Documentation

VIP customer

As part of the Customer/Company card, it is possible to mark such a customer/company as a VIP. Such action is aimed at distinguishing the customer/company within the contact and sprioritizing its service. Go to the Customers tab and click on any customer - you will be taken to their card.

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After clicking on file, the option Mark as VIP will appear:

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By selecting this functionality, a symbol indicating VIP will appear next to the customer's/company's avatar.

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This information will also be displayed elsewhere in the system:

  • Customer list.

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  • Web Softphone.

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Chat.

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  • Ticket list.

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  • Ticket.

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To deselect a VIP customer, also click file and select Deselect VIP.

Did you know...💡

You can condition the phone call handling strategy by checking from the IVR on whether the customer is a VIP. In addition, you can also individually handle such a customer in an email correspondence using the relevant message rule i.e. Found VIP customer in CRM. It is also possible to prioritize VIP customer service within chats.

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Łukasz

My name is Łukasz and I take care of Thulium's knowledge base. I'd love to keep it accurate and understandable. If you have any remarks or suggestions for improvement - let me read them.

Drop me a line at: dokumentacja@thulium.pl.