Explore

Lead tool customer journey

This will also be used for the entire customer journey

We will use one component and change it’s state based on the data received from the backend Figma link

https://www.figma.com/file/dkTdaFdpsJUDlhttHcM0sI/Platform-Dashboard?type=design&node-id=6042-47164&t=gePeuaWDllIymor4-11⁠

⁠

Different use cases of the component

All activities

Please include the additional activities here

Ticket activities

Ticket created

Ticket states (other than created and closed, comment states and other states)

Ticket closed

Comment added in ticket

Email communication

Received

Sent

WhatsApp and other social media communication

conversation created

conversation closed

conversation opened

conversation reopened

conversation assigned

When the user access our platform ( classes, labs, maker school, powered school )

When the user engages on our platform for specific duration

When an user downloads our app on a new device

When a user joins a live class

When a user login using chitti account

Call activities

Incoming call

Outgoing call

Missed call by agent

Missed call by customer

Customer activities

Website visited

Made a purchase

Workshop registration

Workshop attend

Account creation

Agent activities

Notes added

Agent added

Status change

Follow up change

Stage change

Team change

General

Purchase

Invoice is created

Invoice is paid

Form Submission

Email change

Number change

Name change

Classes & Labs

Engament

Purchase

Tries to Purchase

Completes a course

Access given to course

Powered School

Engament

Completes a course

Access given to course

Maker School

Attend a Class

Enrollment

Purchases

Invoice is created

Invoice is paid

Call activities

Incoming call

⁠

Outgoing call

⁠

Missed call by agent

⁠

Missed call by customer

⁠

Customer activities

Website visited

⁠

Made a purchase

⁠

Workshop registration

⁠

Account creation

⁠

Agent activities

Notes added

⁠

Agent assigned

⁠

Status change

Changing the status for the first time

⁠

Changing from one status to another

⁠

Follow up date change

Changing the follow up date for the first time

⁠

Changing from one follow up date to another

⁠

Stage change

⁠

Master component

⁠

This image includes all the elements contained in the component, the visibility of the element will be based on the use case of the component

Elements

The activity icon

⁠

This icon would change based on the activity - this would be present for all the use cases, all the activity icons will be presented below

Date & time

⁠

Date and time would be present for all the use cases

Activity name

⁠

The activity name would be present for all the use cases and it would vary based on the use cases

Badges

⁠

The number of badges and the type of badge would vary based on the use cases. Types of badges

Agent name

Phone number

Duration of the call

Amount - it can be free or any particular amount

Product name

Workshop name

Points

⁠

The point visibility is based on the use case of the components, it have either positive or negative points. Check the first section of the document to know where to use points.

Audio player

⁠

The audio player would be present only for the incoming and outgoing calls. Use the default audio player provided for the web.

Text element

⁠

The text element is used for four use cases - notes added, website visited, workshop registered, account created. If it is a link the text would be in blue color or else grey color. The icon, the title would vary based on the use cases.

State change

⁠

This element would be used for status change, stage change, follow up date change. Check the first section to see more details

Activity icons

⁠

activities icon for customer journey in lead tool.zip

11.7 kB

⁠

Right click and download the zip file

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.