Application Integration

Best Practices [Application Integration]:

1. Clear Channel Categorization:

Each messaging or communication channel (e.g., Google, Microsoft, Telegram) is presented in its own tile with consistent labeling, logos, and brief descriptions. This makes it easy for users to identify and understand each integration option at a glance.

2. Toggle for Quick Connection:

The inclusion of a toggle switch on each channel tile allows users to activate or deactivate connections quickly, providing an intuitive way to manage integrations without complex setup processes. This streamlines usability and gives users control over their connected channels.

3. Search and Filter Options:

With a search bar and filter tabs (All, Email, Messaging, SMS), users can easily find specific channels based on their type. This organization minimizes cognitive load and helps users quickly locate their desired integration type.

4. Action Buttons for Consistency:

The “Connect” button is consistently placed in each tile, enhancing predictability and ensuring that users understand how to initiate the connection process. This uniformity supports efficient navigation and improves the overall flow.

5. Guidance for New Users:

A “Setup Guide” button at the top provides easy access to assistance, guiding new users through the connection setup. This onboarding feature improves the experience for first-time users and reduces potential friction.

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  • My name is Dmitry, and I am a digital product designer. I specialise in investigating and improving user experiences for CRM systems, SaaS platforms, Back offices, and web applications. I develop innovative solutions by identifying the problem that needs addressing and creating a meaningful experience that meets the needs of end-users, aligning it with the context in which the product will be used.

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Dmitry Sergushkin
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