Personalized
Customer Journeys with Qmatic Orchestra
Extend every customer journey with DocPath technology.
From appointment scheduling to service completion, connect customer information, documents, AI-powered onboarding and contract management in one seamless journey.
DocPath-powered Value Added Services extend Qmatic Orchestra beyond queue and appointment management, helping organizations prepare customers before their visit, equip employees with the right information and complete services more efficiently.
Value Added Services
powered by DocPath technology.One connected journey. Four powerful capabilities.
From the moment a customer books an appointment to the completion of their service, every interaction is an opportunity to make the experience simpler, faster and more personalized.
Appointments made simple.
Customers book their appointments through Qmatic Orchestra, starting a connected and structured service journey.
Arrive ready for the appointment.
Collect customer information and required documents in advance, check completeness and resolve missing information before the visit.
Give employees the right customer context.
Connect customer data, documents and service history from Qmatic Orchestra and other systems to help employees deliver more informed, personalized service.
Bring the service to completion.
Generate, review and sign contracts using existing templates and customer information, with contract storage and lifecycle management built into the journey.
Our Value Added Services
Four capabilities powered by DocPath technology, designed to extend the Qmatic Orchestra customer journey.
01 Pre-Verification Service Get everything ready before the customer arrives.
Collect and validate the information and documents required for an appointment in advance. Customers complete digital forms and upload supporting documents before their visit, while the solution checks completeness and requests any missing information.
Employees gain access to the completed application and supporting documents, helping reduce avoidable delays and making appointments more productive.
- Collect information and documents before the visit.
- Identify missing information in advance.
- Help customers arrive prepared.
- Give employees access to complete applications.
02 Customer Context - The Path to AI The same journey opens more opportunities. The next one is Customer Context: every touchpoint, from every channel, in one view.
Today a customer talks to an organization in many ways: the website and app, the contact center, emails and SMS, branch visits managed by Qmatic Orchestra, documents, and many other systems. But each channel keeps its own data. So when the customer arrives at the counter, the employee does not see the full picture, and every visit starts from zero.
Customer Context brings all these touchpoints together in one customer view, with DocPath technology such as WelcomePath, EngagePath and HubPath.
The situation: a customer called the contact center last week and sent a document online. Today they come to the branch. The employee already sees the call, the document, the open request and the reason for today’s visit. The service is personalized from the first minute, and the customer does not need to explain everything again.
And this is also the path to AI: when all customer data is in one place, AI can really use it.
- Connect information across different systems.
- Access relevant customer history and documents.
- Equip employees with better context.
- Enable more relevant communications and services.
- Guide customers through new services.
- Personalize onboarding using available customer data.
- Connect AI-driven interactions with enterprise processes.
- Initiate document creation through existing systems.
03 Contract Lifecycle Management From contract creation to signature and renewal.
Create and manage contracts as part of the customer journey. Using information already collected and the organization’s existing templates, employees can generate contracts during a service interaction, review them with customers and facilitate electronic signatures.
Final contracts can be stored in DocPath, while lifecycle capabilities help manage renewals, expiration dates and related notifications.
- Generate contracts using existing templates and customer data.
- Support contract review and electronic signature.
- Store final contracts in a structured environment.
- Manage contract renewals, expiration dates and notifications.
And there’s more to come.
Stay tuned for new ways to elevate the customer experience.
Vehicle Registration Renewal
From appointment scheduling to a completed service. Discover how DocPath-powered Value Added Services can extend a Qmatic Orchestra journey for a vehicle registration renewal.
1 Book the appointment
The customer selects a service and books an appointment through Qmatic Orchestra.
2 Prepare the application
The customer receives a digital form and a checklist of required documents, then submits the information before the visit.
3 Verify completeness
The solution checks the submitted information and documents, requesting any missing items before the appointment.
4 Arrive ready
The customer arrives with the required information and documents already submitted.
5 Serve with the right context
The employee accesses the application, supporting documents and relevant customer information to proceed with the service.
6 Complete the service
If a contract or other agreement is required, it can be generated, reviewed and electronically signed as part of the journey. The final document is stored for future reference.
The result A more connected customer journey that helps reduce preparation gaps, supports employees and brings more of the service process together.
Built Around Your Existing Environment
DocPath technology connects customer information, documents and business processes to extend the capabilities of Qmatic Orchestra.
Connected to Qmatic Orchestra
Customer information, documents and business processes connected to extend what Qmatic Orchestra can do.
SaaS or on-premises
Depending on your requirements, solutions can be deployed in SaaS or on-premises environments, using DocPath or Qmatic cloud environments.
Build on what you already have
Integrate the capabilities you need while building on existing systems, document templates and processes.
Make every customer interaction more connected, informed and efficient with DocPath-powered Value Added Services.
Discover how DocPath-powered Value Added Services can help your organization connect customer information, streamline service preparation and complete customer interactions more effectively.
See how DocPath can extend your Qmatic journey.
Tell us about your service journeys and a DocPath specialist will show you how Value Added Services can work in your Qmatic Orchestra environment.
Book. Prepare. Serve. Complete.
One connected customer journey.