Create New Contact
Last updated
Last updated
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 :
Field Name
Description
VA Engagement
Virtual Assistant Engagement displays number of times a user interacting with bot based on the knowledge module.
History
To view activity of the ticket (which include Unassigned, transferred until the ticket is closed).
Additional Information
You can add additional information of customers. You can add additional fields in the system setting > Contact Configuration > Data Setting.
Personal Data
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 example@gmail.com). 5. VIP : To mark a contact as VIP. If marked as VIP, new tickets from that contact will be automatically marked as priority and will skip the queue 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.
