Dynamic Workflows with Wizard Management

Easily manage, configure, and control all your SMS providers in one centralised interface with B2CORE’s reliable and secure communication tools.

What Are Wizards?

Wizards are modular tools that configure and modify workflows for specific client procedures in the B2CORE UI, including registration, authorisation, password recovery, and more. By defining step-by-step actions, wizards ensure seamless, tailored processes for your clients and administrators.

What Are Wizards?
What Are Wizards?

What Are Wizards?

Wizards are modular tools that configure and modify workflows for specific client procedures in the B2CORE UI, including registration, authorisation, password recovery, and more. By defining step-by-step actions, wizards ensure seamless, tailored processes for your clients and administrators.

What Are Wizards?

Key Features

Customisable Workflows

Configure workflows for client interactions like registration, authorisation, and password management.

Add or modify steps within workflows to tailor procedures to business requirements.

Assign priority indexes to define the sequence of steps in each workflow.

Customisable Workflows

Configure workflows for client interactions like registration, authorisation, and password management.

Add or modify steps within workflows to tailor procedures to business requirements.

Assign priority indexes to define the sequence of steps in each workflow.

Customisable Workflows

Configure workflows for client interactions like registration, authorisation, and password management.

Add or modify steps within workflows to tailor procedures to business requirements.

Assign priority indexes to define the sequence of steps in each workflow.

Multi-Wizard Support

Set up multiple wizards for the same procedure to handle different use cases (e.g., UI interactions vs. API-driven workflows).

Assign default wizards for primary procedures while enabling specialised wizards for external systems.

Multi-Wizard Support

Set up multiple wizards for the same procedure to handle different use cases (e.g., UI interactions vs. API-driven workflows).

Assign default wizards for primary procedures while enabling specialised wizards for external systems.

Multi-Wizard Support

Set up multiple wizards for the same procedure to handle different use cases (e.g., UI interactions vs. API-driven workflows).

Assign default wizards for primary procedures while enabling specialised wizards for external systems.

Granular Controls

Enable or disable wizards based on current operational needs.

Include both required and optional steps, with clear distinctions to guide implementation.

Granular Controls

Enable or disable wizards based on current operational needs.

Include both required and optional steps, with clear distinctions to guide implementation.

Granular Controls

Enable or disable wizards based on current operational needs.

Include both required and optional steps, with clear distinctions to guide implementation.

Wizard Use Cases

Why Choose B2CORE Transfers Management?

Why Choose B2CORE Transfers Management?

01

Enhanced Customisation

Adapt workflows to fit unique business requirements.

02

Streamlined Processes

Eliminate inefficiencies with guided, step-by-step procedures.

03

Improved Security

Secure client actions with multi-layered verification steps.

04

Operational Flexibility

Support multiple workflows for diverse use cases.

Frequently Asked Questions

Find answers to the most common questions about our products and services.

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

Transform Client Interactions

Try B2CORE Demo and experience seamless workflow customisation with wizards!

Transform Client Interactions

Try B2CORE Demo and experience seamless workflow customisation with wizards!