03 —An example
A new channel. The same customer.
A customer discusses a proposal on WhatsApp, makes a payment, and then asks about the next step on Instagram. When the relevant systems are integrated, the proposal and payment can inform the new interaction.
The available context depends on connected sources and existing integrations. The actions an agent can take also depend on its tools, permissions, and rules.
One customer
- WhatsApp conversation
- CRM proposal
- Payment record
- Instagram request
Unified Context™Context for the next interaction