Templates

Templates provide out-of-the-box directory setup with all the metadata and application configuration for specific use cases in a single click. Use the Templates to get started with Connectifi fast and incrementally add your own applications and customizations.

AI Chat
AI Chat

Connectifi provides a robust platform to integrate AI Chat bots by leveraging its messaging patterns and interoperability standards. Use context data to discover best next actions from generated content. Leverage intents to seamlessly discover and action tools from within your chat.

Watchlist Assistant
Watchlist Assistant

Integrate multiple assistant agents into a financial watchlist and enable end users to discover and access them through intents.

Contact Management Apps
Contact Management Apps

Contacts are the pivotal data for a wide range of sales and marketing workflows. The Connectifi Contact Management Apps Template gives you a one-click assembly of a contact list and its supporting applications.

Cross Device Workflows
Cross Device Workflows

Moving across devices is essential. Workflows should be user-centric, not device-centric, with no friction from sharing data and moving to the next step in a task. Connectifi provides a complete solution across devices, going far beyond FDC3's focus on the desktop and enabling you to build rich cross-device experiences with ease.

Financial Apps
Financial Apps

A financial watchlist is a list of securities for actively monitoring trading opportunities and to track price movements, news, and other relevant information. The Connectifi Financial Apps Template gives you a one-click assembly of a watchlist and its supporting applications.

Creating a Share Function
Creating a Share Function

Sharing content via direct messages and social media is one of the most prevalent interoperability use cases. While any linkable content can technically be shared, leveraging integration features streamlines the process, removing the need for manual copy-and-paste steps and enhancing the user experience.