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

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|Context=In Live Now, learn how to see details about a user and their previous engagements with your company.
 
|Context=In Live Now, learn how to see details about a user and their previous engagements with your company.
 
|ComingSoon=No
 
|ComingSoon=No
|Platform=GenesysEngage-cloud, PureConnect, GenesysCloud
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|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
  
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|sectionHeading=Customer summary
 
|sectionHeading=Customer summary
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|alignment=Horizontal
 
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|Media=Image
 
|image=CustomerDetails.png
 
|image=CustomerDetails.png
|structuredtext=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 current {{GlossaryTooltip|term=session}}. You can also see:
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|structuredtext=Customer summary details include the customer's current status and the total number of times that they viewed any of your tracked web pages during the current {{GlossaryTooltip|term=session}}. You can also see:
  
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_details#DifferentVisit|display text=A different visit}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_details#DifferentVisit|display text=A different visit}}
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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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|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.
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|structuredtext={{MINTYDOCSPRODUCT}} tracks visitor activity by <span>{{GlossaryTooltip|term=session}}</span>. When you view a customer's summary, you 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 that you select.
|structuredtextwide=
 
|FAQHeading=
 
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
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Revision as of 15:39, December 17, 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 Genesys Cloud:
    • 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 that they viewed any of your tracked web pages during the currentNo results. You can also see:

View a different session

Genesys Predictive Engagement tracks visitor activity by No results. When you view a customer's summary, you 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 that you select.
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