How to include Customer's Contact when creating Tickets from the CX Dashboard?

704_Researcher704_Researcher USCommunity Member Qubie ✭

How to include Customer's Contact when creating Tickets from the CX Dashboard?

Does anyone know how to add the Customer's Contact info when creating a ticket from the CX Dashboard? I'm not talking about the "Action" or "Task" when creating tickets that is triggered. I'm referring to when you are in the dashboard, you can open the full record of a survey response, such as when reading their comments and want to create and assign a ticket, there's an option to create a ticket from this window but the only data fields that could be added are Questions from the survey and your Embedded Data. I don't see an option to pipe in Customer's Contact Info, which would be helpful for someone who would need to reach out to the customer. Thank you.!

Answers

  • RockRock IndiaCommunity Member Guru ✭✭

    you can pipe in customer name by storing it as embedded variable.

  • royale229royale229 ChicagoCommunity Member Qubie ✭

    Yeah I just realized that you can do this by adding things like email and name in the survey flow and then they are available in the create ticket menu. I also would like the full record to be in the newly created ticket, and am confused as to why it isn't linked or available.

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