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Customer Page Interface

Overview

The Customer Page Interface provides a comprehensive, customizable grid system to manage customer data efficiently.

This system ensures up-to-date customer information and facilitates quick actions like filtering, editing, and notifying customers in bulk.

Key Features/Benefits

  • Customizable Grid System:

    • Modify layouts to suit your needs.
    • Apply filters to refine searches (e.g., filter by credit balance).
    • Group data for better organization.
    • Perform grouping and pivoting of data (similar to Excel functionality).
    • Automatic background updates to ensure real-time data accuracy.

  • Robust Data Management Tools:

    • Real-time updates ensure that customer information is always up-to-date.
    • Bulk management options allow you to manage multiple customer records simultaneously.
    • Integrated communication tools facilitate quick actions such as filtering, editing, and notifying customers in bulk.

  • Customer Indicators:

    • Warning Signs: Hover over warnings to identify potential issues (e.g., missing authentication sets or routing issues).

    • Last Call Details: Track the last time a customer was active.

    • Key Metrics

      • Credit & Currency: Displays available balance in the system.
      • Active Channels: Shows live active call channels.
      • ASR (Answer Seizure Ratio): Measures the percentage of connected calls vs. total calls.
      • Calculation: (Connected Calls / Total Calls) * 100.
      • ACD (Average Call Duration): Calculates the average length of customer calls.
      • Calculation: Total Call Duration / Total Number of Calls.
      • PDD (Post Dial Delay): Measures the time delay between dialing a number and hearing the ringtone. A high PDD (e.g., 10 seconds) can indicate carrier issues.
      • CPS (Calls Per Second): Displays the number of calls processed per second.

  • Search & Filtering

    • Search Box: Instantly find customers by entering keywords.

    • Filters: Apply specific criteria to narrow down search results.

  • Customer Management Functions:

    Customer Interface

    • Adding a New Customer: On the Customers page, you can perform several management operations. By clicking on + button we can add customer (see Create Customers below for details.)

    • Refresh Data: Refreshing the page, helpful when making edits or looking at real-time changes. This page is built as a web app, so some information will update automatically.

    • SQL: The SQL Query option allows you to run a query.

    • Bulk Upload: Upload multiple customers at once by importing a spreadsheet file (.csv file). Users can dynamically map columns (e.g., customer name, channels, status).

      • Steps of bulk uploading:
        • Click Bulk Upload, then Upload, find your customer file, and then click Open.
        • Right-click on the second row and select Start Row to show the first line of data (the first row is typically column headers).
        • Right-click on each column to Map Columns to appropriate fields.
        • Once you have filled out all the required fields, click Upload to Server.

    Note

    1. Before uploading the .csv file, please ensure that it doesn't contain any exponential or scientific notations. The inclusion of the notations will result in errors.
    2. You must include the Customer name and Currency as necessary columns in the.csv file for bulk uploading.

    • Bulk Edit: Select multiple customers and modify attributes such as Channels, Status, Flow Speed (CPS), Portal Access, and Country in bulk.

      Change multiple customers to inactive in one action

    • Delete Customers: Select customers and confirm deletion with a prompt before removal.

    • ?: Link to the documentation of the current page.

    • Send (Communication Tools)

      • Email Notifications: Select customers and send bulk emails. Customers don't see other recipients Use cases: Service downtime alerts, marketing updates, new product announcements.

      • SMS Alerts: Send instant SMS messages to selected customers. Use cases: System updates, routing issues, urgent notifications.

      • Steps to use Communication Tools:

        • Select several customers using the tick-box selector on the left side of each row. (Customers aren't visible to each other in the sent message.)
        • Click on "Send" at the top right then choose email or SMS.
        • Fill in the Subject line and body details and send.
        • Emails sent FROM the email address gets populated in Setup Settings, and TO every email address listed in Contacts for each customer.
        • Each contact receives an SMS to their Mobile number.

      Custom Email Servers

      Change the outbound Email Server and SMS origination number in Setup Settings.

    • Refer ConnexCS: This feature allows you to send simple ConnexCS Referrals to you customers.

      • You can send referrals to multiple Customers.
      • You can select the Template from the drop-down list.
      • Enter the Subject.
      • Write the Body of the referral.
      • Click on Send.

    ConnexCS Referral

    • Customer Status: View and update the status of a customer:
      • All
      • Active
      • Dialing
      • Inactive
      • Pending
      • Pending Approval
      • Penalty

    Customer Status