Standard UI Spring Release Notes
We're thrilled to announce the latest enhancements to our Standard UI, packed with exciting new features aimed at improving user experience, productivity, and overall customer satisfaction. This release focuses on adding functionality, fixing bugs for enhanced stability, and optimizing performance.
New Features:
Enhanced Chat Functionality:
- Introducing a new chat tab with support for multiple chat windows, allowing for better organization of customer conversations.
- Stay informed with alert message icons for pending messages, ensuring you never miss an important interaction.
- Access chat and enrollment to multichannel icons directly within the customer list, simplifying navigation and enabling quick enrollment of customers to social channels via QR codes.
- Share complaint content and messages directly from chat with a single click
CoPitcher
We're excited to announce CoPitcher, designed to revolutionise the way your representatives engage with customers. With our newest feature, powered by AI technology, CoPitcher now seamlessly integrates with both public and private sources to provide your reps with the most up-to-date and relevant information at their fingertips.
- AI-Powered Customer Conversations: Your reps can now chat with CoPitcher just like they would with a colleague. Whether they're looking for product information, troubleshooting tips, or customer insights, CoPitcher is there to assist 24/7.
- Access to Public and Private Knowledge: CoPitcher doesn't just rely on internal data. It taps into a vast array of public resources as well as your company's proprietary knowledge base to deliver comprehensive and accurate responses to your reps' queries.
- Real-Time Content Recommendations: Need to find the perfect piece of content to share with a customer? CoPitcher analyzes the context of the conversation and recommends the most suitable content from your internal repository.
- Improved Customer Satisfaction: By equipping your reps with the tools they need to provide timely and relevant information, CoPitcher helps enhance customer satisfaction and loyalty.
Share Custom Decks:
We're excited to introduce enhancements to our Share Deck feature, empowering users to foster collaboration, share best-in-class content, and enhance team efficiency like never before. Now, users can share personalized custom decks with colleagues, facilitating knowledge sharing and streamlining workflows within teams.
- Users can now share their personalized custom decks with colleagues, enabling the dissemination of best practices and high-quality content across the organization.
- Share decks are in read-only format, allowing recipients to view the content without making changes. This ensures content integrity while providing access to valuable resources.
- Recipients have the option to clone the shared deck, enabling them to personalize the content based on their specific needs or insights gained from customer interactions. This flexibility empowers teams to tailor content for individual engagements effectively.
Related Content:
Introducing our custom plugin for Related Content! Now, when starting a meeting, reps get instant recommendations on the most relevant content based on the client's attributes. The Custom Plugin for Suggested Content analyzes the attributes of the selected account, such as campaign affiliation or opportunity stage. Based on this information, it dynamically generates a list of the most relevant content items from your repository. Representatives can then effortlessly access and incorporate these recommendations into their presentations.
SFDC Dashboard Integration:
Visualize all your Salesforce (SFDC) dashboards seamlessly within the Pitcher UI. Gain comprehensive insights and streamline your workflow by accessing SFDC data directly in our platform. Some key features are:
- Online Data Synchronization: Our platform ensures real-time data synchronization while users are online. This means that whenever users access SFDC dashboards within our platform, they receive the latest updates and insights, keeping them informed at all times.
- Offline Data Accessibility: We understand that connectivity isn't always guaranteed. That's why we've implemented a robust offline mode. Even when users are offline, they can still interact with SFDC dashboard data seamlessly within our platform. All the necessary data is cached locally, empowering users to continue their analysis and decision-making process uninterrupted.
Support for Various Report Types:
- Donut Charts: Visualize data in a circular format, enabling easy comprehension of proportions and percentages.
- Metric Charts: Display key performance indicators (KPIs) and metrics prominently, allowing users to quickly gauge performance at a glance.
- Gauge Charts: Provide a visual representation of progress or levels in percentages, ideal for tracking goals and targets.
- Bar Charts: Illustrate comparisons between different categories or groups, facilitating clear insights into trends and patterns.
- Funnel Charts: Visualize stages of a process or sales pipeline, helping users identify potential bottlenecks or areas for optimization.
Share Box Rebranding:
Experience a revamped share content feature, making it more intuitive and user-friendly to distribute content to your customers. Enhance engagement and communication with a refreshed interface. Some new key features are:
- Visual Content Preview: Now, you can preview content with ease using the new eye button, simply click the eye icon to open the full content.
- Streamlined Selection: We've revamped the selection interface to provide clearer indications of which content is available for selection. You'll now find it simpler to identify and choose the content that aligns perfectly with your needs and apply filters for an easy search.
- Scheduled Sending: Introducing the ability to schedule document sending! You can now set the time and date for sending your selected documents, empowering you to plan your communications ahead of time and ensure timely delivery.
Streamlined Account and Contact Creation:
Easily create new accounts or contacts directly within the Customer tab, reducing workflow interruptions and enhancing efficiency.
Theming Console:
Introducing a new theming console that allows you to customize the UI based on your corporate branding. Tailor the platform to align with your company's identity for a cohesive user experience.
Bug Fixes:
Numerous bug fixes have been implemented to ensure better stability and performance across the platform. We've addressed various issues reported by users to deliver a smoother and more reliable experience.
As always, we're dedicated to providing you with the best experience possible. If you have any feedback or encounter any issues, please reach out to our support team.