Pilot / Early Access Asset by MetraSlate, AssetLight by MetraSlate and Standard by MetraSlate: Metrology Edition. How Evaluation Works
01Choose your tools
02Connect your accounts
03Set team access
04Work in context
01
Customer context
Find the authorized account
Identify the conversation
02
Connection
Use a configured provider
Confirm supported operations
03
Follow-through
Retain the relevant outcome
Act on the customer request
Workflow illustration. The record, definition and responsibility should remain identifiable at each step; confirm the supported configuration in your pilot.
Customer conversations are easier to handle when the relevant records are close at hand. Connect the accounts your team uses for email and calling, and give each person access to the work they are responsible for.
Onboarding brings your provider accounts, sign-in requirements and team permissions together. Your organization chooses the connections that fit its operation.
Email Where the Work Happens
Open your connected mailbox, read messages and attachments, and compose replies while working with customer and service records. Mailbox connections keep each person’s email account associated with its owner.
Sign-In That Fits Your Organization
Configure organization sign-in and team membership during onboarding. Roles and permissions give employees access to the records and actions they need for their work.
Customer Context for Every Call
With your RingCentral account configured, staff can identify the caller, open the relevant customer account and use the connected call controls. Call history and recorded outcomes help the next person continue the conversation.
Set Up the Connections Your Team Uses
Bring your email, identity and calling requirements to onboarding. We work through account setup, access and the everyday tasks your team will use, so the connections fit your operation.
In everyday use
What your team can do.
Follow the record, the decision and the person responsible for the next step.
Email
Work with messages and attachments from your connected mailbox while keeping customer and work records nearby.
Sign-In and Team Access
Set up organization sign-in and assign access around each person’s role and responsibilities.
Calling
Connect RingCentral calling with customer context, call history and follow-up in the workspace.
Related capabilities
Keep Following the Work.
A conversation about your work
See it with your own workflow in mind.
Start with your items, your business, and the processes you need to manage. We’ll help you identify the right product.