What Dynamic UI does:

Dynamic UI allows the flexibility to build and customize your Screen Pops and modals using HTML, WYSIWYG Text Editor, or  Display from URL. The screen pops are great for handing quick information about a contact, information pulled from other sources such as HTTPS Requests, and any communication you want to deliver to an end user in the CRM.

Why is this commonly used?:

Allowing customized screen pops using WYSIWYG, HTML, and calling URLs is important because it enables the user to create and display information in a way that is relevant and personalized to their specific needs and preferences.

With WYSIWYG and HTML, the experience designer user can design and format the screen pop with their branding, style, and layout, making it more visually appealing and engaging to the CRM user. This can help to create a consistent and cohesive customer experience across all touchpoints, strengthening the brand and building customer loyalty.

Moreover, calling URLs can give users real-time access to external data sources, such as social media profiles, order history, or customer feedback. This allows them to quickly retrieve and use the information to address the customer's needs or concerns. This can help improve the quality and accuracy of the user's response and increase the resolution speed, enhancing customer satisfaction and loyalty.

Overall, allowing customized screen pops using WYSIWYG, HTML, and calling URLs can improve the user's productivity, efficiency, and accuracy while enhancing the customer experience and driving business growth.

What PopSearch & Select does:

PopSearch & Select tables data from data sources, customize selections based on filters or actions from buttons directly in the modal/window.

Why is this commonly used?

PopSearch & Select is very helpful for organizing data sets, providing optionality for filtering and selection, and giving several paths based on selection and button clicks. The activity can and is often combined with Data activities to provide the end user a robust and streamlined experience.

It is important to have options around data returned because different users & workflows will have different needs and preferences when analyzing and interpreting data. By providing options such as sorting, filtering, and selecting multiple options, end users can customize the data to fit their needs and make it more relevant and useful.

For example, sorting options can help users organize the data based on specific criteria, such as alphabetical order or date, allowing them to find and analyze the necessary information. Filtering options can help users narrow down the data based on specific parameters, such as location, time range, or category, making it easier to focus on the relevant data and identify trends or patterns.

Similarly, allowing users to select multiple options can help them compare and contrast different data points, such as sales figures for multiple products or customer segments, enabling them to make informed decisions based on a broader range of information. Ultimately, providing options around data returned can help improve the data's accuracy, relevance, and usability and increase the efficiency and effectiveness of the end user's work.

What Workspace Selection does.

Workspace Selection allows users to quickly access and switch between different workspaces tailored to specific tasks or processes, improving productivity and efficiency. Loading workspaces in the CRM based on the intent and customer interaction is important because it helps the user to focus on the specific task or process at hand and provide a more personalized and efficient experience for the customer.

Why is this commonly used?

By automatically & dynamically loading a workspace tailored to the customer's intent or query, the user can quickly access the relevant data and tools needed to address the customer's needs without wasting time searching for the right information or application. 

This can help to reduce the resolution time, increase the first-call resolution rate, and improve overall customer satisfaction.

Moreover, loading workspaces based on the customer interaction history, such as previous purchases, complaints, or preferences, can provide the user with valuable context and insights into the customer's needs, enabling them to offer more targeted and relevant solutions or recommendations. This can help to build stronger customer relationships and increase the likelihood of repeat business and referrals.

Loading workspaces based on intent and customer interaction can improve the user's productivity, efficiency, and accuracy while enhancing the customer experience and driving business growth.

The customer's information is automatically displayed on the agent's screen when a call or chat is received. This includes the customer's name, address, phone number, and previous interactions with the company. 

This allows the agent to quickly and easily access the customer's account and history, which can help them personalize the interaction and provide better service. It also saves the customer time by not having to repeat their information.

When a customer calls or chats about an existing order or case, the agent's screen can automatically display the details of that order or case. This can include order status, shipping information, and case details. This allows the agent to quickly access the information they need to assist the customer and answer their questions. It also saves the customer time and frustration by not having to repeat their issue or order details.

When a customer calls or chats with a question, the agent's screen can automatically display relevant information from the company's knowledge base. 

This can include articles, FAQs, and troubleshooting guides. This allows the agent to quickly find the information they need to assist the customer, which can help them resolve the issue more quickly and accurately. It also provides the customer with immediate answers to their questions, which can improve their experience and satisfaction.