Key functions

  • Support for all customer segments (retail, SME, corpo)
  • Receiving messages
  • Sending messages
  • Message threading
  • Routing messages to the appropriate function inboxes
  • Unread message counter
  • Visualization of message status (read/unread)
  • Saving a single message as a txt file
  • Uploading/ downloading attachments

Searching, filtering, sorting

  • Filtering of unread/read messages
  • Searching by title
  • Searching by content
  • Searching by date/date range
  • Searching by customer
  • Filter by status (undertaken/not undertaken/ongoing/closed)
  • Filtering by " processed by me"
  • Filtering by tags confirmed/unconfirmed, with confirmation/ without confirmation/overdue confirmation
  • Sorting by date

Message creation

  • Creating a message in the editor
  • Creating a message using a message template
  • Personalization of messages (including mass-sent messages)
  • Styling tools (e.g. bold, underline, font colors, foldable elements)
  • Message character counter
  • Adding assets to messages (videos, graphics, charts)
  • Setting the message read confirmation request – a customer confirms reading the message by entering the passcode provided in the SMS
  • No reply setting
  • Creating messages in multiple languages – the message is delivered in the language the customer has set as default in the application
  • Saving the message draft and return to editing
  • Pop-up with a warning about unsaved changes when trying to exit the message form
  • Adding message templates (WYSIWYG editor, template import/export)
  • Defining the footer

Message dispatch

  • Preview message before sending
  • Optional sending of messages to the customer's external mailbox (e.g. Gmail)
  • Bulk dispatches to all customers or a selected group of customers
  • Cyclical dispatches
  • Sending messages from automatic processes
  • Setting message priority
  • Setting the date of message dispatch
  • Setting of message expiration date
  • Super messages – important messages displayed right after a customer logs into the banking application
  • Panic button – possibility to undo mass message dispatches
  • Authorization of two people for message dispatch
  • Dispatch of messages with an alert (when a message arrives in the inbox, a customer additionally receives an SMS with predefined content)

Security

  • Antivirus attachment scanning
  • Encryption of attachments sent to the customer's external mailbox (e.g. Gmail)
  • Handling the delivery of a pass code for decrypting attachments (when sending a message to an external mailbox)
  • Stamping attachments

Other

  • Viewing a customer's mailbox and checking message details (without the possibility to perform actions)
  • Handling confirmations of message receipt and reading by a customer
  • Surveys creation, dispatch and analysis
  • Marketing campaign automation
  • Versioning and history of changes made on templates
  • Reporting – how many messages were received in a given period, time to first response, handle time, etc. (per functional inbox and per employee)
  • Granting employees access to inboxes and permission to use specific functions
  • Integrations with DMS, CRM,