Viewing Customer Information

An agent can view customer information on the audio and video workbench.

Context

The agent workbench displays information about the customer who makes the inbound call according to the configuration on the Contact Customer Information Area tab page. 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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