Live Assist™ Brochure - CafeX Communications

Live Assist™ Brochure - CafeX Communications
Live Assist™ Brochure
Product highlights
CaféX Live Assist brings omni-channel engagement to Microsoft
Dynamics 365, empowering brands to resolve customer issues faster,
improve productivity and drive online sales. This jointly developed
platform extends personalized assistance and targeted campaigns to
customers in web pages and mobile apps. Agents can chat with online
visitors, see their screens, co-browse, push files, fill out forms remotely
and much more, all from within Dynamics 365. A 360 degree view helps
businesses engage buyers with relevant content at the point of
transaction to drive higher closure rates with upsell.
Live Chat
Market leader
Embedded chat
Campaign offers
Tight integration with
knowledge base and
Data masking
Award winner
PCI compliant
Standalone or
escalate from PSTN,
chat & other channels
Mobile & web
No downloads
WebRTC leader
Enterprise proven
Full featured
Mobile & web
No downloads
Reuse UC/CC
CaféX is Microsoft’s preferred omni-channel solution for Dynamics 365
Value proposition
CaféX market leadership
• Integration with Dynamics 365 pairs awardwinning omni-channel engagement with
intelligent, personalized customer care
• Industry leading mobile & web
solutions for real-time engagement
• Higher customer satisfaction, NPS and
retention in digital channels via agentassisted chat, PCI-compliant co-browse,
voice/video calling and chat bot integration
• Increase online revenue by engaging
customers with relevant content and
personalized campaigns to drive upsell and
• Improve operational efficiency – agents have
single-pane-of-glass, immersive experience
within Dynamics 365 plus single sign-on and
unified provisioning flow for administrators
• Hundreds of customers worldwide,
with 6 top banks, 3 top US insurers
and other Global 2000 brands
• Premier Enterprise Connect Event
Best of Show Award 2016 & 2014
• Gartner Research Cool Vendor in
Unified Communications 2015
• Rapid international growth via
global distribution & OEM channels
• WebRTC pioneer with first
enterprise gateway & mobile SDK
© 2017 CaféX Communications
Live Assist™ Brochure
Integration with Microsoft products
Key verticals
• Microsoft’s preferred omni-channel provider for Dynamics 365
• Integration with Dynamics 365 web client and USD, runs on Microsoft Azure
• One-click personalized customer assistance in mobile apps and web pages
• Engagement campaigns present relevant content to drive cross-sell and upsell
• Embedded live chat and knowledge base integration with agent-to-customer
screen share, co-browse, file/link push, annotation, remote form fill, click-tovoice/video
• Single sign-on and unified provisioning flow through Microsoft Office
Single Stack Omni-Channel Offering
Committed Joint Roadmap
Immersive Experiences
for Customers & Agents
• Award-winning co-browse offers built-in PCI compliance and sensitive data
• Integration with the Microsoft Bot Framework offers chat with bots via website
and social channels with escalation to live agents
• Context capture across channels provides 360 degree view
and journey continuity
• Online Banking
• Wealth Management
• Insurance
• Healthcare
• Warranty And Service
• Retail
• Hospitality
Key buyers
• VP of Customer Support
• Head of Customer Experience
• Head of Digital
• IT Leader for Customer Care
• Head of CRM
Contact us for a live demo & free trial!
More information
Microsoft contact
Joe Egan
30-day Free Trial
McGee-Smith Analytics
White Paper
CaféX Live Assist for
MSD365 Solution Video
© 2017 CaféX Communications
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