Viewing Customer Information

Context

The contact customer information area on the agent workbench displays information about the customer who makes the inbound call. The data sources of this area are as follows:

Call-associated data
Information dataset (data of the connected outbound call API)
Local data (customized data table)

Procedure

After a customer makes an inbound call, the audio and video workbench displays the customer information.

Figure 1 Customer Information

Parent topic: Performing Other Agent Operations

Previous topic: Performing Identity Authentication

Next topic: Managing Documents

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