Viewing & Editing Contact Details During Live Chat
During a live chat conversation in Wabo.ai, agents may need to quickly check or update a customer’s information. Wabo.ai allows you to open full contact details directly from the Inbox without leaving the conversation screen.
This guide explains how to view and edit contact details while chatting with a user.
How to View & Edit Contact Details During Live Chat
1. Open the Inbox
Log in to Wabo.ai and navigate to the Inbox module from the left sidebar.
2. Select a Conversation
Click on any active or closed chat to open the conversation window.
3. Access the Contact Details Panel
On the right side of the chat screen, click the Contact Details icon.
A quick-view panel will open, showing basic information about the user such as name, email, phone number, and location.
4. Open Full Contact Details
Click “View Contact Details” to access the complete profile of that contact.
5. Edit Contact Information
Inside the contact profile page, click Edit to update any details.
You can modify fields under:
Basic Information
Social Media Information
Web Analytics Information
Activities
Files
Communication Stats
All editable fields will appear for modification.
6. Save Your Changes
After updating the information, click Save to apply the changes.
You’re All Set!
You can now easily access and edit contact details during any live chat conversation, making customer handling faster, more accurate, and more efficient.