Chat History

With a chat selected, on the toolbar you’ll find a Chat History button. When you click it, a screen on the right-hand side of the chat will open and you’ll be able to consult the entire service history of the customer you’re chatting to. Check out how to view a customer’s service history below.

Consult Service History

To access it, follow the steps below:

1. With a chat selected, click on the Consult Service History button located on the chat toolbar. When you click, the service history screen will open on the right-hand side;
2. On the Service History screen you will find all the past calls that the customer you are serving has had. To view the conversation from a past call, select the conversation you want to see;
3. When you select, you will see the entire conversation from the past call.

Note

When you open the service history enquiry screen, you’ll find some filters that can help you search for a specific service. By default, the group filter comes with the group in which you are serving the selected customer.