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.

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.