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Everything in this slice starts from an interaction. Pick a surface below, or go straight to the directory.
Record what customers tell you, the governed way.
Email, phone, direct conversation, online meeting and web enquiry all write the same interaction record with an audit event. Choose the channel that matches how it happened.
Interaction directoryBrowse every interaction you are permitted to see, filter by channel or purpose, and open a record.Open directoryAdd an interactionCapture a new email, call, conversation, meeting or web enquiry with the governed field set.Start captureMedia attachmentsAttach photos, voice notes and documents to a confirmed interaction with classification and retention.Manage media