Manage Customers, History, and Quality Reviews
Customer Management centralizes customer and conversation data. Search, ratings, and quality reviews help your team improve service.
Customer list
Each customer has one record. Multiple support sessions from the same customer remain under that customer's record.
Conversation list and quality review
Each new support session creates a conversation record. Managers can review messages and add a score or note about the agent's service.
Search conversation content
Search by keyword to find historical conversations containing specific text.
Review customer ratings
Customer scores and comments appear in Conversation Ratings and help the team understand customer satisfaction.
Manage tags
- Customer tags: Long-term customer classification, such as VIP or Priority.
- Conversation tags: The topic of one support session, such as Pre-sales or After-sales.
