什么是向导？
向导是模块化工具，用于在 B2CORE 界面中配置并修改特定客户流程的工作流，包括注册、授权、密码恢复等。
通过定义分步操作，向导为客户与管理员确保顺畅、定制的流程。
核心功能
可定制工作流
为注册、授权与密码恢复配置并定制工作流，并按偏好添加与编辑步骤。分配优先级索引以定义每个工作流内步骤的执行顺序。
多向导支持
为同一流程设置多个向导以处理不同用例。为主要流程分配默认向导，并为外部系统配备专用向导。
精细控制
根据不断变化的运营需求轻松启用或禁用向导。包含必选与可选步骤，并以清晰步骤引导导航。
向导用例
注册向导
借助 CAPTCHA 验证、凭证收集与访问详情确认简化客户开户。提供高级自定义字段以满足监管数据收集需求。
授权向导
借助 CAPTCHA 验证以及通过短信或 Google Authenticator 的多重认证增强登录安全。
密码恢复向导
通过邮箱或电话验证进行身份识别，并以安全确认引导密码重置，简化密码恢复。
出金向导
通过邮箱与电话验证码验证以及引导确认，确保添加或移除钱包地址时交易安全。
白名单管理向导
通过创建与删除出金白名单，以及添加或移除钱包地址的分步确认，管理钱包安全。
为何选择 B2CORE 向导管理？
01
增强定制
调整工作流以契合独特业务需求。
02
简化流程
借助引导式分步流程消除低效。
03
提升安全
通过多层验证步骤保障客户操作安全。
04
运营灵活性
为多样化用例支持多个工作流。
Frequently Asked
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
