Engage Digital | Editing the customer’s profile

Last updated on September 01, 2021

The Profile tab, indicated by a person icon, contains customer information such as their first and last name, email, and more. You can edit the customer’s profile to keep customer information updated.

Navigate to Inbox or Routing mode via the left nav bar.
Select a message from the left pane.
Open the customer profile.
Click the Profile person icon tab.
Edit the fields as desired.
Click Save.

Configuring the customer profile

Your admin configures customer information fields, and you might not see some of the fields enumerated below.

You may have access to edit the following customer information:

First name: Customer’s first name associated with the digital channel.
Last name: Customer’s first name associated with the digital channel.
Company: Customer’s company name associated with the digital channel.
Gender: Customer’s gender.
Email: Customer’s email address.
Mobile phone: Customer’s mobile phone number.
Home phone: Customer’s home phone number.
Tags: Unique code used to collect information about visitors to a website and actions on the site.
Notes: Agent notes about the customer.