This is a call center application that exists to manage a portfolio of customers. While the focus of this example application is specifically on an airline and its passengers, the topics (e.g., purchases, cases, refund requests) can span horizontally across industries. Roles that interact with this demo are the Customer Service Representative, Case Manager, Refund Manager and Application Owner.

Highlights:

  • Custom task Site and reports
  • Omni-search capabilities
  • Powerful, dynamic SAIL forms and dashboards
  • Real-time KPIs for call and wrap times
  • Application and rules management UI
  • Complex records integrating data from multiple systems: customer, ticket, case, refund, and membership databases
  • Type-ahead/auto-complete (custom pickers) backed by an external database

Records:

  • Customer
  • Case
  • Refund Request

Screenshots


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