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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
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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
Login
Purchase
Invoice is created
Invoice is paid
Form Submission
Email change
Number change
Name change
Classes & Labs
Engament
Login
Purchase
Tries to Purchase
Completes a course
Access given to course
Powered School
Engament
Login
Completes a course
Access given to course
Maker School
Attend a Class
Enrollment
Login
Purchases
Invoice is created
Invoice is paid


Call activities

Incoming call
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Outgoing call
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Missed call by agent
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Missed call by customer
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Customer activities

Website visited
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Made a purchase
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Workshop registration
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Account creation
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Agent activities

Notes added
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Agent assigned
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Status change
Changing the status for the first time
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Changing from one status to another
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Follow up date change
Changing the follow up date for the first time
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Changing from one follow up date to another
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Stage change
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Master component

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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
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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
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Date and time would be present for all the use cases
Activity name
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The activity name would be present for all the use cases and it would vary based on the use cases
Badges
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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
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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
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The audio player would be present only for the incoming and outgoing calls. Use the default audio player provided for the web.
Text element
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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
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This element would be used for status change, stage change, follow up date change. Check the first section to see more details


Activity icons

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activities icon for customer journey in lead tool.zip
11.7 kB
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Right click and download the zip file







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