Customer Operations Console

The challenge

Operations teams need to review business performance, prepare relevant campaigns and investigate risk findings across the same set of records. The brief requires supporting evidence and clear responsibility for every decision.

Our solution

The console puts a business dashboard, an assistant, a CRM studio and a risk desk behind one sign-in. The dashboard reports on active customers, payments, revenue and reachable audience. The CRM studio holds customers, audiences, a journey builder, campaigns and an activity record. The risk desk presents transactions for review.

What we are building

One console
Bringing the dashboard, the assistant, the CRM studio and the risk desk behind a single sign-in, so staff work in one place.
Questions against records
Connecting operational questions to scoped records, with the sources available for review alongside each answer.
Audiences and journeys
Building the audience, journey and campaign tools that prepare work for a person to approve.
Three languages
Carrying every operator-visible string in three languages, guarded so a missing translation cannot reach the floor.