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07. Managing contacts - agent
1 min
Created by Humanz on 6/3/2022 12:16 PM
Updated by Maria Malheiro on 9/18/2024 3:55 PM

All customers who contact your company through Zenvia Chat become contacts. The system also allows you to add new contacts individually.

To access this feature, go to Zenvia Chat - Agent Profile > Contacts and click on the icon
Managing contacts (agent) - 1.png
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Fill in the fields and click  Add new customer.

Using the search field, located above the contact list, we can search for a specific customer using one of their details (name, email, phone, or CPF). You may need to search for a customer to make an active call, which means when the agent initiates the service. (The available channels for this are email, voice, and teleconferencing, as long as they are integrated into the environment.)

If you need to edit an existing contact, just click on it, click on the pencil icon, edit the desired information, and finally click Save changes.

 Administrators can also add new contacts from the administration environment, either individually or in bulk (multiple contacts simultaneously).

Done! Editing completed.