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Customer Workflows

Digital workflows are the building blocks for modern customer experiences. Extend service beyond the contact center and scale operations by automating work across departments.

Customer workflows with virtual agent chatbots

Create a seamless customer experience

Improve retention with efficient service. Empower customers with personalized self‑service and give agents visibility to anticipate customer needs.

Dashboard showing status of services for customers

Scale customer operations

Automate processes across front, middle, and back offices with digital workflows. Analyze performance to optimize operations and monitor customers’ services to prevent downtime.

Safe and efficient on-site customer visits

Optimize field service

Manage location‑based work efficiently and safely. Schedule the right people and equipment to complete work on the first visit, and proactively fix issues with real‑time IoT data.


The positive impact on our operations has been extraordinary. We’ve reduced daily ticket volumes by 41% by fixing problems before they occur.

Scott Thomson
VP, Technical Customer Services, Rogers Communications Inc.

Products to power your customer workflows

Customer Service Management

Engage customers, connect customer service with operations teams, and solve issues proactively.

Field Service Management

Break down silos by connecting field service with other teams and mobile tools to solve issues.

Financial Services Operations

Provide efficient, resilient financial services operations for enhanced customer experiences.

Telecommunications Service Management

Connect your telecom operations—from the network to the customer—on a single platform.

Connected Operations

Turn your data into action to quickly get value from your IoT investments.

Order Management for Telecommunications

Turn your data into action to quickly get value from your IoT investments.

Healthcare and Life Sciences Service Management

Streamline operations so you can focus on the patient care experience.