Integrations
Fits into the systems you already use.
Guided video only helps if it reaches the people making service decisions. A structured service case should land where the work is already managed — not in a separate inbox somebody has to remember to check.
Where cases go
System categories service teams connect.
We do not list third-party product names or logos we have not verified. These are the categories of system a guided video workflow is normally connected to.
CRM
Attach the structured service case to the customer record so the account history includes what was actually seen.
Field Service Management
Send the case to the job or work order so the assigned technician opens the evidence with the dispatch details.
Ticketing & service desk
Raise or update a ticket when a case is submitted, and close the loop when the evidence has been reviewed.
ERP
Pass confirmed equipment, serial and part information into the systems that handle ordering and warranty.
Customer portals
Start a guided capture from your own portal or booking confirmation, so the customer stays in your journey.
Connection methods
How the connection is made.
Most organisations begin with link-based delivery in one workflow and connect systems once the workflow has proven itself.
API
Create capture requests and retrieve completed cases, including metadata, answers and media references, from your own systems.
Webhooks
Receive an event when a case is submitted, updated or completed, so your system reacts without polling.
Link and email delivery
The simplest route: a capture link is sent from your existing process, and the completed case is delivered to the team or mailbox that handles it.
Project-specific connection
Where a system needs a specific mapping, the connection is defined during implementation around your existing service process.
Start with one workflow
- 01Select one expensive or problematic service workflow
- 02Define exactly what evidence is needed
- 03Build the guided capture
- 04Connect it to the existing process
- 05Pilot with one team
- 06Measure results
- 07Expand
Workflow first. Technology second.
Data handling, storage and retention are described on the security and data privacy page.
Discuss how it would connect to your systems.
Bring the systems you already run — CRM, field service management, ticketing or ERP — and we will map where a structured service case would fit.