Upon receipt of a new chat from a client who did not previously write through the current communication channel, the client’s contact will not be determined. In this case, the client can be linked to the existing contact or to the newly created.
Bind contact
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Click
near the client’s avatar in the operator’s agent’s communication panel:
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In the opening window that opens from the directory, select a contact or create a new one.
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Done. The client is linked to contact. The contact value will be filled automatically in all chats in which the current client communicated. |
After linking a client to a contact, a new communication option will appear in the contact card.
Unbind contact
In order to unbind the contact:Through this detail you can initiate a chat with contact in the channel to which it is linked.
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When binding a contact, the messenger's photo is saved to the contact card if no image was previously associated.
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For the WebSite, Custom channel, Facebook, and Instagram comments channels, the |
Unbind contact
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Select a chat with a contact or start a new chat with a contact
Click
Select [Run a process]
Select [Unbind the channel from contact]
Update the page to see the result
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The communication option will be removed from the contact card. The client will not be identified during subsequent chats. |