Deep Link Builder: Creating and Managing Multiple Templates Follow

The Deep Link Builder (DLB) tool is capable of saving more than one template, each associated with a different URL. This is a feature that Pro Insight Admins have access to.

Pro Insight Admins using Pro Insight can create, save, and manage templates for multiple URLs within DLB.

Once created, a template can be used by any Pro Insight User.

Why might it be useful to have multiple templates?

Multiple templates can be useful to your team if you have more than one use case where you would want to send queries Pro Insight. For example, if you have separate order and case management pages, you will need a Deep Link Builder template for each. A Pro Insight Admin will be able to create this template in DLB for their manual review agents to use.

In addition, the Deep Link Builder tool is capable of supporting users by auto-detecting the correct template based on the current page URL.

Teams within the same organization can use DLB with Pro Insight more easily and get the insights they want from Pro Insight with less effort while increasing their review efficiency.

How to create a new template in Deep Link Builder

(Reminder: Available for Pro Insight Admins Only) To create/edit your team's template, click the Deep Link Builder chrome extension icon. It should appear in the upper right hand area of your browser window if Deep Link Builder has been set up. If Deep Link Builder has not been set up, check out this support article:https://support.ekata.com/hc/en-us/articles/115002420808-Deep-Link-Builder-How-to-Install-and-Integrate-into-your-Platform

From the pop-up window, click Create/Edit Team's Template

You will be able to see the template associated with your current URL.

To manage all your templates, click Manage All Templates. Your view will then look something like:

In this view, Pro Insight Admins will be able to manage all their existing Deep Link Builder templates.