Updated on 2024-10-12 GMT+08:00

Setting Call Reasons

An agent can set call reasons to identify the customer.

Context

The call reason of the customer is identified and displayed.

Procedure

Click and select a call reason in the dialog box that is displayed. You can add call remarks of up to 300 characters as required.

If any item under Relate Cases is selected, the Create Case page is displayed after you click Save. The Relate Cases area is displayed only when the Case 2.0 feature is enabled.