Help Center/ Cognitive Engagement Center/ User Guide/ Tenant Administrator Guide/ Managing Cases/ Case Handling/ Creating a Customer
Updated on 2024-10-12 GMT+08:00
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Creating a Customer

When creating a case, if the customer to be associated is not maintained in the system, you can directly create the customer and associate it with the case to improve work efficiency. This helps you track the case progress and provide better customer service when communicating with customers.

Procedure

  1. Sign in to the AICC, choose Case 2.0 > Case Workbench, and click Create.
  2. Click the Associated Customer selection box. The Associated Customer dialog box is displayed.

    Figure 1 Associated Customer

  3. Click and enter customer information. In the case of duplicate customer names, enter correct phone numbers and email addresses to distinguish the customers.

  4. Click .
  5. Search for and select the customer created in 3 based on the customer's name or phone number.

    Figure 2 Associated Customer

  6. Click . The customer is associated with the case successfully.
Parent topic: Case Handling