Contacts

Customer context: A customer looking to sort contacts by department in LiveAgent. Customer: How can I sort contacts by department? Answer: Unfortunately, you can't sort contacts by department in LiveAgent. Instead, you can use custom filters to filter tickets from a specific department.

Customer context: A LiveAgent user looking for a way to export their contacts list. Customer: How can I export contacts from my LiveAgent account? Answer: You can export your contacts from your LiveAgent account using the API, as explained in this support article (https://support.liveagent.com/215910-Export-customers-to-CSV-file). Alternatively, you can export the list to a CSV file directly from the Customers > Contacts section in your LiveAgent panel.

Customer context: A customer wants to migrate their contacts from their previous helpdesk solution to LiveAgent. Customer: How can I migrate my customer contacts from the help-desk solution I was using before? Answer: You can use LiveAgent's migration plugins to migrate your data from an alternative solution. If your previous helpdesk solution is not supported, you can import customer contacts manually via a CSV file. For more information, visit Import tickets (https://support.liveagent.com/70...

Customer context: A customer wants to import their contact list into their LiveAgent account. Customer: How can I import a list of contacts into my LiveAgent account? Answer: To import contacts into your LiveAgent account, use the API and follow the instructions provided in this guide: How to import contacts from csv (https://support.liveagent.com/399768-How-to-import-contacts-from-csv).

Customer context: The customer wants to know how to add clients to LiveAgent. Customer: How do I add clients to LiveAgent? Answer: Clients are added automatically as contacts when they submit a ticket. You can manually create or edit contacts in the agent panel. For more information, visit this guide (https://support.liveagent.com/415713-How-to-setup-and-create-Contacts-in-LiveAgent). To import a large number of contacts, you can use an import script with the LiveAgent API, as shown in this ex...

Customer context: A customer wants to know how to create a group of contacts in LiveAgent. Customer: How to create a group of contacts? Answer: To create a group of contacts, go to the "Customers" section, click the "Contact groups" tab, and then click the "Create" button. After creating the group, go to the "Contacts" tab within the "Customers" section, edit any contact, and in the "Personal details" tab, select the contact group from the "Groups" section. For more information, please visit t...

Customer context: A customer wants to learn how to transfer tickets of a specific customer group to a specific department in LiveAgent. Customer: How to transfer tickets of a specific customer group to a specific department? Answer: To transfer tickets of a specific customer group to a specific department, create an automated rule by going to Configuration > Automation > Rules and clicking the "Create" button. The rule should be applied to the "Ticket created" action. For conditions, sel...