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: