Customer and identity
Tenant-scoped customer records, typed identifiers, multiple phone contacts, search, customer details, and work history.
OPERATIONS · SOPI.OPS
SOPI.ops Operations System
Explore SOPI.ops workflows and functions for customer data, campaigns, agents, calls, compliance, reporting, and collection audit.
COLLECTION OPERATIONS PLATFORM
Connected functions in one operational workflow
SOPI.ops is designed to reduce work scattered across spreadsheets, CRM, telephony, and separate reports. Work data, campaigns, agent activity, communication outcomes, and audit records follow the same operational context.
SOPI.OPS
Operational workflow
- 01
Prepare and validate data
CSV/XLSX files enter staging for format checks, template mapping, identity validation, and conflict review before data is committed.
- 02
Organize customers and campaigns
Data is organized into customers, typed identifiers and phone contacts, then linked to products, leads or work items, campaigns, and agent assignments.
- 03
Check eligibility before contact
Eligibility is checked against the campaign, mode, operating hours, holidays, DNC list, number validity, attempt limits, and applicable assignment.
- 04
Choose a follow-up channel
Agents can handle leads through Preview Call. Campaigns also support Predictive, IVR, and official WhatsApp modes, subject to configuration and required approvals.
- 05
Record outcomes and follow-up
Technical call results are kept separate from business outcomes. Activity, permitted recordings, reports, and audit records help teams review next steps.
SOPI.OPS
Core functions
Import and data preparation
CSV/XLSX staging, versioned templates, preview, validation, conflict quarantine, error reports, and explicit commit.
Campaigns and agent workspace
Campaigns by product and tenant, lead assignment, work queues, manual Preview Call, softphone, call history, and dispositions.
Predictive dialer and monitoring
Pacing foundations respond to agent availability and call outcomes, with AMD, supervisor monitoring, and safety controls before live execution.
IVR and WhatsApp
IVR flows can be managed and audited. Official WhatsApp Business integration provides foundations for templates, message queues, status, and opt-out when enabled.
Compliance, reporting, and audit
DNC, operating-hour, holiday, and attempt checks; filterable reports; recording references; and records of important actions.
SOPI.OPS
Operational controls
- Workspaces and data are separated by tenant; access follows user roles.
- A campaign does not run just because it was created; activation requires an explicit action.
- Configured compliance checks run before calls.
- Telephony status, IVR results, and business outcomes are stored as distinct result types.
- Important administrative and operational actions can be traced through audit records.
Module availability
Channel and mode availability depends on tenant configuration, integration readiness, and operational/compliance approval. Predictive, IVR, and WhatsApp are run only after their respective prerequisites are met.
Open the SOPI.ops application