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If you need to consult more information about the customer, you can access the profile by clicking on the name or from the external link button.
Quick view of user profile
Within a conversation with a customer, you can see the details of the conversation and the contact's profile in the right-hand side window. This information is very useful to know who you are talking to, what company they are from, what communication channels they have, what subscription plan they have... In this way, it is easier to resolve conversations and give personalised answers according to the customer.
If you need to consult more information about the customer, you can access the profile by clicking on the name or from the external link button.
All user attributes can be displayed by clicking on ‘show more’. When the list is displayed, a search engine appears at the top to quickly find the required attributes. To return to displaying only the main attributes, click on ‘show less’.
Edit the visibility of default attributes
The attributes that are shown before displaying the list can be customised, so that each agent can choose which ones he/she needs to have always visible. In the "edit visibility ’ button, the editing mode is enabled: the visible attributes are marked and the marked ones are ordered by clicking and dragging. To finalise and save the selection, click on the button at the bottom.
Edit user information
Contact information can be quickly updated from the details section. Clicking on each attribute brings up an editor or displays options, depending on the type of data. Not all attributes are editable, some are auto-complete, e.g. dates.
Edit user compan
Under the attributes section you can see the companies to which the user belongs, if any. From here you can add (+), delete and change the user's main company, as well as access the company profile to acquire more information.
The user's main or default company is the one marked with a verified symbol. If the user has more than one company, one is assigned as the main company for reference.
Add user notes
After the companies, the user notes appear. Notes can be used to store important information about the customer. Any agent can create, edit and delete their notes.
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