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

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*[https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
 
*[https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
**'''Journey '''>''' Customer''' > '''View''' permission (to see information about existing customers)
+
**'''Journey '''>''' Customer''' > '''View''' (to see information about existing customers)
**'''Journey '''>''' Event '''>''' View''' permission (to see events on the customer journey map)
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**'''Journey '''>''' Event '''>''' View''' (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)
+
**'''Journey '''>''' Visit''' > ''' View '''(to see live tracking information about visitors who are currently on your website)
 
|Section={{Section
 
|Section={{Section
 
|sectionHeading=Customer summary
 
|sectionHeading=Customer summary
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|anchor=
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Additional_information|display text=Additional information}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Additional_information|display text=Additional information}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Unknown_users|display text=Unknown users}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Unknown_users|display text=Unknown users}}
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|structuredtextwide=
 +
|FAQHeading=
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|image=SessionDetails.png
 
|image=SessionDetails.png
 
|structuredtext={{MINTYDOCSPRODUCT}} tracks user activity by <span>{{GlossaryTooltip|term=session}}</span>. When you view a customer's summary, you automatically see information for the current session. To see a different session, click it in the list. {{MINTYDOCSPRODUCT}} displays the {{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Customer_journey_map|display text=customer journey map}}, {{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Segments_assigned|display text=segments assigned}}, and {{Link-SomewhereInThisManual|topic=Outcome_scores|display text=outcome scores}} specifically for the session you select.
 
|structuredtext={{MINTYDOCSPRODUCT}} tracks user activity by <span>{{GlossaryTooltip|term=session}}</span>. When you view a customer's summary, you automatically see information for the current session. To see a different session, click it in the list. {{MINTYDOCSPRODUCT}} displays the {{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Customer_journey_map|display text=customer journey map}}, {{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Segments_assigned|display text=segments assigned}}, and {{Link-SomewhereInThisManual|topic=Outcome_scores|display text=outcome scores}} specifically for the session you select.
 +
|structuredtextwide=
 +
|FAQHeading=
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Revision as of 11:09, June 23, 2020

In Live Now, learn how to see details about a user and their previous engagements with your company.

Prerequisites

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

Customer summary

Customer summary details include the customer's current status and the total number of times they have viewed any of your tracked web pages during the currentNo results. You can also see:

View a different session

Genesys Predictive Engagement tracks user activity by No results. When you view a customer's summary, you automatically see information for the current session. To see a different session, click it in the list. Genesys Predictive Engagement displays the customer journey map, segments assigned, and outcome scores specifically for the session you select.
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