Puzzel Ltd

Puzzel Digital Engagement

Puzzel Digital Engagement is a digital-first customer engagement solution. Segment your web visitors based on behaviour, journey or value, and offer each the most efficient resolution to their problem: guiding them to web pages, fetching information, documents, or connecting them with an agent over chat, voice or video.

Features

• Deliver digital and visual support from your website
• Web visitor journey tracking
• Engagement rules based on visitor context, activity
• Contact channel orchestration
• Share agent screen with visitor for guidance
• Proactive web banners and website messages
• Create segmented profiles of website visitors
• Reporting and MI
• Open APIs

Benefits

• Increase understanding of each web visitor and behaviour
• Increase conversion rates of web visitors
• Reduce inbound contact volumes
• Improve First Contact Resolution (FCR) rates
• Optimise channel management and orchestration
• Increase conversion by offering proactive, contextual help at key times
• Increases self-service capabilities with Chatbot and gen AI

£67.00 a user a month

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at gcloud@puzzel.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

273865236512453

Contact

G-Cloud Team
0333 300 0066
gcloud@puzzel.com

Service scope

• Software add-on or extension: Yes, but can also be used as a standalone service
• What software services is the service an extension to: Contact Centre software, Knowledgebases, CRMs, Housing Management software, and other databases.
• Cloud deployment model:
  • Public cloud
  • Private cloud
• Service constraints: Planned maintenance is performed out of office hours and typically has no impact upon customers. Exceptionally users are logged off, but can then immediately log on again.
• System requirements:
  • Device (PC, Mac, laptop, tablet etc) with Internet connectivity
  • A modern browser (all mainstream modern browsers are supported)
  • A suitable Puzzel Digital licence

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Within 1 hour for Priority 1 issues.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.1 AA or EN 301 549
• Phone support: Yes
• Phone support availability: 24 hours, 7 days a week
• Web chat support: Web chat
• Web chat support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support accessibility standard: WCAG 2.1 AA or EN 301 549
• Web chat accessibility testing: Webchat has been tested with an external consultancy company and is WCAG compliant. We do not support testing with screen readers but our services including web chat support are WCAG compliant.
• Onsite support: No
• Support levels: Our Basic support plan is available within business hours. Paid-for support plans below are available for increased levels of support and reporting. The Standard support plan (Weekdays 9am to 5pm) includes Written Support, Web Chat Support, Service Level reporting and full access to status pages and knowledgebase. The Premium plan (Weekdays 9am to 10pm) includes all of the above plus Phone Support. Our Elite plan includes everything above extended to 24 /7. All customers are provided a Key Account Manager and access to our remote support team. Furthermore, customers can elect to purchase additional reporting and a Service Manager for increased levels of support and attention.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Following our initial Discovery Workshop to begin the delivery process, Puzzel will work alongside your teams to build out the initial intents as agreed and train your staff to self-manage the tool via the Digital Engagement platform. These individuals will be known as Bot Trainers. Training can be delivered in-person or online.; ; Puzzel will also provide the necessary training for the admin team with documentation available in the Digital Engagement platform. All personnel who will work in the solution will be provided with training post go-live.
• Service documentation: Yes
• Documentation formats:
  • ODF
  • PDF
• End-of-contract data extraction: All data, bot intents and agent data / records can be exported at any time using SFTP or other similar mechanisms.
• End-of-contract process: All data extraction is included within our licence cost, however, any additional support if required may be charged at Professional Service rates per day.; ; A full Exit Plan will be produced and allow the customer to take their data in a machine readable format and that all other data will be deleted and purged in line with GDPR and UK Data Privacy considerations.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: All customer facing elements work regardless of device, whether mobile, or desktop.
• Service interface: Yes
• User support accessibility: WCAG 2.1 AA or EN 301 549
• Description of service interface: The service interface provides access to your administrators such as digital marketing leads and bot trainers. Here they can administer the service, segment visitors, report on service success, train new intents and amend existing intents and workflows.
• Accessibility standards: WCAG 2.1 AA or EN 301 549
• Accessibility testing: Webchat has been tested with an external consultancy company and is WCAG compliant. We do not support testing with screen readers but our services including web chat support are WCAG compliant.
• API: Yes
• What users can and can't do using the API: Our Plug-in framework together with API’s makes it possible to integrate and leverage from other solutions. Since the architecture is also built on a “open platform perspective” most features and functions of Digital Engagement can also be utilized in a modular way, together with or inside other systems and/or applications. ; ; Routing API; move the power of the contact centre platform in to the digital interfaces and utilise the contact centre platform for routing, statistics etc. ; ; CRM API; create and save cases in a CRM system, create proactive engagement rules for Marketing Automation, on-line Sales, Case Management etc. by using CRM data to enrich the customer profile.; ; Tracking API; provide real time updates to another statistics monitoring system, provide case data, chat transcripts etc. to case management systems. ; ; Bot API; allows any external Bot/AI system to interact with Digital Engagement. The Bot service can leverage the powerful engagement and collaborative tools and transfers from Bot to human agent and back again becomes totally seamless. ; ; Desktop plug-in API; enriches the agent experience, plug-in provides easy access to data from external systems, for instance a Knowledgebase, specific case data etc. for simplified and faster case resolution.
• API documentation: Yes
• API documentation formats: HTML
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Customers via their administrators and bot trainers can customise the customer facing elements including chatbot responses, banners, colours, fonts, images, and CSS.

Scaling

• Independence of resources: Digital Engagement is a multi-tenant platform, and the architecture is designed to be fully scalable. Licences can be added easily, at any time.; ; Full redundancy of the system is provided in geographically diverse locations, and we constantly invest in incremental capacity as required to ensure plenty of 'headroom' is always available to allow peaks of demand.; ; Load balancing within the cloud ensures that users are not affected by increased volumes.

Analytics

• Service usage metrics: Yes
• Metrics types: The solution allows you to track metrics such as website visitors, conversions, bot conversations, offer success and more.; ; This can be viewed within Digital Engagement or via the Tracking API to a 3rd party system or data warehouse.
• Reporting types:
  • API access
  • Real-time dashboards
  • Regular reports

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: None

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
• User control over data storage and processing locations: No
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 3.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: ‘IT Health Check’ performed by a CHECK service provider
• Protecting data at rest:
  • Physical access control, complying with another standard
  • Encryption of all physical media
  • Other
• Other data at rest protection approach: All data at rest is encrypted to AES 256 standard
• Data sanitisation process: Yes
• Data sanitisation type: Explicit overwriting of storage before reallocation
• Equipment disposal approach: In-house destruction process

Data importing and exporting

• Data export approach: Data is exported as:; * CSV; * PDF; * SQL; * Restful API
• Data export formats:
  • CSV
  • ODF
  • Other
• Other data export formats:
  • API
  • SQL
• Data import formats:
  • CSV
  • ODF
  • Other
• Other data import formats: API

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Guaranteed uptime of Puzzel Digital Engagement is 99.9%
• Approach to resilience: All components in Puzzel's infrastructure are redundant by design. There are three levels of redundancy built into the infrastructure;; ; Component resilience: ; Every component in the infrastructure has built in resilience within the unit. This might be as double power adaptors, double network cards, mirrored disks more than one CPU etc.; ; Load balancing:; All critical infrastructure such as web-servers and application servers are load-balanced allowing operational systems even if components/ servers fail. For components not suited for load-balancing such as databases, advanced synchronization mechanisms are used between the active server and passive servers. This prevents data loss and minimal disruption on fail-over.; ; Geo-redundancy:; All systems can be run at full capacity from either instance allowing a full outage of either of the data centres. DC2 will take on the services of DC1 in case of a full outage of DC1.
• Outage reporting: Email alerts to nominated customer contacts together with a public dashboard showing service availability and status of any ongoing incidents.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• Access restrictions in management interfaces and support channels: Access to functionality is based upon the role and privileges of the user as defined by the system administrator.
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • 2-factor authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: Users contact the support team to get audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: Users contact the support team to get audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: DnV (Den Norsk Veritas)
• ISO/IEC 27001 accreditation date: Continuous since 2014
• What the ISO/IEC 27001 doesn’t cover: 100% of our systems and processes are covered by the certification.
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: No
• Other security certifications: Yes
• Any other security certifications: ISO27701 Extension to ISO27001 for privacy information management

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: ISO/IEC 27001
• Information security policies and processes: Puzzel is ISO27001 certified and therefore has a thorough, standard based approach to Information Security policies and processes including, but not limited to: an Information Security Policy. Privacy Policy, Acceptable Use Policy, Data Retention and Destruction Policy, Infrastructure Hardening Policy, Quality Policy, Operational Security Policy, Access Management Policy and Physical Security Policy.; ; In line with ISO27001, Puzzel performs regular internal audits and risk assessments. All staff are trained once per annum on the policy. Any security breaches are recorded and actioned at board level.

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: Configuration and change management is based upon standard ITIL processes. This includes conducting risk analysis of all changes, all changes go via a change approval board before being released within a scheduled maintenance window held every two weeks.
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: Bimonthly meetings of Puzzel's security team, chaired by the CISO, identify risks based upon:; - any operational changes; - perceived vulnerabilities; - any security incidents; ; Security patches are promptly deployed in maintenance windows, or sooner if appropriate.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: Monitoring of cloud instance including continuous scanning for vulnerabilities, monitoring of intrusion attempts as well as abuse detection. Denial-of-service (DDoS) attack prevention, frequent penetration testing as well as data analytics to make sure that the operation is stable and secure.
• Incident management type: Supplier-defined controls
• Incident management approach: Incident management is based upon ITIL processes. If appropriate ITIL problem management processes are used to eliminate recurring incidents.; ; Incident reports are provided for all P1 incidents.; ; Users report incidents by ticket, web chat, phone or email via Puzzel's Help Portal.

Secure development

• Approach to secure software development best practice: Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v3.0)

Public sector networks

• Connection to public sector networks: No

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Covid-19 recovery
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  As a responsible provider of services, Puzzel has committed to the goal of achieving Net Zero environmental impact by no later than 2030.; ; To support the theme of Fighting Climate Change, we can commit to one, or a series of, actions with each buyer to positively impact the local community. The suggested actions include but are not limited to the following:; ; • Re-purposing IT equipment for local bodies such as Schools and VCSE’s to enable access to technology without further impacting the environment.; • Supporting schools and VCSE's with volunteering programs to assist with tree planting and other positive environmental action.; • Using our software and training teams, enabling a culture of hybrid or remote working to reduce the buyer’s environmental impact.; ; For each Social Value commitment, Puzzel will ensure specific, measurable criteria is agreed with each buyer and every year we shall report upon these with demonstrable reporting.

  Covid-19 recovery

  We are focussed on assisting buyers and their communities in recovering from the impact felt by Covid-19 with helping to enable positive social and economic impacts.; ; To support the theme of Covid-19 recovery, we can commit to one, or a series of, actions with each buyer to positively impact the local community. The suggested actions include but are not limited to the following:; ; • Re-purposing IT equipment for local bodies such as Schools and VCSE’s to enable access to technology in the community, so they are not left behind by the increasing cost of purchasing new technology.; • Supporting schools / VCSE's with digital skills training, to help upskill the young, the unemployed, the disadvantaged, and the elderly in the community.; • Using our software and training teams, enabling a culture of hybrid / remote working to assist the buyer in improving their capabilities and gaining efficiencies as they cut the cost of per employee of having to provide permanent desk space.; • Using our apprenticeship levy to fund apprenticeships in the local community to those that may still be recovering from the impact of Covid-19.; ; For each Social Value commitment, Puzzel will ensure specific, measurable criteria is agreed with each buyer and every year we shall report upon these with demonstrable reporting.

  Tackling economic inequality

  We are focussed on assisting buyers and their communities in tackling economic inequality with helping to enable positive social and economic impacts, removing barriers to employment, and helping the community to develop new skills.; ; To support the theme of Tackling Economic Inequality, we can commit to one, or a series of, actions with each buyer to positively impact the local community. The suggested actions include but are not limited to the following:; ; • Re-purposing IT equipment for local bodies such as Schools and VCSE’s to enable access to technology in the community, so they are not left behind by the increasing cost of purchasing new technology.; • Supporting schools / VCSE's with digital skills training, to help upskill the young, the unemployed, the disadvantaged, and the elderly in the community.; • Using our software and training teams, enabling a culture of hybrid / remote working to assist the buyer in improving their capabilities and gaining efficiencies as they cut the cost of per employee of having to provide permanent desk space.; • Using our apprenticeship levy to fund apprenticeships in the local community to increase opportunities for work to those that may be hindered from achieving it.; ; For each Social Value commitment, Puzzel will ensure specific, measurable criteria is agreed with each buyer and every year we shall report upon these with demonstrable reporting.

  Equal opportunity

  We are focussed on assisting buyers and their communities with increased equal opportunity for all by removing inequality in the workplace, and increasing the ability of employers to support employees from a wide-range of backgrounds and capabilities.; ; To support the theme of Tackling Economic Inequality, we can commit to one, or a series of, actions with each buyer to positively impact the local community. The suggested actions include but are not limited to the following:; ; • Re-purposing IT equipment for local bodies such as Schools and VCSE’s to enable access to technology in the community, to increase the ability of these bodies to offer access to IT equipment to more people.; • Supporting schools / VCSE's with digital skills training, to help upskill the young, the unemployed, the disadvantaged, and the elderly in the community.; • Using accessibility standards in our software development to enable the buyer to open employment opportunity and increasing the pool of people who can work using our software by using WCAG standards.; • Using our apprenticeship levy to fund apprenticeships in the local community to increase opportunities for work experience to those that may be hindered today from achieving it.; ; For each Social Value commitment, Puzzel will ensure specific, measurable criteria is agreed with each buyer and every year we shall report upon these with demonstrable reporting.

  Wellbeing

  We are focussed on assisting buyers and their communities in improving the health and wellbeing of their citizens including mental and physical health, healthier ways of living as well as access to basic foodstuffs.; ; To support the theme of Wellbeing, we can commit to one, or a series of, actions with each buyer to positively impact the local community. The suggested actions include but are not limited to the following:; ; • Supporting schools and VCSE's with volunteering programs to assist with local wellbeing projects and communities whereby we can positively impact physical and mental health.; • Supporting schools / VCSE's with mental health and other soft skill training, to help increase awareness amongst the young, the unemployed, the disadvantaged, and the elderly in the community.; • Donating to foodbanks and other local intiatives to increase the ability of the community to feed itself.; ; For each Social Value commitment, Puzzel will ensure specific, measurable criteria is agreed with each buyer and every year we shall report upon these with demonstrable reporting.

Pricing

• Price: £67.00 a user a month
• Discount for educational organisations: No
• Free trial available: No

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at gcloud@puzzel.com. Tell them what format you need. It will help if you say what assistive technology you use.