Difference between revisions of "PEC-AD/Current/Agent/ADcustinter"
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|DisplayName=Contacts and interactions | |DisplayName=Contacts and interactions | ||
|TocName=Contacts and interactions | |TocName=Contacts and interactions | ||
| − | |Context=A contact is a person that your company does business with. Your company has information about that person that you can manage and use to do your job. An interaction is a communication with the contact over one or more channels, such as {{Link-SomewhereInThisManual|topic=ADVoice|anchor=top|display text=Voice}} or Digital, such as {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}} or {{Link-SomewhereInThisManual|topic=ADemail|anchor=top|display text=Email}}, and the tools that help you address the contact's needs and the needs of your company. Workspace Agent Desktop provides tools that you can use to manage previous interactions with a contact (the {{Link-SomewhereInThisManual|topic=ADcontacts|anchor=top|display text=contact's interaction history}}, {{Link-SomewhereInThisManual|topic=ADhist|anchor=MyHistory|display text=your History}}, and your company's {{Link-SomewhereInThisManual|topic=ADhist|anchor=InteractionSearch|display text=interaction database}}). | + | |Context=A contact is a person that your company does business with. Your company has information about that person that you can manage and use to do your job. An interaction is a communication with the contact over one or more channels, such as {{Link-SomewhereInThisManual|topic=ADVoice|anchor=top|display text=Voice}} or Digital, such as {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}} or {{Link-SomewhereInThisManual|topic=ADemail|anchor=top|display text=Email}}, and the tools that help you address the contact's needs and the needs of your company. Workspace Agent Desktop provides tools that you can use to manage previous interactions with a contact (the {{Link-SomewhereInThisManual|topic=ADcontacts|anchor=top|display text=contact's interaction history}}, {{Link-SomewhereInThisManual|topic=ADhist|anchor=MyHistory|display text=your History}}, and your company's {{Link-SomewhereInThisManual|topic=ADhist|anchor=InteractionSearch|display text=interaction database}}). |
|ComingSoon=No | |ComingSoon=No | ||
|Platform=PureEngage | |Platform=PureEngage | ||
Revision as of 19:34, June 8, 2020
Contents
A contact is a person that your company does business with. Your company has information about that person that you can manage and use to do your job. An interaction is a communication with the contact over one or more channels, such as Voice or Digital, such as Chat or Email, and the tools that help you address the contact's needs and the needs of your company. Workspace Agent Desktop provides tools that you can use to manage previous interactions with a contact (the contact's interaction history, your History, and your company's interaction database).
How do I search through previous interactions with customers?
You can view customer interactions in the Contact Directory and in the History tab of an active interaction.
You can view customer interactions in three ways:
- My History lets you browse your interactions.
- The Contact Directory lets you browse all interactions with a customer or team member.
- Interaction Search lets you browse the complete interaction database using either a Quick Search or an Advanced Search.
Contact management videos
The following videos introduce you to some of the basics of contact and interaction management, but be sure to click the links on this page to read about contact and interaction management in detail.
Managing Contacts
Finding Interactions
How to find interactions in the Interaction Database:
- My History
Basic My History search
Advanced My History search
- Interaction Search
Basic Interaction history search
Advanced interaction history search
- Contact History
Basic Contact history search
Advanced Contact history search