(demo)From the workshop
360° customer view in the sidebar
Customer on the phone, and the answer is spread across five open tabs, three logins and a lot of copy-paste. This custom app pulls everything about the customer into a single sidebar right next to the ticket: account, limits, payouts, documents, history. And the sensitive part sits right at the top: risk flags in red, before you've even typed "hello".
Customer context · Ticket sidebar
Account frozensince 12 Jun 2026 · set manually
ID expires in 21 daysID card · valid until 26 Jul 2026
Max Muster
Brand AVIP 2Verified
Username
Email
Phone+41 44 000 00 00
AddressMusterstrasse 12, 8400 Winterthur
Date of birth14 May 1987
LanguageDE
FrozenYes
Email verifiedYes
Customer since14 Mar 2019
Customer prefers to call in the evening. Call back after 6 pm.
DailyCHF 300 / 1'000
WeeklyCHF 2'250 / 3'000
MonthlyCHF 9'500 / 10'000
Pending: CHF 5'000 from 1 AugReset1 Aug 2026, 00:00
AmountCHF 250.00 · pending
Statuscancellable (14:00 min)
MethodBank transfer
To accountCH93 0000 … 0000 0
IBANCH93 0000 0000 0000 0000 0Verified
Last depositCHF 200 · 6 days ago · Debit card
ID card
expires in 21 daysPassport
valid until 03/2031Interaction history
86%
Phone 4Chat 7Email 12SMS 2
1 open1 pending23 solved
Demo with fictional data: shows the concept, not the original.
In real operation the sidebar pulls its data live from the account API, payment API and translation API. Already there the moment the ticket opens, without a single click. No copy-paste between systems, no back-and-forth loop: the agent sees at a glance who they're dealing with and gives the right answer on first contact.