As a company, nothing is more important than knowing who your clients are in order to serve them. As a developer or other non-client-facing role, it is difficult to come in contact with this information. In addition, reaching out to foreign tools and services can be an unnatural interruption to your workflow.

What it does

  • ClientConnect shows key information about your company's clients on a variety of platforms.
  • In Cisco Spark, you can ask a chat bot about a client by name.
  • In Microsoft Outlook, there is both an Add-in for on-demand information retrieval and a Connector that displays daily information to groups.
  • On an Amazon Alexa device, you can ask Alexa about clients.
  • Using your phone, you can send a text and receive a response from Twilio containing client information

How we built it

First, we set up a data repository as an endpoint for the various services that would consume aggregated data. Next, we delved into each of the services that we wanted to integrate with.

Challenges we ran into

Alexa's ability to recognize odd company names is determined by the way she is configured. Making the chrome extension insert a pop up that would work on any web page required some creativity. Instead of inserting the pop relative to the element it was referencing, we had to insert it at the root level of the page and set its position with javascript.

Accomplishments that we're proud of

We built the application in a generic way so that it can be easily written to integrate with any platform.

What we learned

  • We learned a lot about how Alexa can be configured.
  • Building chrome extensions.
  • Integrating with office 365

What's next for ClientConnect

  • Expand to other services
  • Ability to set configurations for different teams of users
  • Update client info dynamically from CRMs
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