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.
Freedom UI
Bind contact
Click
near the client’s avatar in the agent’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 in the contact card. Through this detail you can initiate a chat with contact in the channel to which it is linked.
When binding a contact, the messenger's photo is saved to the contact card if no image was previously associated.
For the WebSite, Custom channel, Facebook, and Instagram comments channels, the 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
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.
Classic UI
Bind contact
Click
near the client’s avatar in the agent’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 in the contact card. Through this detail you can initiate a chat with contact in the channel to which it is linked.
When binding a contact, the messenger's photo is saved to the contact card if no image was previously associated.
For the WebSite, Custom channel, Facebook, and Instagram comments channels, the 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
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.