Viewing Customer Center Information

Prerequisites

• The Customer Center feature has been enabled for the tenant.
• This card is displayed only when the tenant parameter Display Unified Customer Contact Information is set to Yes and the Customer Center card is added to the workbench.

Procedure

1. Check the Customer Center card on the workbench during a session between an agent and a customer.
2. View the customer center information.
   Figure 1 Customer center card (voice and video workbench)
   
   Figure 2 Customer center card (online chat workbench)
   

   Table 1 GUI elements on the Customer Center card page

   Element	Type	Description
   10000235	Label	Customer number.
   Basic Information
   	Button	Edit basic information. The Delete button is not displayed when the write permission on the OU to which the current customer belongs is not available. This button is not displayed when the Edit Contacts operation permission under the Customer Center Management menu permission is not granted.
   Organization	Label	OU to which a customer belongs. If the system parameter SCDomain on AppCube is empty, AppCube is not integrated with the AICC. In this case, this parameter is not displayed.
   Name	Label	Customer name.
   Gender	Label	Customer gender.
   Contact Number	Label	Customer mobile number.
   Email	Label	Customer email address.
   Company	Label	Company to which a customer belongs.
   Address	Label	Contact address of a customer.
   Address Detail	Label	Detailed contact address of a customer.
   Remark	Label	Customer information description.
   Call Information
   Caller	Label	Calling number.
   Called	Label	Called number.
   Access channel	Label	Access channel.
   User ID	Label	User ID.
   Skill Queue	Label	Skill queue.
   Contact Records
   	Label	Display the latest five contact records by time.
   More	Button	Click More to go to the History Contacts page, showing the contact records generated for the current handled number within the number of days specified by the tenant parameter Time Span for Contact Record Query.

3. Click to configure the basic information of the customer center.

   Table 2 GUI elements on the page for configuring basic information

   Element	Type	Description
   Organization	Label	OU to which a customer belongs. If the system parameter SCDomain on AppCube is empty, AppCube is not integrated with the AICC. In this case, this parameter is not displayed.
   Name	Text box	Customer name. The value is a string of 0 to 80 characters.
   gender	Option button	Customer gender. Male female Information not available
   Phone	Text box	Customer mobile number. Click on the right to add a mobile number. A maximum of five mobile numbers can be configured. The value is a string of 0 to 20 characters.
   Email	Text box	Customer email address. Click on the right to add an email address. A maximum of two email addresses can be configured. The value is a string of 0 to 128 characters.
   Company	Text box	Company to which a customer belongs. The value is a string of 0 to 80 characters.
   Address	Drop-down list	Contact address of a customer.
   AddressDetail	Text box	Detailed contact address of a customer. The value is a string of 0 to 80 characters.
   Remark	Text box	Customer information description. The value is a string of 0 to 80 characters.

4. Click Create.

   After the customer information is created, you can query it on the Customer Center > Customer Center Management page.