View customer details:
Check conversation metadata. It displays:
Understand the customer’s history and view the ticket and the assigned agent. A list of all auto-created tickets linked to the customer, including:
Problem | What to Do |
Zia Insights missing | Ask your admin to enable Zia and grant access under Admin > Zia > Permissions |
Contact Info panel is empty | Manual contact mapping or identity confirmation may be needed |
No tickets showing | Check if the contact is linked to tickets and verify your access to the Tickets module |
Attachments missing | Request the customer to resend files; check if file size or type is supported |
Device data is incorrect or blank | Refresh the panel or confirm details with the customer |
Panel reordering is not saving | Clear your browser cache or try a different browser |
Zia suggestions seem wrong | Continue chatting to refresh context or manually open similar tickets for reference |
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