The Anatomy of a Solution

This page will explore the key components that form a successful solution. This comprehensive guide will delve into some essential points, as shown below:

Instances

At the heart of every solution lies the Instance, serving as the universe where data, configurations, and user interactions thrive. You can store vital information, manage user access, establish seamless integrations, and facilitate effective communication within an Instance.

Usually, a customer will have a single Clevero instance for their organisation. However, it is possible to have multiple instances for different organisations/business units/regions, staging or testing purposes, each logically separated but available via a single username and password.

Configuration

Configurations form the building blocks of Clevero solutions, empowering you to effectively manage and process data, automate workflows, and create immersive user experiences.

A solution consists of one or many of the following elements, collectively known as “Configuration”. All essential configuration elements are prepackaged when you opt for a standard solution.

Native Capabilities

Clevero sets itself apart by providing an extensive range of native capabilities within its platform, eliminating the need for third-party solutions that typically require integration efforts and compromise data integrity.

Clevero provides access to a cohesive user experience enriched by key native capabilities, including:

1. Email: Truly integrate email communication into your business processes within the Clevero platform.
2. Document Generation: Generate dynamic and customised documents effortlessly.
3. e-Signature: Facilitate secure and legally binding electronic signatures, eliminating the need for manual paperwork.
4. SMS: Integrate SMS communication into your business processes.
5. Credit Card Payments: Facilitate and receive real time Credit Card Payments.
6. 2 Way Platform Integration: The ability to send and receive data from 3rd Party Platforms.

Services

In instances where third-party services are required, Clevero offers an extensive array of Standard Connectors and an API Integration.

These resources enable seamless data exchange between Clevero and other systems, ensuring smooth interoperability and extending the capabilities of your solution. With Clevero's services, you can integrate external tools and services to create a holistic ecosystem tailored to your unique requirements.

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If you require assistance or encounter any issues, please don't hesitate to contact us for further support.

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