Hi, how can we help?
- CRM overview
- Creating a new contact record
- View a customer’s contact record
- Modifying a customer’s details
- Deleting webchat conversations from customer contact records
- Importing customer details
- Exporting customer details
- Configuring custom fields and tags
- Assigning tags to a customer record
- Managing columns
- Configuring system assets
- Managing system themes
- Managing media files
- Displaying the online help
- Microsoft Edge Integration
- Configuring ODS codes for automated NHSE reporting
- Configuring agents’ unavailability
- Configuring what agents can view on their web portal
- Configuring email editor options
- Channel blending