Customer Info Management
You can manage received customer information or integrate customer data from external systems via API.
Permissions and Requirements
In the contract details of the currently connected service, set the [Customer Information Management] feature to Enabled.
Only agents with administrator permissions can use this menu.
➊ Customer Management
1-1. Customer Management
① Customer List
You can view customer information records created in Contiple.
Customer information is automatically generated based on consultation details received through various channels such as the Help Center inquiry form or Call.
For inquiries received via the call channel, if the same phone number exists, the information is automatically merged under that customer record.
For inquiries received through other channels, the information is automatically merged based on the email address.
For new customers, a unique customer ID is automatically issued, and a new customer record is created.
② Edit/Merge Customer Information
Click the Open in New Window icon to view tickets that require customer information updates, then edit the fields in the ticket details section.
If the latest customer information such as ID, name, or phone number exists for the same customer ID, you can select it from the dropdown list.
When new customer information is entered, it is saved together and can be viewed in the Customer Management menu.
When separate customer records refer to the same individual, you can use the Merge feature to combine them.
1-2. Customer Category
① Level Setting
Click the Level Setting button, specify the grade name and color, then click Save to complete the grade creation.
② Customer Add
Click the Add Customer button, select the customer classification criteria (such as email, phone number, or member ID), and enter the customer information.
Select a customer grade created under [Level Setting].
Enter the details, then click Save to complete adding the customer.
➋ Customer Info Contact
2-1. API Setting
Permissons and Requirements
Enable OPEN API under [Service Management] → [Authentication] → [OPEN API].
(1) Add API
Field Description
API Name : Name of the API to be added.
Base URL : The URL used to call the API.
Encryption : Whether to enable encryption for messages transmitted via the API.
Encryption Key : Automatically generated when encryption is set to “Yes.”
Contiple Server Information : Opens the firewall to allow Contiple to access the service providing the API.
Click the Search button to select recipients and send the IP information via email.
Search Items : Configure query parameters used for the API call
Division
Add using Add button: General
Add using Add Ticket Field button: Ticket Field
Type : (For general items) Choose either Text Box or Dropdown Box.
Required : Set whether the parameter is mandatory for the API call.
Screen Name : Name displayed for the search item in the Ticket Management screen.
Variable Name : Parameter code.
Data Length : Maximum input length for the parameter.
Result Items : Configure how API return data is displayed in the Contiple interface.
Screen Name : Name displayed for the result item in the Ticket Management screen.
Variable Name : Key used to identify the returned value from the API response.
(2) Check Customer Information
APIs added in the API Settings can be used within the Ticket Management menu.
Click the Information Search button during a customer consultation to call the API and retrieve external data.
Enter the search parameters defined in the API Settings, then click the Search button.
The returned values will be displayed below the button.
If ticket fields such as ID, phone number, email, or name are included in the search parameters, tickets matching those conditions will also appear in the results. (Default search period: 3 months)
When a ticket is selected, you can view the customer information from the sidebar menu.
2-2. Connect Field
The API query results can be automatically applied to ticket fields.
However, automatic application is not possible if the field already contains a value.
Only Text Box and Text Area field types can be linked.
Last updated