Qualification details now save to the customer profile, so you can pick up the next conversation knowing what you already learned in the last one.
Customer Details now has a Qualification section. This means that what you learn about a customer stays with their profile instead of vanishing when the chat closes.
Track what matters to your business
Choose from four ready-made qualification fields, or add your own with a free-form field. Teammates fill in values as they come up in conversation, and a completeness indicator shows how much of the picture you already have.
Additionally, a returning customer arrives with their qualification details already on the profile, so the second conversation starts where the first one ended rather than with a question they've answered before.
Available now
Find the Qualification section in Customer Details on any customer profile. Live now for every account.