- Analyze interactions across client workspaces to identify opportunities for better service.
- Consolidate information across channels to unlock client insights.
- Share client information securely across your teams.
Unify your process
- Communicate with stakeholders instantly by leveraging chat, calls, and meetings.
- Return to meeting recordings and transcriptions to map out a service plan fit to your client’s specifications.
- Leverage existing applications and information with webhooks into CRMs, and other systems.
Grow client relationships
- With access on the mobile app or desktop, stay accessible to your clients when and how they want to connect.
- Personalize the experience for each client with a workspace dedicated to their outreach, information and communications.
- With semantic search, pull in information to quickly resolve cases.