What’s New on Unblu

This feature offers three types of custom actions:

1. Trigger an action from the conversation level. For example, equip your agents with a one-click button inside the Agent Desk to select and send documents to the visitor, while managing the document in a centralized repository such as your existing Enterprise Content Management solution.
2. Trigger an action based on the participant’s information. For example, you could add a button on the Unblu agent desk for the agents to open a participant’s portfolio in their CRM application.
3. Trigger an action from a message in a conversation. For example, relationship managers can begin an electronic signature process from a file uploaded into the conversation.

Experience the enhanced efficiency and precision our custom action API offers, ensuring a more seamless and streamlined workflow for your team.

Key Features:

Intuitive in-app calling and texting
Empower your advisors with an easy-to-use app that provides an intuitive in-app calling or texting experience.

Out-of-the-box convenience
Our brandable mobile app is readily available for both iOS and Android platforms, requiring no additional development or maintenance efforts on your end. We also take care of the app listing process on app stores.

Tailored to your brand
Unblu understands the importance of maintaining a consistent brand image. We will collaborate with you to match the app’s design to your branding, ensuring a seamless extension of your institution’s identity.

Compliance at your fingertips
Our mobile app is designed to keep your advisors connected with clients on-the-go while ensuring full compliance with industry regulations.

The Unblu MS Teams integration ensures access to a centralized platform to securely address customer requests. Benefit from Unblu’s Live Chat, voice & video calls, and next-level Co-Browsing collaboration capabilities to provide a superior support experience.

Consolidate notifications into one channel and never miss a message or call from the customers.

The Unblu Bot Sidekick blurs the line between Conversational AI and Live Chat. By offering human agents AI-generated suggested responses, agents can boost their efficiency and maximize resolutions.

Here’s how it works.

1. An agent or advisor receives a query or request.
2. A scanning process automatically begins.
3. The instant support allows agents or advisors to reduce the average handling time – and increase their first contact resolution rate.

Here’s how it works.

1. A document is uploaded to a conversation.
2. A scanning process automatically begins.
3. Any files that may contain viruses, malware or other malicious content are identified and rejected.

The upload interceptor API also allows you to scan and reject documents containing sensitive information to remain compliant with your industry or jurisdiction’s legal requirements – while reducing the risk of users sharing compromised files.

Enhance your customer and agent experience:

• Provide agents with visual context on Salesforce chat during customer interactions.
• Augment existing phone calls while allowing agents to stay on relevant pages in Salesforce and benefit from the 360 degree view of the customer.
• Synchronize Unblu data with Salesforce – and store all communication history in a centralized repository.

Leverage Co-Browsing in Salesforce

Enrich your existing channels with Co-Browsing and video calls to reduce chat and call handling time and increase conversion rates.

Particular customer demographics have common requests, traits, and preferences. Speak their language by developing a bot persona that boosts engagement and satisfaction.

Whether it is solution-oriented, trust-inspiring, or easy going and friendly, match your organization’s branding strategy to provide accurate responses in the right tone and language.

With SIP Dial-In, agents and visitors can join the session using a phone number and keep the conversation flowing.

• No internet connection? Use a public dial-in number to join the conversation.
• Want to keep the video or Co-Browsing sessions going? Join the conversation using a personal dial-in number just for the audio.