Difference between revisions of "ATC/Current/AdminGuide/Customer details"

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|ComingSoon=No
 
|ComingSoon=No
 
|Context=See details about a customer and their visit history.
 
|Context=See details about a customer and their visit history.
|Prereq='''Prerequisites'''<br />
+
|Prereq='''Prerequisites'''
* [https://help.mypurecloud.com/articles/altocloud-permissions-overview '''Journey '''>''' Customer''' > '''View''' permission] (to see information about existing customers)
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<br>[https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
* [https://help.mypurecloud.com/articles/altocloud-permissions-overview '''Journey '''>''' Event '''>''' View''' permission] (to see events on the customer journey map)
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* '''Journey '''>''' Customer''' > '''View''' permission (to see information about existing customers)
* [https://help.mypurecloud.com/articles/altocloud-permissions-overview '''Journey '''>''' Visit''' > ''' View '''permission] (to see live tracking information about visitors who are currently on your website)
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* '''Journey '''>''' Event '''>''' View''' permission (to see events on the customer journey map)
 +
* '''Journey '''>''' Visit''' > ''' View '''permission (to see live tracking information about visitors who are currently on your website)
 
|Section={{Section
 
|Section={{Section
 
|sectionHeading=About the customer
 
|sectionHeading=About the customer

Revision as of 19:41, May 17, 2019

See details about a customer and their visit history.

Prerequisites
Configure the following permissions in PureCloud:

  • Journey > Customer > View permission (to see information about existing customers)
  • Journey > Event > View permission (to see events on the customer journey map)
  • Journey > Visit > View permission (to see live tracking information about visitors who are currently on your website)

About the customer

View details such as the customer's name and status.

Visit details

Genesys Predictive Engagement automatically shows information for the current visit. To see a different visit, click it in the list. Genesys Predictive Engagement displays the customer journey map, segments assigned, and outcome scores specifically for the visit you select.
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