CRM Integrations with [24]7 Digital Assist

Drive personalized interactions and boost agent productivity with a 360˚ view of the customer in a single console.

Data Sheet

Bring [24]7 Digital Assist and CRM systems together

[24]7 Digital Assist seamlessly integrates with top CRM, Knowledge Bases, and Ticket Management systems to bring complete customer context, profile, and interaction history within a single view. This prevents agents from toggling between consoles or external enterprise systems, increasing agent productivity, and improving CSAT.

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Harness the power of customer data

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Reduce handle time for Agents
Reduce handle time for Agents

Drive agent productivity by eliminating the need to switch between the console and the different enterprise applications.

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Reduce time to market
Reduce time to market

Easy-to-implement native and custom connectors for [24]7 Digital Assist and CRM systems eliminate the need to create an agent-facing interface on enterprise systems or [24]7 Digital Assist.

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Optimize agent experience
Optimize agent experience

The two-way seamless data exchange between the [24]7 Digital Assist and Enterprise Systems allows Agents to focus on the interaction rather than on retrieving or updating the information from / to CRMs.

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Make customers happy
Make customers happy

With easily accessible, relevant context and data, agents can provide faster resolutions and thus, optimizing customer satisfaction.

Product features

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Real-time Context

With Assist Widget for CRM embedded into Salesforce, agents can access important profile attributes, customer journey with the list of web pages browsed and time spent, in-time context, and pre-chat context.

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Active Cards

With Assist Widget for CRM embedded into Salesforce, agents can push rich, interactive, customized content to visitors within the chat interface to close sales deals quicker or service customers faster.

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Concurrent Chats Experience

With Assist Widget for CRM embedded into Salesforce, agents can handle concurrent chats at a time. An Agent can switch among the interactions by clicking on any one of the interactions on the Interaction Carousel.

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Co-browse and Co-view

With Assist Widget for CRM embedded into Salesforce, agents can initiate a co-browse or co-view session with visitors’ consent to guide them troubleshoot a problem or fill out a form, or navigate on a website.

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Embed [24]7 Digital Assist as a widget in Salesforce

For clients who are looking to embed the [24]7 Digital Assist into their Salesforce Service Cloud, we offer Assist Widget for Salesforce. The widget is the perfect choice for brands looking for the best Conversational AI Platform that integrates and functions optimally within their Salesforce CRM System.

Assist Widget can communicate with the hosting application to ensure matching records for the customer are presented as the agent manages concurrent chats. The Assist Widget is a minified avatar of the [24]7 Digital Assist agent console that can be natively plugged-in to get advanced console features. Custom integrations are also available to pair other Enterprise, CRM, ticketing Systems, and Knowledge Bases.

[24]7 Chat Widget
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Digital Assist

Integrate CRM widgets into [24]7 Digital Assist

Custom integrations are available to provide a CRM access point from within the [24]7 Digital Assist agent console. With the help of [24]7 professional services or our partner CloudElements, you can enable custom API integration with various leading CRM solutions and enterprise platforms.

Agents have a central location for faster data access from one or more CRMs or enterprise systems. Agents can access the CRM widgets in the “Workspace” portion of the Agent Console, showing customer information on identified intents. An integrated CRM Widget enables the agent to instantly search, edit, and update visitor details without having to toggle to the CRM system - all during live chat interactions.

CRM Widgets

Driving results for a top US banking client

-7%

Reduction in Average Handle Time (AHT)

+12%

Improvement in Average Resolution Time (ART)

+3.25pts

Improvement in Net Promoter (NPS)