/
Customer Summary
Customer Summary
Introduction
Pulse users with the appropriate role can now view the AI-generated customer summary on the account page.
The customer summary is accessible to users with the "Customer Summary Role."
Steps to check this information in Pulse:
Step 1: Click on the 9 squared dot, choose customer and then search with customer name, phone number or account ID.
Step 2: All the customer search information will be displayed with the AI-generated customer summary on the account page.
, multiple selections available,
Related content
Customer Landing Page
Customer Landing Page
More like this
How to configure/Edit campaigns and notifications
How to configure/Edit campaigns and notifications
Read with this
Pulse : View Customer & Applicants Information
Pulse : View Customer & Applicants Information
More like this
Campaign Tags
Campaign Tags
Read with this
Customers
Customers
More like this
Actions
Actions
More like this
BBOXX