Cards

PTO Status Card

Get a quick overview over your PTO allowance, and other leave allowances if available. Data can be visualized as a chart for at-a-glance information. The Card also allows linking to relevant policies, and directly revealing a form that submits to the application via its API.

Approvals Card

Any system with workflows can trigger Approval Cards in Digital Assistant, making it very easy and transparent for managers to work through their approvals centrally, and irrespective of the source app that triggered the Card.

Digital Assistant’s AI can further cross-scan each approval against other queries and inform the user when it detects something of notice.

Charts Card

API data can be visualized with a chart.js engine in Digital Assistant. This allows users to see their data as line, bar or pie charts that they can build their own dashboard with.

Segments of data can be toggled on or off by the user, and charts even work in Channels where the Assistant will deliver them as an image.

Meeting Reminder

Showcasing how much more informative Cards can be than just a simple Outlook reminder, the user can easily see attendees or access ancillary information like the agenda or recordings.

With one-touch buttons to start the meeting or send a note to attendees you’re running late, the Card reduces the friction of having to manually open an event and search for the link to join.

Sales Updates

Either in periodic intervals, or when a new report is generated, the Assistant can send a summary from the CRM to the user, along with charts generated by the built-in chart engine.

Built-in AI can further cross-check data against other data sources to enrich the information based on pre-defined conditions. This increases transparency and helps the user make more informed decisions.

IT Messages

It’s easy for users to forget to update their passwords, request a new laptop or update their apps. With Digital Assistant such notifications can now be delivered via Cards, which can also offer in-line tools to resolve issues right then and there, for instance with a password reset form.

Training Schedule

Users use training portals infrequently which can add to their frustration navigating their UI. But in Digital Assistant training schedules, expired certificates, and more, can be clearly and easily displayed or requested by the user.

This offers an easy entrance into the booking process resulting in quicker bookings and better trained staff.

Leave Request form

Users can easily fill out request forms via the Digital Assistant app or Channels which will be submitted to any 3rd party application via it’s API.

Offering a seamless user experience that doesn’t require users to have to leave the Assistant, reduce friction and lets them return to their main tasks quicker.

Mail Status Card

Chasing the constant barrage of incoming emails can be stressful. This Card offers an antidote by giving the user dynamic counters for emails from their manager, that contain action words or are marked as due or important.

Users can click to bring up a list of those emails or glance at the Card, and decide that maybe they can “safely” ignore their inbox for another hour since none of their counters spark their curiosity.

Policy Questions

Building on the AI Knowledge the Assistant can easily understand user’s questions and answer them for them, along with links to full text versions of relevant policies.