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Edify

Edify Workflows

Sales Software | Call Center Software
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Product Overview

Edify Workflows

Get extensive communications capabilities without the coding. Our drag-and-drop tool powers interactions from start to finish via a simple interface that practically anyone can use. As “the brain” inside Edify CX, Edify Workflows can also be implemented on its own to functionally replace traditional IVR, IVA, and RPA solutions. Users can design customer experiences without the need for extensive IT knowledge or resources. Unlock the power to dictate how to run your business and manage your communications with customers and teams.

When used as a standalone product, Edify Workflows can fully automate digital customer service operations without the need for live agents, or a dedicated software license. Tailor customer journeys to your business needs, and leverage multiple data sources with no coding required. All in a matter of minutes.

Specifications

Explore the Features

UNPARALLELED SECURITY

Edify Workflows is able to securely collect data from customers at any point in a conversation. Data can be redacted from messages and encrypted using company-owned keys. Neither party need worry about relaying credit card information, passwords, or personal details again.


AI-POWERED BOTS

With a single setup, you can have bots hard at work across every channel to solve problems fast. Omnichannel self-service functionality and 24/7 availability means reduced costs and shorter waiting times.

Customer data is automatically populated, information is validated, and the AI can handle interactions from start to finish. Additionally, real-time data is used to trigger actions that detect fraudulent activity and flag threats. The result? Satisfied customers who get immediate service.


CONTINUOUS IMPROVEMENT

Built-in AI and ML identify CX opportunities every time an interaction runs through a workflow, so a poor experience never has to be repeated. Through real-time deep data analysis - including sentiment analysis and speech recognition - chatbots can tell you what your customers aren’t saying, and provide insights into the experience.

Customer data is automatically populated, information is validated, and the AI can handle interactions from start to finish. Additionally, real-time data is used to trigger actions that detect fraudulent activity and flag threats. The result? Satisfied customers who get immediate service.


UNIFY DATA SYSTEMS

Back-office data systems are critical, but they’re usually scattered, making for poor employee and customer experiences. Link all company data sources together, regardless of location, with Edify Workflows. Bring information together from onsite databases, customer applications, and private and public clouds.


CUSTOMER SURVEYING

Keep a constant pulse on your CX with post-interaction surveys. Collect feedback from customers to monitor key metrics like NPS and CSAT at all times - and make changes quickly when the situation demands it.

Surveying can be conducted on any channel. And it’s easy to tie in AI data for better insight into sentiment, customer value, and more. This allows you to make better informed decisions and deliver proactive service. Visualizing data is easy, too, since it can automatically flow right into Edify’s analytics tool.

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