# Customer Info Management
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**Permissions and Requirements**
1. In the contract details of the currently connected service, set the **\[Customer Information Management]** feature to **Enabled**.
2. Only agents with **administrator permissions** can use this menu.
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***
## **➊ Customer Management**
### **1-1. Customer Management**
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This menu allows you to view created customer information and related records.
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#### **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**
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* You can assign specific **level** to customers based on identifiable data such as phone number or email.
* Assigned tags are displayed at the top of the ticket processing history as labels.
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#### **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**
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This menu allows you to configure API settings to retrieve data from your own service when using a system other than **Contiple**.
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**Permissons and Requirements**
* Enable **OPEN API** under **\[Service Management] → \[Authentication] → \[OPEN API]**.
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#### **(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.
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://docs.contiple.com/eng/try-it-out/cm/customer-info-management.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.