Streamline the customer journey
No-CodeLots of options
The workflow orchestrator is a tool for creating custom forms and menus without programming knowledge. It includes a “What You See Is What You Get” (WYSIWYG) interface for building forms that create tickets, update contact details, and send emails. Quickly build contact forms, agent forms, and custom agent menus that take the appropriate action with a single button click.
Import a Workflow or Build Your Own
Portable and easy to use
Workflow content is portable. Import one of the prebuilt workflows as a starting point for your own solution. Or just jump into the WYSIWYG editor and start laying things out on your own.
You can leverage existing workflows and have the freedom to customize and adapt them to your unique business needs. It’s particularly useful for organizations looking to standardize processes across different departments or teams, ensuring consistency while accommodating specific operational nuances. This approach streamlines workflow management, making it more efficient and adaptable to changing business environments.
Build Powerful Smart Forms
One form, multiple actions
Create web forms that trigger multiple actions like creating contacts, updating contact properties, and creating tickets with unlimited database properties.
Add tags for agent workflow
Use the form to begin a workflow with custom agent menus that have the exact action buttons agents need. Attach a tag to the ticket you create so it can trigger special action menus.
The WYSIWYG interface makes it easy to create contact forms of any type in minutes.
Custom Agent Interfaces
Give agents the interface they need
Inflexible interfaces can be problematic, particularly in scenarios like approval requests or monitoring alerts. A standard interface may require navigating through multiple steps to complete a simple approval or document a resolution, leading to inefficiencies and potential delays.
Simplify and automate
Custom interfaces address this by providing streamlined processes specifically designed for the use case. This tailored approach reduces the number of steps and time involved, directly enhancing user experience and agent productivity.
Single click actions
Agents can process approvals or resolve alerts with a single click, improving workflow efficiency, accuracy, and overall response times. Actions that used to require multiple steps can be converted into single click button actions.
Integrate Critical Data
Upload price lists and other files
iService Workflow includes a data integration solution for uploading and maintaining a simple database for your workflow, including ongoing file maintenance. It allows embedding custom data, like price lists, directly into agent forms.
Use with grid properties
Use the ‘grid’ property, akin to a spreadsheet, to create detailed documents such as price quotes or bills of materials. By having this data readily available within the workflow, it significantly streamlines the process of document creation and delivery, enhancing efficiency and decision-making speed.
Custom Content for Everything
Create rich content right in the browser
Create custom content within your workflow using templates needed for your use case. Using a straightforward rich text editor and variables, these templates facilitate the creation of personalized content for email responses, ticket bodies, and other communications.
Standardize interactions and reinforce your brand
This capability ensures consistency and high quality in customer interactions, significantly enhancing customer experience and reinforcing your brand.