Help/Inbox

How to add contacts

Add new contacts from the contact list in the attendances tab.

  1. In the attendances tab, click the Contact list icon in the top right corner.
  2. Click the + icon to add a new contact.
  3. Fill in the available fields:

- Contact nickname. - Email. - Linked companies. - Tags. - Country code and phone number. - Notes.

  1. Select the company responsible for this contact's service.
  2. To enable loyalty, choose the user and desk linked to the contact. With loyalty enabled, the customer is routed directly to the assigned agent without going through the chatbot.
  3. Set the redirect to the desk if the user is offline.
  4. Click Save.

To edit an existing contact, click the pencil icon next to the name in the list.