Wishfin Partner

The application is designed for agents to manage customer interactions, primarily through phone calls. It ensures that only authorized personnel with valid credentials can access customer data and make outbound calls.

Features:
Login System:

Credentials: Each agent is provided with unique login credentials.
Secure Access: The system uses secure authentication to protect customer data.
Customer Call Dashboard:

Call List: Agents can view a list of customers assigned to them for the day.
Customer Details: Each entry contains customer information and relevant details.

Call Functionality:

Click-to-Call: Agents can click on a customer entry to initiate a call directly from the dashboard.

Data Privacy:

Customer data is encrypted and only visible to authorized agents.
The app complies with local data protection regulations (e.g., GDPR).
Usage Flow (Agent's Perspective):
Login → Agent enters credentials to access the system.
Customer List → The dashboard shows a list of customers to call.
Initiate Call → The agent clicks on a customer’s contact to call them.
Complete Call → Agent logs notes and marks the task as complete.
Follow-Up (if needed) → Schedule or log the next interaction.