HELP FILE

About the Customer Info Card

The Customer Info Card provides information about the selected customer.



To open the Customer Info Card do one of the following,
  • click Customer Info at the top of the page if you are in full view mode
  • click Show info next to the customer's name in compact mode.

You find the following information:

Name
The name of the customer as entered on the pre-chat form.
Email
The email address of the customer.
Folder
The folder that stores the conversation between the customer and the agent over a specific communication channel.
Department
The Bold360 department of the agent.
Phone number
The phone number of the customer. Only available for text message-based (SMS) sessions.
IP Address
The current IP address of the customer. Only available for chat sessions.
Website
The name of the website as set up in the Admin Center. Only available for chat sessions.
Chat Launch URL
The URL of the website where the customer started the chat. Only available for chat sessions.
City / region
The city where the customer currently stays. This information is based on the IP address of the customer. Only available for chat sessions.
Country
The country where the customer currently stays. This information is based on the IP address of the customer. Only available for chat sessions.
Current URL
The current URL of the customer on the website. This information is updated when the customer navigates to another page of the website. Only available for chat sessions.
Custom field 1
The content of the first custom field as defined in the chat routing rules. Only available for chat and email sessions.
Custom field 2
The content of the second custom field as defined in the chat routing rules. Only available for chat and email sessions.
Visit ref
The unique identifier of the customer. Only available for chat sessions.
Visit Info
Additional custom customer information. Only available for chat sessions.
Custom fields
Custom fields of the pre-chat form are also displayed on the Customer Info Card.