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
Click
near the client’s avatar in the operator’s communication panelIn the opening window that opens from the directory, select a contact or create a new one.
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 on the contact card.
Unbind contact
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
The communication option will be removed from the contact card. The client will not be identified during subsequent chats.