New AI-powered tool: wvx CRM Assistant with knowledge retrieval

Wolkvox CRM introduces two powerful AI-powered tools: Knowledge Retrieval and the wvx CRM Assistant. These features are designed to transform the way users access business information, automate responses, and dramatically improve operational efficiency within the CRM.

Knowledge Retrieval allows administrators to create and manage specialized knowledge bases, known as "RAGs" (Retrieval Augmented Generation). Each RAG can be trained with business-specific documentation, allowing for precise segmentation of information for different teams or areas (sales, collections, customer service, technical support, etc.).

The wvx CRM Assistant is the conversational interface that allows users to interact with these RAGs in real time. Acting as an AI assistant, it provides instant and accurate responses based on information uploaded to the configured knowledge base. This assistant is optimized for one-off queries, offering quick support without maintaining a lengthy conversation history.

Benefits:

• Improved Operational Efficiency: Significantly reduces the time agents spend searching for information, allowing them to focus on higher-value tasks.
• Consistent and Accurate Responses: Ensures that all users access the same information validated by the organization, improving the quality and consistency of customer responses.
• Reducing Human Errors: By automating information retrieval, the possibility of errors or inconsistencies in communication is minimized.
• Accelerated Training: Facilitates the onboarding process for new agents, who can quickly access the knowledge base to resolve any questions.
• Knowledge Scalability: Allows scaling the availability of expert information without depending on the constant presence of specialized personnel.
• Customer Service Optimization: Having information instantly available improves the speed and quality of customer service.

Documentation:

You can go to the official product documentation by clicking [ here ].

New Permit Management Feature by Case Type

Wolkvox CRM introduces a significant improvement in security and information access management: Case Type Permission Management. This new feature is integrated into the default configuration of the Cases module, allowing precise control over which user profiles have the ability to list and/or edit case records within the system.

With this update, administrators can specifically define:

• Listing Permissions: Control which profiles can view (list) cases of a particular type.
• Edit Permissions: Control which profiles can modify (edit) cases of a specific type.
• Profile Assignment: Assign specific user profiles to each case type, ensuring that only authorized users have the necessary access.

Benefits:

• Increased Security and Privacy: Ensures that sensitive case information is only accessible and modifiable by authorized personnel, strengthening data security.
• Workflow Optimization: Allows you to tailor access to case types based on the responsibilities of each team or profile, improving efficiency and avoiding unwanted modifications.
• Regulatory Compliance: Facilitates compliance with privacy and information access regulations by providing granular control over data.
• Error Reduction: By limiting editing capabilities, you minimize the risk of errors or unintentional changes to case records by unauthorized users.

To configure permissions for case types in Wolkvox CRM, follow these steps:

1. Access Wolkvox CRM Settings.
   1. In the left side menu of Wolkvox CRM, click the "Settings" button (gear icon).
2. Then, click on the "Customize" tab.
3. Within the "Customize" section, click on the "Modules and Fields" subtab.
4. In the list of modules, click the "Cases" module.

1. Enter the cases module.
2. Access the Default Configuration of the Case Module.
3. Left click on the “Default” tab.
4. From the “Type” drop-down menu, select the type of case you want to set permissions for (e.g., “Petitions,” “Complaints,” “Claims”).

1. Once you have selected the case type, go to the "Case Type Permissions" section.
   1. Set permissions using the toggle buttons:
      1. "Can List": Check/uncheck this option to control whether selected profiles can view records for this case type.
      2. "Can edit": Check/uncheck this option to control whether selected profiles can edit records for this case type.
   2. In the "Assigned Profiles" field, click to select the user profiles to which you want to apply these permission settings for the selected case type.
   3. In the "Selected Profiles" section, you can see all the profiles you have assigned to this case type.
2. Finally, click the "Apply" button to save and apply the permission settings to the selected case type.