In the customer card, the “Previous interactions” block contains information about all previous interactions with the customer (calls, emails, SMS, chats), and data regarding site visits, orders, segments, tasks, notes and attached files.
The system monitors the behavior of emails and records changes to a customer’s card or order. For example, you will be able to see whether the customer has opened the last email that was sent to them, in addition to their actions on all previous communications.
The “Tasks” tab displays all tasks that were created in relation to this customer. If the task is in progress (pending execution), it can be edited or deleted (provided that the user has rights). If the task is completed it can be reopened or deleted.
The “Visits” tab records the user’s behavior on the pages of online stores connected to the system.You are able to view parameters such as: source (where the client came from); channel (search, pay per click, link [referral], email etc.) and visit duration, etc.
Note
The “Segments” tab contains changes related to the segments to which the customer belongs. For example, if the customer is removed from a segment or is adding to a new one.
The “Chats” tab displays communication history with the customer via messengers. You can view information such as: dialogue start date, dialogue status, total number of messages in the dialogue, and the channel (from where the customer first messaged, i.e WhatsApp, Facebook Messenger, Instagram, website chat etc.)
To go directly to a specific customer dialogue, simply click on the interaction date shown.