What is Ply?
Ply empowers businesses to enhance their operations by building custom features tailored for both customer interactions and internal team processes, all without requiring any coding expertise. It allows users to move beyond traditional applications by creating targeted functionalities like intelligent forms, self-service portals, and streamlined onboarding or checkout experiences for customers. These features can leverage AI, route data dynamically, and be seamlessly embedded into websites or existing platforms.
Furthermore, Ply enables the acceleration of internal teams by integrating custom interfaces and buttons directly into the applications they already use daily, such as Gmail, Zendesk, HubSpot, Airtable, and Salesforce. This facilitates the deployment of contextual playbooks and automations based on specific business logic, bringing AI solutions and improved workflows directly to where team members work, enhancing productivity and efficiency.
Features
- No-code Feature Builder: Create custom functionalities for customers and teams without writing code.
- Customer Feature Creation: Build interactive elements like smart forms, self-service portals, onboarding flows, and checkout processes.
- Team Feature Integration: Embed custom buttons, interfaces, and contextual playbooks into existing apps (Gmail, Zendesk, HubSpot, Salesforce, etc.).
- AI Integration: Incorporate AI capabilities using models from providers like OpenAI and Anthropic into workflows.
- Contextual Data Awareness: Automatically access relevant data from the application context when a feature is triggered.
- Extensive Integrations: Connects with a wide range of business tools including CRMs, communication platforms, and databases.
- Embeddable Interfaces: Seamlessly embed created features and forms into websites and applications.
- Advanced Logic Capabilities: Utilize conditional logic, subflows, table processing, and an event mapper.
- Security Focused: Offers end-to-end encryption, SOC 2 Type II and ISO 27001 compliance.
- AI Code Assistant: Provides AI assistance for building code actions within the platform (available on specific plans).
Use Cases
- Developing smart lead routing forms based on input data.
- Creating self-service portals for customer support or information lookup.
- Building custom customer onboarding experiences.
- Designing streamlined checkout processes.
- Adding custom action buttons within CRM systems like HubSpot or Salesforce.
- Integrating AI-powered summaries or suggestions into support tools like Zendesk or Intercom.
- Automating internal approval processes triggered from email or collaboration tools.
- Implementing contextual playbooks for sales or support teams.
- Building custom data entry interfaces within existing applications.
Helpful for people in the following professions
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