Pulse is a tool that facilitates collaboration and conversation among users within a specific context, such as a case. By sharing information in Pulse, you can work as a team to resolve cases more quickly.

You can use Pulse to communicate in end-user portals when you work on a case, update your user profile, or view your activity feed. Because Pulse is a reusable tool, you can embed it in other places in your application.

Examples of collaboration in Pulse

The following scenarios are examples of how you can use Pulse for collaboration:
  • Customer service personnel and product managers resolving customer issues

  • Account executives tracking a sales opportunity

  • Marketing personnel discussing a campaign design

  • Insurance underwriters making decisions about a new insurance policy

  • Financial services professionals approving a loan or credit card request