Contact profiles are now available in Loop 360, allowing users to gain valuable insights into the customers they are engaging.
Navigating to a contact's profile will present key information including all of the recent activities they have engaged in. This includes any conversation, response, or ticket as well as the locations they have interacted with.
Please note that the contact information will either be the contact's name or indicate that it is anonymous by providing a guest alias until the contact name is obtained.
You can view the contact's profile from our Loop Inbox, Loop Tickets, and Loop CX Responses in the contacts view.
Contact Profile from Loop Inbox
To access the Contact Profile via a customer conversation, access your Loop Inbox (1) from the left sidebar. Select the Conversation Type (2), and navigate to the Conversation (3) you wish to view. Once the conversation is selected, in the Contact Details (4) panel, select the View Profile (5) button. This will take you to the Contact Profile to view relevant details related to the customer.
Contact Profile from Loop Tickets
To access the Contact Profile from a ticket complaint, access your Loop Tickets (1) in the left sidebar. Select the Ticket (2) you wish to view. Once selected, scroll on the right-hand side panels to view the Contact Details panel. Select the View (3) button. This will take you to the Contact Profile.
Contact Profile from Loop CX - Survey Response
To access the Contact Profile from your Loop CX - Survey, select the Projects (1) Tab in the left sidebar. Select the Survey Project (2) you wish to view. Navigate to the Responses (3) submenu to select the response. Once selected, you will see the Contact Details panel on the right. Select the View (4) button. This will take you to the Contact Profile.
If you require any assistance, please reach out to firstname.lastname@example.org and we will do our best to help!