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Customer Profiles

Customers are at the center of everything that happens in Engage.

Customer Profiles
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Customer Profiles Overview

Learn how Engage displays Customer Profile attributes in the customer details panel and Contact Attributes in the conversation metablock.

Customer Profiles
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Customer profiles: Duplicate Profiles and Identity Resolution

Learn how to prevent duplicate customer profiles by using the CTR-NoInferred template for profile creation.

Recent Updates

November 16, 2022
Customer Profile Social Matching
October 7, 2022
Agents can now create Customer Profiles
September 1, 2022
Salesforce Contact ID can now be used as a Matching Rule
July 12, 2022
Support for Customer Avatars
April 5, 2022
Add Tasks and search Knowledge base articles in Contact Search
March 16, 2022
Contact Search is now generally available
March 16, 2022
Click-to-call phone numbers in Customer Profiles, Conversation and Task Attributes
GUIDE

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