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    • Customer Service Management
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    Home Paris Customer Service Management Customer Service Management Customer Service Management Using Customer Service Management Use Customer Central

    Use Customer Central

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    Use Customer Central

    Get a quick overview of key customer information and recent customer activity to help you find out more about the customer contacting support.

    Before you begin

    Role required: sn_customerservice_agent

    About this task

    If customer central is activated on your instance, you can click the Customer Information and Customer Activity views from within the Interaction record. Use customer central to get a quick insight into key customer information and recent activity from the customer, who is contacting support. You can filter by date or facet to access the information you require.

    Procedure

    1. Navigate to Agent Workspace.
    2. Accept a chat from your inbox and respond to the customer.
    3. Ask questions and find out more about the issue.
    4. Add information about the customer and issue to the interaction record.
    5. On the Interaction record, click Customer Information to view key information on the customer.
    6. On the interaction record, click Customer Activity to view recent activity from the customer.
    7. Create a case or close the interaction.

    Tags:

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    Release version
    Choose your release version

      Use Customer Central

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Use Customer Central

      Get a quick overview of key customer information and recent customer activity to help you find out more about the customer contacting support.

      Before you begin

      Role required: sn_customerservice_agent

      About this task

      If customer central is activated on your instance, you can click the Customer Information and Customer Activity views from within the Interaction record. Use customer central to get a quick insight into key customer information and recent activity from the customer, who is contacting support. You can filter by date or facet to access the information you require.

      Procedure

      1. Navigate to Agent Workspace.
      2. Accept a chat from your inbox and respond to the customer.
      3. Ask questions and find out more about the issue.
      4. Add information about the customer and issue to the interaction record.
      5. On the Interaction record, click Customer Information to view key information on the customer.
      6. On the interaction record, click Customer Activity to view recent activity from the customer.
      7. Create a case or close the interaction.

      Tags:

      Feedback

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