New design of the user, role, and profile administration interface in wolkvox CRM

In wolkvox CRM, the user, role, and profile administration interface has been completely revamped, incorporating a more modern, visual, and organized experience to facilitate access management and configurations within the platform.

This update simplifies administration through more intuitive navigation, unified panels, and tools that allow for more agile work on complex permission structures. One of the most significant changes is in the new profile editor, which now organizes permissions, restrictions, administrative actions, alerts, and notifications by categories, making the configuration of each profile much clearer.

The interface features a more orderly distribution: access profiles are listed on the left, while all settings for the selected profile are centralized on the right. Additionally, permissions are grouped into sections such as modules, bulk actions, administration, alerts, and notifications, which improves readability and prevents scattered configurations.

Elements that optimize daily operations have also been incorporated, such as the quick search field for modules, active permission counters per module, and the ability to perform bulk activations more easily. All of this allows for a clearer view of the access status of each profile and reduces the time spent on repetitive configurations.

Benefits

• Makes the management of users and permissions faster and more organized.
• Improves visibility over accesses, restrictions, and configurations.
• Facilitates administration in operations with many modules and profiles.
• Organizes permissions by categories for clearer configuration.
• Reduces search time for modules and specific settings.
• Allows for the activation of permissions in bulk or individually.
• Offers a more modern and intuitive experience for administrators.

Case assignment via API to disconnected agents in wolkvox CRM

In wolkvox CRM, the assignment logic for cases created or inserted via API was updated to offer greater control and consistency in automated distribution processes.

Following this improvement, the “Assign to connected users” configuration no longer applies to records entering via API. This means that, in these scenarios, assignment no longer depends on the user's connection status, but rather on the logic of groups and users configured within the CRM.

As part of this adjustment, it is now also mandatory to assign at least one user when creating a group. In the interface, it can be seen that during group creation, at least one user must be selected and moved to the members panel before confirming the configuration. This validation strengthens the CRM's operational structure, preventing empty groups that could affect case assignment.

This change improves consistency between manual administration and automated processes via API, allowing cases to have a clearer assignment path and reducing the risk of them being left without a responsible party due to real-time connection conditions.

Benefits

• Greater control in the assignment of cases created via API.
• More consistency between automated processes and manual management within the CRM.
• Reduces the risk of losing cases due to groups with no assigned users.
• Improves traceability of assignment and API responses.
• Reinforces the operational structure of groups within the CRM.
• Ensures a more predictable distribution of automatically inserted cases.

360 View of the Collections Module in wolkvox CRM

In wolkvox CRM, a comprehensive redesign of the collections module was implemented with a new 360 View experience, aimed at providing a clearer, centralized, and automatic understanding of each client's financial status and obligations.

This improvement incorporates an automatic evaluation of the status of each obligation and the client, based on business rules such as due date, grace days, outstanding balances, and compliance with payment agreements. Thanks to this, the system automatically classifies records and presents visual indicators that facilitate a quick reading of the collection situation.

In the general view of obligations, a modernized interface is observed with key columns such as obligation identifier, name, description, agreement value, due date, days past due, last payment, and status. Additionally, each obligation is presented with visual status labels such as Up to date or In arrears, which helps prioritize management.

Furthermore, the detailed client view consolidates relevant information in one place. Metrics such as Total Debt, Overdue, To expire, Total Obligations, Days Past Due, and Client Status are automatically displayed, allowing for a more complete overview of the collection landscape without depending on additional manual queries.

Benefits

• Offers a more complete and centralized view of the client's status and obligations.
• Improves the reading of information with a modernized interface and visual indicators.
• Automatically calculates total debt, overdue balance, and balance to expire.
• Automatically classifies the status of obligations and the client.
• Facilitates the prioritization of collection management.
• Reduces operational effort by avoiding manual reviews to determine financial statuses.
• Improves tracking and understanding of client payment behavior.