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1. Description
The Client info tab becomes available on inbound or outbound calls and chats. The name of the Queue, if the communication is from the Queue, and blocks with information about the client is are displayed (Fig.1):
- Client;
- Member description;
- Call variables.
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Each block has a button to expand or and collapse buttonsit: Image Removed - Image Added — expand; Image Removed - Image Added — collapse. |
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Fig. 1. Client info tab
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When calling, identification is based on the Contact's phone number. The contact's phone number is displayed on the Phones tab on the Contact's page. |
1.1. Client
If there is no Contact at for the current number, then the corresponding information and the Add button is displayed. After accepting a call or chat, the search and add options become available (Fig. 1) are displayed, which opens a 2).
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Fig. 2. No contact found
The Add button opens the form for adding a new Contact with this number number (Fig.23).
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Fig. 2. Adding a Contact
Consists3. Add a contact
Consists of the following elements:
- Name -
- — the name of the Contact is entered here
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- Time zone - select
- — the сontact
- Contact's time zone;
- Owner - select
- — the User to be assigned to the client
- Contact;
- Label -
- — you can select, or enter the group or groups to which the Сontact belongs here.Description -
- new, label(s) to group Contacts by;
- Description — description of the Contact;
- Cancel button -
- button — closes the form, the Contact is not added;
- Add button - — adds a the Contact.
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Clicking the Image Removed the Image Added button opens the same form to add a new Contactcontact. |
The If you click the Image Added button, the tools for manual search of a Contact are displayed contact search will appear on the screen (Fig. 34) if you click on Image Removed.
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Fig. 34. Searching Search for the ContactContacts
After entering data in the search field, you should need to click the Search button. Available You can search by name, destination (phone number , or email address) and attributes.
If several contacts are found as a result of the search several Contacts are found, they are displayed one at a time by one with the possibility of viewing the next ones; for this purpose it is necessary to use the Image Removed , for which you need to use the Image Added button (Fig. 4).
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Fig. 4. Search result - several Contacts
Image Removed - opens 5).
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If a new Contact is created from an active chat, the number is added to the newly created Contact. If a Contact was found, but the Agent creates a new Contact during the active chat, the number is automatically unlinked from this Contact and linked to the new one. |
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Fig. 5. Search result — multiple contacts
Image Added — opens the page of this Contact in Webitel CRM application.
The Select button binds the comunnication call to this Contact to then show it in the Contact's call history.
Sections:
- Labels - — labels of this Contact;
- Attributes - — attributes of this Contact;
- Description - — description of this Contact;
- Communication options - — has the Phones, Messaging and Emails tabs, where phone numbers and email are addresses are displayed, respectively.
The The Back button closes the search results.
The Add button button opens the form for adding a new Contactcontact.
If there is a Contact by the current number, the information about it is displayed.
1.2. Member description
The number description entered when loading the Member's number is displayed here. More information about downloading can be found here.
1.3. Call variables
Information sent from routing is displayed here - — for example, Member variables.
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