Post by Simon Finnerty

☎️ Jane called Harbour Insurance to add her husband as a named skipper on their boat policy. She was expecting the usual: ❌ Hold music ❌ Can I take your policy number ❌ Being transferred between teams ❌ Repeating herself multiple times Instead... She simply explained why she was calling, in her own words. 🧭 Talkdesk Navigator understood her intent instantly. No IVR maze. No button pressing. No menus. Just the right route, first time. By the time the agent answered, everything they needed was already on screen via a quick data dip (Talkdesk Connections) and Workspace Designer (Canvas & Cards): ✅ Jane’s details ✅ Her policy information ✅ Her vessel information ✅ The reason for her call Before a single word had been exchanged. The agent added Robert as a named skipper directly from the Workspace card, while the CRM updated live in the background. No tab switching. No copy and paste. No swivel chair processes. Just one conversation. One screen. One outcome. ⚡ Faster for the customer. ⚡ Simpler for the agent. ⚡ Better for the business. This demo forms part of the Talkdesk SE CXA Programme and was built around a fictional marine insurer using Navigator, Workspace Designer, and a custom Node.js CRM that I built to bring the end to end experience to life. The challenge was simple: Build something real. So I did. And then there’s Jane’s avatar… 🛟 She appears on the Talkdesk canvas as a woman in a giant rubber ring. It adds absolutely no business value whatsoever… but it does make me smile every time she calls. I hope Jane would approve. 🚤 A huge thank you to Richard Nelson, Ashish Bhatia, Andy Arnold, Carl Swatheridge and the wider team for creating a programme that encourages us to move beyond slides and build experiences that showcase what’s possible. #TalkdeskPartnerEnablement #CXA #AI #SalesEngineering #PartnerGrowth #ARO Tiago Paiva Albert Caravelli Niall M. ARO Technology

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