Banza Consultation Contact Center for Creatio
Advisory contact center
Overview
Product overview
Product description
Banza Consultation Contact Center for Creatio contains tools to speed up the setup of a service and sales contact center.
Use cases:
- Begin consultation with the CTI-panel.
- Customized blocks and consultation topics.
- There is the possibility to differentiate consultation topics by skill groups.
- It is possible to customize the informational topics of the consultation with the opening of a knowledge base article.
- Customized object model.
Key features:
- Configuring the search results registry.
- Modifying tabs and search fields.
- Copying search parameters on the contact page.
- The ability to conduct anonymous consultations.
Notes:
Some features require additional integrations. For example:
- Primary and regular import of clients/contracts/accounts/cards/transactions.
- Enriching an application or a lead with data from external sources.
- Creation of clients/applications/contracts/accounts/cards in the automated banking accounting system.
- Carrying out operations on the card and activation/deactivation of additional services.
- Getting status information services (SMS alerts).
- Integration with telephony is possible if a ready-made connector is not used.
Pricing
Monthly
Annual
Banza Consultation Contact Center for Creatio Cloud / On-site
$
1,100.00 / month
billed annually
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Setup guide
- Customize consultation themes and topic blocks.
- Populate the knowledge base.
- Link consultation topics to the knowledge base.
- Set up the necessary integrations.
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.