Webitel products for Creatio

Webitel products allow you to integrate Creatio with the Webitel IP telephony server to work with calls and chats from the CRM interface.

Product

Description

Product

Description

Webitel CallManager





Basic Webitel integration package for Creatio. Main functional:

  • internal telephony, accounting and recording of all company calls: incoming, outgoing and missed;

  • identification of the Contact and the Counterparty when receiving a call;

  • receiving, initiating, transferring a call to standby mode and to another employee in the Creatio interface;

  • setting up multi-level IVR menus and routing calls to different queues;

  • creating Webitel users, adding licenses to them and assigning roles.

Through the "CDR" section and the Get Call Analytics business process, all calls from Webitel to Creatio are synchronized.

Requires a CALL_MANAGER user license on the Webitel server side.

Webitel CallCenter





Extended Webitel integration package for Creatio. Main functional:

  • creation of call center operators on the Webitel side from the "Webitel Users" section;

  • management of competencies and joining teams;

  • the ability to use the CallCenter mode to process calls from queues.

An operator license CALL_CENTER is required on the Webitel server side.

Webitel Chats





Webitel integration package for Creatio. Allows processing incoming chats from clients. Main functional:

  • processing chats from the incoming chat queue, configured in the Webitel system;

  • messaging with text messages in the CTI-panel and on the chat page;

  • file-sharing in a chat;

  • sending quick messages to customers, creating templates for answers to the most popular questions;

  • automatic and manual identification of the client;

  • the ability to launch business processes while processing a chat;

  • information about all chats to track interactions with customers (section "Chats").

Requires a CHAT license on the Webitel server side.

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