New features for intelligent insights and simplified CRM processes
Boost CRM efficiency with new features: ✔️ AI insights ✔️ Confluence integration ✔️ KrispCall integration ✔️ Opportunity filters ✔️ Media templates in chatflow and workflow.
At Pepper Cloud, we know that managing conversations, tracking information, and keeping up with customer interactions can be overwhelming. That's why we are constantly working to make your CRM experience smarter, more intuitive, more connected.
This latest update introduces powerful new features designed to save you time and improve efficiency. From AI-driven conversation insights that summarise chats in seconds to seamless Confluence integration for instant knowledge access, and KrispCall integration for effortless voice calling, these enhancements will help you stay on top of every conversation and every opportunity.
Let’s take a closer look at what’s new and how it can make your day-to-day work easier.
AI-powered insights to turn conversations into action
Conversations with customers and prospects hold valuable insights, but manually extracting key takeaways can be time-consuming. The new AI insights feature within the message module simplifies this by automatically analysing conversations and providing actionable data.
Key features
- Keywords: You can now automatically generate relevant keywords and add them as tags for easy searchability.
- Summarise: Generate a concise summary of the entire conversation or a specific date range, and save it as notes for quick reference.
- Action points: Automatically identify key action items from the conversation and convert them into tasks.
- Key questions: Extract important questions raised in conversations and access them instantly.
How this helps you
- Save time by getting an instant summary of conversations instead of reading through long chat histories.
- Stay organised with AI-generated keywords and tags, making it easy to find past discussions.
- Never miss a follow-up by automatically converting important points into actionable tasks.
- Improve decision-making with key questions extracted from conversations for quick access.
How you can use it - Business use case
A sales team can quickly extract follow-up tasks from a client conversation, ensuring no key points are missed. A support team can capture recurring customer queries and categorise them for future reference.
Confluence integration for knowledge base
With the new Confluence integration, you can seamlessly access information from your Confluence account within the knowledge base.
Key features
- Sync Confluence spaces or selected pages: You can upload entire Confluence spaces or specific pages into the CRM and access the required data without switching apps.
- Internal knowledge access: Your teams can retrieve and reference information directly from within CRM.
- Enhanced chatbot responses: By using the knowledge base, your chatbots can provide accurate and relevant answers to your customers queries.
How it helps you
- Minimise time spent searching for documentation and knowledge articles.
- Ensure that teams always have up-to-date information readily available.
- Improve chatbot accuracy by integrating a verified knowledge base.
How you can use it - Business use case
A support team can sync product documentation from Confluence, enabling chatbots to pull responses directly from the latest knowledge base, improving response accuracy and reducing manual intervention.
Pepper Cloud Marketing
Know everything about Confluence CRM integration
KrispCall integration for efficient voice calling
A few months back, Pepper Cloud integrated with Aircall. And now, we are integrating with KrispCall for voice calling.
Managing phone conversations is crucial for sales and support teams, but switching between tools can be inefficient. The KrispCall integration makes calling, recording, and tracking calls effortless—right from your CRM.
Key features
- Click-to-call: You can now initiate outbound calls directly from the CRM.
- Automatic call recording: Capturing and storing call recordings for future reference is effortless with this integration.
- Call notes and tags: You can add notes and tags to calls to maintain a detailed interaction history.
- Automatic call logging: You can also maintain a complete record of interactions without manual effort.
How it helps you
- Improve efficiency by making and logging calls without leaving the CRM.
- Never lose important details with automatic call recording and note-taking.
- Enhance team collaboration by keeping a complete history of customer interactions.
- Boost customer experience with well-documented call logs and insights for better follow-ups.
How you can use it - Business use case
A sales team can quickly initiate calls with prospects from within the CRM and log key takeaways automatically. A customer support team can access call recordings for reference, ensuring efficient issue resolution.
Pepper Cloud Marketing
Additional enhancements that make your workflow smoother
To further streamline your CRM experience, we’ve introduced additional refinements:
- Opportunity filter in details page: Easily filter opportunities associated with contacts or accounts by "Open," "Won," or "Lost" for better pipeline management.
- Media Templates in Chatflow and Workflow: Automate the sending of images, videos, and other media through chatbot conversations or workflows.
Get started with the new features
These new features and enhancements are designed to help you work smarter, enhance customer engagement, and improve operational efficiency.
To explore these features, log in to your CRM or reach out to our support team for assistance. Our support team is here to help.
