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Português How to setup and create Contacts in LiveAgent
Learn how to easily create contacts in LiveAgent to store customer information, including custom fields for capturing additional data. This feature helps you provide personalized service and manage your contacts more efficiently, allowing you to tailor your service to meet your customers' needs.
How to setup and create Contacts in LiveAgent | www.liveagent.com
Topics
- Creating contacts in Live Agent
- Storing customer information
- Custom fields for capturing data
Video summary
This video tutorial explains how to create contacts in Live Agent to store customer information, including basic contact info, language preferences, and custom fields for capturing additional data. The process for creating a contact is demonstrated and editing and note-taking options are also discussed. If you have any questions, support can be reached via email.
Video transcript
in this video tutorial I will show you
how to create contacts in live agent
contact store information about your
customers from basic contact info
language preferences to any customer
data captured in custom contact fields
every time someone contacts you a new
contact is created in live agent you can
create a contact on your own as well
let's start with creating a contact
named Michelle navigate to configuration
contacts and click on create name your
new contact with a unique name
defined contacts email address phone
time zone and language
you
optionally you can add contacts into
groups adding a field allows you to add
more contact fields to capture
additional customer data choose any from
predefined fields or create a new one
you
when finished with editing click on
create after the contact is created you
can edit its note in see related tickets
no provides you more space to write down
additional info about a contact
tickets display all tickets associated
with a contact in our case Michelle's
tickets you can do additional edits to
contacts at any point of time
you
if you have any questions don't hesitate
to get in touch with us via email
support @ la desk.com thanks for
watching
The Importance of Creating and Storing Contacts in LiveAgent
Creating contacts and storing customer information is crucial for any business that wants to provide excellent customer service. With LiveAgent, it’s easy to create a contact for each customer that stores their basic contact information such as name, email address, phone number, and more. You can also add additional fields to capture specific information about your customers such as their language preference, location, or buying behavior. Storing customer information in one place can have several advantages. It helps you serve your customers better by providing personalized service. As you have access to their contact information, you can easily identify their preferences and tailor your service accordingly. It also helps you streamline your workflow and manage your contacts more efficiently. With LiveAgent’s contact management feature, you can easily search, filter, and sort your contacts based on different criteria. But how can you set up and create contacts in LiveAgent? LiveAgent has provided a video that guides you through the whole process. The step-by-step guide makes it easier for you to set up your contacts and store customer data without any technical expertise.
How to setup and create Contacts in LiveAgent
LiveAgent is a versatile customer support software with features like live chat, social helpdesk, and voice helpdesk. It is cloud-based and secure with SSL safety. It also offers various integrations and plugins, and a free trial.
How to create Contact groups in LiveAgent
Learn how to create and manage Contact groups in LiveAgent to easily sort your business Contacts. Follow video or text instructions to set up and use Contact groups effectively.
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