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To visualize the profile with detailed information of an existing customer, select the customer from the Customers module listing and click on "View." You will be taken to a view where you can see the following information:
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Analyze the displayed information of the customers to combine and determine which customer to keep in the platform, considering the one with the most complete and updated information. All related contact details, accounts, and/or tickets from the other customer will be linked to the main customer. Once the merge is performed, this action cannot be undone. |
Enter all the required information and click on "Merge" to complete the action. If the merge is successful, you will be redirected to the profile of the customer you selected to keep in the platform.
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On the right side of the screen, the "Interactions and Tickets" tab summarizes the customer's activity in the form of tickets registered on the platform, displaying them from the most recent to the oldest. For each ticket, you will see its number, status, assigned agent, and creation date. By clicking on the ticket number, you can access the management view and see the complete ticket information.
Use the filters at the top to find tickets created within a specific date range and perform a better analysis of historical information. Click on "Add Ticket" to create a new ticket for the customer within the Tickets module.
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Tickets by Status: Relates the number of tickets for each status (new, open, closed, etc.).
Tickets by Campaign: Relates the number of tickets and interactions for each of the campaigns created on the platform.
Channel Preferences: Relates the customer's interactions for each of the available communication channels. Establish the preferred channel and/or successful contact channel for the customer.
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