Introduction
Effective search capabilities in Richpanel empower support agents to quickly locate specific customer profiles, and order details. This is essential for providing prompt and personalized customer service. This article provides step-by-step instructions on how to utilize Richpanel's search functionality.
Prerequisites
Before proceeding, ensure that you have access to the Richpanel account with the necessary permissions.
Steps to search
Step 1: Searching for Customers on the People Page
- From the main navigation menu, select the 'People' section to access customer profiles and order details.
- Use the search bar at the top of the page to enter the customer's email, name, or phone number.
- Customer profiles matching your search will appear below the search bar. Select a profile to view detailed information including order history, total revenue generated by the customer, average order value (AOV), and more.
- Within the customer profile, you can find specific order details listed under the 'Orders' section. Click on an order to expand and view its full details.
Step 2: Searching for Order Details on the People Page
- From the main navigation menu, select the 'People' section to access customer profiles and order details.
- Use the search bar at the top of the page to enter the order ID by selecting the appropriate option from the dropdown menu adjacent to the search bar.
- Customer profiles attached to the order will appear below the search bar. Select a profile to view the order history and details.
Conclusion
Richpanel's search functionality streamlines the process of finding customer-related details, significantly enhancing the support team's efficiency. By following these steps, agents can quickly locate the information needed to address customer inquiries effectively.
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