Quick Customer Profile

Last Updated on November 29, 2016 by David

The right rail looks a bit different today! That’s because we’ve introduced quick customer profiles to enhance the way you engage with your customers’ data.

In addition to displaying the customer’s avatar, name, and email address, we’ve given you access to the 5 most recent conversations (most recent on top). To quickly access the customer’s full profile, simply click on the “View more” link.

The right rail is part of a larger initiative to surface more relevant customer data for your agents. In addition to integration data, the right rail will be the home for other exciting projects we have on the road map. So stay tuned!