Configure the Customer Activity view

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Configure the display of the Customer Activity view.

    Before you begin

    Role required: admin

    About this task

    The Customer Activity 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 Activity 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 Service > Administration > Guided Setup.
    2. On the Getting Started page of the guided setup, select Get Started
    3. In the Customer Central - Customer Activity category, view the list of tasks to configure the feature.
      Table 1. Customer Central - Customer Activity configuration tasks
      Task Description
      Configure component attributes Set the Customer Activity view component attributes as required.
      Configure activity types Create an activity type to display in the activity feed on the Customer Activity 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.
    4. To perform a task, select Configure.

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