Conversational Intelligence Terminology

Missed Opportunity

A missed opportunity is a specific point in a customer interaction where an agent could have taken a reasonable step to improve the customer outcome or the business outcome, but the step was not taken. It can show up as failing to ask a key question, not confirming understanding, not offering an appropriate solution, or not setting expectations that would prevent confusion later.

Operationally, missed opportunities matter because they often drive repeat contacts, escalations, lower first-contact resolution, and inconsistent customer experiences. Tracking them helps leaders identify coaching needs, refine call flows and knowledge content, and reduce avoidable rework while maintaining compliance and service standards.

Example:

A customer calls to cancel service due to cost, and the agent processes the cancellation without asking about usage or offering the retention plan that fits the customer’s situation. The customer later calls back confused about final billing, creating a second contact that could have been prevented by setting expectations during the first call.

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