Unified consultation contact center for Creatio

Consolidate every customer interaction into one workspace

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  • A unified consultation contact center platform for customer service automation

    Banza consultation contact center for Creatio is a pre-built, fully configurable automated call center solution that compresses months of setup into weeks. Instead of stitching together disconnected tools, your agents work from a single workspace with full client context from the first call.

    Built on Creatio’s no-code core, every element — consultation topics, search fields, escalation rules, SLA thresholds — is configurable by business teams without IT involvement. Deploy on Creatio Cloud or host on your own infrastructure at the same price.

    Maximize every customer interaction with the power of Echo, an AI-powered conversation intelligence agent. Echo automatically transcribes and analyzes every call in multiple languages, transforming conversations into actionable insights.

    Together, Banza Consultation Contact Center and Echo combine seamless customer service operations with AI-driven analytics, turning every conversation into structured data that helps improve service quality, optimize agent performance, and drive better business decisions.

    → Omnichannel → Customer 360° → No-code configuration → Cloud & On-site → CTI Integration → Built-in Analytics

     

  • Installation

    Steps

    Step 01

    Configure

    Set up consultation topics, search fields, skill groups, and SLA rules using Creatio’s no-code designer — no developers required.

     

    Step 02

    Integrate

    Connect your telephony, core banking or ERP systems, and omnichannel communication tools via ready-made connectors.

    Step 03

    Launch & Optimize

    Go live with agents fully equipped with customer 360°, live dashboards, and automated workflows — then tune with real data.

Key drivers of contact center automation

Before deploying automated contact center solutions, most businesses face the same broken reality across their service operations:

  • Fragmented system zoo. Multiple disconnected platforms, contact bases, and tools make it impossible for agents to see the full customer picture during a live call.
  • Lost communication history. Without a unified log, context is lost between interactions — leading to repeated questions, lower satisfaction, and lost clients.
  • No data to act on. Managers can’t make informed decisions without real-time analytics, SLA tracking, or a clear view of agent and team performance.
  • No segmentation for offers. Without product and customer segmentation, it’s impossible to make personalized recommendations at the right moment in a call.
  • Years-long implementations. Traditional call center automation software projects drag on for 12–24 months, consuming IT resources before delivering value.
  • Can’t scale without hiring. Current setups don’t support growth — increasing call volume always means adding headcount, not improving the system.

How businesses use contact center automation

01

Omnichannel Banking Service Center

Voice, chat, email, and social managed in one workspace. Agents see 360° customer profiles, recent transactions, and open cases the moment a call connects — with SLA tracking and escalation built in, no tab-switching required.

↑ 360° customer view at call start

02

Insurance Claims & Policy Support


Agents handle policy inquiries, claims status, and coverage questions with full interaction history and document access. Skill-based routing sends each call to the right specialist without warm-transfer delays or repeated client verification.

↑ Faster claims resolution, lower AHT

03

Retail Loyalty & Promotions Hub


Manage bonus programs, promo codes, and co-branded offers from a single platform. Behavioral segmentation enables targeted upsells during every service call — turning support interactions into measurable revenue moments.

↑ 61% increase in purchase frequency — Tavria V

04

Telecom Support & Escalation Center

Route technical issues to the right specialist tier using configurable skill groups. Agents access full service history, active contracts, and device data instantly — and escalate to supervisors by rule before customers experience any delay.

↑ Reduced repeat call rate and escalation time

05

Automotive Dealer Service Hub


Serve buyers, scheduled service inquiries, and warranty cases from one workspace. Customer vehicle history, purchase data, and service records are visible at first contact — enabling proactive cross-sell and upsell on every single call.

↑ Personalized service from the first moment

06

Anonymous & Walk-In Consultation Flow

Launch a consultation before the client is identified and link it retroactively once confirmed — no call is delayed and no data is lost. Built for bank branches, clinics, insurance offices, and any service with physical walk-in traffic.

↑ Zero data loss on unidentified callers

07

Core Banking & ERP Integration


Agents manage accounts, card operations, and service activation/deactivation directly in the CRM without leaving the consultation screen. Banking system data is automatically enriched when a call starts.

↑ Zero context-switching during live consultations

08

Real-Time QA & Supervisor Dashboard

Supervisors track call duration, satisfaction scores, and SLA compliance live across every agent and team. Overdue cases escalate automatically before customers experience delays — no manual checking, no reactive firefighting.

↑ Data-driven management from day one

Key features

CTI Panel Integration

Start consultations instantly with built-in telephony. Connect existing systems or use ready-made connectors — no heavy integration projects required.

 

Smart Client Search

Search by name, phone, account, or card. Configurable search registries and tabs adapt to your exact data model — no coding involved.

Unified Data Platform

All customer interactions, history, and account data in one place — eliminating the system fragmentation that drives agent errors and client churn.

Skill-Based Routing

Differentiate consultation topics by agent skill group. Knowledge base articles linked to flows so agents always have the right answer at hand.

Live Dashboards & BI

Real-time KPIs for supervisors: cases received, processed, call duration averages, and satisfaction ratings — at team and individual levels.

Omnichannel Hub

Voice, chat, email, and social in a single interface. Full interaction history across all channels tied to each customer’s unified profile.

No-Code Customization

Modify consultation blocks, object models, and search fields without IT. Adapt the platform to industry-specific logic independently.

SLA & Case Management

Built-in ticketing, SLA rules, and escalation workflows. Supervisors monitor compliance in real time — auto-escalations fire before clients notice.

External Data Enrichment

Automatically pull client data from external systems on call start. Reduce handle time and agent effort while delivering more personalized service.

K
E
Y
F

One workspace for all customer consultations

Replace multiple systems with a single intelligent operator interface.

  • Customer Context Engine. Full client context before the first word.
    When a call arrives, the CTI panel triggers automatic client lookup. Agents see the complete 360° profile — accounts, transactions, open cases, communication history — before speaking. Anonymous consultations start instantly and link retroactively.
  • Omnichannel Communication Hub. Every channel. One agent view.
    Voice, chat, email, messengers, and social media interactions all surface in the same workspace. Agents switch between channels — not between tools — with full cross-channel history preserved per customer.
  • Analytics & Supervision Center. Real-time control for every supervisor.
    Live dashboards give supervisors floor-level visibility in real time. KPIs, case categories, quality scores, and SLA status update continuously. BI reports surface trends for strategic decisions. Escalations are automated by rule.

The contact center captures every call.
Echo understands it.

Echo automatically transcribes and analyzes every conversation across multiple languages — giving supervisors real-time quality scoring, compliance monitoring, script deviation alerts, and deep per-agent performance insights without any manual call review.

Layer Echo on top of your Consultation Contact Center and turn every call into a structured data point your team can act on.

Explore Echo ↴ 

-50%

in manual processing

98%

call automation

70%+

faster case handling

3x

operational cost reduction

Customer success and genuine care

Join leading companies who work with Banza

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Build a unified consultation experience for your customers

Move from fragmented tools to a single intelligent consultation platform designed for enterprise scale.

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FAQ

  • What is a consultation contact center software?
  • What is an omnichannel contact center solution?
  • Can Banza contact center automation be deployed on-premise?
  • What are the benefits of using a unified contact center platform?