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About the Customer Dashboard


The customer dashboard in Siebel Call Center automatically shows customer contact information (Customer Name, Phone Number, and Email Address), if provided on the chat request form.

The purpose of the customer dashboard is to alert the agent if the customer requesting a chat provides profile information which does not match the contact record. For example, if the phone number or email address provided by a known customer does not match the contact record on file, then an exclamation mark appears next to these fields indicating to the agent that this information is new. Agents can then update the customer's contact information as described in Updating Customer Contact Details Using the Siebel Chat Dashboard. For more information about configuring the customer dashboard, see Configuring Siebel Business Applications.

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