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MindTouch Success Center

CRM Integrations

CRM Integrations
MindTouch can be configured to surface MindTouch content and user behavior data into any CRM or ticketing system.

Benefits to your agents

  • Access to your MindTouch documentation from any ticket
  • Create a new article from a support ticket
  • Associate articles with a case with a single click

Benefits to your customers

  • Faster response times for support
  • Easier access to documentation as it is being published by agents
  • Improved self-service content

Prerequisites

  • Admin rights to your MindTouch site
  • Admin rights to your third-party ticketing system or CRM
  • A resource to create the integration in your CRM (developer, SI, etc.)
  • Touchpoint for CRMs Overview
    Implement Touchpoints to integrate your MindTouch content into your third-party customer relationship management (CRM) or ticketing system.
  • Embed Customer Insights Touchpoint
    Embed a Customer Insights Touchpoint into your web properties or applications.
  • Editor Lite
    Editor Lite is a streamlined editing panel that gives agents exactly what they need to create knowledge while in a CRM environment or Touchpoint integration.

 

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