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

Consultation Table Lookup

During business handling, an agent can look up in a consultation table to answer business questions.

Prerequisites

The knowledge base feature has been enabled for the tenant space, and the operator has the permission on the Search Consultation Table menu.

Procedure

  1. Sign in to the AICC as an agent and choose Knowledge Base > Search Consultation Table.

    Figure 1 Consultation table lookup
    • Enabled consultation table templates are displayed on the left.
    • All data values in a consultation table template are displayed on the right.

  2. Select a consultation table to obtain the table data.
  3. Click the COMMON SEARCH tab.

    Set search criteria and click Query to search for consultation table data that meets the search criteria.

  4. Click the INTELLIGENT SEARCH tab.

    Intelligent search supports only keyword-based search. All data values of the string and number types in the consultation table can be queried. Fuzzy search is supported.