Call Center Wizard

Call Center Wizard

desde informUnity
  • Actualizado: 24.09.2019
  • Publicado: 31.10.2018
  • Instalaciones:3809
  • Versión: 3
  • Descripción
  • Versiones
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  • 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


    The basic version of the app (2 active users on one portal) is available for free. If you want to increase the number of users, you can purchase one of the advanced license types: for 3-7 users or 8+ users.

    At the moment, you can purchase the app for 3, 6, and 12 months.

    We accept payments made via bank card and bank transfer. Closing documents are available upon request for payments starting from $279.

    Period (months)

    Price for 3-7 users, $

    Price for 8+ users, $








    142 (-5%)

    279 (-5%)


    270 (-10%)

    529 (-10%)

    To buy the app, text us in Chat, and we will contact you right back.

  • Versión 3
    Three price plans have been added: for 2 users (free), for 3-7 users (fee-based), for 8+ users (fee-based). Prices can be found in the Store.
    Now it's possible to order plans in the app's Store section.
    From now on, one can view orders history and cancel the last created order.

    Versión 2
    Added Open Channel notification when app is installed

    Versión 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 in Bitrix24. While doing so give the app the right to access the following modules: CRM, Apps integration, Tasks, Users, Telephony and Drive.

    App setup

    Sales scripts

    Here you can add as many sales scripts as you would like. You can active several scripts at the same time and assign them to various roles depending on the specialization.

    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.

    Save — save name and description of this particular block.

    Remove — delete the block that’s being edited (NB: you cannot remove the Greeting block fr om 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 or 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.).


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

    First you should create a new role. Click Add role and ins ert the name for it.

    Go to the Access tab and in the Settings sections sel ect "Display the call card after the end of the call" if you want the operator to perform the needed actions right after hanging up the phone.

    Sel ect a sales script that suits the role you are editing.

    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 fr om doing it fr om 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 wh ere 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 se t his role to the right and press Save.

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