HELP FILE

Customize customer information shown on the agent workspace

You can customize the information shown to agents in the customer information section of the agent workspace at agent.bold360.com.

  1. At admin.bold360.com, click Customers > Customer Info Card. The Customer Info Card page is displayed.
  2. Per channel, choose the fields to be shown to agents on the customer information card. For more information about the Customer Info Card, see About the Customer Info Card.
  3. Save your changes.