Request a DemoCommon use case
iService delivers secure customer messages through its built-in portal or through your own interface built on the iService API. Customers sign in to read account-specific correspondence. Customers and agents read the same interaction record and its full service history.
Account details sent by ordinary email leave your control on delivery.
iService keeps account-specific correspondence behind a sign-in. Your team sends the customer a secure notification, and the customer signs in to read the answer. Sensitive details do not go in plain email.
Account correspondence customers must authenticate to read.
Secure Messaging Integration fits teams that need customers to read account-specific correspondence behind authentication. Use the built-in portal or place secure messaging in your existing signed-in customer site.
Segment Management decides what a signed-in customer receives.
iService uses Segment Management to give signed-in customers account summaries, secure messages, and their own interaction history. A customer submits a portal question. iService sends a secure notification that directs the customer to sign in for the answer. You can publish the built-in Tabs or Treeview portal, or build your own interface against the iService API.
A customer asks an account question and reads the answer securely.
A customer submits an account question in the portal. iService sends a secure notification directing that customer to sign in for the answer. The customer signs in and reads the correspondence with their interaction history. The customer and agent work from the same interaction record.
The delivery surface is your choice, not a fixed product screen.
iService gives you two ways to publish secure messages. Use the built-in Tabs or Treeview portal, or build your own interface against the iService API. Both options publish the same secure customer records.
A custom interface must not lose the service record behind it.
Customers and agents read the same interaction record. A secure message keeps its full service history whether the customer uses the built-in portal or your interface built on the iService API.
Request a demo to see a secure notification bring a customer back to a signed-in answer, in the built-in portal and through the API.