Adding a friendly name for a customer
You can add a friendly name for a given customer by clicking on the "Edit" link next to the name of the customer while in the profile screen. The friendly name is a name that the customer's friends might refer to him or her by. For example, William Clinton usually "goes-by" Bill Clinton.
Customer Contact Management
You can add multiple email addresses, social media profiles, and phone numbers for customers by going to the customer profile and clicking on "Edit". You can also remove/edit email addresses from customer profiles if they’re no longer correct or have changed. Conversations that match all existing...
Customer Custom Attributes and Data Blocks
When customers contact you, Reamaze automatically creates a profile for that customer. This profile includes the customer's avatar, conversation history, and a list of defining attributes. This list of attributes can be manually entered by agents to help identify a customer. Customer attributes a...
Customer Custom Fields
You can use custom form fields to ask the customer to provide additional information before submitting their inquiry. These attributes will then be displayed within Reamaze conversations as data attributes associated with the customer.
You can also use custom form fields to insert hidden values ...
Customer Data Attributes
Customer data attributes are data points about your customer. The customer data attributes will be displayed under the first message of every conversation from a particular customer. Data attributes help your support team identify the customer and keep track of important characteristics about the...
Customer Profile Page
The customer profile page is where we store intimate details about a particular customer. The centerpiece of any customer's profile is their conversation history. Depending on whether or not you have multiple email addresses, phone numbers, or social media profiles attached to the customer, we'll...
Customer Quick Profile
You have access to a customer's profile on any conversation page. This quick profile allows you to open the customer's full profile by clicking on their name. The five most recent conversations are also available via the quick profile.
How to archive a customer
You can archive a customer's profile if he or she is no longer a customer or if you wish to block all future incoming conversations from that customer. To archive a customer by:
Going to the customer's profile page from either the conversation view or the contact's tab.
Click on the "Archive" l...