Automatic workflow
When the agent finishes the call, they log the outcome and the system automatically starts the journey's next step.
2CX / Operations management
Operations management
Turn every interaction into information, action and results.
Centralize contacts, demands, tasks and results in a platform that organizes the whole operation's routine: every interaction is logged, classified and automatically routed to its next step.
360°Operation view
MultiDevices
Real timeMetrics
Core capabilities
Turn every interaction into information, action and results.
Centralize contacts, demands, tasks and results in a platform that organizes the whole operation's routine: every interaction is logged, classified and automatically routed to its next step.
Adapted forms
Structure screens, fields and classifications for each type of interaction, without distracting the agent.
Real-time metrics
Track volume, outcomes, conversions and team performance as it happens.
In practice
Classifications that reflect the real outcome
Instead of free-text notes, the operation uses consistent classifications to identify what happened — and these outcomes feed metrics, workflows and new strategies.
- Contact made, customer unavailable, or invalid number
- Negotiation started or agreement reached
- Sale completed or customer not interested
- Request resolved or demand forwarded
Applications
Where it fits
Collections and negotiation
Log contacts, payment promises, proposals, objections and next steps.
Sales
Organize opportunities, contact outcomes, callbacks and deal progress.
Customer service
Log requests, track demands and keep a complete relationship history.
Retention
Identify cancellation reasons, log offers and track recovery actions.
Back office
Manage tasks and demands that need analysis or follow-up.
Data updates
Collect, validate and organize up-to-date customer information.
Key benefits
What changes in your operation
- Centralized information
- Structured interaction logging
- Complete customer history
- Demand and task management
- Standardized classifications
- Custom workflows
- Real-time metrics
- Access from different devices
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.