Interactive concepts of what the BPO agent sees when the HELM AI hands off a call. Two directions, same journey — pick a version below. Everything is clickable; all data is fictional.
The bought-CRM direction. Zendesk Agent Workspace is the shell, Twilio Flex carries the call, and HELM's pluggable apps ride the sidebar — all joined by the Master Interaction ID. Includes an 11-step guided tour, the escalation API payloads, a data-source lens, and the BPO ops map.
The no-CRM direction. A purpose-built HELM console reading and writing the SoR directly — member search, case thread, wrap-up with learning-loop capture, supervisor lens, and the unknown-caller white-glove enrollment flow.
Internal working demos — HELM Pillar 6, Service Delivery · July 2026.
All names, numbers & IDs are fictional. Vendor names appear for internal architecture discussion only — do not reuse in customer-facing material.