Customer list management within the system helps
- When agents communicate, provide agents with more customer information to assist communication;
- Customer information can be edited and supplemented during agent communication;
1. Use of customer list
(1) During the call, the agent can display customer information based on the customer list to assist the agent in making the best communication.
(2) Agents can modify customer information according to the communication content;
2. System customer fields
The call center system has multiple fields preset to record key customer information.
3. Customize customer Tags
You can create customer tags within the system to assist in customer classification
- Tag classification: a common category for multiple tags
- Tags: Multiple tags can be created under the same tag category for segmentation.
4. Customize customer fields
If the predefined customer field information in the system cannot meet your business needs, you can customize the required field information.
Custom Fields: [Management- General- Custom Settings-Customer Fields]
5. Customer list
Add new customer
After setting user Tags and user fields, you can batch import or add new customers.
Export customers
Feature: Supports bulk export of customer data.
Limit: A maximum of 5,000 records can be exported per batch.
Batch operation
(1) Support batch deletion of customers
(2) Support labeling customers in batches
View customers
Click details to view omni-channel communication records for customers