Improve customer relations, create surveys, receive and export feedback, without the need of a developer at hand. 3CX Call Flow Designer (CFD) Update 3 includes a new Survey component which enables basic users to create simple surveys with easy to follow configurable steps. What’s more, the newly updated CFD includes a CRM Lookup component to query the pre-configured CRM system from the management console, for a match.
Foolproof Survey Component
Creating surveys was a rather complex task which required someone with a technical background to configure the multiple elements in the CFD. Often also requiring custom code to be written. Following customer feedback, we have developed a ready-made Survey component for basic users to be able to create their own PBX surveys.
The Survey component allows you to:
- Choose general prompts - such as introductory and goodbye prompts.
- Manage questions based on available types (Yes/No), range and recording.
- Collect responses in a CSV file with option to include additional output information.
Execute Queries on your Pre-Configured CRM
The CRM Lookup component allows you to execute queries on the CRM configured in your Management Console. With it you gain immediate access to your CRM system data, for processing in your Call Flow Applications. Previously, this was not available via CFD and you would have had to configure it manually by using other components.
If you plan on using the CRM lookup component then your CRM must be configured server-side. A list of supported server-side CRMs can be found here. Alternatively, read our step-by-step guide on how to integrate your own CRM with the 3CX API.
Download Link and Documentation
To be able to use the latest CFD you must be running 3CX V16, Update 3.
- Download the Call Flow Designer here
- Read the manual here
- View the complete Change Log
