Service Operations ‘In The Flow’

Data Should Meet People Where They Work

Making customers and employees happy is a constantly moving target. Conversations can be happening anywhere in Slack or Teams, and your CRM data needs to be where the action is!

Teams need a business friendly platform that can do the work across the collaboration stack – including support for integrating CRM day one, so they can stay focused and in the flow!

Forward-thinking operations managers are now looking to optimize performance across teams, and that includes combining messaging and data in real-time. This is especially true for service and support experts as they  escalate, close and track important incidents that need their attention over time!

Collaboration Is Now Its Own Software Stack

Teams need a business friendly platform that can do the work across the collaboration stack – including support for integrating CRM day one, so they can stay focused and in the flow!

Using Woobot’s self service workbench, teams can configure their stack to closely support the different ways in which a given team and its individual users interact on a daily basis with their data in Slack and Teams so they can create automated actions or reconfigure the user experience to better suit the teams usage patterns.

With the Woobot Platform you can finally bring order to the chaos by blending your customer service data within these important interactions.

Because Everyone Deserves Cases

Updating a Case Status so Marty gets our help!

We love Cases. So much so, that we provide native support for the Salesforce Service Cloud in Slack and Microsoft Teams.

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Service Operations At The Speed Of Business

Important Customer details you can actually do something with!

Driving your service and support workflows with your important customer data is easier than ever now since we support all Salesforce clouds – including Einstein powered intelligent workflows.

Teams can now bring important service intelligence right into Slack or Teams so their critical case workflows, team hand-offs, and collaboration across the organization happens where they work!

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Woobot Smart Threads for Service Cloud

Important conversations can live in Salesforce so everyone stays aligned!

Support teams want to triage and collaborate quickly so they can escalate, close, and keep track of important incidents that need their attention over time. While that is all fine and dandy, the important conversations happening in Slack don’t always make their way back to Salesforce – until now.

With Woobot Smart Threads, teams can now bring important service intelligence right into Slack AND Salesforce so their critical case workflows, team hand-offs, and collaboration across the organization happens where they work!

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Creating While Collaborating Just Got Awesome

Turn any conversation into something actionable!

With Woobot Actions for Slack, teams can now create Salesforce Tasks and Cases from important conversations directly in context so they can get work done!

Tasks and Cases can be created from any channel in Slack – so your teams can record actions that need to be taken and in turn respond to important changes in the business.

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Bringing It All Together

Service Operations doesn’t have any time to waste. Internal and external conversations across your customer community need to be informed by the data driving the decision making.

Organizations need to move beyond simply connecting their enterprise clouds together and calling it a day. This data also needs to meet employees where they work, which requires that messaging apps and enterprise workflows be integrated around the way employees organize their work, rather than the way the organization dictates. When time is of the essence, and those SLA clocks are ticking, every minute saved allows your teams to get back to being productive.

The power of the Microsoft Teams and Slack platforms, coupled with Woobot’s deep Salesforce integration, allows enterprises to harness this new competitive edge – supported by a unique blend of customer service data and workflow that seamlessly threads itself within the conversation!

What’s Next?

It’s pretty simple.

We want to make working with enterprise data as easy as chatting with your team, because it just makes sense.

Now it’s your turn to experience the magic!

Brandon Oelling

Hey there! I'm Brandon Oelling, the founder of Woobot.io. Our team was awash in a sea of source systems, logins, and web forms to do simple things like responding to important changes in our business and collaborating with one another. We envisioned a world where our enterprise data lived in perfect harmony within our collaboration platforms. Turns out we weren't alone, so we built Woobot.io to fix that.