Interaction records in Workspace
-
- UpdatedAug 1, 2024
- 2 minutes to read
- Xanadu
- Navigation and UI
Using an interaction record, agents can create or reference customer information from a customer contact. Agents can then decide if the conversation is an incident, case, or request.
An interaction represents a request for assistance made through a chat, phone call, or walk-up.
Interactions can be routed to queues for assignment or assigned to agents directly. Support
agents can create cases, requests, or incidents from the interaction. Interactions can also
be used to capture one-and-done type requests where an agent might not want to create associated
tasks.


While you are on an interaction, tasks that are viewed or created under the interaction
are automatically logged on the Interaction Related tasks.
Associating user profiles on messaging interactions
When a requester sends a message, the system checks whether the identifier matches an existing
channel user profile. Channel user profiles are used to track the identities of conversation
participants using an identifier associated with the source of the message. For SMS messages,
the identifier is the phone number from which the message was sent.
If there is a matching channel user profile |
|
If there is no matching channel user profile |
|