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Consultation contact center for Creatio

Advisory contact center

Application type
On-site deployment
Cloud deployment
    Product description
    Product description

    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.


    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.
    Support 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.

    Contact Center for Creatio cloud / on-site subscription
    $ 10.000
    / year
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    Financial Services (customer journey)
    7.12 and up
    Any supported DBMS
    .Net Framework

    Terms & Conditions

    Guides and manuals
    • Customize consultation themes and topic blocks.
    • Populate the knowledge base.
    • Link consultation topics to the knowledge base.
    • Set up the necessary integrations.

    Leave your feedback about the solution to its developer and Marketplace team