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 labels

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.

5. Customer list

Add new customer

After setting user labels and user fields, you can batch import or add new customers.

Export customers

Support batch export of customer data

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

Customer and Tickets Management