Call Center Wizard

Call Center Wizard

from InformUnity
  • Updated: 01/09/2019
  • Published: 10/31/2018
  • Installations: 2803
  • Version: 2
  • Description
  • Versions
  • Support
  • Install
  • Call Center Wizard — is an app for call centers that lets operators access client’s info and assign necessary actions during the conversation right from the call card.

    With the Call Center Wizard app you can:

    • form various scenarios for communication with clients and assign them to corresponding operators;

    • create action buttons for leads/contacts/companies processing (call back, change lead status, set a meeting, create a task, etc.);

    • customize the call card interface — during the call the operator sees only those fields that are needed for the work with the client and interaction history with him.


    • Bitrix24: Cloud or Self-Hosted with active license


    At the moment the app is being beta tested thus it's free for all users. We'll post the info on price and release date here, keep track of updates.

  • Version 2
    Added Open Channel notification when app is installed

    Version 1
    The first version

  • We perform our module support in Open lines chat. You can reach us via:

    1. The chat right in your Bitrix24 (the link opens a chatbox in your Bitrix24).

    2. The chat at our site (the icon in the right bottom corner opens a chatbox). After the start of the dialog enter your email so that you could receive a notification about our reply and the communication history even after you close tab with the chat in your browser.

    The first way is the most convenient one: you will always find our reply and the communication history in your Bitrix24 messenger. But for the link to work in a self-hosted version of Bitrix24, you must have all necessary modules installed and the portal must have connection with the outer world. If the first option does not work for one reason or another, please proceed with the second one.

    Please note that we do not provide technical support via phone or email.

    If you haven't received a prompt response, please wait for us to reply. We work from 9 am till 6 pm Moscow time (GMT+3), Mo-Fri.

    We care about your feedback and do our best to answer all of your questions. Text us :)

  • Install the Call Center Wizard app to your Bitrix24. While doing so give the app access to the following modules: CRM, Application embedding, Tasks, Users, Telephony and Drive.

    App setup

    Sales scripts

    Here you can add as many sales scripts as you want but you can activate only one of them.

    To add a new script click "Add script" button. Enter name and description and press "Save". You can find the script details by clicking on its name in the list.

    Click on the block to edit it. Except for the first "Greeting" block where both fields refer to the operator's words, "Answer" field is for the client's reply (for example, yes or no) and "Answer description" is for what the operator shall say in response to the client's words.

    Save — save name and description of this particular block.

    Remove — delete the block that’s being edited (NB: you cannot remove the Greeting block from the script).

    Add answer — add the block for your client’s reply beneath the current block. As the result you will see a new block connected to the previous one where you can add your client’s and operator’s reply and so forth.

    All changes in the particular script are saved automatically. To see the list with all scripts click "Back".


    Here you can set the buttons that operators see at the end of the conversation with the client and that launch one or several actions (call back, set a task, etc.).

    Action buttons are set separately for all entities (Leads, Contacts and Companies).

    Click “Add”, set the name and then choose one or several actions. Click "Save".

    Then click on the action and set required parameters (for example, date of the prospect meeting or call back, name and description for the task, etc.).

    Access rights

    Here you can see two conceptual blocks: roles list and users list.

    First you should create a new role. Click "Add role" and insert the name for it.

    In Settings bar check Show "Sales script" box if you want to show it in the call card.

    In actions blocks for CRM entities (Lead, Contact and Company) choose the buttons that are to be shown in the call card.

    In the Fields blocks for CRM entities choose the fields that are to be shown in the client’s info space of the call card. All new fields are automatically added with ID default setting. Click on it and choose any needed field from the list. Lead’s name, First name and Last name and Company’s name are obligatory fields and they cannot be removed.

    "Copy the role profile" bar lets you choose any previously created role, copy its parameters and insert some minor changes to save your time from doing it from scratch.

    When you’re done with the roles parameters press "Save" and the system will redirect you to the main page of the "Access Rights" tab where you can edit or delete any created role.

    In the "Users list" you should choose employees who work with the call cards. Click "Add rights" and choose relevant user. Then set his role to the right and press "Save".

are already using Bitrix24