Overview: Interaction journey tab
This article provides an overview of the interaction journey tab in Edify App.
The interaction journey tab is where you can open and review a customer’s previous engagement with your business.
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The journey tab is where you see the full, inbound and outbound engagement history between your company and a customer. When opened, the Journey Mapping panel is displayed. This panel includes a complete list of all past engagements that this specific customer has had with your business, and it provides you quick access to see the exact pathway of the customer - from the moment they arrived in the queue and until they exited it.
Even more so, this is also where a user can access a specific past engagement's completed interaction, which includes the call recording, chat transcription, and notes left about the engagement. This is helpful to reference when you need to dive deeper into understanding a particular past experience with your business.
If your Edify admin enabled the journey tab for your queue(s), this tab appears in the tabs panel as a tri-fold map with a location marker. It’s available to the user both when in an active interaction and when viewing a completed interaction.
Journey mapping records
The journey tab first displays the Journey Mapping panel when it’s opened. The Journey Mapping panel is a list of all previous interactions with this customer, which are called interaction records. Each interaction record is a previous engagement with the customer (i.e. a completed interaction with this customer).
More specifically, interaction records populate in this list because the queue is configured to log customer engagements based on collected data at the creation of the interaction. This data can be a piece of information collected about the customer or about the interaction itself. Therefore, based on queue configurations set by your Edify admin, the system tracks specific data about interactions and logs the interaction into the Journey Mapping list as an interaction record based on that data.
A queue configured to include customer journey uses one of these three data types when logging each interaction to the Journey Mapping list:
Customer’s routing details (i.e. the phone number the customer called to reach your company),
Source details (like the customer’s email address or phone number), or
LinkedIDs (i.e. retrieved data about the customer from a database that’s integrated with Edify, like Salesforce).
The journey mapping data type is specific to each queue and is defined by your Edify admin in Console. Select the data type that makes the most sense for how work is completed in that queue.
If the customer’s Journey Mapping panel is blank the customer may be reaching this queue for the first time or the queue may not be configured to track the customer’s journey. If you experience these issues, check with your Edify admin to ensure that the queue is configured properly.
The Journey Mapping list contains individual interaction records. Each interaction record displays quick details about the interaction. This is helpful for quickly scanning the journey mapping list to find the exact record that you need.
Note: Interaction records are displayed with the most recent interactions at the top and oldest at the bottom.
The quick details on the record include:
Initial communication type
Date and time of the contact
Customer’s name or caller ID
Interaction history timeline
After opening an interaction record, notice that it contains the full history for that specific interaction. This is the interaction history timeline.
The interaction history timeline is where you see each event of that previous interaction once it arrived in the queue, like when the customer entered the queue and started waiting for a user (top of the history), when the customer became connected to a user, when the customer was placed on hold by a user, when the interaction ended (bottom of the history), and more. Each event on the timeline includes the name of the user that was the assigned user at that moment, the event that happened, and the date of the specific event.
This is especially helpful when you need to better understand the exact experience of the customer in the past to better help the customer with her current needs.
Access a completed interaction
Access a completed interaction by clicking Open Interaction at the top of the interaction history timeline. The completed interaction will populate as another interaction tab across the top of the page. See Overview: completed interactions (Edify App).
Depending on the type of interaction, the completed interaction can include all or some of the following fields:
Call recording (if enabled)