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

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{{Article
 
{{Article
 
|Standalone=No
 
|Standalone=No
−
|DisplayName=Customer summary
+
|DisplayName=Customer summary (admin view)
−
|Platform=PureEngage, PureConnect, PureCloud
 
 
|TocName=Customer summary
 
|TocName=Customer summary
 +
|Context=In Live Now, learn how to see details about a visitor and their previous engagements with your company.
 +
|Dimension=JourneyData
 
|ComingSoon=No
 
|ComingSoon=No
−
|Context=See details about a customer and their visit history.
+
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
−
* [https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
+
 
−
** '''Journey '''>''' Customer''' > '''View''' permission (to see information about existing customers)
+
*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:]
−
** '''Journey '''>''' Event '''>''' View''' permission (to see events on the customer journey map)
+
**'''Journey '''>''' Customer''' > '''View''' (to see information about existing customers)
−
** '''Journey '''>''' Visit''' > ''' View '''permission (to see live tracking information about visitors who are currently on your website)
+
**'''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)
 
|Section={{Section
 
|Section={{Section
 
|sectionHeading=Customer summary
 
|sectionHeading=Customer summary
−
|Type=Structured
 
 
|alignment=Horizontal
 
|alignment=Horizontal
−
|image=CustomerDetails.png
+
|Media=Image
−
|gif=No
+
|image=CustomerSummary_335.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:
+
|structuredtext=Customer summary details include the visitor's current status and the total number of times that they viewed any of your tracked web pages during the current session. When a logged-in user logs out and continues to use the website, Predictive Engagement considers the user as a new user and creates a new {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_journey_map|display text=visitor journey map}} for all actions of the unauthenticated user.
−
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_details#DifferentVisit|display text=A different visit}}
 
−
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_journey_map}}
 
−
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Searches_performed}}
 
−
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments_assigned}}
 
−
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcome_scores}}
 
−
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Additional_information}}
 
−
|fullwidth=No
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
−
|sectionHeading=View a different session
+
|sectionHeading=Session cards
−
|Type=Structured
+
|anchor=Session Cards
−
|anchor=DifferentVisit
 
 
|alignment=Horizontal
 
|alignment=Horizontal
−
|image=SessionDetails.png
+
|Media=Image
−
|gif=No
+
|image=03_CollapsedCards.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=Session cards organize journey data so that you can see current and historical activity. Each card represents what the customer did during a particular period called a session.
−
|fullwidth=No
+
 
 +
The newest session card appears at the top. If the session card is blue, the customer is active on your website. After 30 minutes of inactivity, the card color changes to gray.  {{NoteFormat|
 +
*If the customer provides an email address or phone number after the current session begins, you may see more sessions because we try to match [https://help.mypurecloud.com/articles/?p&#61;70936 external contact records] based on this data.
 +
*We show data only about webpages that we track. If a customer leaves your website and then comes back, we do not show you where the customer went.|}}
 
|Status=No
 
|Status=No
 +
}}{{Section
 +
|sectionHeading=View journey details
 +
|anchor=ViewJourneyDetails
 +
|alignment=Horizontal
 +
|Media=Image
 +
|image=Card expanded.png
 +
|structuredtext=To see more details about a card, click it. In this view, you see the journey map.
 +
 +
The visitor journey map indicates:
 +
 +
*Which pages a visitor saw and in what order
 +
*The engagement types that the visitor had with an agent or with Genesys Predictive Engagement while on a page
 +
*The segments that the visitor matched
 +
*The outcomes that the visit achieved
 +
*The searches that the visitor performed
 +
*Traits of the visitor
 +
 +
The map updates in real time as the customer navigates your website, responds to interaction requests, and matches segments. To see the details of an item on the map, click its icon. For more information about the icons, see {{Link-SomewhereInThisVersion|manual=AgentGuide|topic=Map_icons|display text=Journey map icons}}.
 +
 +
{{NoteFormat|
 +
* You can expand multiple cards simultaneously.
 +
* The color of a {{Link-SomewhereInThisVersion|manual=AgentGuide|topic=Map_icons|anchor=JourneyIcons|display text=segment matched}}  icon corresponds to the color of the actual segment.|2}}{{NoteFormat|If there are no segments, searches, or outcomes, there is no expanded view.|}}When a logged in user logs out and continues to use the website, Predictive Engagement considers the user as a new user and creates a new journey map for all actions of the unauthenticated user actions.
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=View searches performed
 +
|anchor=Searches Performed
 +
|alignment=Horizontal
 +
|Media=Image
 +
|image=SearchesPerformed2.png
 +
|structuredtext=Knowing what customers searched for on your website prepares you to answer questions that they may have. Search information appears in two places on the '''Predictive Engagement Customer Journey''' tab.
 +
 +
*In the journey map, click a search icon to see what the customer searched for at a specific point in the customer's journey.
 +
*in the "Searches performed" section of the '''Predictive Engagement Customer Journey''' tab, you can view a list of all the terms that the customer searched for during the session.
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=Outcome predictions
 +
|anchor=OutcomePredictions
 +
|alignment=Horizontal
 +
|Media=Image
 +
|image=Outcomes.png
 +
|AltText=Outcome predictions
 +
|structuredtext=An outcome represents a particular goal and the colored bars represent the customer's progress toward that goal. For example, if the goal is to purchase a product, the customer's progress moves toward that goal when the customer puts an item in their shopping cart. These bars update in real time as the customer's progress changes. For more information about outcomes, see {{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=About_outcomes}}.
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=Segments matched
 +
|anchor=SegmentsMatched
 +
|alignment=Horizontal
 +
|Media=Image
 +
|image=Segments.png
 +
|AltText=Segments matched
 +
|structuredtext=A segment represents a group of customers that have something in common. For example, a segment might include all customers who use the same browser or are from the same geographic region. Segments appear in the order that {{MINTYDOCSPRODUCT}} assigns them to the customer. For more information about segments, see {{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=About_segments}}.
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=Copy activity data
 +
|alignment=Horizontal
 +
|Media=Image
 +
|image=CopyActivityData.png
 +
|structuredtext=When viewing activity details, you can copy data (such as an email address) to the clipboard so that you can paste it elsewhere.
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=View more cards
 +
|anchor=ViewMore
 +
|alignment=Horizontal
 +
|Media=Image
 +
|image=LoadMore.png
 +
|structuredtext=To see more cards, click '''Load More''' at the bottom of the list.
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=AI-381 updates
 +
|alignment=Vertical
 +
|structuredtext=Screenshot updates:
 +
 +
VisitorJourneySummary_new.png
 +
 +
VisitorJourneyDetails_new.png
 +
|Status=Yes
 +
}}
 
}}
 
}}
 
}}
 
}}

Latest revision as of 07:45, May 10, 2022

This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.

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

Prerequisites

  • Configure the following permissions in Genesys Cloud CX:
    • 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 visitor's current status and the total number of times that they viewed any of your tracked web pages during the current session. When a logged-in user logs out and continues to use the website, Predictive Engagement considers the user as a new user and creates a new visitor journey map for all actions of the unauthenticated user.

Session cards

Session cards organize journey data so that you can see current and historical activity. Each card represents what the customer did during a particular period called a session.

The newest session card appears at the top. If the session card is blue, the customer is active on your website. After 30 minutes of inactivity, the card color changes to gray.
Important
  • If the customer provides an email address or phone number after the current session begins, you may see more sessions because we try to match external contact records based on this data.
  • We show data only about webpages that we track. If a customer leaves your website and then comes back, we do not show you where the customer went.

View journey details

To see more details about a card, click it. In this view, you see the journey map.

The visitor journey map indicates:

  • Which pages a visitor saw and in what order
  • The engagement types that the visitor had with an agent or with Genesys Predictive Engagement while on a page
  • The segments that the visitor matched
  • The outcomes that the visit achieved
  • The searches that the visitor performed
  • Traits of the visitor

The map updates in real time as the customer navigates your website, responds to interaction requests, and matches segments. To see the details of an item on the map, click its icon. For more information about the icons, see Journey map icons.

Tip
  • You can expand multiple cards simultaneously.
  • The color of a segment matched icon corresponds to the color of the actual segment.
Important
If there are no segments, searches, or outcomes, there is no expanded view.
When a logged in user logs out and continues to use the website, Predictive Engagement considers the user as a new user and creates a new journey map for all actions of the unauthenticated user actions.

View searches performed

Knowing what customers searched for on your website prepares you to answer questions that they may have. Search information appears in two places on the Predictive Engagement Customer Journey tab.

  • In the journey map, click a search icon to see what the customer searched for at a specific point in the customer's journey.
  • in the "Searches performed" section of the Predictive Engagement Customer Journey tab, you can view a list of all the terms that the customer searched for during the session.

Outcome predictions

Outcome predictions

An outcome represents a particular goal and the colored bars represent the customer's progress toward that goal. For example, if the goal is to purchase a product, the customer's progress moves toward that goal when the customer puts an item in their shopping cart. These bars update in real time as the customer's progress changes. For more information about outcomes, see About outcome predictions and probabilities.

Segments matched

Segments matched

A segment represents a group of customers that have something in common. For example, a segment might include all customers who use the same browser or are from the same geographic region. Segments appear in the order that Genesys Predictive Engagement assigns them to the customer. For more information about segments, see About segments.

Copy activity data

When viewing activity details, you can copy data (such as an email address) to the clipboard so that you can paste it elsewhere.

View more cards

To see more cards, click Load More at the bottom of the list.

AI-381 updates

Screenshot updates:

VisitorJourneySummary_new.png

VisitorJourneyDetails_new.png

}}

Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/Customer_details (2024-07-27 23:18:30)"
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