New! Call Center Functionality: Transform Navigator Workflows
For teams supporting people by phone—whether through intake, outreach, or enrollment—manual processes, disconnected systems, and double entry slow down every conversation. Navigators spend valuable time toggling between platforms instead of focusing on what matters: connecting callers to the right services quickly and efficiently.
We designed our new Call Center workflow to change that. It streamlines telephonic support by integrating intake, service search, sharing, and follow-up directly into the Findhelp platform—so navigators can manage the entire call from start to finish without switching systems.
In this blog post, you’ll learn how:
Our new Call Center workflow brings intake, service search, sharing, and follow-up into one unified experience.
You can register for our webinar on March 24.
Your organization can join the Early Adopter Program to shape the product and improve how your team supports callers.
Built for navigators, not just callers
The Call Center functionality focuses on improving the navigator experience:
- Integrated Intake: Capture caller demographics and needs in real time, reducing manual entry.
- Seamless Profile Management: Search for existing seeker profiles or create new ones mid-call.
- Guided Service Search & Sharing: Quickly find programs and share via text, email, or verbal handoff—including resources outside the platform.
- Actionable Reporting: Every call is tied to a unique Call ID, providing granular visibility into navigator workflows and performance metrics.
- Follow-Up Made Simple: Add callers to a queue for ongoing support, keeping cases organized and ensuring nothing falls through the cracks.
We built this workflow for teams that handle high volumes of calls, whether or not they operate a formal call center. It’s designed to reduce administrative burden, improve workflow efficiency, and make phone-based support measurable and repeatable.
Join the Call Center Early Adopter Program
We’re inviting existing Findhelp customers who field calls as part of their operations to participate in our Early Adopter Program. This is your chance to gain early access to the Call Center workflow and help shape its development to better meet navigator needs.
What participants get
- Early Access: Use the Call Center workflow before general availability.
- Dedicated Support: Onboarding, workflow design sessions, and live training.
- Direct Influence: Provide feedback and shape final features through structured sessions with Findhelp’s Product team.
- Thought Leadership Opportunities: Participate in webinars, Connect Summit sessions, and case studies.
What we ask
- Provide at least one navigator or phone-based staff member for workflow testing.
- Participate in two structured feedback sessions per month.
- Complete a post-program evaluation.
- Align with the defined MVP scope for testing.
This is a hands-on partnership. We’re focused on improving navigator efficiency, operational insights, and real-world usage metrics.
See the Call Center workflow in action
Learn more about how the Call Center workflow can streamline navigator operations at our upcoming webinar:
We’ll demonstrate the workflow, explain the Early Adopter Program, and answer your questions about participation.
Ready to get started? Apply to participate
Spots in the Early Adopter Program are limited to ensure hands-on onboarding and high-touch support. If your team supports people by phone and wants to make every call more efficient, measurable, and manageable, this is your opportunity to lead the future of integrated phone-based navigation.
Join a select group of early adopters helping build integrated phone-based navigation tools—designed to streamline intake, reduce manual data entry, and make every conversation measurable.
