Active Caller and CRM Admin
Dive into our Active Caller and CRM Admin feature, designed to streamline your interactions with customers. This tool empowers you to manage caller identities, contacts, accounts, cases, and notes with ease. It even allows for automatic case creation and documentation.
If a caller mentions their profile, creating a contact, No Contact, account, case, note, closure code, or call documentation, this feature is your go-to solution. However, avoid using it if the issue isn't specific to this feature.
Pro Tip: Utilize the caller ID lookup feature to attach the best knowledge base path to your calls, ensuring a seamless customer experience.