Interface change

As part of the interface evolution and improvement process, a significant change has been made to the logos , ensuring that they reflect the brand's core values: dynamism, intensity, sophistication, accessibility, solidity and experience .

Objectives of Change

The new design has been conceived to comply with the following principles:

1. Versatility
   • Adaptable to different sizes, ensuring correct display on mobile devices and digital platforms .
   • Maintains its clarity and readability in different formats and resolutions.
2. Colors and Typography
   • The typography has been selected to ensure optimal readability on screens and different devices.
   • The color palette has been optimized to ensure consistency and proper perception in digital environments .
3. Adaptability
   • Design optimized for digital applications such as apps, websites, social networks and other technological media .
   • The logo is functional in both static and animated versions, allowing its use in animations and interactive effects .
4. Resolution Efficiency
   • Its effectiveness has been validated in both high and low resolution , maintaining its visual integrity without losing impact.
5. Temporality
   • Updated design aligned with cutting-edge trends in the technology sector.
6. Identity and Consistency
   • It represents the technological and digital nature of the brand.
   • It stands out from other brands in the sector, guaranteeing recognition and recall .
   • Maintains consistency with other visual elements of the digital brand.
7. Relevance to the Public
   • The new interface is aligned with the target audience, consisting of users and companies looking for innovative digital solutions .

This update strengthens the brand's presence in digital and global environments, ensuring its relevance and reach in the current and future markets.

We've updated the Wolkvox CRM login interface to offer a more modern and user-friendly experience. Key changes include:

• New logo design: The Wolkvox logo is now more streamlined and minimalist.
• Cleaner design: We've simplified the layout of elements to make the screen clearer and easier to understand.
• Updated colors and typography: The color palette and typography have been updated to align with the new Wolkvox interface.

Mailvox Access Control

It's now possible to grant Mailvox access to any type of user profile in Mailvox CRM. With this new update, administrators can define which user profiles within the CRM will have access to an integrated Mailvox account, ensuring more efficient and controlled use of corporate email.

Benefits

✅ Greater access control: Allows you to restrict or enable the use of Mailvox to specific profiles within the CRM, depending on the needs of the operation.
✅ Case management optimization: By integrating with the Cases module, request tracking and resolution is improved, ensuring more efficient service delivery.
✅ Greater security and organization: Limit access to authorized users, preventing unauthorized or disorderly use of corporate email.
✅ Operational flexibility: Allows you to adapt the use of Mailvox to the structure and needs of each company.

Follow the next route:

1. Wolkvox CRM Configuration.
2. "Integrations" tab.
3. "Mailvox" tab.
4. Click the "Permissions" button on the desired account.

1. Select the user profile you want to grant access to the Mailvox-integrated account you've selected.
2. Click "+" to add the profile to the list of profiles that have access.

1. The profile will be listed in the table below.
2. Click "Confirm" to save your changes.

Users with the added profile will now be able to log in to their integrated Mailvox account. Users with a profile that hasn't been added will not be able to see the selectable options in the account drop-down menu.

Collaborative case editing

The "All users can edit" option has been added to user profiles within wolkvox CRM. This feature allows all users with this permission enabled to edit case information in the Cases module, regardless of who is assigned to the case.

Collaborative case editing facilitates more flexible and efficient management, adapting to different business models and operational needs.

Benefits

✅ Greater collaboration: Allows multiple agents to work on the same case, updating information in real time.
✅ Reduced blockages: Avoid delays in case management when the assigned case manager is unavailable.
✅ Adaptability to different processes: It adapts to the needs of each company, since the option can be activated or deactivated depending on the user profile.

In what cases could I activate collaborative editing?

💡 Technical Support: Different agents may update the case depending on the progress of support.
💡 Customer service complaint management: Different teams can intervene without relying on a single manager.
💡 Sales and business follow-up: Multiple advisors can modify a case to continue the negotiation.

In what cases could I restrict editing to the person responsible?

🔒 Collection and portfolio recovery: Avoid errors or duplication by limiting case management to a single agent.
🔒 Medical care or legal support: Ensures control and traceability of information.
🔒 Audit and compliance: Maintains the integrity of recorded data.

Users with the "All users can edit" permission enabled will have the "Save" button enabled to apply changes made to any case information.

New "wolkvox CRM BI" tool

CRM BI, a new Business Intelligence (BI) feature, has been implemented for the Cases module in wolkvox CRM. This tool allows you to consolidate, structure, and analyze case information to facilitate the development of detailed queries and reports.

Initially, CRM BI will be available for the Cases module, but its expansion to other modules will be evaluated in the future.

Benefits

✅ Greater visibility of information: Access to organized and structured data on cases, facilitating consultation and analysis.
✅ Better decision-making: Identify trends and optimize case management with clear, well-segmented information.
✅ Automation and efficiency: Simple setup to extract insights into Power BI and keep data automatically updated.

CRM BI Configuration

When you launch CRM BI for the first time, you are presented with two configuration options:

• Quick Setup: Automatically creates the basic structure without the need to manually select fields.
• Custom Settings: Allows you to select up to 10 additional fields to include in your reports.

Steps for custom configuration:

• In the "Type" field, select the type of cases you want to analyze.
• Under "Select fields (maximum 10)", choose up to 10 custom fields from the Cases module.
• Under "Selected Fields", the fields chosen for the BI report will be listed.
• Click "Create Configuration" to complete the process.

Access to Configuration Information

• Token.
• Server.
• NIT User.
• Updated (date and time of last update).

Each field has a "Copy" button to make it easy to copy its values.

Download and Setup in Power BI

• Download the Power BI template in ".pbix" by clicking "Download Template" in wolkvox CRM.
• Open the file in Power BI. It will load test data initially.
• To set up the connection to real data, go to "Transform Data" on the Power BI Home ribbon.
• In the window that opens, replace the values for Token, Server and Client (where "Client" corresponds to the "User NIT").
• Click "Close and Apply."
• Once configured correctly, data will begin loading automatically.

Automatic Data Update

• Frequency: Information is automatically updated every 20 minutes.
• In Wolkvox CRM, the "Download Template" button will display an indicator with the number of downloads made.
• The "Updated" field in wolkvox CRM will reflect the last date and time the data was updated from the server.

Automatic Cleaning of Custom Fields in Collections

It's now possible to configure automatic deletion of custom fields in the wolkvox CRM Collections module. This feature allows you to parameterize the deletion of data entered in the file and obligation fields, ensuring that the information is reset every time a new transaction is performed.

Benefits

✅ Accurate and up-to-date information: Automatically cleaning fields ensures that agents enter accurate and up-to-date data with each transaction, reducing errors and improving information traceability.

✅ Greater management efficiency: Agents work with optimized forms, avoiding the accumulation of outdated data and minimizing unnecessary load on the system, which improves the speed and accuracy of the collection process.

✅ Greater flexibility and customization: Administrators can define which specific fields should be cleaned, tailoring the functionality to the specific needs of the operation.

Configuring Automatic Field Cleanup

To activate this option, a user with the profile specified to configure modules in wolkvox CRM must follow these steps:

1. Go to "Settings" of wolkvox CRM.
2. Go to Customize ➡️ Modules and Fields ➡️ Collections ➡️ Default.
3. In the "Actions" section, click "Settings."
4. Activate the "Clear Fields" button (toggle switch).

Selecting Fields to Clean

When you activate the option, two drop-down lists will appear where you can select the fields that will be automatically emptied with each new transaction:

1. List of File fields to clean:
   • Allows you to choose the custom fields created in the collection record overview.
   • The available fields are configured in: wolkvox CRM Configuration ➡️ Customize ➡️ Modules and Fields ➡️ Collections ➡️ Fields
2. List of fields for the Cleaning Obligation:
   • Allows you to select custom fields created in the obligations view within a collection record.
   • These fields are configured in: wolkvox CRM Configuration ➡️ Customize ➡️ Modules and Fields ➡️ Collections ➡️ Default ➡️ Obligations

How Automatic Cleaning Works

• Custom fields selected in these lists will be automatically cleared each time an agent saves information for a collection record.
• This way, when an agent initiates a new transaction, the fields will be **blank**, ready to receive updated and relevant information.
• With this new feature, wolkvox CRM improves the quality of information in debt collections management, optimizing workflow and ensuring accurate data for decision-making. 🚀