The new Qontak One interface provides a more organized navigation structure and visual consistency across all modules. These changes aim to improve access speed, ease of use, and operational accuracy.

A. Purpose of Qontak One Implementation

1. Provide a Unified Experience
   Deliver a system that feels like a single, cohesive platform rather than two separate ones. This improves consistency and ease of use across all modules.
2. Improve Usage Efficiency
   A standardized menu structure allows users to quickly access the features and tools they need without having to adjust to different interfaces.
3. Reduce Context Switching
   Users no longer need to readjust when moving between Omnichannel and CRM, making workflows smoother and helping maintain focus.

Important
This change applies only to the Web version, and there are no changes to the Mobile version.

Here are some of the key benefits:

1. Role-Based Navigation
   Now, each user sees menus that match their role and responsibilities. Admins can configure which menus appear, for example by hiding unnecessary menus, to keep the interface simple and focused on what matters most. This results in a cleaner, more user-friendly interface and helps new users understand the system more quickly.
   Example:
   Agents only see the Home, Inbox, and Tasks menus, while Supervisors can access Reports and Performance Insights.

2. A Unified Experience Across All Features
   Previously, the interface across menus such as Omnichannel, Customer Management, and Reports differed, requiring users to readjust each time they switched. Now, with Qontak One Navigation, all these features share a consistent interface within a single sidebar, making navigation smoother and more consistent.
   Benefit:
   You can work faster and more comfortably without the need to readapt, whether communicating with customers, managing sales, or monitoring report outcomes.

3. Faster Access with Fewer Clicks
   Menus and submenus are now organized by function rather than by application. This means you can find what you need, such as reports, customer data, or automation settings, in just one or two clicks.
   Benefit:
   Daily workflows become simpler and easier to understand, especially for teams that frequently switch between modules.
    

B. Navigation Visibility & Access Based on Package

Qontak One Navigation will automatically adjust the menu display based on your subscription package and feature access. As a result, each user may see different menus or modules in their sidebar.

How It Works:

• The system detects your active package, such as Sales, Service, or Qontak 360.

• Navigation will display only the menus for features included in your current package.

• If a feature is not available in that package, the related menu will be hidden automatically.

Example:

Important
If you upgrade to the Qontak 360 package, you will receive full access to all modules and features available in Qontak One.

- Menu visibility also adjusts based on user permissions. Even if a feature is included in your package, users without access permissions will not see the related menu.
- Changes to packages or role access may only take effect after you refresh the page or log in again.

C. Overview of Interface Differences Between Non–Qontak One and Qontak One

1. Non–Qontak One Interface

 

Main Side Bar Omnichannel

Main Side Bar CRM

2. Qontak One Interface

 

Main Side Bar Qontak One New Navigation

E. Interface Comparison Table: Non–Qontak One vs Qontak One

Area of Change	Non–Qontak One Interface	Qontak One Interface
Navigation Structure	The CRM and Omnichannel sidebars are created separately.	CRM and Omnichannel navigation are unified into a single sidebar.
Menu Grouping	Features are grouped by product modules.	Features are grouped by usage categories: Customer Interaction, Customer Database, Resources, and Settings.
Switching Product	Accessing CRM or Omnichannel features requires users to switch pages.	All features are now accessible from a single view without switching pages. The product switcher in the Top Navbar is no longer used.
Shared Features	Items duplicated across both sidebars (for example, Subscription, Reports, and Settings).	Items are consolidated into a single page (Subscription) or relocated into one menu group (such as Reports).
Landing Page	Directly opens a specific module (CRM Dashboard or Omnichannel Inbox).	A single unified main page (Home).
Menu Order (Settings & Sub Sidebar)	Random order or ordered based on most frequently used.	Ordered by most frequently used and adjusted according to their categories.
No theme color & custom logo	CRM allows customization of the navbar color (theme) and logo.	Theme customization is no longer supported, but may be considered for future development.
Merge Page	1. Chatbot Settings 2. Channel Integration (Omnichannel)	1. Bot Configurations (formerly known as Chatbot Settings)
Feature Renaming (CRM-specific features such as the “Dashboard” and CRM data import and export will be referred to as Business Operations.)	[CRM] Dashboard	[Reports] Business Operations  TBD
	[Chat] Dashboard	[Reports] SLA
	[CRM] Email Broadcast (Outlook)	[Campaigns] Email Basic
	[CRM] Email Templates	[Campaigns] Go to the Templates menu. Then you will find Email Basic.
	[CRM] Email Outbound list	[Campaigns]  Go to the Recipient List menu. Then you will find Email Basic.
	[Chat] Email	[Campaigns] Email Advanced
	[Chat] Templates	[Campaign] Go to the Templates menu. Then you will find WhatsApp & Email advanced.
	[Chat] Recipient Lists	[Campaigns] Go to the Recipient List menu. Then you will find WhatsApp & Email advanced.
	[CRM & Chat] Contact	[Customer] Customer
	[CRM] Channel Integrations	[Bot & Automation] Chat conversion
	[CRM] Upload/Download	[Data Management from Settings] Business Operations
	[Chat] Import & Export List	[Data Management from Settings] Bot
	[CRM] Settings	[Feature Configurations] Feature List
	[CRM] WhatsApp Notifications	[CRM] WhatsApp Auto Message