Consultation contact center for Creatio contains tools to speed up the setup of a service and sales contact center.
- 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.
- Configuring the search results registry.
- Modifying tabs and search fields.
- Copying search parameters on the contact page.
- The ability to conduct anonymous consultations.
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.
Terms & Conditions
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.
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.
- Customize consultation themes and topic blocks.
- Populate the knowledge base.
- Link consultation topics to the knowledge base.
- Set up the necessary integrations.