Skip to content

Guides

In depth, with checklists.

Long-form guides for decisions and rollouts, chapter by chapter, with the points to settle before you start.

In depth, with checklists.

An older woman on the phone in the street

New14 chapters · 11 min read · Checklists: 1

Accessibility in customer service (EAA)

What the European Accessibility Act and its German implementation demand of customer interfaces, which channels are affected, and how to check chat, voice dialogues, forms and contact routes against WCAG 2.1 AA and EN 301 549.

  • An aisle between server cabinets in cool light
    Guides17 chapters · 11 min read

    Cloud migration from your existing system

    Connect telephony, move channels, train teams: how a contact centre moves step by step from its existing system to the cloud – with inventory, sequencing, a cutover plan, risks and a checklist.

    For Heads of customer service and contact centre, IT, telephony and project leads
  • A long corridor in warm backlight, one person walking through
    Guides15 chapters · 11 min read

    Digital citizen service: identity, documents, case

    How councils and agencies resolve requests without broken hand-offs: from first contact through identification, signature and document checks to the reply, with Univerx Channel, Semantic² and a look at social data protection and written-form rules.

    For Heads of citizen service and digitisation in councils and agencies, data protection, staff councils
  • Hands typing on a keyboard in the dark
    Guides17 chapters · 11 min read

    Introducing AI agents responsibly

    Disclosure, handover, permissions, logging, approval and measurement: what should be settled before an AI agent goes live in customer service – step by step, with a checklist for the project team.

    For Heads of customer service, AI product owners, privacy and IT
  • A train passing a platform at night
    Guides14 chapters · 11 min read

    Journey orchestration: a playbook

    From analytics to the next best action: how to pick a customer journey, settle data and triggers, choose the right channel, and run it all with clear governance and honest measurement.

    For Heads of customer service and digital, CX leads, data protection officers
  • A laptop under a desk lamp in a dark room
    Guides17 chapters · 11 min read

    Knowledge management for customer service

    Building one knowledge base for people, bots and self-service: what belongs in it, how articles are structured and written, how grounded answers come about, who maintains and approves, and how to tell whether the knowledge holds up.

    For Heads of customer service, knowledge editors, AI and self-service product owners
  • A man looking at his smartphone in the street in the evening
    Guides14 chapters · 11 min read

    Outbound with consent in Germany

    Campaigns, notifications and collections within German competition law and the GDPR: which rules apply to which kind of contact, how to obtain consent that holds, and how to prove it in daily operations. With sources.

    For Heads of sales, customer service and collections; data protection and legal teams
  • Berlin at blue hour with the TV tower
    Guides14 chapters · 11 min read

    Running a contact centre in Europe

    What the GDPR, the EU AI Act and German co-determination mean for routing, recording and analytics – and how to answer the questions from procurement, privacy and the works council before the first contact runs on a new platform.

    For Heads of customer service, procurement, privacy, information security and works councils
  • Forms and a pen on a dark desk
    Guides17 chapters · 11 min read

    Using document intelligence in cases

    Which documents suit it, which checks make sense and which decision stays with people: a guide to introducing Semantic², from the first rule set to a pilot with a single document type.

    For Heads of case processing and business units, process owners, data protection, internal audit
  • Employee with a headset at her workstation
    Guides16 chapters · 11 min read

    Workforce planning in the contact centre: the basics

    Forecasting, staffing requirements, scheduling, adherence and capacity: how the parts of workforce planning fit together, which terms you need, where working-time law and co-determination come in, and where best to start.

    For Team leads, planners, heads of customer service and works councils

Structure

Every guide follows the same pattern.

So you find what you need quickly and can read the rest later.

  • Key takeaways firstThree to six sentences that sum up the guide.
  • Chapters with an outlineAn outline in the margin shows where you are reading.
  • Checklists to tick offThe points to settle with your team before you start.

See Univerx on your own example.

In a demo we show the platform along your channels and requests, from AI agents to video, workforce scheduling and analytics.

Online, in German or English, with no preparation on your side.