Pexip Engage | Showcase

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Cambridge, 6 Rose Cres, CB2 3LL

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Public Advisor

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Upcoming meetings

Retirement planning session

Tue, 24 Feb - 10:00

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Tax advisory follow-up

Thu, 26 Feb - 14:30

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Work situation intake

Mon, 10 Feb - 09:15

Public services guidance

Wed, 5 Feb - 16:00

Pexip Engage | Showcase

Public Sector

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Active use case

Product/Service Category

In this use case, we start the scheduling process from the context of a specific product or service category.

Lots of banking companies diversify their offering on the homepage of their website in order to make it more convenient for their customers to have an overview of their products & services.
At Pexip Engage, we can pre-filter the list of topics to the ones related to that category. We enable this through Lead Segments: a Lead Segment Code can be passed when triggering a scheduling flow. Consecutively, only those subjects allowed by this ‘filter’ will be available to be scheduled.

Summary

So with a straightforward parameter, an Engage customer can split his service or product offering, such that a customer can easily book a meeting without having to choose between subjects in various categories.