A company can store all their customer information in main table individual and organization, when customer dial in, agent could get a popup with customer profile, call history, ticket history event purchase history, so they can provide better service.
please seeTrunk
To make clear the division of agents' work, an agent group is assigned to serve the inbound customer services. Start a new agent group, add the agents responsible for inbound customer services into this group. SeeAgent Group
After saving the new agent group, select create queue automatically instead of start a new queue for this group by your own. If the queue has not been created, add one, and select this queue in the group that has been created previously.
See Queue
If the company possesses multiple businesses, use DID to serve them each.
See DID
To add an inbound customer service for a particular business, assign an agent group to work for the inbound customer service applications.
See Customer Service
If you do not need DID, you need to bind the inbound customer service with the trunk. If you choose to use DID, bind the inbound customer service with DID.
Inbound customer service can be connected to work order module and e-commerce module.
When calls come in the system, the specified page will pop up, like the Dial in interface by default.
If the call is from a new customer, an interface to be added by the agent will pop up.
Click the search in ⑤, and if the number belongs to a certain customer, an interface will pop up:
Choose a customer, click the bind button behind, and a tip will pop up:
In the table above, you can update the binding customer field with the new incoming call number through the button in red.
In the new customer pop up, we can change the type of customers to be saved in ④
The customer will be save as individual customer, and you can change it into company customer turning to the company customers add page.
If the number calling in already belongs to a customer in the system, a page with customer information will pop up.
Click the search in ⑤, and if the number belongs to a certain customer, an interface will pop up:
Choose a customer, click the bind button ahead, and a tip will pop up:
Click Ok and bind the customer with the customer that is calling in
In the customer information popup, add this contact log this time to the contact log of that customer:
What dose the call is for in the red. Add the call purpose(result) at Call Result. If you chose to bind the purpose with work order, there will be a corresponding work order in the drop-box of call result, you can click and add work order.
Click Add work order:
Fields in green are user-defined for the work order.
Agent group in blue means the work order has not been set for auto-transfer. The new added work order needs to pick a transfer group in the transfer range.
Through this you can see History Details, New Work Order, Recently Fixed Work Order, History Fixed Work Order of the customer in the popup page.
The History Details chosen by default in the popup page. When you set the “Default Read History” as yes, the contact details will be saved automatically when calls coming in and pages popup.
Like the picture above, click “Details” behind each record for more information.
Install the E-commerce module into the system, and bind the module with the inbound customer service, then you can see the E-commerce module in the popup customer interface:
In ①, search products via product name, type and barcode. The result will be shown in the list in ②.
③ shows the product list on sale. You can move the products from ② to ③ and put them on sale by clicking the button behind them.
You can modify the price, quantity, discount amount, and amount receivable. You can remove the products by clicking the cancel button behind them.
In ④, when you finish the product information, you need to save the order for the customer. The default consignee, telephone number and phone number are all from the customer popup page. Finishall the information, click save the order and system will give a tip for a successful order.
⑤ shows the recent purchase history of that customer, and it won't be displayed automatically, you need to click to get recent purchase records to obtain the information. It will be shown in the list.
The picture above shows the recent purchase record of that customer: