Create New Contact
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.
Last updated
