Contact passlisting across digital channels
Disclosed herein are system, method, and computer program product embodiments for capturing incoming communications from a sender across multiple channels, and determining whether to include those communications from the sender in an inbox using a waiting room. The waiting room lists unknown senders, and allows a user to add the senders to a blocklist, where the sender's communications are omitted from the user's inbox, or to a passlist, where a new CRM customer record is created for the sender. With the CRM customer record created, future communications from the sender are matched to the CRM customer record and permitted for inclusion in an inbox. This way, recipients can prioritize customers (or other high-value communications) within their inbox based on a corresponding existing CRM customer record, while simplifying the capture of those CRM customer records.
1. A method, comprising:
placing, by one or more computing devices, a contact in a waiting room list responsive to receipt of a communication from the contact via a communication channel;
creating, by the one or more computing devices, a new customer record responsive to a passlist selection of the contact from the waiting room list, the new customer record including information captured for the contact from the communication channel; and
updating, by the one or more computing devices, a filtered communication inbox to include the communication based at least in part on the contact's correspondence to the new customer record.
2. The method of claim 1 , further comprising:
updating, by the one or more computing devices, the waiting room list to remove the contact responsive to the passlist selection of the contact from the waiting room list.
3. The method of claim 1 , further comprising:
receiving, by the one or more computing devices, an additional communication from an additional contact via the communication channel;
placing, by the one or more computing devices, the additional contact in the waiting room list; and
adding, by the one or more computing devices, contact information of the additional contact to a blocklist contact list responsive to a blocklist selection of the additional contact from the waiting room list.
4. The method of claim 3 , further comprising:
creating, by the one or more computing devices, an additional new customer record for the additional contact responsive to a request to remove the additional contact from the blocklist contact list.
5. The method of claim 1 , further comprising:
applying, by the one or more computing devices, a filter to the communication from the contact, wherein the placing is based at least in part on the contact not being associated with an existing customer record.
6. The method of claim 1 , further comprising:
receiving, by the one or more computing devices, an additional communication from an additional contact via the communication channel;
applying, by the one or more computing devices, a filter to the additional communication from the additional contact; and
creating, by the one or more computing devices, an additional new customer record for the additional contact responsive to a passlist selection of the additional contact by the filter, the additional new customer record including information captured for the additional contact from the communication channel.
7. The method of claim 1 , further comprising:
connecting, by the one or more computing devices, channel communication stacks to a plurality of communication channels comprising the communication channel.
8. A system comprising:
a memory configured to store operations; and
one or more processors configured to perform the operations, the operations comprising:
placing a contact in a waiting room list responsive to receipt of a communication from the contact via a communication channel,
creating a new customer record responsive to a passlist selection of the contact from the waiting room list, the new customer record including information captured for the contact from the communication channel, and
updating a filtered communication inbox to include the communication based at least in part on the contact's correspondence to the new customer record.
9. The system of claim 8 , the operations further comprising:
updating the waiting room list to remove the contact responsive to the passlist selection of the contact from the waiting room list.
10. The system of claim 8 , the operations further comprising:
receiving an additional communication from an additional contact via the communication channel,
placing the additional contact in the waiting room list, and
adding contact information of the additional contact to a blocklist contact list responsive to a blocklist selection of the additional contact from the waiting room list.
11. The system of claim 10 , the operations further comprising:
creating an additional new customer record for the additional contact responsive to a request to remove the additional contact from the blocklist contact list.
12. The system of claim 8 , the operations further comprising:
applying a filter to the communication from the contact, wherein the placing is based at least in part on the contact not being associated with an existing customer record.
13. The system of claim 8 , the operations further comprising:
receiving an additional communication from an additional contact via the communication channel,
applying a filter to the additional communication from the additional contact, and
creating an additional new customer record for the additional contact responsive to a passlist selection of the additional contact by the filter, the additional new customer record including information captured for the additional contact from the communication channel.
14. The system of claim 8 , the operations further comprising:
connecting channel communication stacks to a plurality of communication channels comprising the communication channel.
15. A computer readable storage device having instructions stored thereon, execution of which, by one or more processing devices, cause the one or more processing devices to perform operations comprising:
placing the a contact in a waiting room list;
creating a new customer record responsive to a passlist selection of the contact from the waiting room list, the new customer record including information captured for the contact from a communication channel; and
updating a filtered communication inbox to include a communication based at least in part on the contact's correspondence to the new customer record.
16. The computer readable storage device of claim 15 , the operations further comprising:
updating the waiting room list to remove the contact responsive to the passlist selection of the contact from the waiting room list.
17. The computer readable storage device of claim 15 , the operations further comprising:
receiving an additional communication from an additional contact via the communication channel;
placing the additional contact in the waiting room list; and
adding contact information of the additional contact to a blocklist contact list responsive to a blocklist selection of the additional contact from the waiting room list.
18. The computer readable storage device of claim 17 , the operations further comprising:
creating an additional new customer record for the additional contact responsive to a request to remove the additional contact from the blocklist contact list.
19. The computer readable storage device of claim 15 , the operations further comprising:
applying a filter to a communication from the contact, wherein the placing is based at least in part on the contact not being associated with an existing customer record.
20. The computer readable storage device of claim 15 , the operations further comprising:
receiving an additional communication from an additional contact via the communication channel;
applying a filter to the additional communication from the additional contact; and
creating an additional new customer record for the additional contact responsive to a passlist selection of the additional contact by the filter, the additional new customer record including information captured for the additional contact from the communication channel.