Bot Integration and Workflow 

Personalization and automation improves chat.

Personalize Your Chatbot Conversations

Leverage a no-code integration hub to personalize conversations and automate the fulfillment of requests by interacting with enterprise systems via the chatbot. Use conversational AI built with enterprise integration and automation to gather the information and take action for requests like finding out PTO balances, requesting a leave of absence or getting a replacement monitor.

A New Way to Chat

User personalization gives your chatbot a competitive advantage. With conversational AI from TeamDynamix, you can use grab-and-go connectors to gather relevant data from enterprise systems to personalize the chat experience. Traditional chatbots aren’t built the same way, they typically only search against a library of content. Because of this, they often fall flat.

Grab-and-Go Connectors

Personalize conversations leveraging your back-end system data from HR, payroll, CRM and more. Link back to systems like Workday, HRIS, SAP or other applications and use this information along with forms to facilitate the conversation and automate processes. Leverage hundreds of grab-and-go connectors to systems such as Workday, Salesforce, DocuSign, Oracle, Slack, AWS, SAP, the AD and more.

Leverage Forms in Workflows

Benefit from a fully integrated platform and dynamic forms to help facilitate conversations and pass data between the end-user and back-end systems. The end-user can request things like a day off, a leave of absence, a replacement monitor or a new laptop. You can even use the bot for onboarding assistance. Use dynamic forms to facilitate data exchange and leverage enterprise data to personalize the conversation.

Live Chatbot Agent Failover

There are times when chatting with a live agent is the ideal next step. In some cases, conversational AI does a great job answering questions and automating request fulfillment. Yet, there is always a need to have the ability to failover to a real person if needed. In TeamDynamix, the chatbot can simply be tasked with gathering information to then inform a live agent allowing for a better end-user experience.

Take Action with Conversational AI

  • Integrate with backend systems (ERP, CRM, HR and more)
  • Leverage data to personalize conversations
  • Automatically pull data and push to end-users
  • Send notifications and trigger pre-filled forms
  • Setup active listening to monitor systems for action
  • Trigger flows and present forms based on events
  • Use dynamic forms to trigger next steps and approvals
  • Send updates to backend systems
I love the style of the workflows and how easy they are to setup.

Senior IT Technician

Healthcare and Biotech, Gartner Peer Insights

Explore the platform.

Leverage Conversational AI in chat, email, SMS, Slack and Teams to meet your customers where they are.

Improve end-user satisfaction and accuracy by leveraging pre-built intent data to match with utterances.

Natural Language Processing together with CLU – Cognitive Language Understanding is driving accuracy in matching.

Create a personalized experience through system integration, custom forms and workflow automation to take action.

Supercharge IT Service Management with Conversational AI.  Leverage NLP, forms, integration and automation.

Create listening workflows with automatic triggers to multi-channel interactions using Conversational AI paired with iPaaS. 

TeamDynamix awards & accolades.

G2 Higher Performer
InfoTech Emotional Footprint
Gartner ITSM quadrant customer choice
InfoTech Quadrant
G2 Best Support

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