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Click
near the client’s avatar in the operator’s agent’s communication panel
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. 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. |