Botdoc Core
Securing Your Files All in One Place
Envision all your client files and conversations are securely centralized in one convenient location.
Benefits of Botdoc Core
Unified communications hub
Encrypted communication that is easily accessible for both business and customers
Simplified process
for multi-user access
A centralized portal enabling different teams and departments to safely access customer data
Team accountability
A personalized dashboard offering insights into the team’s product engagement
Trusted for compliance, with reliability in everything we do.
Begin Botdoc Core session
Send and receive information
Information uploaded and accessible
Complete customer interaction
Features
Requests (Pull)
Collect vital client information that auto-populates into customer profiles. Each request has an expiration timeline for added control.
Sends (Push)
Share critical files with clients and track the full history of sent materials, keeping records within each customer profile.
Encrypted Conversation
Hold fully secure virtual conversations. Keep chats private or add participants as needed, ensuring secure communication.
Personal URL Automations
Customize personal URL workflows to optimize processes and enhance customer service efficiency.
Dashboard
Access a streamlined dashboard to track and manage all requests, including sent, pending, and completed tasks, along with other essential tools.
Team Reporting & Tracking
Admins can generate reports on usage, total number of conversations, login activity, and more to monitor team performance.
What’s happening at Botdoc
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Botdoc and IDology Team Up to Provide Auto Industry Unparalleled Capabilities in Response to FTC Safeguards Rule
May 25, 2022 – Botdoc, the global leader in Secure Digital Transport...
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Help & support
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