Revision History

Document updated for 2022.01 with the following features:

• Customer Deactivation and Reactivation (Customer Management > Deactivate customer or prospect)
• Deactivate customers in bulk (Customer Management > Deactivate customers in bulk)
• Preassign agent for new customers (Customer Management > Preassign agent for new customers)
• Assign agent for existing customers (Customer Management > Assign agent for existing customers)
• Customer chat with preassigned agent (Customer Chat > Chat with preassigned agent)
• Customer activation (Customer Chat > Activation)

Document updated for 2021.10 with the following features:

• Customers can delete files (Customer Chat > Delete shared file)
• Agents can delete files (Customer Management > Delete shared file)

Document updated for 2021.07 with the following features:

• Group Mass Message (Customer Management > Group mass message)

Document updated for 2021.04 with the following features:

• Customer File Sharing (Customer Chat > File sharing)
• Mass Reassignment (Customer Management > Mass reassignment)