Collaborating with users by using Pulse
Improve collaboration and conversation among users within a specific context, such as a case, by adding the Pulse collaboration gadget to your application. By sharing information in Pulse, users can work together to resolve their work more quickly.In Pulse, users can post, view, and reply to messages, to promptly exchange information. To enrich messages, users can attach content to posts and style the text. For example, users can bold important information within the message. Ensure the best-tailored experience when using Pulse by defining default feed sources, so that users immediately see only the relevant information. By configuring a message display, you define what elements a message shows, so that users find all the vital information in the Pulse posts. For instance, you can define a message title to include a link to a case.
- Retrieves replies to user posts
- Retrieves posts to cases followed by users
- Retrieves posts that reference users
- Retrieves posts to user profile pages
- Retrieves posts that users bookmark
- Retrieves posts for a case, rule, custom, or operator context.
Examples of collaboration in Pulse
The following scenarios are examples of how you can use Pulse to increase collaboration:
- Customer service representatives and product managers that resolve customer issues
- Account executives that track a sales opportunity
- Marketing personnel that discuss a campaign design
- Financial services professionals that approve a loan or credit card request
Collaborate on cases by completing the following tasks:
- Adding the Pulse gadget to your application
Provide a collaboration tool for users of your application by adding the Pulse gadget to your application. By posting, viewing, and commenting on messages, users can work together to resolve cases faster.
- Enabling users to post messages in the activity feed
Enable users to post messages in an activity feed for a specific context. For example, a user can make release announcements in the context of an application for all the application users to see.
- Creating feed sources for activity feeds
Inform users about events that are relevant to them by creating feed sources for messages from internal or external data sources. After you create a feed source, you can include it in a user activity feed.
- Adding feed sources to activity feeds
Ensure that users can view relevant messages by adding a feed source to their activity feed. For example, you can add an external feed source, so that customer service representatives (CSRs) that work with finances can see posts about currency rates.
- Configuring default feed sources
Ensure that users see only relevant Pulse posts by filtering feed sources that display Pulse messages by default.
- Configuring Pulse for case types
Provide case workers, such as customer service representatives (CSRs), with a collaboration tool for open discussion of their work, by configuring Pulse. To accelerate case type development, configure Pulse directly in the case type settings.
- Configuring display of Pulse messages
To ensure that users see relevant information about a Pulse message, such as an icon or the profile image of the users posting and replying to messages, customize the message display.
- Choosing a context for Pulse messages
Choose a context for your conversation in Pulse to control who can receive notifications, view, and reply to the messages that you post.
- Posting a message in Pulse
Post a message in Pulse to share information, for example, the status of a case, or to ask a question in a conversation thread.
- Replying to a message in Pulse
You can reply to a message in Pulse to continue a conversation.
- Configuring Pulse email notifications
In Pulse, you can choose to receive emails when another user references you, likes your messages, posts on your profile, posts comments on a conversation in which you are involved, or posts a comment on a case that you are following, provided that your application is configured to send emails.
- Enhancing a message in Pulse
You can change the format or content of a message before you post the message in Pulse. By controlling the presentation of your message and the information that supports it, you can communicate more effectively with other users.
- Managing Pulse messages
Actively manage messages in Pulse so that you can quickly find relevant conversations or attachments.
- Creating a task in Pulse
To manage case work that needs to be completed within a specific period of time, create a task in Pulse and assign the task to other case users or to yourself. For example, you can assign a task to yourself as a reminder to upload address documents to a Car Loans case by the end of the day.