Contacts management

View information about your customers, from basic contact info, language preferences, to any customer data captured in custom user fields. Every time someone contacts you, a new Contact (https://www.liveagent.com/features/contacts/) is created in LiveAgent (https://www.liveagent.com). Contacts Video Setup If you prefer video instructions over text, watch the video below: Contacts Setup Step 1: Navigate to Customer portal > Contacts Step 2: Contacts create automatically but if ...

Companies (https://www.liveagent.com/features/companies/) are a collection of your contacts (https://www.liveagent.com/features/contacts/) in LiveAgent. They are an optional feature and it is not mandatory to organize your contacts into Companies. However, there are a few benefits to keeping your contacts organized within Companies, such as keeping better track of what the companies are requesting, being more familiar with the account and the customers from the get-go, and making your workflow m...

As part of GDPR compliance, LiveAgent gives you the option to remove all data associated with a particular customer. This feature allows you to delete the customer's account and all their tickets in the system. This guide will walk you through the steps to delete a customer and also explain how to delete and purge their tickets. Deleting a Customer To remove a customer, in the agent panel go to Customers > Contacts, search for the customer you want to delete, and click the Delete button. I...

Some of your customers or website visitors (or spam creators) are using anonymous temporary mailing services like 10minutesemail or inboxstore.me etc or simply you have weird contacts with weirder email addresses and you know that you won't send any further emails to such contact anymore. Why not to clean up your database from such useless contacts ? Perhaps you have almost 90% tickets created from addresses which are temporarily random generated (sample: whatdoyouwantfromme6574568@ (mailto:rgc...

Although we don't offer this function as part of the LiveAgent application, an example script capable of importing contacts from csv file to LiveAgent via API v3 is attached below this article. Your csv file must contain column headers on the first line. You then use those column names in keys of variable COLUMNS. Configure the script in the first section /***************** CONFIGURATION START *****************/ // agent panel -> settings -> system -> API const APIKEY = 'test'; // e...