DigiTeam Labs
MODULE · CREATIO · SALES & MARKETING

Missed-call callback in CreatioIn development

Calls back the leads who didn't pick up, answers from approved knowledge and books the next step.

In development for Creatio: the telephony part is being built. Book a meeting to hear when it's ready.

Used in these recipes

Problem

30% do not pick up. If they don't answer they need to remember to call them later. That is the manual part.

Lender: every lead is called back by hand within 2 minutes; 70% connect.

Solution

The agent calls back the leads who didn't connect and writes the summary and the case into Creatio. Works with the Creatio contact center, your telephony (CTI) — such as RingCentral, Twilio, Genesys, Gamma or Aircall — and your team's calendars in Outlook or Google.

The model

Holds the conversation, from approved knowledge.

Code

Handles authentication, consent notices, warm-transfer triggers and the write-back to Creatio.

A practitioner

Owns every case the agent couldn't close.

On Creatio, we build it with: AI Studio agents on a voice channel · leads and cases — see Creatio's built-in AI agents

Agent Inbox in the Creatio contact center
Screenshot: Creatio

Reference architecture

The agent closes what it can; a person owns the rest

Missed-call callback · Creatio · reference architecture

SystemsCreatio + yours
Modeljudges
Codedecides
Practitionerapproves
bookednot closedtranscriptafter the call
Call missed lead or customer CreatioMarketplace
Callback rules window · consent · caller check DigiTeam
Agent calls back voice · approved answers Creatio agent
Next step booked owner's calendar · Creatio Creatio
Warm transfer a person owns it Creatio
Call summary every call, on the record DigiTeam
  1. Systems · Creatio + yours Call missed lead or customer CreatioMarketplace
    • → Callback rules
  2. Code · decides Callback rules window · consent · caller check DigiTeam
    • → Agent calls back
  3. Model · judges Agent calls back voice · approved answers Creatio agent
    • → Next step booked booked
    • → Warm transfer not closed
    • → Call summary transcript
  4. Systems · Creatio + yours Next step booked owner's calendar · Creatio Creatio
  5. Practitioner · approves Warm transfer a person owns it Creatio
    • → Call summary after the call
  6. Code · decides Call summary every call, on the record DigiTeam
  • Creatio
  • Creatio agent
  • Marketplace
  • DigiTeam

Key deliverables

  • Voice agent in Creatio AI Studio, on your voice channel.
  • Callback rules: the callback window and consent notices.
  • Caller authentication before any account details are discussed.
  • Approved answers the agent may use on the call.
  • Warm transfer to a person when the agent can't close.
  • Call summary and case written back to the lead in Creatio.