Customer Profile

To view the profile with detailed information of an existing customer, select the customer in the Customer module and click on View. You will be taken to a view where you can see the following information:

• The basic information (names, surnames, identification) of the customer

• The contact information (phone numbers, emails, addresses, etc.) of the customer

• List of attachments associated with the customer's tickets

• Summary of the customer's interactions and tickets

• Customer-specific indicators in a dashboard

• List of customers related to the viewed customer

The customer's historical indicators and other data can be filtered by date for easier viewing and analysis.

At the top left, you will see the customer's basic information, the date of their last interaction with the company, and their creation and update information. You will also see the information of the user assigned to the customer (if applicable). If the customer has an assigned user, you can click on Change Assigned User to modify it, or on Remove Assigned User to remove the assignment.

In the first tab on the bottom left, Information, you can view the basic customer information, validate it, and edit it if necessary by clicking on the Edit button.

In the Contact Info tab (also on the left of the screen), you can add, edit, or delete the customer's contact information if necessary.

In the Attachments tab (also on the left of the screen), you can search, download, or delete the customer's attachments if necessary.

On the right side of the screen, the Interactions and Tickets tab summarizes the customer's activity in the form of tickets registered in the platform, showing them from the most recent to the oldest. For each ticket, you will also see an indicator showing the ticket number, its status, its assigned agent, and its creation date. By clicking on the ticket number, you can access the ticket management view and see the complete ticket information.

Use the filters at the top to find tickets created between a specific date range, or click on Add Ticket to create a ticket for the customer within the Tickets module.

In the Dashboard tab, you can see the following specific customer indicators:

• Tickets by Status: Relates the number of tickets of the customer for each of the states (new, open, closed, etc.).

• Tickets by Campaign: Relates the number of tickets and interactions of the customer in each of the campaigns created on the platform.

• Channel Preferences: Relates the customer's interactions by each of the available communication channels. Establishes the preferred channel and/or successful contact channel of the customer.

Finally, in the Related Customers tab, you will find a list of other customers related to the customer you are viewing. In the list, you can add, edit, or remove related customers to the current customer if necessary.

When adding or editing a relationship with another customer, the labels represent the nature of the relationship between both customers.