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optima

Omnichannel Contact Centre Platform · Indonesia

A single workspace for every customer conversation.

Optima consolidates WhatsApp, Instagram, email, SMS, and voice telephony with ticketing, service-level management, and the Net2Call PBX within one platform, and may be deployed entirely within your organisation's own private cloud.

Private Cloud / On-Premises
Deployed within your organisation's own infrastructure environment.
Browser Based Throughout
No software installation is required on agent or supervisor workstations.
Net2Call PBX Included
IVR, ACD, call recording, and CTI upon the same platform.
app.optimaccs.com
1Every channel, one queue
Search conversations
Ayu Saputra+62 877 8812 0045
TodayMy card was debited twice this morning for the same order.09:34I can see both attempts on the account. The second has not settled. I am reversing it now.09:37How long will it take to come back?09:39Between three and five working days. I will keep this ticket open until it clears.09:41
Write a reply…
3Customer context and assignment

Ayu Saputra

CST-104882

Open
Email
ayu.saputra@example.co.id
Segment
Retail · Priority
Last contact
11 Sep · Email
Assigned to
Rina HalimCustomer Care
Ticket

Duplicate card debit

First response met · resolve by 17:00

One queue, every channel. Pick a conversation, and the thread and the customer beside it change with it.

Product Map

The entire scope of Optima on a single page.

From the channels that arrive to the reports that result, so that you understand the scope before the demonstration takes place, rather than afterwards.

Inbound Channels

WhatsApp
Instagram
Messenger
Email · IMAP
SMS
Voice · PSTN / SIP

The Optima Core

Routing & SLA

Assignment rules, team queues, and response deadlines.

Customer Record

A single profile spanning every channel together with its history.

Net2Call PBX

IVR, ACD, call recording, voicemail, and CTI.

Automation & AI

Automated replies, SmartQA, and outbound anti-spam safeguards.

Operates Upon Private cloud or on-premisesBrowser basedRoles and permissions per queueLocal business hours and public holidaysLight and dark themesAudit log

Today, Without Optima

  • A dedicated WhatsApp Business API vendor
  • A separate helpdesk for ticketing and service levels
  • A standalone PBX or call centre system
  • Spreadsheet files for collections and reporting

Customer context is severed at every system boundary. To answer the question “what actually happened on this case?”, a supervisor must open four separate applications.

With Optima

Four subscriptions become one platform.

A conversation, an email, and a telephone call concerning the same customer are recorded against the same customer record, with the same ticket, the same deadline, and the same report.

One Record

Every channel writes to the same customer.

One Login

Agents, supervisors, and administrators occupy a single workspace.

One Contract

One vendor accountable should a fault arise.

One Report

Conversation, email, and voice metrics within a single view.

Workspace

Agents open one conversation rather than five applications.

Messaging, IMAP email, SMS, and voice calls arrive within a single queue, with the customer profile, ticket, and assignment presented alongside the conversation.

A configurable customer profile

Basic, employment, CRM, communication preference, and notes fields, complemented by tickets, schedules, and related records.

A focused email inbox rather than a mail client

Inbox, drafts, sent items, folders, and attachments. Search by sender, subject, or domain, connected over IMAP.

Light or dark, for a shift that runs through the night

The workspace follows the operating system preference, and each agent may override it per device.

Optima Carecare@optimaccs.com
Sender, subject or domain

Re: Invoice 4471 payment confirmation

Yusuf Wijaya · yusuf@nusantarajaya.co.id

to care@optimaccs.com · 14 Sep 2026, 09:02

Good morning,

Attached is the transfer receipt for invoice 4471, sent yesterday afternoon. Please confirm once it has been matched against the account.

We will settle the remaining two invoices at the end of the month as agreed.

Thank you, Yusuf

transfer-4471.pdf184 KB
Reply to Yusuf Wijaya

Three columns and nothing else: mailbox, threads, message. Pick a folder, open a thread; the unread count in the sidebar is the one thing that keeps score.

Ayu Saputra

CST-104882

Retail · Priority

Basic

Full name
Ayu Saputra
Date of birth
14 March 1991
Gender
Female
City
Bandung

Numbers

  • +62 812 3456 7890Mobileprimary
  • +62 22 4210 8890Home

Work

Employer
PT. Nusantara Jaya
Occupation
Accountant
Income band
IDR 10–20m / month
Employed since
2017

CRM

Segment
Retail · Priority
Owner
Rina Halim
Source
Inbound · WhatsApp
First contact
3 Feb 2025

Collection

Outstanding
IDR 5,453,000
Days past due
34
Collectibility
Substandard
Last promise
20 Sep · IDR 2,000,000

Notes

Preferred hours
After 10:00, on shift until then
Language
Bahasa Indonesia

One record, and the rail that tracks it. The blocks are a catalogue rather than a fixed form. The fields, their sections and their order belong to your tenant, not to us.

Tickets, SLA & Routing

Nothing waits to be noticed.

Deadlines, routing, and follow-up form part of the record, so that a handover never begins from nothing.

SLA

Every ticket carries its own deadline.

Service level policies establish first response and resolution targets. When the priority is amended, every deadline is recalculated automatically.

TKT-4471Card debited twice for the same orderIn progress
Ayu Saputraraised 2h 10m ago · WhatsApp

My card was debited twice this morning for the same order. The second attempt has not settled yet. Please reverse it. I need the money back before the weekend.

BillingDuplicate chargeRefund

Change the priority. Both targets move with it, and at Urgent the first-response target falls behind the time already elapsed, so the row says so rather than quietly passing.

Supervisor Queue

A queue a supervisor can genuinely read.

Filter by team, ownership, and overdue status. Requester, subject, status, assignee, category, and service level appear upon a single row.

Tickets6 of 6
RequesterSubjectStatusAssigneeCategorySLA
Ayu SaputraCard debited twice for the same orderTKT-4471In progressRina HalimDuplicate chargedue 17:00
Bambang SetiawanPromo code rejected at checkoutTKT-4468OpenRina HalimPromotionFirst response
Yusuf WijayaInvoice dispute covers three invoicesTKT-4465PendingDedi KurniaBillingdue tomorrow
Indah FirmansyahDelivery moved to ThursdayTKT-4461ResolvedDedi KurniaDeliverymet
Slamet KartikaStatement not received this monthTKT-4459OpenUnassignedStatementsResolution
Dewi AnggrainiRequesting a copy of the call recordingTKT-4452PendingRina HalimRecords

Filter by team, by what is yours, by what is late. The SLA column is blank where no policy applies, because “SLA ok” against a promise nobody made is worse than nothing.

Routing Rules

Assignment by channel, team queue, or agent availability, before an agent determines it independently.

Automated Replies

Acknowledge the customer outside business hours and on public holidays.

Approved Templates

Reopen a WhatsApp conversation once the twenty-four hour window has closed.

Appointments Beside the Work

Schedule callbacks and site visits, having first verified team availability.

Net2Call, voice with complete context

The telephone ceases to be a separate system.

Net2Call operates IVR, ACD, call recording, voicemail, and CTI upon the same platform that holds the conversation, so that a call is no longer a separate record requiring reconciliation at a later date.

Dashboard

Total calls
1,284
+12.4% vs yesterdayanswered and placed today
Call answer rate
92.4%
+1.8 pt vs yesterdayof calls reached an agent
Average wait
0:14
+0:03 vs yesterdaybefore an agent picked up
Abandon rate
2.6%
−0.4 pt vs yesterdayunder the 3.0% cap
Calls per hour
08:0019:00
Agent leaderboard
  • Rina Halimext 8007On call9680:20
  • Dedi Kurniaext 8011Wrap-up8873:30
  • Sari Wulandariext 8009Ready8166:20
  • Agus Pratamaext 8012Paused7460:20

Press Edit layout. The handles and the Remove buttons appear only then. Outside edit mode they are absent rather than greyed out, because a disabled control still says this surface can be rearranged.

Live Agent Wallboard

Extension, status, connected duration, and idle duration for each agent, with the columns you determine yourself.

Supervisor Controls

Live monitoring with whisper, coaching, spy, and barge functions.

Call Becomes a Ticket

Raise a case directly from a call without retyping the customer's details.

Outbound Campaigns

Predictive dialling, campaign mapping, and outcome tracking.

The handset is the browser tab.

Optima carries call audio over WebRTC. An agent requires nothing more than a headset and a login. No handset to deploy, and no softphone to install upon every workstation.

app.optimaccs.com
ext 8007

Ayu Saputra

0812 3456 7890 · 00:00

connected

The chip sits in the footer, as it does in the product. Open it for hold, mute, the keypad and hang-up, and note the ringing chip is not a button: there is nothing to control until the call is up.

Call the customer on WhatsApp, with consent on record.

Optima dispatches an approved template requesting permission to call. The customer decides within the conversation, and the call control becomes available only once permission has been granted.

Customer · WhatsApp

Hello Ayu, this is Optima. May we call you about your account ending 4471?

09:38

Can Optima call you?

09:38

Tap “Allow calls”. You are standing in for the customer here.

Agent · Optima

Ayu Saputra

0812 3456 7890

Unavailable until the customer allows it

Call permission

Requested · 14 Sep 09:38

The approved template has gone. Nothing further happens on this side until the customer answers.

The prompt is WhatsApp's own: the wording, the button and the business name are assembled by them from a single boolean in the template. Which is why the decision happens on the left and Optima only learns the answer.

Break Status

Break management aligned with how an Indonesian operations floor genuinely runs.

Agents select a reason before leaving their position. Each break type carries its own limit, do-not-disturb engages automatically, and supervisors observe the status without needing to ask. Prayer time is a standard break type, not an improvised accommodation.

app.optimaccs.com
ext 8007
Break statusChoose a reason to go on break
6 break typesDND automatic
available

Outbound Campaigns & PDS

Outbound calling that knows whom to dial next.

Construct the audience from your own contact data, select the dialling mode appropriate to the work, then permit agents to join from a single screen. No further lists of numbers residing within a spreadsheet.

Preview

Ratio 1.00

The agent reviews the contact first.

The number is presented complete with its context, and the agent determines when the call is placed. Appropriate for high-value accounts, negotiations, and work requiring preparation.

Progressive

Ratio 1–2

One call for each available agent.

The system dials the moment an agent becomes available, one number at a time. No pause for selection, and no call placed without a recipient.

Predictive

Adaptive Ratio

Dials ahead of the agents available.

The dial ratio follows the answer rate, and only answered calls are passed to an agent. The abandon rate appears upon the same card, so the consequence of increasing pace is immediately visible.

Constructing the Audience

Build the list with rules, from your own data, or from a CSV file.

Filter your contacts and their debts using AND / OR rules, begin from a ready-made choice, then determine how those contacts enter the campaign.

Build the audienceSourceCampaignFilterOptionsReview

Which debtors?

The count beside each choice is the query it runs, not an estimate.

Rules inside a group are combined with AND. Groups are combined with OR.

WhereDays past duegreater than
AndCollectibilityis any of
Preview9 people · 10 numbers
ContactEmployerCityOutstandingNumbers
Joko WibowoIDR 5,453,0001
Bambang SetiawanIDR 38,488,0001
Ayu SaputraIDR 15,700,0001
Yusuf WijayaPT. Nusantara JayaTangerangIDR 34,800,0002
Indah FirmansyahIDR 35,703,0001

Every person joins with the debt that matched, taken from the ledger rather than a file, so the screen that opens on the call carries the balance as it stands.

Change a rule and the count moves with it. It is the query the campaign then runs, not an estimate.

Adaptive Pacing

Dialling harder is a decision, not a setting.

The dial ratio follows the answer rate, and only answered calls are passed to an agent. Push the pace up and the cost appears on the same card, which is why the engine pulls it back on its own.

Pacing · calls per secondcampaign service
12

the pool the pacer is dialling for

2.0

how far ahead of the floor it dials

Only answered calls reach an agent. Dial further ahead and more of them answer with nobody free, which is the number below, and the one the campaign is capped on.

0.18

calls placed / sec

target 0.19/s

throttled −8%

Calls in flight

24

originated, not yet bridged

Connect rate

75%

answered and bridged

Abandon

6.5%

over the 3.0% cap

Over the cap. The engine pulls the pace back on its own rather than waiting to be told, which is why the figure above is below its target.

The abandon figure is compared against the limit set for that campaign, and is highlighted the moment it is exceeded.

Live Monitoring

Whilst the campaign runs, one screen answers “how is it going?”

Who is speaking to someone, who is completing notes from the last call, who is waiting, and who has stepped away. Filter the board, or switch it between cards and a table. The two views exist for different questions.

Campaign Agent Boardcmpt005 · live

On call

3

of 6 agents on shift

Wrap-up

1

coding the last call

Ready · paused

1/1

waiting for the pacer

Agent 8007ext 8007 · test campaign 005
Ready
Waiting for the pacernext call any moment00:00
agent_80071 of 3 seats
customerseat 2spare
Agent 8008ext 8008 · test campaign 005
On call
Bambang Setiawan+628124419088300:05
agent_80082 of 3 seats
customeragentspare
Agent 8009ext 8009 · test campaign 005
On call
Ayu Saputra+628778812004500:12
agent_80092 of 3 seats
customeragentspare
agent8011ext 8011 · test campaign 005
Wrap-up
Coding the last callwrong number00:18
agent_80111 of 3 seats
customerseat 2spare
Agent 8012ext 8012 · test campaign 005
Paused
On breakback shortly00:08
agent_80120 of 3 seats
seat 1seat 2spare
Agent 8014ext 8014 · test campaign 005
On call
Indah Firmansyah+628560041123800:44
agent_80142 of 3 seats
customeragentspare

The timers are running. Supervisor controls sit on each card and wake only while that agent is actually on a call.

Joining a Campaign

An agent picks where they are most useful, not where they are told.

Every running campaign the agent may work, each with the figures the choice actually turns on: how many are still waiting, how many agents are already on the line, and whether the line is answering today.

Campaign workJoin a running campaign to start taking its calls. Your line stays open for the whole shift.
Agent 8001ext 8001 · registeredToday57 calls · 24 min talk
Search campaign or number

test campaign 005

Running

cmpt005 · General · Predictive · 09:00–17:00

24 on the line
Waiting
32,014
Agents on
24
Dial ratio
3.00
Answer
92.7%
Abandon
19.4%
Avg talk
0:19
14,915 finished · 3,071 in retry · 32,014 untouched30% of 50,000
FinishedIn retry1,334 waiting per agent, help needed
24 on the line nowYou: 57 calls · 24 min talk today

sample data (001)

Running

tagih002 · Collection · Predictive · 09:00–17:00

0 on the line
Waiting
15
Agents on
0
Dial ratio
2.50
Answer
Abandon
Avg talk
2 finished · 2 in retry · 15 untouched11% of 19
FinishedIn retryNobody on the line
Nobody on the line nowYou have not worked this today

survei kepuasan pelanggan

Running

survei01 · Survey · Progressive · 09:00–16:00

6 on the line
Waiting
412
Agents on
6
Dial ratio
1.00
Answer
78.4%
Abandon
1.2%
Avg talk
2:06
1,880 finished · 96 in retry · 412 untouched79% of 2,388
FinishedIn retryLoad is healthy
6 on the line nowYou have not worked this today

Press Join. One agent works one campaign at a time, so the others lock and say why rather than going quietly grey, which is the same constraint that guarantees a predictive call always has somebody to hand it to.

The Agent’s Screen

And this is the shift, running.

The call arrives on its own and ends on its own. End it yourself with a reason and it leaves clean; end it without one and it joins the queue beside it, which is the entire argument for those four buttons.

Campaign workcmpt005 · test campaign 005
Ready00:00
Agent 8007ext 8007 · registeredCalls today0Talk time00:00Avg handling

Waiting for the pacer

The line stays open for the whole shift. There is no handset to answer. The next customer is brought into it.

00:00

Needs wrap-up

0

Nothing waiting. Every call so far left with a reason attached.

The queue never blocks the next call. holding an agent until they have typed is exactly the idle a predictive dialer exists to remove. It is made visible instead.

Every control is live, so pressing one changes what happens next rather than replaying a recording. Nothing on this page is a screenshot any more, which is worth saying plainly, because it means a demonstration is the only way to check any of it.

Broadcast

One message to thousands, and an honest account of where it went.

Send an approved WhatsApp template or a recorded voice message to a list, inside a window you set, at a pace the channel will bear, then read the result as a funnel rather than as a success figure.

Broadcasts4 of 4
NameStatusProgressDeliveredReadFailedStarts
WhatsApp · Optima Caresending8,412 of 10,0008,14081%6,20462%2723%Today 08:00
Voice · Default outbound routesending7,060 of 10,0004,11841%2,86129%5125%Today 09:00
WhatsApp · Optima Retailscheduled0 of 24,80000%00%00%Sat 09:00
WhatsApp · Optima Carecompleted6,214 of 6,4006,08895%4,90377%1262%28 Aug 08:00

Open the WhatsApp broadcast, then the voice one. The five stages keep their shape and change their meaning entirely: WhatsApp counts Sent, Delivered, Read; voice counts Called, Answered, and Played: heard to the end, which no message can report.

  • Approved templates only for WhatsApp, with merge fields filled from the same contact record the agent sees
  • A recorded message for voice, played to whoever picks up, and counted only as played when it was heard to the end
  • A send window and a retry rule, so nothing goes out at midnight and a busy number is tried again rather than written off
  • Do-not-call and unreachable numbers are removed before sending, and the count of who was left out is stated before you press it

Call Hub & Collections

Every number carries its own history.

Call Hub groups calls, notes, and tickets beneath the telephone number rather than beneath the agent, so that whoever assumes the case next opens a record rather than an empty screen.

Call Hubgrouped by number
Slamet Kartika0811 3352 4701Last handled by Agent 8007
Yesterday
Outgoing call13 Sep 16:02
  • rangAgent 8011ext 8011no answer
  • rangAgent 8011ext 8011busy
Today
Outgoing call4m 18s09:41
  • rangAgent 8007ext 8007no answer
  • rangAgent 8011ext 8011answered
Agent 8007Today 09:46

Promised to pay on the 20th. Asked not to be called before 10:00, as he is on shift until then.

Pick a number on the left. Each call opens with its whole ring path, which extension was tried, in what order, and what each one came back with, so “nobody called back” and “we tried three times” stop looking alike.

Whom to Contact First

The record names the agent who last handled the number, so a callback begins with someone who has already spoken with the customer.

The Entire Ring Path

Every attempt is recorded complete with the agent and the outcome, not merely the call that connected.

Notes Shared Across the Team

An incorrect number or an escalation is written once and read by whoever handles the number next.

Collections

Collections maintains its own worklist.

Every collector opens the day upon one list: the accounts assigned to them, the most overdue at the top, each with the amount owed, the number to ring, and the date they were last spoken to. Calling and recording a promise are the two buttons beside each name.

  • The queue is grouped by how far behind the account has fallen, so the difficult cases are not buried among the mild ones
  • Promises already recorded are watched separately, and reappear the day the money is expected
  • Overdue accounts nobody has been given are announced at the top of the page: the ones a spreadsheet loses quietly
  • The day’s figures beside the list: accounts in hand, the sum outstanding, and what was promised for today
Collections worklistRina Halim · today

7 overdue accounts have no collector. Nobody is working them this morning.

Accounts in hand

5

Outstanding

IDR 130,144,000

Promises due

0

Unassigned, org-wide

7

Today’s queue

Grouped by collectibility, most overdue first within each group.

Doubtful and loss2 · IDR 73,288,000
  • AC-884120124 DPDMultifinance

    Bambang Setiawan · 0812 4419 0883

    IDR 38,488,000
  • AC-77125496 DPDMultifinance

    Yusuf Wijaya · 0813 9077 1254

    IDR 34,800,000
Substandard2 · IDR 41,156,000
  • AC-41123861 DPDPersonal loan

    Indah Firmansyah · 0856 0041 1238

    IDR 35,703,000
  • AC-35247034 DPDPersonal loan

    Slamet Kartika · 0811 3352 4701

    IDR 5,453,000
Special mention and current1 · IDR 15,700,000
  • AC-22014418 DPDCredit card

    Ayu Saputra · 0812 3456 7890

    IDR 15,700,000

Promises to monitor

Recorded, and the money has not arrived yet.

No promises due today. Press Promise on a row to record one.

Scheduled follow-ups

Next action dates falling today or earlier.

  • Dewi Anggraini

    Callback promised after payday

    today
  • Rizky Ramadhan

    Documents requested, not returned

    overdue 2d

Reporting

Reports that answer what the supervisor actually asked.

Each report opens directly upon the measure for which it is named, filtered by date range, priority, and category, with the breakdown presented beneath rather than upon a separate screen.

Reportslast 7 days

Call service level

Calls answered inside the target, against those that were not.

7 days30 days

Compliance

92.4%

Answered

4,812

Breached

366

Avg answer

0:12

MonTueWedThuFriSatSun
Within targetBreached

By queue

  • Collections88.1%
  • Customer care95.3%
  • Corporate97.0%
  • Overflow74.6%

Every report opens on the measure it is named for, with the breakdown beneath rather than on another screen. Pick another from the column on the left. The shape does not change, only the question.

Suited to Your Operation

The same platform, configured three distinct ways.

Banking & Multifinance

Collections with an audit trail upon every number.

  • An overdue worklist complete with payment promises and scheduled follow-up
  • Call recordings and shared notes attached to each account
  • Roles and permissions established per queue, record, and report
  • Operates within the bank's own private cloud environment

E-commerce & Retail

Campaign-day conversation surges, without a ticket going astray.

  • WhatsApp, Instagram, and Messenger within a single queue
  • Automated replies outside business hours and on public holidays
  • Approved templates to reopen a conversation beyond twenty-four hours
  • First-response service levels per channel, monitored upon one wallboard

BPO / Outsourcing

Many clients, many queues, one wallboard.

  • Separate teams and queues for each client, each with its own service level
  • Live monitoring with whisper, coaching, spy, and barge functions
  • Time-limited break types, reported per agent and per team
  • Predictive outbound campaigns with outcome tracking

Deployment & Control

Your environment, your rules, together with a record of who changed what.

Private Cloud Ready

Optima is deployed within your own environment rather than upon a shared tenant.

Web Based Workspace

No desktop installation for agents or supervisors. Onboarding amounts to a single URL.

Teams, Roles, and Permissions

Determine who may access which queue, which record, and which report.

Business Hours & Public Holidays

Local working hours and national public holidays govern service level calculation and automated replies.

Note

Email accounts are connected over IMAP using the mailbox address and the account password. The present connection model is credential based and does not yet employ an OAuth authorisation flow.

Audit Log

Every change carries a name, a time, and an outcome.

User activity, configuration changes, and system events are recorded within a single filterable, exportable log, so that an audit enquiry is answered from within Optima rather than through a ticket to the IT department.

Total Events

Everything recorded within the selected period, compared against the period preceding it.

Failed Actions

Rejected and errored attempts, counted separately so that they are not obscured.

Sensitive Changes

Permission, policy, and configuration amendments, held apart from routine activity.

Data Exports

Data leaving the platform constitutes an event also: who downloaded what, and when.

  • The actor is recorded as an individual rather than merely an identifier: name and email address appear upon every row
  • Scoped by module, so that a campaign retry rule and a sign-in reside within the same log yet remain legible apart
  • Sign-in, token refresh and session events are recorded alongside configuration changes
  • Filter by period, actor, module, or status, then select the columns you require
  • Export the filtered result for an auditor without requesting that anyone query a database
  • Status is recorded for every attempt, so that a failed change is as visible as a successful one

Frequently asked questions.

How does Optima prevent a case from going quiet?
Service level policies attach a first response and a resolution deadline to each ticket, and amending the priority recalculates both automatically. Overdue work occupies its own queue, whilst routing rules and automated replies bridge the interval before an agent assumes the case.
May agents call a customer on WhatsApp?
They may, once the customer has consented. Optima dispatches an approved template requesting permission to call, the customer responds within the conversation, and the call control becomes available only once permission has been granted. The response is recorded against the conversation, and a report indicates who across your contact base has consented.
Is Optima web based, and can it operate within our own environment?
The workspace is web based, follows the light and dark preferences of the operating system, and the platform is private cloud ready, so it may be deployed within your own infrastructure environment.

Request a Demonstration

See how Optima fits your operation.

Tell us how your team handles customer conversations at present. We shall map your channels, queues, telephony, and reporting requirements onto a genuine Optima workflow, typically within a single forty-five minute session.

Pressing this button opens WhatsApp with your details already composed. You send the message yourself. Nothing is stored upon this page.