September 08, 2024 | 1604 view(s) | 5 people thought this was helpful
View your agent interaction history
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Filter and view your communications with customers to follow up on or review any details about interactions you’ve had within the last 24 hours.
The agent interaction history pane displays in the bottom-left corner. This is where you can view your previous communications with a customer across all channels (voice, email, chat, and social).
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If the navigation bar is collapsed, select the arrow to expand.
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Select one of the tabs to sort and search for the interaction you want to view.
All—Displays details of your previous communications across all channels, along with the total connected time, and the time stamp of when you accepted the request.
Calls—Displays details of your voice calls along with the customer's phone number, wrap-up reason, the total connected time, and the time stamp of when you accepted the request. To initiate a call, click a phone number. You can also edit the phone number before making the call.
Chats—Displays details of your chats along with the customer’s name, wrap-up reason, the total connected time, and the time stamp of when you accepted the request.
Social Messaging Conversations—Displays details of Facebook Messenger, SMS (Short Message Service), and WhatsApp chats along with the customer’s name (Facebook Messenger and WhatsApp), customer's phone number (SMS), wrap-up reason, the total connected time, and the time stamp of when you accepted the request.
Emails—Displays details of your emails along with the customer's email address, wrap-up reason, the total connected time, and the time stamp of when you accepted the request.
If an interaction isn't wrapped up, the wrap-up reason appears as N/A. The wrap-up reason may not display on the agent interaction history pane for up to 6 seconds after you complete the interaction.