Bring what happens in support conversations into the check-ins and goals your managers already run.
Get more done with Tidio and PlanSource integration
Answer benefits enrollment questions in Tidio with the PlanSource election in view.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Human Resources
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and PlanSource
Confirm what somebody elected
The PlanSource election answers the most common benefits question in one message.
Answer window questions
Whether the enrollment window is open decides the whole conversation.
Explain a contribution
Cost detail from PlanSource turns a payslip surprise into an explanation.
Handle a life event
A marriage or a birth is captured in chat and processed in PlanSource.
Overview
PlanSource holds the enrollment: which plans somebody elected, what they cost, who is covered and whether the window is open. Those are the questions a benefits desk answers hundreds of times each autumn. Reading PlanSource into Tidio means the answer comes with the employee's actual election rather than a link to a guide. Enrollments and life event changes are still made in PlanSource, where eligibility rules apply.
Key features
- Elections in the chat See which PlanSource plans the employee chose.
- Eligibility and windows Say whether they can still change something.
- Cost questions answered Contribution amounts from PlanSource, not an estimate.
- Changes stay in PlanSource Enrollment and life events are processed there.
PlanSource
Human Resources
Tags
Team Collaboration
Workflow Automation
How it works
Connect PlanSource in minutes
1
Connect PlanSource and Tidio
Zapier, Integrately or Make links the two, or a service reads PlanSource and posts to the Tidio API.
2
Keep the field list tight
Plan name, election status, window and contribution. Dependent detail stays minimal.
3
Process in PlanSource
Elections and life event changes are made there, with eligibility rules applied.
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We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the PlanSource integration
How much benefits detail should a chat show?
Plan name, status, window and contribution. That answers the question. Dependent details, identifiers and anything health related should stay in PlanSource, and the lookup should only ever return the record of the employee who is signed in.
Can enrollment be completed in the conversation?
Gather it in chat, complete it in PlanSource. Eligibility rules, plan availability and the confirmation an employee needs all live there. What the conversation removes is the part where somebody gives up halfway through a form and emails HR instead.
Is the PlanSource integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the PlanSource integration.