Bind chat client to contact card

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

Open

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

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

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.

Open

Unbind contact

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

2. Click

3. Select [Run a process]

4. Select [Unbind the channel from contact]

5. Update the page to see the result