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Designing the customer composite

Updated on March 25, 2020

  1. In the header of Dev Studio, click Launch web interfaceInteraction Portal.
  2. Click NewDemo Screen PopsDemo Pop - JOHN BROWN.
  3. Click Accept.
  4. For each field on the customer composite, determine the following information.
    • If this information is needed more than once during the call.
    • The probability of the information to be referenced during the call.
    • The probability of the information to change the customer's behavior, questions, or perception.
    • The probability of the information to change the representative's behavior.
    • The time frame when this information is needed.
  5. Based on these responses, determine the following information.
    • If the information should be visible, available, or accessible.
      • Visible: Always present on the screen.
      • Available: Ability to quickly view and make permanently visible.
      • Accessible: Data is reachable within 2 clicks.
    • Which screen quadrant should show the information.

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