Difference between revisions of "ATC/Current/AdminGuide/Customer details"
From Genesys Documentation
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{{Article | {{Article | ||
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| − | |DisplayName=Customer summary | + | |DisplayName=Customer summary for admins |
|Platform=PureEngage, PureConnect, PureCloud | |Platform=PureEngage, PureConnect, PureCloud | ||
|TocName=Customer summary | |TocName=Customer summary | ||
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|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. | ||
| + | |fullwidth=No | ||
| + | |Status=No | ||
| + | }}{{Section | ||
| + | |sectionHeading=Unknown users | ||
| + | |Type=Structured | ||
| + | |anchor=UnknownUsers | ||
| + | |alignment=Horizontal | ||
| + | |image=UnknownVisitor.png | ||
| + | |gif=No | ||
| + | |structuredtext=If {{MINTYDOCSPRODUCT}} cannot identify a user, LiveNow displays '''Unknown''' in the customer summary fields. If {{MINTYDOCSPRODUCT}} is later able to identify the user, the user's actual information appears in LiveNow. | ||
|fullwidth=No | |fullwidth=No | ||
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Revision as of 11:09, October 2, 2019
This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.
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)
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.
Unknown users
If Genesys Predictive Engagement cannot identify a user, LiveNow displays Unknown in the customer summary fields. If Genesys Predictive Engagement is later able to identify the user, the user's actual information appears in LiveNow.
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