How Can An Agent View Customer Details While Answering A Call?

Updated on 02 Dec, 2024

Here are the processes for an agent to examine consumer information when answering a call:

1. Log in as an agent.
2. When a call is connected, the system immediately shows the customer's prerecorded information in the lead information panel. The display fields include the following:

  • Title (e.g., Mr.)
  • First Name (e.g., Donald)
  • Middle name. (e.g., John)
  • Last Name. (e.g., Trump)
  • Address Line 1 (e.g., 16 Harborough Ave)
  • Address Line 2. (e.g., Sidcup)
  • Address Line 3
  • City. (e.g., London)
  • State
  • Postcode. (e.g., DA15 8HP)
  • Province
  • Vendor ID: This is populated from the fronter.
  • Gender
  • Phone: Based on incoming phone number.
  • Dial Code (e.g., 1 for US) 
  • Alternate Phone
  • Show: Based on the call group.
  • Email (e.g., [email protected])
  • Comment

3. If a CRM is linked to the system, customer information is pulled from it.

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