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Overview

Within the Information & Apps Card, agents and administrators gain entry to a wealth of customer data and tools aimed at elevating their interactions. This segment furnishes:

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  • Customer Profile Details: Comprehensive information about the customer, including their contact details and preferences.

  • Custom Attributes: The ability to add custom attributes tailored to the business's needs, ensuring a personalized customer experience.

  • Interaction History: A chronological record of past interactions, allowing agents to maintain context and provide continuity in conversations.

  • Ticket Creation Options: Seamless integration with ticketing systems for issue tracking and resolution.

  • Notes & Summaries: Space for agents to add internal notes, summaries of conversations, or important context to aid future interactions.

  • Third Party Apps: Seamless integration with third party apps like shopify, woocommerce, wix, etc data read & write permission.

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