The Best Contact Center Software

ConneXio
‍‍Tutorials

Our platform revolutionizes call center operations, providing a seamless omnichannel experience across email, social media, and live chat from a single platform. With easy integration and workflow automation, Connexio Cloud enhances efficiency. Discover how we can transform your business communication.

‍‍Tutorials

Welcome to Connexio Cloud Tutorials! Learn and utilize our platform's features with ease.
With our concise guides for users of all levels, quickly optimize your workflows and take full advantage of all that Connexio Cloud has to offer.

The Backoffice

The Back Office feature of Connexio Cloud is the central hub for managing your business's communication infrastructure. With this powerful tool, you can add new users and remove them from the system as needed. Customize user roles to ensure each team member has the necessary level of access. Integrations are easily managed through this section, allowing you to seamlessly combine Connexio Cloud with your business's other systems. Moreover, you can set up your mail server connections here, enabling you to control all your communication channels from a single point. Manage your business's communication infrastructure effortlessly with Back Office and boost efficiency.

Switch

In the Switch section of Connexio Cloud, users will find the hub for account management. Under the 'My Account' section, you can easily view your credit history and current credit balance. This simplifies your financial management and helps you keep your budget under control at all times. Additionally, the Switch section offers two crucial subsections, 'Call Logs' and 'Message Logs,' which contain detailed records of your calls and messages. With these records, you can closely monitor your communication activities and perform necessary analyses. Manage your communication infrastructure more effectively with Connexio Cloud and seamlessly meet your business's communication needs

Employee Portal

The Employee Portal of Connexio Cloud offers a comprehensive solution for centrally managing your business's human resources and employee management needs. Within this portal, you can gain an overview through the 'Dashboard', access personal account settings under 'My Account', and easily navigate to the employee list, announcements, links, and invitations in the 'Employees' section. Key functions such as 'Scheduling', 'Compensations', 'Invoicing', and 'Vacations' allow you to manage your employees' schedules, payments, invoicing, and leave. 'Onboarding' and 'Offboarding' processes ensure smooth transitions for newcomers and leavers. With sections like 'Missions', 'Activity', 'Departments', and 'Job Types', you can manage different aspects of your organization in detail. Track your employees' activities and achievements with 'Vacation Types', 'Activity Categories', 'Achievement Types', and 'Calendar', and obtain detailed reports through 'Reporting'. Enhance employee management and organizational efficiency with Connexio Cloud's Employee Portal.

ConneXio CRM

Connexio Cloud CRM offers everything your business needs for comprehensive customer relationship management. The 'Dashboard' provides an overview of your CRM system. Sections like 'Campaigns', 'Leads', 'Customers', 'Deals', 'Orders', 'Products', and 'Activities' allow you to manage your marketing campaigns, track interactions with potential and current customers, manage sales opportunities, and orders. The 'Reports' section offers detailed analytics to analyze your business performance.Under 'Configuration', customizable settings such as 'Carriers', 'Channels', 'Deal Stages', 'Deal Types', 'Contact Sources', 'Lead Statuses', 'Activity Purposes', 'Business Categories', 'Product Categories', and 'Tags' provide flexibility to tailor your CRM to the specific needs of your business.In the 'Workflows' section, processes like 'Contact Operation Workflow' and 'Deal Stage Workflow' enable you to automate your customer relationship processes and increase efficiency. Elevate your customer relationship management to a new level with Connexio Cloud CRM.

Workspace Configuration

The Workspace Configuration section of Connexio Cloud offers personalized settings to enhance agent efficiency and improve the customer service experience. In this section, you can create a customized workspace for agents, provide an overview through the 'Dashboard', manage call queues with 'Queue Configurations', and define post-call statuses with 'Disposition Statuses'. 'Workspaces' and 'Workspace Screens' allow you to customize the interfaces for agents.

The 'Webhooks' feature is a powerful tool for automating processes based on events such as 'Task Completed', 'Task Assigned', 'Task Conclusion Started', and 'Task Event', facilitating workflow automation and efficiency enhancement.

'External Contacts' simplifies integration with external systems like Zoho, Salesforce, and Connexio CRM. With 'Fields Providing' and 'Manual Fields', you can customize how data from these systems is processed and displayed on agent screens.'UI Actions', 'Tasks', and 'TODO Items' provide the necessary tools for agents to manage their daily workflows, enabling them to work more organized and focused.

With Connexio Cloud's Workspace Configuration section, manage your business's communication infrastructure and customer service processes more intelligently and effectively.

Agent Workspace

The Back Office feature of Connexio Cloud is the central hub for managing your business's communication infrastructure. With this powerful tool, you can add new users and remove them from the system as needed. Customize user roles to ensure each team member has the necessary level of access. Integrations are easily managed through this section, allowing you to seamlessly combine Connexio Cloud with your business's other systems. Moreover, you can set up your mail server connections here, enabling you to control all your communication channels from a single point. Manage your business's communication infrastructure effortlessly with Back Office and boost efficiency.

Monitoring

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PBX

The PBX section of Connexio Cloud offers a powerful and flexible solution for managing your business's telecommunication needs. Through the 'Dashboard', you can easily monitor the overall status of your system. The 'Phones' section facilitates the management of all phones within your business, while 'Voicemail' allows you to manage your messages from a central point. 'Audio Store' serves as a repository where you can store and manage all necessary audio files.'Queues', 'Workspace Queues', and 'Dialer Queues' enable you to effectively manage your call traffic, optimizing your customer service and internal communication flows. 'DIDs' (Direct Inward Dialing) allow external calls to directly reach specific internal lines. 'Address Book' helps you store all your important contacts.'Monitoring' and 'IP Security' features enable continuous monitoring of your system's security and performance. The 'Dialer' provides all the necessary tools for managing your calling campaigns. 'IVRs' (Interactive Voice Responses) enhance call center efficiency by directing your customers through voice responses.Connexio Cloud's PBX section provides everything you need to enhance your business's telecommunication infrastructure and improve the customer service experience.
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