Engagement
Interactions, calendar, ticketing, voice, and customer communications.
- Track interactions
Log calls, emails, meetings, and notes on records so the whole team shares context.
- Use calendar and tasks
Schedule meetings, assign tasks, and connect follow-ups to CRM records.
- Ticketing and helpdesk
Capture support requests, assign agents, and resolve issues with full customer context.
- EDGE Voice overview
Place calls from EDGE Sword, log outcomes, and keep voice touchpoints on the timeline.