Complete digital negotiation
The customer checks debts, simulates terms, picks the best option and issues the payment slip without talking to an agent.
2CX / Digital self-service
Digital self-service
Autonomy for the customer. Efficiency for your operation.
2CX Portal centralizes services, documents, negotiations and information in a personalized, secure digital experience, available 24 hours a day — without depending on human service.
24/7Self-service available
100%Digital journey
CRM+ERPIntegrated with systems
Core capabilities
Autonomy for the customer. Efficiency for your operation.
2CX Portal centralizes services, documents, negotiations and information in a personalized, secure digital experience, available 24 hours a day — without depending on human service.
Services organized by journey
Financial, service, profile and products grouped into specific areas, instead of one generic list of options.
Continuity with human service
When the customer needs help, the agent receives the context: page visited, simulation run, step where the journey stopped.
In practice
Everything the customer needs in one place
When information, documents and services are spread across different channels, even a simple request can become a long journey. 2CX Portal brings the main service resources into one environment, available any time.
- Check information, track requests and view negotiations without starting a new interaction.
- Issue payment slips, duplicates and other documents instantly.
- Simulate payment terms and complete the negotiation on their own.
- Get a portal with your brand's visual identity and services.
How it works
From simulation to completion
- 01
Identification
The customer accesses the environment through an authentication process defined by the company.
- 02
Lookup
The portal retrieves data, pending items and available terms from integrated systems.
- 03
Simulation
The customer compares payment options, terms and amounts.
- 04
Choice and confirmation
The best-fit option is selected, and the details are reviewed and confirmed.
- 05
Issuance and follow-up
The portal provides the payment slip or document, and the result stays in the customer's history.
Applications
Where it fits
Collections
Offer debt lookup, simulation, negotiation and payment slip issuance.
Customer service
Enable opening and tracking of requests, tickets and documents.
Sales
Present products, proposals, terms and contracting steps.
Healthcare
Centralize appointments, documents, guidance and administrative information.
Insurance
Allow checking contracts, documents, requests and case progress.
Retail and services
Centralize orders, deliveries, exchanges, documents and customer requests.
Key benefits
What changes in your operation
- Self-service available 24 hours a day
- Personalized queries and content by profile
- Request and ticket tracking
- Digital simulation and renegotiation
- Payment slip and document issuance
- Integration with CRM, ERP and corporate systems
- Handoff to human service with context
- Usage metrics and journey drop-off points
2CX ecosystem
Connected to the other solutions
Next step
Your next conversation could change your operation.
Talk to a specialist and design an evolution scenario for your contact center.