Consultation contact center for Creatio

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.