Creating a New Touchpoint

In our continuous effort to enhance customer experience and streamline your workflow, our software allows you to create customized touchpoints.

Accessing the Feature

Navigate to the Top Right Corner: To begin, locate the "Add Touchpoint" button situated in the top right corner of your dashboard. This button is your gateway to creating a new, customized touchpoint.

Naming Your Touchpoint

Choose a Universal, Actionable Name: The name you assign to your touchpoint should be both universally understandable and actionable. This clarity helps in guiding your team and our AI to better align with your objectives, ensuring a seamless integration of the touchpoint into the customer journey.

The name you choose does more than just identify the touchpoint; it also informs your team and our AI about its purpose and how it fits into the broader customer experience strategy. A well-chosen name can significantly enhance the effectiveness of the touchpoint, making it a vital component of your engagement ecosystem.