Adding and Looking up Customer Data Using the Greeting (Lookup) Option within your Greeting Block
Any time a customer calls your business, their data is automatically stored in both your Call Log and within the Customers section of your portal. Utilizing the Greeting (Lookup) option within your Greeting Block will allow agents to search the caller's name or number and have the system pre-populate all of the data. This will ensure agents get on and off the phone quickly, which means you can respond to customer requests more efficiently.
In this article we'll discuss:
Viewing Customer Data
Within your SAS Flex Portal, click on your User icon and select
On the next page, you'll see a list of all customers that have called your business.
To view specific call details for any customer, click the 3-dot icon and select
Call Detail. You can also Edit or Delete customer data from this view.
Configuring the Lookup Option in the Greeting Block
Click on the
Builder icon on the left-hand side of your screen. Then select
From the Block Builder list, select
Greeting and drag it over to the center of your screen.
Now under the
Edit tab, you will need to fill in the operator text, or what you want the operator to say to your callers. In this case, we'll greet the callers and ask for their first and last name.
Options tab, select the Lookup check box, then choose how you want agents to look up caller information. In this case, we'll choose
SAS Call Log.
NOTE: You can also use the Lookup option in conjunction with our Salesforce app. For instructions on how to configure the Salesforce app, check out
Logic tab, add in your Logic options. In our example we want all calls to be handled the same, so we'll only add one. However, feel free to customize this based on your specific needs.
Field tab, name your script block. We named ours
Main Greeting - Lookup.
When you are finished, click
NOTE: Once your Greeting block has been created, you'll need to add it into a section. If you already have a Greeting section, simply replace your current Greeting block with the new one you just created. For more information on how to work with sections, check out