Improving User Interaction: Real-Time Customer Insights and Priority Highlighting for Cloud Call Numbers

Improving User Interaction: Real-Time Customer Insights and Priority Highlighting for Cloud Call Numbers

Our goal is to develop a feature that enriches user interactions by delivering immediate customer information and priority management during incoming calls through cloud call numbers.

This feature aims to optimize user experiences by presenting required customer details and highlighting their priority status.

Key Factors:

Customer Information Display: Present details like customer name and photo/avatar to provide instant context during incoming calls.

Priority Field Highlighting: Emphasize the priority status of the customer within the pop-up card for quick recognition.

Last Connection Insights: 
  1. Offer insights into the most recent interactions with the customer across various platforms.
  2. Aggregate data from recent interactions via phone calls, WhatsApp messages, Twitter interactions, or other relevant communication channels.
  3. Display up to three recent interaction platforms alongside timestamps to provide context on the latest engagements.



    • Related Articles

    • Create & Update Triggers

      Create Triggers: Trigger messages can be configured by the user, which can be sent to the customer as well as the supervisor/ user himself through email, SMS, WhatsApp, or push notifications. To add trigger messages, follow the below steps: From URVA ...

    • Configure Leave Type

      Create leave type by following the steps mentioned below: From URVA Home Page. Go to the Admin settings. Click on the Leaves. Click on the '+ New Leave' plus icon to add a leave type. Enter details like leave type, code, priority, and requirements ...

    • Create Bands for attendance management

      In order to create bands in URVA for attendance and leave management. It helps the web user to analyze the attendance history of the employees. Create bands through following steps: From URVA Home Page, go to Admin Settings . Click on Bands under the ...

    • Set Targets for Team

      Create targets for users by follow the steps mentioned below : From the URVA Home Page, click on the Admin settings. Now click on the Targets under Performance Settings. Click on the + icon to Add a new target. Choose TARGET BASED ON ...

    • Create different templates on URVA

      One can create a template for notifications to be sent to any user or customer via SMS, Email, WhatsApp or a push notification. Create templates by following the steps mentioned below: From URVA home page, go to Admin Settings and then click on ...