The Customer Info Tool helps manage a list of client contacts in the administrator portal. Later, when a customer in the list calls, emails, or chats with an agent, the agent can access all the information stored for the customer, including the interaction history.
This set of articles explains how to manage customer information in the Contact Center Admin Portal, and how to use the CCA to access a particular caller’s information.
To learn how to use the Customer Info Tool, click the following links:
In this section, you’ll learn:
How to access the Customer Info Tool: Accessing the Customer Info Tool
How to search for particular contacts using filters: Searching for Contacts
How to add a contact: Adding a Contact
How to export the list of contacts: Exporting a List of Contacts
How to import a list of contacts: Importing a List of Contacts
How to view a history of interactions for a particular contact: Viewing History of Interactions
How to edit the information stored for a contact: Editing a Contact's Information
How to merge a contact with another: Merging Contacts
How to delete a contact: Deleting Contacts