Eltropy-Appointment-Management
Eltropy
Eltropy’s Digital Conversations Platform provides community financial institutions one unified platform to delight customers and members while improving agent productivity – all powered by AI.
An AI-infused platform for seamless and simultaneous digital conversations across all channels
Combine the reach of Texting with the richness of Voice conversations in one single-threaded conversation. Leverage AI, including Generative AI, to automate simple conversations and help your employees with complex ones.
Eltropy provides An Appointment Management feature to enable Credit union Agents communicated with their Members/Customers.
Empower community financial institutions with a unified, seamless appointment booking experience across services, branches, and channels, enhancing customer convenience and engagement.
Streamline scheduling by seamlessly syncing agents’ calendars across Google, Outlook Cloud, or MS Exchange On-Prem.
Empower users to easily locate available slots across branches or with specific staff members, ensuring convenience in appointment scheduling.
Business’ core purpose for Zoom customers:
Eltropy Appointment Management Feature offers Video channel to CFI(Community Financial Institution) members.
This Zoom integration allows users (Community Financial Institution staff) to connect their Zoom accounts for scheduling and conducting appointments over Zoom video.
This integrations helps staff and members a seamless Zoom video experience which, staff easy access to CFI members.
May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.
May include access to calendar of scheduled Zoom meetings and webinars, and related details about those meetings and webinars.
Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.
May include name, display name, email address, phone number, user ID, and other profile information.
Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.
Information people provide when registering for a Zoom meeting, webinar or recording, which may include name and contact information, responses to registration questions, and other registration information.
Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.
Manage preferences and settings on the account or profile using the app, which may include updating meeting and webinar configuration preferences, email notification preferences, and configuring Zoom Phone, Zoom Room, and telephony devices.
Manage content and information generated in the context of Zoom experiences, which may include audio, video, messages, meeting or chat name, agenda, transcriptions, and responses to polls and Q&A.
Manage participants, which may include assigning participants to specific breakout rooms and specifying an interpreter for the session.
Manage registration information, which may include scheduling Zoom experiences or adding or deleting registrants.
Meeting
meeting:write
User
user:read