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  1. Click (blue star) near the client’s avatar in the operator’s agent’s communication panel

  2. In the opening window that opens from the directory, select a contact or create a new one.

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After linking a client to a contact, a new communication option will appear on the contact cardin 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.

Info

For the WebSite, Custom channel, Facebook, and Instagram comments channels, the (blue star) next to the client's avatar is missing in the operator's communication panel. For the WebSite and Custom channel, it is possible to configure contact linking to the channel with additional development. For the Facebook and Instagram comments channels, this functionality is entirely unavailable due to API limitations.

Unbind contact

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  1. Select a chat with a contact or start a new chat with a contact

  2. Click (blue star)

  3. Select [Run a process]

  4. Select [Unbind the channel from contact]

  5. Update the page to see the result

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