Customer context panel
Use contact fields, tags, lead stage and previous conversations.
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
Review identity and source before changing fields
Review identity and source before changing fields.
- 02
Store stable customer facts in contact fields
Store stable customer facts in contact fields.
- 03
Use tags for flexible grouping and lead stage for the current funnel state
Use tags for flexible grouping and lead stage for the current funnel state.
- 04
Changes made by an agent appear in the same customer record
Changes made by an agent appear in the same customer record.
What to verify
✓The expected channel, conversation, contact or execution is visible.
✓The assigned person or agent matches the routing rule.
✓No customer-facing message claims an action that failed.
✓Activity or execution history contains enough context to investigate.
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.