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Smart Notifications

 

The Smart Notifications work like sticky notes. They draw your attention on important matters related to customer profiles, behavior or transactions.
These could be missing information on a KYC form, a relevant lifestyle event, or a missed deadline in a case resolution for example.

Smart Notifications are displayed based on business rules which are defined easily and generically: customer email address is empty, credit card was collected but not yet activated, customer is traveling to Europe next week, or monthly bill amount has been declining since 6 months.

Smart Notifications are split into levels: “Information”, “Warning” and “Critical”. They can be embedded in any CRM screen where they call for action, highlight information and enable a user to write-in a new notification and set its expiry date.

Smart notifications are the result of predefined rules and can be displayed in any entity. A non-technical user can configure notifications by building the related queries, setting their level (Critical, Warning, or Information) and writing static or dynamic display messages. When a user opens the CRM record, the list of matching notifications will be displayed with the possibility to add write-in notifications and set their expiry date. A grouping between records is available to display the count of matches in the message.

An API is also provided to use the Smart Notifications engine in other applications.

  • Configure notifications based on roll-up queries in CRM
  • Configure notifications based on queries outside CRM using the Integrated View Advanced Query builder
  • Deactivate notifications
  • Set notification level (Critical, Warning, or Information)
  • Configure multiple displays for the same notification to show on different entities
    (Ex: Overdue Task can be displayed on Task entity as well as on Case entity)
  • Grouping functionality is available to show the count of matching records
  • Set static or dynamic message to show for each display
    (Ex: (!Count:) overdue tasks for (!TaskOwner:) -> 4 overdue tasks for James)
  • Create manual notification with expiry date
  • Web resource that can be added to any entity form
  • Available API that can be called from other applications
  • Logging API calls and results
  • Support for Load balancing.

 

Configuration

 

 

 

 

 

Notification Screen