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PRODUCT UPDATE (VERSION 3) — WHAT’S NEW?

Summary

Omnichannel

  • New “Outgoing” channel tab for the “Advisors” part of the Supervision, with updated “Perfomances” column.

  • API interframes communication: a system for sending events to the mother pop-up from the Banner, complete with documentation.

  • Chrome extension: with several features such as automatic connection, click to call, Banner opening in pop-up mode, and phone number detection.

CRM

  • New CRM integrations available: Zoho Desk and Zoho CRM. They work pretty similarly to the Salesforce one, with a customer identifier and a secret key.

But, what are the features?

  • With the customized buttons, the CRM card will be automatically opened in the Banner.
  • Whenever you edit a CRM card in the Banner, the changes you make are then uploaded in Zoho.
  • If you have multiple Zoho accounts, you can use the same secret key for Zoho Desk.
  • You can select your Zoho object (the “entry point” for Zoho): contacts or accounts.

Supervision

  • You can now deactivate the Supervision module from your client account settings (in the Maker).

Security

It is no longer possible to assign a deactivated user for:

  • Cases.
  • flash messages (Supervision).
  • the “Distribution to user” Smart routing action.

It is also impossible to include or interact with them in conversations (pair and group).

And some bug fixes.

Updated on 2023-10-27
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