Configure the Customer History view

Configure the display of the Customer History view.

Before you begin

Role required: admin

About this task

The Customer History view provides customer service agents an overview of all interaction that a customer has had with a contact center in the form of an activity feed.

There are two panels on the Customer History view. On the left, the facets categorize the customer touch points and a customer service agent can filter to display the data they want. On the right, the activity feed displays more detailed information on each of the facets in reverse chronological order.

Procedure

1. Navigate to All > Customer Central > Customer History > Guided Setup.

2. On the Customer History Configuration page of the guided setup, view the list of tasks listed in the following order.

   Select Get Started beside each block to configure the features.

   1. Customer History Properties

   2. Activity Feed

   3. Activity Contexts

   Task	Description
   Configure Customer Central properties	Set the Customer History view component attributes as required.
   Configure activity types	Create an activity type to display in the activity feed on the Customer History view.
   Configure activity groups	Create an activity group and then add activity types to the activity group.
   Configure activity type templates	Create an activity type template to define how to display the activity type data on each of the activity tiles in the activity feed.
   Configure activity contexts	Add the activity groups and activity types you created to an activity context, depending on who you want to display the information for and create facets to group the data.

3. To perform a task, select Configure.

   This button opens the page in your instance where the configuration is completed.