Tickets and customers

Use customer records and history

Link conversations to the right customer so agents can see useful history without creating duplicate records.

Identify carefully

Anonymous chat visitors can be named when reliable details become available. Use information the customer provided and avoid guessing identities from partial matches.

Search for the existing customer before creating or linking another profile. Compare email and prior conversation context to avoid merging unrelated people.

See their previous tickets

Under the customer on any ticket, Previous tickets lists the other tickets from the same person, newest first, with each one's status and when it last moved. Press one to open it beside the ticket you are on. A first-time customer is marked as such, so you know when there is no history to check.

Use history with judgement

Previous tickets can explain preferences and earlier fixes, but always confirm that old details still apply. Keep the current response focused on the request in front of you.