Customer Central provides important customer context into one central view for an agent. Configurable customer activities and information ensure an optimized workspace tailored to customer interactions. With all essential data readily accessible, agents can focus on resolving issues, understanding context, and taking decisive action efficiently.
Customer History – A timeline-centric view that provides a chronological record of customer actions, including research efforts and follow-ups. This enables agents to track and understand the progression of a customer's journey with precision.
Customer Information – A consolidated repository of customer records, intuitively organized to streamline access to key details. This empowers agents to conduct thorough research, equipping them to address customer issues efficiently.
- Real-Time updates in Customer History
- Configure background colour for icon in activity type
- Configure activity grouping time period to quarterly or yearly
- Display activities with activity creation date via configuration
- Customer Activity has been renamed to Customer History
- Security defect fix in Customer Information
Zurich compatible