Hiring agents for messaging success

  • Messaging


The Agent Workspace equips agents with the best tools possible to create meaningful connections with consumers. The workspace is designed to drive efficiency and, at the same time, is conducive to longer term, more personalized conversations.

Hiring considerations

Messaging agents should possess the following traits:

  • Written communication skills: Agents must have the ability to communicate online in a conversational manner that promotes dialogue and establishes rapport. Agents must avoid poor grammar, misstatements or lengthy explanation. Online writing necessitates that agents have an aptitude for knowing when to apply the “do’s and don’ts” of online communication. (LivePerson can help in this area by providing your agents with training in our “SURA” methodology).
  • Typing skills: The ability to type at a reasonable pace, 38-40 words a minute (WPM). Interestingly, messaging allows for more time flexibility than traditional chat, so typing speed is less important. For comparison, 65-75 WPM is often preferred for chat agents.
  • Multi-tasking: Agents need to be able to simultaneously provide product information, use sales and service engagement skills, and efficiently use traditional sales and service resources, such as marketing collateral or CRM systems.
  • Technology comfort and know-how: Agents must be adept at using the Agent Workspace, other technology and automation tools.
  • App, Web-Site, SMS and Facebook Portal (if applicable) savvy: Consumers who accept an engagement will have high expectations of the agent’s knowledge. Agents should maintain a high level of familiarity with the digital property the consumer is using
  • Analytical and judgment skills: Agents need to “read between the lines." Visitors don’t necessarily have good writing skills and agents may have to interpret what the visitor is really asking by responding with a clarifying question or statement.
  • Proven sales ability: Even if the agent is service focused, the ability to encourage the consumer to take action is beneficial.
  • Flexibility: Agents need to be able to adapt to continual change as the department fine-tunes the messaging program.

Applicant screening process


LivePerson recommends screening for agents that demonstrate the traits above, which may require modification to the established hiring and screening process. Note that the recommended adaptations are intended for use with current phone/email employees as well as new hires. Not all successful phone or email agents will automatically make successful messaging agents; some of the traits mentioned earlier are not required for success in phone or email interactions.

Recommended adaptations to the current hiring and screening process include:

  1. Writing a job description that defines the specific on-the-job tasks/functions, and the quality and productivity objectives you’ve set for messaging.
  2. Screening applicants online by asking applicants to respond via email initially. Then, determine how effective and comfortable the applicant is using messaging conducting the initial “interview” using Web Messaging, Hangouts, Facebook Messenger or similar. Look for:
    1. Ability to interpret your questions through the messaging medium
    2. Crisp, clear, understandable responses
    3. Grammar, punctuation, and spelling
    4. Appropriate paraphrasing or questioning
  3. After this brief exercise, finish the interview over the phone to test the candidate’s speaking and listening skills.
  4. Perform face-to-face interviews with candidates who pass the screening interview to determine whether or not the applicant appears to be a good fit in your organization. During the onsite interview, hiring managers should again screen for the applicant’s ability to demonstrate the requisite skill sets. A final role-play will help solidify your hiring decision.

Agent position description

Below is an example. Adjust in accordance with your goals and hiring policies.

Position overview

The messaging agent is chartered to maintain a healthy brand-to-consumer relationship that benefits the consumer while protecting and growing our revenue. As an agent, you’ll communicate with consumers in your Book of Business primarily through messaging. Brand-to-consumer messaging creates an experience similar to consumer-consumer messaging (i.e., SMS, Hangouts, Facebook Messenger., WhatsApp, etc.).

Unlike other forms of communication, messaging grants both you and the consumer time flexibility, and keeps you connected even after the immediate question has been answered. The result is a superior customer service experience for the consumer, and a superior professional experience for you - where you can personalize your interactions and have a meaningful impact on our business.


  • 2-3 years proven experience in a contact center environment
  • College degree or equivalent experience
  • General knowledge of computers and business operations
  • Proven ability to communicate articulately and credibly
  • Solid keyboard skills and experience using helpdesk, ordering or CRM software
  • Demonstrated ability to achieve sales/service goals
  • Success in highly automated environment
  • Proven lead qualification skills with a strong sales aptitude
  • Lead generation/selling skills training from a previous employment situation
  • Dynamic and engaging written communication style
  • Excellent interpersonal and business communications skills - verbal and written
  • Demonstrated self-motivation


  • Ability to use written and verbal skills to establish rapport
  • Ability to use questioning skills to easily explore customer needs and concerns
  • Ability to develop and nurture prospect relationships
  • Ability to use non-threatening questioning skills to collect prospect profile information
  • Ability to quickly and easily read others through verbal and written cues
  • Ability to follow a logical, analytical approach to business conversations and sales processes
  • Ability to efficiently organize, plan, schedule and execute business activities

Agents tasks

  • Establish and nurture prospect relationships to satisfy service inquiries, or to sell products and services.
  • Consistently use the Agent Workspace and other systems to keep accurate records of all completed and scheduled consumer activity.
  • Make every effort to use effective lead qualification skills to improve personal performance.
  • Strive to meet and exceed assigned performance goals (individual).
  • Coordinate, as needed, with other service/sales personnel to ensure the most expeditious completion of the service/sales process.
  • Actively participate in scheduled training sessions at pre-announced times.
  • Actively participate in scheduled coaching, mentoring and training meetings.
  • Fully cooperate with all monitoring and coaching activities to improve personal skills and performance results.

Candidate interview questions/exercises


The following is an example of a candidate interview guide to be modified as appropriate. The point-rating system will need to be determined and weighted to your environment. The interview guide questions assume the candidate has successfully passed the online interview. Sample questions include:

Business knowledge

  1. You have received a copy of our eBusiness Strategy roadmap. Tell me what you believe our strategy is and how a CPP rep fits into this strategy.
  2. The perception in the marketplace is that (company name) is a (description of market position). If you were a prospect, why would you want to do business with us?

Logic & problem solving

  1. Describe a recent problem you experienced and explain how you resolved the issue.
  2. Tell me about your most challenging job that required you to be a problem solver.
  3. Some people like to plan their day in advance - How do you do this? (Look for orderliness, ability to strategize/plan)
  4. Tell me about instances when you have had to work under pressure to complete a task on time.


  1. Identify a situation where you brought an innovative idea to your job. Describe the steps you took to get it accepted, including obstacles you needed to overcome.
  2. There can be a lot rejection and stress associated with sales. What do you do to relieve the tension and stress?

Technology literacy

  1. Identify the software applications you are familiar with and how they have been of benefit to you. How proficient are you in these applications?
  2. What do you use the internet for? Tell me about your experiences looking for information on the net.
  3. What is e-commerce? Have you ever used it? Give examples. 12. Have you ever used on-line chat? Describe how and your opinion of the tool you used.

Competitive team environment

  1. In your opinion, what are the major characteristics of a successful work team? Which characteristic do you feel is most important? How have you displayed it?
  2. When have you had to work with a team of people? - What didn't you like about it? How did you resolve differences of opinion?

Sales experience

  1. Tell me about your work experience. How much of it has been sales oriented?
  2. Being proactive in a sales environment is key to success. Give three examples that demonstrate your ability to be proactive.
  3. What personal characteristics do you have that would make you successful in messaging sales or service?
  4. What type of goals do you set for yourself? What has been your track record in sales achievement?
  5. Which is more important in selling - listening or a good presentation? (Listening) How would these skills translate into messaging?
  6. What skill or behavior will your manager need to spend the most time coaching you on?
  7. What's the biggest challenge you foresee in lead generation/sales in a messaging channel?
  8. In your previous sales jobs, how often have you achieved established sales goals?
  9. What was it about the advertisement that enticed you to apply? Why did you think you were qualified
  10. What personal characteristics are needed for successful eSales? Which ones do you possess?

Career orientation

  1. What would be your key decision-making criteria if you had two job offers?
  2. What's been your most successful endeavor in your personal or professional life?
  3. What strengths do you possess that would make the company want to hire you?
  4. What's the longest period you've been employed by the same company? Why did you stay that long?
  5. What is the shortest period you've been employed by the same company? Why did you leave so soon?
  6. What personal or professional goals have you set for yourself?

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