UniMetric · Calls and consulting
The agency call center and every applicant's case file on one page
Every incoming call opens the applicant's case: history, latest status and next action are on screen, and the outcome is logged with a chip, not a typed note.
The UniMetric call center and case files module ties calls and cases together: caller identification by number, automatic case opening, a callback queue, outcome logging with chips, lead-to-case conversion, assignment to a consultant, and the full history of every applicant.
Interactive recreation
- SystemCall from 0912…38 identified: Sara Mohammadi, case at the documents stage.
- OperatorHello, I saw your documents; the statement of purpose is still missing.
- SystemReminder: consultation on 9 Nov at 16:00.
Tap an outcome chip.
What is inside
- Caller identification and automatic case opening
- Outcome chips: no answer, meeting booked, call back later
- Callback queue with times
- Lead-to-case conversion and consultant assignment
- Calls, messages and meetings on one timeline
- Connection to the agency's phone system
On the phone
The operator sees today's callback queue as cards on the phone: name, reason, promised time; a large call button with three outcome chips beneath it.
- SystemCall from 0912…38 identified: Sara Mohammadi, case at the documents stage.
- OperatorHello, I saw your documents; the statement of purpose is still missing.
- SystemReminder: consultation on 9 Nov at 16:00.
Tap an outcome chip.
Topics on this page
- education agency call center
- applicant case file
- call logging
- callback queue
- study abroad CRM
- lead management
Questions we hear a lot
Does it connect to a phone system?
It connects to the agency's PBX (Issabel, for example) so the number is identified and the case opens; setup is described under Solutions.
Does calling a lead need prior permission?
Calling someone who gave their number is ordinary agency work and has no permission gate; for SMS, opting out with «لغو ۱۱» is always active.