Since July 6, 2023, Atlassian has no longer been used for Release Notes or knowledge base articles.
* Find Release Notes here (https://support.mycontactcenter.net/app/articles/detail/a_id/23378/) and articles here (https://support.mycontactcenter.net/app/main).
* Authenticated Partners can access content here (https://support.mycontactcenter.net/cc/sso/authenticator/oauth/authorize/imcontrolpanel?redirect=main&source=mycontactcenter)
Customer Info Tool
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.
The Customer Info Tool is only compatible with CCA version 14 and above.
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: https://mycontactcenter.atlassian.net/wiki/spaces/TK/pages/1078165508
How to search for particular contacts using filters: https://mycontactcenter.atlassian.net/wiki/spaces/TK/pages/1078231056
How to add a contact: https://mycontactcenter.atlassian.net/wiki/spaces/TK/pages/1077805086
How to export the list of contacts:
How to import a list of contacts:
How to view a history of interactions for a particular contact:
How to edit the information stored for a contact:
How to merge a contact with another:
How to delete a contact:
Since July 6, 2023, Atlassian has no longer been used for Release Notes or knowledge base articles.
* Find Release Notes here (https://support.mycontactcenter.net/app/articles/detail/a_id/23378/) and articles here (https://support.mycontactcenter.net/app/main).
* Authenticated Partners can access content here (https://support.mycontactcenter.net/cc/sso/authenticator/oauth/authorize/imcontrolpanel?redirect=main&source=mycontactcenter)