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2.1.5 See your Real-time Customer Profile in action in the Call Center

In this exercise, the goal is to have you walk through the customer journey and act like a real customer.

On this website, we’ve implemented ÃÛ¶¹ÊÓÆµ Experience Platform. Every action is considered an experience event and is sent to ÃÛ¶¹ÊÓÆµ Experience Platform in real-time, hydrating the Real-time Customer Profile.

In an earlier exercise, you started as an anonymous customer who was browsing the site, and after a couple of steps, you became a known customer.

When that same customer eventually picks up their phone and calls your call center, it’s crucial that the information from other channels is available immediately, so that the call center experience can be relevant and personalized.

Use your CX App

Go to . After logging in with your ÃÛ¶¹ÊÓÆµ ID, you’ll see this. Click the 3 dots … on your CX App project and then click Edit to open it.

Demo

In your CX App project, go to Integrations. Click Select environment.

Demo

Select the ÃÛ¶¹ÊÓÆµ Experience Platform Data Collection property that was created in Getting Started. You need to select the property that has (cx-app) in its name.

Demo

You’ll then see this. Click Run.

Demo

Next, you need to select one of your identities and the according namespace, and click the search-icon.

Customer Profile

Identity
Namespace
Experience Cloud ID (ECID)
79943948563923140522865572770524243489
Experience Cloud ID (ECID)
70559351147248820114888181867542007989
Email ID
woutervangeluwe+18112024-01@gmail.com
Mobile Number ID
+32473622044+18112024-01

Demo

You’ll now see the information that would ideally be displayed in the Call Center, so that the Call Center agents have all relevant information available immediately when speaking to a customer.

Demo

Next Step: Summary and benefits

Go Back to Module 2.1

Go Back to All Modules

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