We have launched a new element to Interfaces that allows users to embed links to the feature. You can embed:
Images
Google Docs
Maps
Other websites
Videos
Public forms
And so much more!
By empowering users to embed various elements we expand the product’s feature set, enabling a richer, more dynamic user experience.
Note there is a risk some websites are not embeddable and might not work, as well as some Pipefy features. For instance, if a user tries to embed a dashboard from a pipe, users without access to that repo won’t be able to see it.
Use case (examples):
Finance/Procurement:
- Streamline Vendor Management:
- Trigger: When procurement teams need easy access to vendor information and legal agreements.
- Solution: Interfaces allow embedding vendor contracts and compliance documents, ensuring seamless access and efficient vendor management.
IT/Platform:
- Expedite Troubleshooting and Knowledge Access:
- Trigger: Agents seek quick access to knowledge base articles, FAQs, and troubleshooting guides.
- Solution: Embedding these resources within the software empowers agents to find answers faster without leaving the platform.
Human Resources:
- Simplify Leave Management and Approval:
- Trigger: When employees need to submit vacation and leave requests while HR aims to streamline the process.
- Solution: Embedding a customized form within the centralized portal with integrated policies, reducing administrative overhead and ensuring proper documentation.
For what kind of customers? All customer base, except for the free plan.