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= Contacts and interactions= | = Contacts and interactions= | ||
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| − | |context=A | + | |context=A contact is a person that your company does business with. Your company has information about that person that you can manage and use to do your job. An interaction is a communication with the contact over one or more channels, such as [[ADVoice|Voice]] or Digital, such as [[ADChat|Chat]] or [[ADemail|Email]], and the tools that help you address the contact's needs and the needs of your company. Workspace Agent Desktop provides tools that you can use to manage previous interactions with a contact (the [[ADcontacts|contact's interaction history]], [[ADhist#MyHistory|your History]], and your company's [[ADhist#InteractionSearch|interaction database]]). |
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{{NoteFormat|Due to continual changes to Agent Desktop, screen shots in this manual might show interface elements that are not yet available for this product or might not accurately reflect what you see in the product when you use it.|1}} | {{NoteFormat|Due to continual changes to Agent Desktop, screen shots in this manual might show interface elements that are not yet available for this product or might not accurately reflect what you see in the product when you use it.|1}} | ||
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{{AnchorDiv|SearchPreviousInteractions}} | {{AnchorDiv|SearchPreviousInteractions}} | ||
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==How do I search through previous interactions with customers?== | ==How do I search through previous interactions with customers?== | ||
You can view customer interactions in the [[ADcontacts|Contact Directory]] and in the History tab of an active interaction. | You can view customer interactions in the [[ADcontacts|Contact Directory]] and in the History tab of an active interaction. | ||
You can view customer interactions in three ways: | You can view customer interactions in three ways: | ||
| − | * [[ADhist# | + | * [[ADhist#MyHistory|My History]] lets you browse your interactions. |
* The [[ADcontacts|Contact Directory]] lets you browse all interactions with a customer or team member. | * The [[ADcontacts|Contact Directory]] lets you browse all interactions with a customer or team member. | ||
* [[ADhist#InteractionSearch|Interaction Search]] lets you browse the complete interaction database using either a Quick Search or an Advanced Search. | * [[ADhist#InteractionSearch|Interaction Search]] lets you browse the complete interaction database using either a Quick Search or an Advanced Search. | ||
| − | == | + | ==Contact management videos== |
The following videos introduce you to some of the basics of contact and interaction management, but be sure to click the links on this page to read about contact and interaction management in detail. | The following videos introduce you to some of the basics of contact and interaction management, but be sure to click the links on this page to read about contact and interaction management in detail. | ||
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{{#widget:Vimeo|id=297764527|width=572|height=392}} | {{#widget:Vimeo|id=297764527|width=572|height=392}} | ||
====Advanced My History search==== | ====Advanced My History search==== | ||
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* Interaction Search | * Interaction Search | ||
====Basic Interaction history search==== | ====Basic Interaction history search==== | ||
Latest revision as of 08:56, November 9, 2020
Contacts and interactions
Important
This content may not be the latest Genesys Engage cloud content. To find the latest content, go to Contacts and interactions.
A contact is a person that your company does business with. Your company has information about that person that you can manage and use to do your job. An interaction is a communication with the contact over one or more channels, such as Voice or Digital, such as Chat or Email, and the tools that help you address the contact's needs and the needs of your company. Workspace Agent Desktop provides tools that you can use to manage previous interactions with a contact (the contact's interaction history, your History, and your company's interaction database).
Important
Due to continual changes to Agent Desktop, screen shots in this manual might show interface elements that are not yet available for this product or might not accurately reflect what you see in the product when you use it.How do I search through previous interactions with customers?
You can view customer interactions in the Contact Directory and in the History tab of an active interaction.
You can view customer interactions in three ways:
- My History lets you browse your interactions.
- The Contact Directory lets you browse all interactions with a customer or team member.
- Interaction Search lets you browse the complete interaction database using either a Quick Search or an Advanced Search.
Contact management videos
The following videos introduce you to some of the basics of contact and interaction management, but be sure to click the links on this page to read about contact and interaction management in detail.
Managing Contacts
Finding Interactions
How to find interactions in the Interaction Database:
- My History
Basic My History search
Advanced My History search
- Interaction Search
Basic Interaction history search
Advanced interaction history search
- Contact History
Basic Contact history search
Advanced Contact history search
What next?
Top 5 topics
This page was last edited on November 9, 2020, at 08:56.
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