Create New Contact
To create new contact manually, in the upper right corner, you can click the '+New Contact' button. Then, you will see a blank form to add a new contact. Enter the information required like first name, last name, phone number, email, etc. Click the 'save' button as shown images below.
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 about customers. You can add additional fields in the System Settings > 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 the customer's address. 6. Gender: Select your customer's gender. 7. Language: Select language. 8. City: To specify the customer's city. 9. Country: To specify your customer's country. 10. Postal Code: To specify your customer's postal code. |
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.
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