Overview

A data entry card allows you collect information from you customer. This can serve multiple purposes and benefits such as:

• Providing personal and specific services to your customer. For example, providing shipment information based on a tracking number.
• Collect data about the customer for future communication.
• Reducing agent wait times by pre-collecting basic information.

Create Data Entry

1. In the New card sidebar, click on Data entry.

2. Fill in the following text boxes as desired for the message attached: Friendly name,Cover image Title, Text.

3. From the Question property drop-down, select the information you want to collect and accordingly fill in any boxes shown.

4. Click Save.

📘

Tip:

Some Question propertys have an Ask when choice box. Choose the desired behavior for the question when the value has already been collected.