01 / WORKFLOW
Investigate a Customer Issue
An employee investigating a customer issue may need to review CRM records, support information, emails, and internal knowledge. Omni can gather relevant context from connected tools such as HubSpot, Gmail, Slack, and Confluence, so the employee does not have to search each system separately.
For example, the employee can start with the customer problem and use the information available across these connected sources to understand what happened and find relevant details.