Customer Card
VOIP
Quickly access to all information about the customer who created a service request in Jira Service Management
Overview
Customer Search and Profile Viewing
Jira Service Management agents can quickly search for customers by name or email. View a detailed profile, including a list of issues associated with the customer, their request history, and related Assets in Jira.
Request Creation
Agents can easily create service requests for customers with pre-filled fields based on their profile details. This reduces manual data entry, saves time, and minimizes errors, streamlining the issue creation process.
History of incoming requests
Integration with call center platforms automatically links incoming calls to customer profiles in Jira. This ensures that the full history of requests is logged and available for agents, improving response efficiency.
More details
The Customer Card app for Jira Service Management lets agents quickly search for customers by name or email and view detailed profiles, including issues, request history, and related Jira Assets.
The plugin integrates with call center platforms like Amazon Connect and Cisco Finesse, automatically linking incoming calls with customer profiles in Jira. For example, when a phone call is received, the customer’s profile opens automatically based on their phone number.
Agents can also create service requests faster with auto-filled customer details, reducing manual entry and errors.
Functions:
● View customer request history● View organization-wide customer requests● Access customer profile details● Create requests with pre-filled customer info● Switch customers to display related data● Modify or cancel customer requests● Integrate with Jira Assets● Integrate with cloud contact centers● Quick access to customer data from the Jira Dashboard