Search and View Transcripts

Procedure


Step 1

In the Management Portal navigation bar, choose New Digital Channels to launch the default console.

Step 2

Click the Switch to Customer Care button at the top-right corner of the dashboard.

Step 3

You can search and view conversation transcripts in the Search page based on the following field values.

Field

Description

Name

Full name of the customer as received from the channel and configurations in the Create Conversation node in the flow. Applies to Facebook Messenger and Livechat.

For email: set to the primary customer’s email address (from address) by default.

For SMS: set to the customer’s mobile number by default.

Note

Partial searches are not supported.

Search is case insensitive.

Mobile Number

SMS mobile number of the customer. Useful to search for SMS conversations.

Email ID

Email ID of the customer. Useful to search for email conversations.

Chat ID (Conversation ID)

Unique identifier of a conversation.

Livechat ID

A unique ID—set on the customer’s browser by the Livechat widget.

WhatsApp Mobile No.

Not applicable to Webex Contact Center

Tags

Not applicable to Webex Contact Center

Priority

Not applicable to Webex Contact Center

Agent ID

Agent ID is configured to CI User ID as part of the initial phase and cannot be used in this phase.

Twitter ID

Not applicable to Webex Contact Center

Customer ID

Unique identifier of the customer as defined by the business. Not applicable to Webex Contact Center.