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What is Live Assist for Microsoft Dynamics 365?

Our advanced co-browsing solution enables real-time audio and video interactions with customers directly on your website or application, simplifying the enhancement of customer satisfaction. This powerful feature allows you to lead users through your platform, assist them with completing purchases, help with form submissions, provide recommendations, and much more, all while leveraging audio and video functionalities. Users will appreciate that there’s no requirement to download any plugins or additional applications. In addition, we've partnered with LivePerson to introduce a groundbreaking engagement method known as Messaging, which transforms traditional Live Chat by offering increased flexibility. Moreover, we have integrated popular third-party communication platforms such as Twilio SMS, Facebook Messenger, Instagram, Twitter, WhatsApp, and Apple Business Chat, enabling agents to manage these Messaging conversations seamlessly within Dynamics 365 for a more efficient experience. This holistic approach not only boosts interaction but also helps in building stronger connections with your clientele, ultimately leading to enhanced loyalty and satisfaction. By leveraging these innovative tools, businesses can create a more interactive and responsive environment for their customers.

What is HelpShelf?

HelpShelf combines the various support tools and resources you use into a single, efficient widget. This integration reduces clutter in your navigation bar, creating a simple and accessible point for customers to find assistance. The essence of reducing support inquiries is in providing the right information at the right moment. By effortlessly connecting the resources your company relies on, HelpShelf manages everything else seamlessly. Considering that your SaaS or web application likely contains numerous pages, HelpShelf examines user search patterns and interactions across these pages to refine content suggestions for future visitors. This smart optimization guarantees that your support materials remain pertinent and readily available, ultimately enhancing the user experience significantly. As a result, customers will appreciate the streamlined access to assistance, leading to increased satisfaction and potentially higher retention rates.

Media

Media

Integrations Supported

Facebook Messenger
Abhisi Help Desk
Apple Business Chat
Chaport
Continually
Dashly
Drift
Freshdesk
Gorgias
Groove
HubSpot CRM
HubSpot Customer Platform
Intercom
Kayako
Microsoft Dynamics 365
Quriobot
WhatsApp
X (Twitter)
Zendesk
tawk.to

Integrations Supported

Facebook Messenger
Abhisi Help Desk
Apple Business Chat
Chaport
Continually
Dashly
Drift
Freshdesk
Gorgias
Groove
HubSpot CRM
HubSpot Customer Platform
Intercom
Kayako
Microsoft Dynamics 365
Quriobot
WhatsApp
X (Twitter)
Zendesk
tawk.to

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
Free Trial Offered?
Free Version

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Communication Business Avenue

Date Founded

2006

Company Location

Japan

Company Website

www.cafex.com

Company Facts

Organization Name

HelpShelf

Company Location

United Kingdom

Company Website

helpshelf.co

Categories and Features

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Satisfaction

360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Live Chat

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Categories and Features

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

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