries across all channels–voice, email, SMS, and chat–to the best-suited agent.

Build a self-service IVR menu where customers can navigate via phone to an announcement, queue, or agent based on their dial tone or speech inputs. Chatbots offer similar technology but in a text-based format. In both cases, use skills-based routing to automatically send calls to the agent with the best-matching capabilities and availability.

Call Queueing

Group agents into distinct queues that place callers on waiting lists based on when they called. An agent or supervisor can monitor their queues from the dashboard–with a view to who’s in the queue, how long they’ve been waiting, and the expected wait time. Some advanced multichannel contact centers offer one-click or automated callback, allowing customers to hang up and receive a call when the agent is available.

Auto Dialer

Outbound auto dialers automatically call phone numbers from a contact list, such as a lead spreadsheet from a CRM platform. The dialing system anticipates when the next agent will be available and dials down the list, detecting if the call reaches a voicemail, busy signal, or a real human. When the system detects a real-human recipient, it transfers the call to a live agent–if it reaches a voicemail, it hangs up or leaves a pre-recorded message without involving the live agent.

An auto dialer system makes outbound campaigns much more efficient, saving agents time.

AI Support and Automations

Contact center software includes AI-based tools for agent support, customer relationships, workforce optimization, and workflow automation.

Natural language understanding (NLU) technology transcribes real-time voice calls, providing captions and guiding agents with insights like canned response recommendations, customer sentiment, and relevant information from the knowledge base.

Scheduling engines track agent FTEs and anticipate call-center demand to forecast schedule needs for all agents, keeping both supervisors and agents up-to-date with work schedules. AI flags live conversations where the sentiment becomes problematic, informing supervisors for quick response.

Analytics and Monitoring

CCaaS platforms support supervisors and administrators with real-time call center monitoring tools, plus live and historical analytics and reports.

A supervisor’s queue dashboard enables them to monitor dozens of agents and queues at once, with a summary view of which agents are on-call and available, who they’re talking to, for how long, and how many callers are in the queue. Supervisors can listen in silently, join the call, whisper private guidance to the agent, or take over the call entirely.

Analytics include real-time and historical reports with metrics and KPIs covering call center activity, channel usage, agent performance, and call quality.

Integrations with Third-Party Apps

Cloud contact centers can often integrate with a wide variety of popular applications–including CRM platforms, UCaaS platforms, communication platforms, and databases.

These tools combine with built-in CCaaS functions, unlocking dynamic use cases: customer profiles informed by CRM data, the agent’s ability to view and take live action on customer orders, or automatic Slack updates whenever an agent receives a new task in the contact center.

Benefits of a Multichannel Contact Center

Switching to a multichannel contact center offers a handful of benefits for your company, compared to using a traditional landline phone system. Multichannel contact centers offer more advanced features, better routing, and improved analytics. These tools simplify the agents’ experience and improve your call center’s customer service.

Advanced Contact Center Insights

Multichannel contact centers include built-in analytics and historical or real-time reports, using AI to provide unique and dynamic insights about contact center performance.

Supervisors can monitor live queue activity with an overview of customer sentiment, listen in on agent conversations, and review agent interactions with audio playback and a live transcript. Administrators can assess call center activity metrics with hourly heat maps, or compare channel use activity to determine which communication channels offer the best ROI. Many CCaaS providers allow you to build custom reports, wallboards, and dashboards–with the metrics and KPIs you want.

Better Customer Service

Most multichannel and omnichannel contact center features are intended to improve customer engagement. Tools like CRM integrations empower agents with customer data so customers don’t have to repeat their order numbers.

Having several different channels allows customers to contact you through their preferred touchpoint, and IVR menus with skills-based routing increase the chances that customers reach the optimal agent on their first attempt.

Contact centers that use AI support tools can improve customer service further, with convenient self-service tools. That’s why 38% of companies that use AI report doing so to improve the customer’s experience.

Improve Agent Morale and Performance

Multichannel contact centers support agents with a variety of features–including the comprehensive dashboard, routing, AI support, and workforce management (WFM) tools.

Not only does AI-based WFM automatically forecast the optimal schedule based on anticipated call center activity–it also allows agents to manage their schedules with tools like shift bidding, requests, and the ability to trade shifts right within the agent portal.

The comprehensive dashboard powered with CRM integrations means that agents don’t have to open multiple apps at once. Instead, they can access customer profiles and information within the CCaaS interface, during live interaction.

Lower Technology Costs

Cloud-based multichannel contact centers run on a pay-per-seat model, so you only pay for what you use. You don't need on-premise hardware, and your IT team carries a much lighter maintenance burden. Scaling up or down is straightforward as your team size changes. For growing businesses especially, that flexibility makes a real difference in how predictable your costs stay month to month.

Reduced Operational Overhead

Working to automate repetitive tasks like call routing, appointment reminders, and basic customer questions works to slash down on any manual work your agents deal with. Fewer low-value tasks frees up your team to focus on complex issues that demand a human touch. Over time, that adds up to real cost savings. It also reduces burnout, since agents spend less time on work that doesn't require their skills.

Faster Resolution Times

By tracking all your channels in a single dashboard, you speed up how quickly agents can respond and resolve issues. Agents will no longer need to swap in and out of separate apps or wait on any transfers to complete. Faster resolutions fosters lower handle times, which in turn leads to more customers helped per shift. That efficiency grows over time and eventually is shown clearly in your cost-per-contact metrics.

Drawbacks of Multichannel Contact Centers

Like other versatile and useful tools, multichannel contact centers still come with some real limitations to keep track of before you commit. Below, we’ve assembled a list of where these contact centers can fall short:

• Channel Siloing: Each channel operates as an individual component which unfortunately makes it so customer interactions don't always carry over from one to the next. Say a customer calls Monday then decides to email you on Tuesday, the second agent will have to start from scratch with no context from their first contact
• Repeated Customer Effort: Customers must re-explain their issue every time they switch channels. They will quickly tire of the friction that results from that fact. The fact they have to put extra effort ultimately damages the experience you're trying to improve and increases the chance they drop everything (and you)
• Higher Operational Complexity: Management of multiple channels separately means your team requires training, monitoring, and quality assurance across every channel individually. This will eat up more time and more supervisory bandwidth than most teams anticipate, taking time away from assisting customers
• Costs That Add Up: Remember that you are paying for multiple tools, integrations, and training programs per each channel you support. The more channels you add, the more resources you need to keep them all at satisfactory levels
• Fragmented Reporting: A customer's full journey is less visible overall because it gets split across separate logs and systems. The lack of continuity or unity makes it harder to identify where things go wrong or where customers drop off before resolving their issue

How to Set Up A Multichannel Contact Center

The process of setting up your multichannel contact center will depend on following key steps and considerations before entering configuration. While each situation is unique, there are clear steps each business needs to undergo in the setup process:

Step 1: Evaluate Your Needs

Consider looking into exactly how and where your customers actually contact you at this moment. Be sure to check your support tickets, call logs, and any feedback data you've been collecting. The channels your customers already use are often the ones most worth prioritizing first.

Step 2: Choose the Right Channels

Adding channels just because competitors offer them is a poor strategy. Oftentimes, it can be overkill. as voice, SMS, email, and web chat cover the majority of customer preferences. Starting with those core options and then adding more only after your team has them running smoothly is the way to go.

Step 3: Pick a Provider That Fits Your Scale

Compare pricing tiers carefully because features vary a lot between plans. Make sure the provider you choose includes the integrations you need, like your CRM or helpdesk tool. A provider that works for a 10-person team may not scale well to 100 agents.

Step 4: Train Your Team Before You Go Live

Agents must get some hands-on time with the dashboard before they take on any real customers. Supervisors should be aware of how to monitor queues, interpret reporting, and handle escalation tools before you begin tracking. Poorly trained teams often underperform regardless of whether or not they're on their best-fit platform because they misuse or underutilize their tools.

Step 5: Focus on the Right KPIs

Tracking a small set of meaningful metrics rather than everything the platform offers can save you time and cut to the core of what needs attention. Customer satisfaction score, first call resolution, and average time in queue tell you what matters most. Once you have a baseline to compare against, you can add more metrics.

Step 6: Revisit and Adjust After Launch

No contact center setup is perfect on day one. Be sure to check analytics weekly for the first month or period to look for patterns in where customers struggle. Using that data to adjust routing rules, staffing, and channel priorities is how to continually improve your contact center and customer satisfaction levels.

Best Practices for Setting Up a Multichannel Contact Center

When setting up a multichannel contact center, it’s important to identify the channels, features, and analytics that will provide the most benefit. Identify the channels that your customers will use most often, and choose a pricing plan that offers only the features you want–with a minimum of those you don’t. Using AI and customer self-service tools can improve customer convenience and help reduce your company’s staffing needs.

Here are four key practices when setting up your multichannel contact center:

• Don’t go overboard with channel variety
• Focus on the most important analytics
• Utilize AI and self-service
• Consider How to Secure Your Multicontact Center

Practice #1: Don’t Go Overboard with Channel Variety

It’s better to provide strong customer communication on a few communication channels than to offer an abundance of digital channels that are poorly executed.

Voice, SMS, email, and webchat support varied use cases–including chatbots, bulk texts, IVR menus, outbound sales, and personalized support. Make sure that agents and supervisors are trained on these core channels, before adding in other, less essential channels.

Practice #2: Focus on the Most Important Analytics

While many CCaaS platforms offer hundreds of KPIs, you only need a few fundamental metrics to analyze and improve customer support. It can be overwhelming and distracting to track dozens of metrics, and a supervisor’s energy is better served by focusing on improving the basics.

Key Metrics to Track:

• Customer satisfaction score (CSAT)
• First call resolution (FCR)
• Call volume by time of day and weekday
• Average time in queue
• Customer retention rate (CRR)
• Average speed of answer (ASA)

Practice #3: Utilize AI and Self-Service

While setting up AI support, automations, and self-service tools can be costly and time-consuming on the front end, these resources end up saving money and time while increasing contact center functionality in the long run. Conversation AI is expected to reduce labor costs by $80 billion in 2026.

AI support tools–like automated transcriptions, customer sentiment analysis, and live agent guidance–improve agent performance and gather customer information over time to build strong profiles. This makes agents’ lives easier and reduces customer frustration, increasing customer retention rate. AI is so effective at performing customer service tasks that Gartner expects it to lead to a 20-30% reduction in the number of customer service agents by 2026.

Self-service tools like IVR and chatbots reduce the need for live agents, route phone calls more accurately, and provide customer convenience. Chatbots and IVR menus can handle basic customer needs–like simple questions and even appointment booking–saving agents for higher-level issues.

Practice #4: Consider How to Secure Your Multicontact Center 

Handling customer data across multiple channels opens up new places where customer data can be exposed. Ensure your provider is compliant with any relevant regulations or industry standards like PCI-DSS, HIPAA, or GDPR before proceeding. A platform that takes security seriously will not hesitate to outline their security posture or methodologies.

Be on the lookout for features like end-to-end encryption, audit logs, or granular role-based access controls. It is key to know what data is being accessed and by whom and when at all times for accountability. Asking your providers how they store data is key, especially if your customer base lives in regions with their own strict privacy laws.

Top Multichannel Contact Center Providers

The table below outlines our 7 top multichannel contact center providers–with their pricing, key features, support channels, and integrations.

Multichannel contact center software helps agents, supervisors, and administrators work together to achieve their main goal: serving customers.

Every aspect of a contact center–dashboard, communication channels, integrations, AI support, analytics, auto-dialers, and automations–intends to personalize the agent’s and customer’s experience.

FAQs