New Functionality for Creating Satisfaction Surveys in wolkvox CRM

In wolkvox CRM, the ability to create satisfaction surveys to measure customer perception of the services provided by agents is now enabled. This new functionality incorporates a specific configuration interface to define the survey and a preview that allows validating how it will be displayed to the end user before saving it.

Surveys can be associated with any module in the system, which expands their use in various tracking, service, and management processes within the CRM. Additionally, each survey can be shared via a unique public URL, facilitating its integration into CRM templates or its publication via iframe in other environments.

The configuration allows building surveys with a flexible structure, including custom questions, selection fields, 1 to 5 star rating scales, and spaces for customer comments. As part of this implementation, surveys must have at least 3 questions, ensuring a sufficient basis for obtaining useful feedback on the user experience.

Once answered, the responses are stored for later consultation and can be downloaded to support analysis processes, report generation, and continuous service improvement.

Benefits

• Allows measuring customer satisfaction directly from wolkvox CRM.
• Facilitates the evaluation of customer experience in different processes and system modules.
• Supports surveys with custom questions, star ratings, and open comments.
• Allows sharing each survey via a unique public URL.
• Enables integration of surveys into CRM templates or via iframe.
• Centralizes responses for later consultation and analysis.
• Allows downloading collected information for reports and follow-up.
• Supports continuous service improvement with structured customer feedback.

Link to official documentation: [Click here]

Optimization in User Role Management in wolkvox CRM

In wolkvox CRM, the user role management interface has been optimized to offer more precise control over visibility permissions and information consultation within the system. This improvement strengthens hierarchical access management and facilitates clearer organization of roles within the CRM.

Now, from the Roles configuration, administrators can better structure the organizational hierarchy and more clearly define what information each user can consult according to their level within the role tree. Additionally, the "Share Information" option is incorporated more visibly, allowing the visualization of records between users at the same level or with sibling roles when required.

With this adjustment, the access logic maintains the hierarchical model: higher roles retain visibility over the records of subordinate roles, while horizontal visibility among users at the same level will depend on whether the information sharing option is activated in the corresponding role.

This optimization also impacts operational tracking within the CRM, as it improves organization in case assignment and consultation, and ensures that operational alerts and notifications are sent only to the user responsible for the case, reducing unnecessary noise in the operation.

Benefits

• Allows greater control over information visibility within the CRM.
• Improves access management according to the role hierarchy.
• Facilitates clearer organization in case assignment and tracking.
• Allows collaboration between users at the same level when the Share Information option is enabled.
• Maintains visibility of higher roles over the records of subordinate roles.
• Reduces operational noise by directing alerts and notifications only to the assigned responsible user.
• Optimizes administrative management of users and permissions within wolkvox CRM.

Link to official documentation: [Click here]

Optimization of Security in SMTP Configuration in wolkvox CRM

In wolkvox CRM, the management of SMTP credentials within email configuration has been optimized, strengthening the protection of sensitive information associated with sending accounts. With this update, the configured password is no longer displayed visibly in the interface nor is it exposed again in system responses.

With this adjustment, when consulting or editing an SMTP configuration, users will be able to view other account data, such as server, name, or email, but the password will remain hidden. This means that the already configured key cannot be visually retrieved from the platform. If a change is required, it will be necessary to enter a new password to update the configuration.

This optimization responds to a more secure approach in credential management and aligns with best practices for data protection within the administrative environment of wolkvox CRM.

Benefits

• Better protects sensitive credentials associated with SMTP configuration.
• Prevents the password from being visible in the interface or exposed in system responses.
• Reduces risks of internal exposure of critical information.
• Strengthens security in the management of email sending accounts.
• Aligns with best practices for credential protection and management.
• Ensures that any password update requires entering a new key.

Link to official documentation: [Click here]