Abstract: Techniques for generating a structured data container configured to receive and present data associated with third-party applications are described herein. The structured data container may be shared and embedded within multiple surfaces associated with the communication platform, such as collaborative documents, virtual spaces, channels, etc. In some examples, data presented in association with the structured data container may be updated based at least in part on a triggering event such that data presented in association with the structured data container is accurate and up to date. Additionally, techniques for generating templates with placeholders that can be utilized in a workflow are described herein.

Abstract: Methods and systems are provided for providing an insights page. When data identifying a party of a call is received, a customer relationship management (CRM) application can be launched at a computing device without any further user input, and records that are potentially relevant to the call and that are to potentially be included as part of an insights page of the CRM application can be automatically determined. Some of the records are automatically determined by analyzing CRM information using artificial intelligence technologies. The records can then be ranked in a priority order according to relevance from most relevant to least relevant. The insights page can then be caused to be displayed at a user interface of the computing device without user input with at least some of the records displayed in the priority order as relevant records.

Abstract: Methods and systems are provided for providing an insights page. When data identifying a party of a call is received, a customer relationship management (CRM) application can be launched at a computing device without any further user input, and records that are potentially relevant to the call and that are to potentially be included as part of an insights page of the CRM application can be automatically determined. Some of the records are automatically determined by analyzing CRM information using artificial intelligence technologies. The records can then be ranked in a priority order according to relevance from most relevant to least relevant. The insights page can then be caused to be displayed at a user interface of the computing device without user input with at least some of the records displayed in the priority order as relevant records.

Abstract: Methods and systems are provided for providing an insights page. When data identifying a party of a call is received, a customer relationship management (CRM) application can be launched at a computing device without any further user input, and records that are potentially relevant to the call and that are to potentially be included as part of an insights page of the CRM application can be automatically determined. Some of the records are automatically determined by analyzing CRM information using artificial intelligence technologies. The records can then be ranked in a priority order according to relevance from most relevant to least relevant. The insights page can then be caused to be displayed at a user interface of the computing device without user input with at least some of the records displayed in the priority order as relevant records.

Abstract: Methods and systems are provided for providing an insights page that is displayed at a user interface of a computing device in response to a call. The caller who is making a call and/or the callee that is receiving the call can be identified along with one or more relevant organizations. A customer relationship management (CRM) application can then be launched at the computing device, and relevant records that are relevant to the call can be automatically determined at a server system. The relevant records can include records that are determined to be relevant to the call from any organization that a user has access privileges to. The insights page displayed at the user interface of the computing device includes user interface elements for accessing the relevant records. Each user interface element is selectable to open a relevant record that has been determined to be relevant to the call.

Abstract: Methods and systems are provided for providing an insights page that is displayed at a user interface of a computing device in response to a call. The caller who is making a call and/or the callee that is receiving the call can be identified along with one or more relevant organizations. A customer relationship management (CRM) application can then be launched at the computing device, and relevant records that are relevant to the call can be automatically determined at a server system. The relevant records can include records that are determined to be relevant to the call from any organization that a user has access privileges to. The insights page displayed at the user interface of the computing device includes user interface elements for accessing the relevant records. Each user interface element is selectable to open a relevant record that has been determined to be relevant to the call.

Abstract: Methods and systems are provided for intelligent priming. An Intelligent Priming Module (IPM) can process various input parameters to determine relevant priming data for priming an application at a user system. The relevant priming data is predicted to be relevant to a particular user and user system based on one or more of the input parameters. A processing system is configured to pre-populate a cache with at least some of the relevant priming data, load the relevant priming data stored at the cache in response to a trigger event, and execute the application. Upon execution of the application the relevant priming data can be presented at user interface of the user system.