- In the attendances tab, click the Contact list icon in the top right corner.
- Click the + icon to add a new contact.
- Fill in the available fields:
- Contact nickname. - Email. - Linked companies. - Tags. - Country code and phone number. - Notes.
- Select the company responsible for this contact's service.
- 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.
- Set the redirect to the desk if the user is offline.
- Click Save.
To edit an existing contact, click the pencil icon next to the name in the list.