Pexip Engage | Showcase

Home Schedule Meeting

My home improvement projects

Kitchen, Bathroom, Wardrobe projects

Schedule a meeting

My branch

Cambridge, 6 Rose Cres, CB2 3LL

Schedule a meeting

My advisor

Styling Expert

Schedule a meeting with Vicky

My meetings

Upcoming meetings

Retirement planning session

Tue, 24 Feb - 10:00

Cancel meeting

Tax advisory follow-up

Thu, 26 Feb - 14:30

Cancel meeting

Past meetings

Work situation intake

Mon, 10 Feb - 09:15

Public services guidance

Wed, 5 Feb - 16:00

Pexip Engage | Showcase

Retail

Show all use cases

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.