Customer contact is defined as information provided by customers when interacting with Bots or Agents through the Omni Channel contact center or chatbot. In this page, you can add new contact, edit customer details information, merge contact, view case timeline, send offline message, block and unblock contact and delete contact.
- Login as ‘Administrator/Agent/Supervisor‘, for the 3Dolphins SRM login mechanism, do the steps described on the ‘Login‘ page,
- Go to customer service and click the customer contact menus, then you will see a customer contact page such as images below.
Create New Contact
Customer contacts can be created at any time. Customer contacts are created automatically or you can make it manually. How can contacts be created automatically? For example, every time customers contacts you in any social media platform that has been integration with 3Dolphins, a new contacts will be automatically created in 3Dolphins customer contacts.
Or to create new contact manually, in the upper right corner, you can click +new contact button. Then, you will see a blank form to add new contact. Enter the information required like first name, last name, phone number, email, etc. Click the save button as shown images below.
Field component explanation :
|Virtual Assistant Engagement||Displays number of times a user interacting with bot based on the knowledge module.|
|Ticket Timeline||To view activity of the ticket (which include Unassigned, transferred until the ticket is closed).|
|Additional Information||1. First Name : First name of the Customer.|
2. Last Name : Last name of the Customer.
3. Phone : Phone Number of the Customer (must be filled with 10-13 digits).
4. Email : Email address of the Customer (must be email-formatted e.g email@example.com).
5. VIP : To mark contact as a VIP. If marked as VIP, new ticket from that contact will be marked as priority automatically and will skip queue (Unassigned ticket) if any.
|Other Information||1. ID Number : Enter Id Number.|
2. ID Type : Select option for ID type,
3. Birthdate : Date of birth of the Customer,
4. Mother’s Name : Mother’s name of the customer,
5. Address : To specify address of the customer,
6. Gender : Select gender of the customer,
7. Language : Select language,
8. City : To specify city of the customer,
9. Country : To specify country of the customer,
10 Postal Code : To specify postal code of the customer,
After you have finished entering all information of customer, click the save button or you can exit or cancel the process of adding a new contact by clicking the closed button on the pop up form.
For example, click the save button. Then, if a new contact is successfully created, you will see a notification of success, and the contact will appear in the customer’s contact list. But, if customers have the same email or phone number, you will see a suggestion merge contact as shown images below.
Sometimes, you might need to edit a contact. Maybe it’s because the contact information is typed incorrectly or you can add other information like phone number, e-mail, etc.
To edit contact, you can select and click the customer contact. If you have many contact, 3Dolphins can limit page. You can navigate the contact list by scrolling to the bottom of the list contact page and clicking through the page numbers, or you can search contact in the search column. Then, you will see form 360 customer view, edit and update contact as needed.
For example, add other information like id number, birthdate, address, etc. and click save button. Then, if edit contact is successfully updated, you will see a notification of success, as shown images below.
Case timeline allows you to view customer case history. When users add a customer case to the customer ticket, by default a case history will appear on the customer’s contact. For example, in the customer support > customer case, you can add customer case, as shown images below.
Then, the case history will automatically appear in the case timeline by clicking on the customer contact menu > select contact > click case timeline button, as in the following image.
You can also see the detail case history, by clicking on the history module as shown below.
Chat history allow the supervisors to monitor conversations agent with customers. For example, when a customer has a conversation with an agent through a social media platform either 3Dolphins live chat, line, whatsapp, email etc., by default the agent’s conversation with the customer will be saved as a chat history.
Select and click customer contact. Then, you will see a 360 customer view pop-up, in the right section you can view list history chat or ticket number, such as images below.
To see the agent’s conversation history with customers, you can select and click on the ticket number, then you will see a pop-up window of conversation as shown images below.
Merge contact allow the users to merge multiple contact of the same person into one contact. This makes it easier for the users to pull up information like recent tickets, customer information and more.
While merging several contacts, the primary contact acts as a base of the merged contact by retaining all the basic details such as name, phone number, email, etc., Merging will move all the tickets history, and contact information from the secondary contacts into the primary contact. The secondary contacts will be deleted after merging and cannot be restored.
Select contact that you want to merge and click on the Merge button (). Then, you will see a pop-up windows to merge contact, and search for and select the contact that needs to be merged with this contact.
Click the merge button, and the secondary contact will be deleted and cannot be restored. If merge contacts successfully, you will see a success notification, as shown images below.
After merging contacts successfully, you can check merge contacts by clicking on the contact and viewing it in the 360 customer view pop-up like the image below.
Sometimes you need to remove the customer contact from a system when it’s no longer needed.
In the customer contact page, select the contact and click the remove icon. Then, you will be prompts to confirm the remove request, click ‘Yes‘ to proceed remove contact or you can click ‘No‘ to return to the customer contact page.