Who generates the Engageware FI Welcome Call link?

• A. TSS/TSC generates the link
• B. SC generates the link
• C. Client generates the link
• D. Implementation Team generates the link

Answer: (A)

The main idea is who has the responsibility and access to create the actual engagement link in Engageware for the FI Welcome Call. This task lives with the TSS/TSC team because they handle the technical setup and provisioning of Engageware sessions, including generating a unique link for each Welcome Call and distributing it to the client as part of the session invite. Their role ensures the link is created securely, tracked, and tied to the correct client and case.

The other roles aren’t typically responsible for this link creation. The_SC focuses on customer interactions and scheduling from a sales or service perspective, not on generating technical session links. The client would need to share access or generate their own link, which is not how this process is usually controlled for security and audit reasons. The Implementation Team handles onboarding tasks and broader project setup, but the actual generation of the FI Welcome Call link is performed by the team that manages Engageware configurations and invitations.