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.
Ayu Saputra
- ayu.saputra@example.co.id
- Retail · Priority
- 11 Sep · Email
Duplicate card debit
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
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.
Modules Your Team Opens Every Day
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
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.
Re: Invoice 4471 payment confirmation
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.pdfAyu Saputra
Basic
- Ayu Saputra
- 14 March 1991
- Female
- Bandung
Numbers
- +62 812 3456 7890
- +62 22 4210 8890
Work
- PT. Nusantara Jaya
- Accountant
- IDR 10–20m / month
- 2017
CRM
- Retail · Priority
- Rina Halim
- Inbound · WhatsApp
- 3 Feb 2025
Collection
- IDR 5,453,000
- 34
- Substandard
- 20 Sep · IDR 2,000,000
Notes
- After 10:00, on shift until then
- Bahasa Indonesia
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.
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.
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.
| Requester | Subject | Status | Assignee | Category | SLA |
|---|---|---|---|---|---|
| Ayu Saputra | Card debited twice for the same order | In progress | Rina Halim | Duplicate charge | due 17:00 |
| Bambang Setiawan | Promo code rejected at checkout | Open | Rina Halim | Promotion | First response |
| Yusuf Wijaya | Invoice dispute covers three invoices | Pending | Dedi Kurnia | Billing | due tomorrow |
| Indah Firmansyah | Delivery moved to Thursday | Resolved | Dedi Kurnia | Delivery | met |
| Slamet Kartika | Statement not received this month | Open | Unassigned | Statements | Resolution |
| Dewi Anggraini | Requesting a copy of the call recording | Pending | Rina Halim | Records | — |
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
- 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.
Ayu Saputra
0812 3456 7890 · 00:00
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.
Hello Ayu, this is Optima. May we call you about your account ending 4471?
Can Optima call you?
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.
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
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
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
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.
Which debtors?
| Contact | Employer | City | Outstanding | Numbers |
|---|---|---|---|---|
| Joko Wibowo | — | — | IDR 5,453,000 | 1 |
| Bambang Setiawan | — | — | IDR 38,488,000 | 1 |
| Ayu Saputra | — | — | IDR 15,700,000 | 1 |
| Yusuf Wijaya | PT. Nusantara Jaya | Tangerang | IDR 34,800,000 | 2 |
| Indah Firmansyah | — | — | IDR 35,703,000 | 1 |
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.
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
target 0.19/s
throttled −8%
Calls in flight
24
Connect rate
75%
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.
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.
On call
3
Wrap-up
1
Ready · paused
1/1
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.
test campaign 005
Running- Waiting
- 32,014
- Agents on
- 24
- Dial ratio
- 3.00
- Answer
- 92.7%
- Abandon
- 19.4%
- Avg talk
- 0:19
sample data (001)
Running- Waiting
- 15
- Agents on
- 0
- Dial ratio
- 2.50
- Answer
- —
- Abandon
- —
- Avg talk
- —
survei kepuasan pelanggan
Running- Waiting
- 412
- Agents on
- 6
- Dial ratio
- 1.00
- Answer
- 78.4%
- Abandon
- 1.2%
- Avg talk
- 2:06
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.
Waiting for the pacer
00:00
Needs wrap-up
0Broadcast
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.
| Name | Status | Progress | Delivered | Read | Failed | Starts |
|---|---|---|---|---|---|---|
| sending | 8,140 | 6,204 | 272 | Today 08:00 | ||
| sending | 4,118 | 2,861 | 512 | Today 09:00 | ||
| scheduled | 0 | 0 | 0 | Sat 09:00 | ||
| completed | 6,088 | 4,903 | 126 | 28 Aug 08:00 |
- 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.
- Agent 8011no answer
- Agent 8011busy
- Agent 8007no answer
- Agent 8011answered
Promised to pay on the 20th. Asked not to be called before 10:00, as he is on shift until then.
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
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
- AC-884120124 DPDIDR 38,488,000
- AC-77125496 DPDIDR 34,800,000
- AC-41123861 DPDIDR 35,703,000
- AC-35247034 DPDIDR 5,453,000
- AC-22014418 DPDIDR 15,700,000
Promises to monitor
Scheduled follow-ups
Dewi Anggraini
Rizky Ramadhan
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.
Call service level
Compliance
92.4%
Answered
4,812
Breached
366
Avg answer
0:12
By queue
- Collections88.1%
- Customer care95.3%
- Corporate97.0%
- Overflow74.6%
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.
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.
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.
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Your details are already written within the conversation. Please press send, and our team will respond within one business day.
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