What it does
Adds an edit button to the contact profile card inside the conversation in Blip Desk. The agent opens the contact's data, corrects or completes the information, and saves it without leaving the service. Changes are written directly to the contact in the Blip platform.
Key features
- Edit contacts during service, adjusting registration fields: name, email, phone, city, and document.
- Create, edit, and remove extra fields (custom attributes) from the contact.
- Access editing directly in the conversation profile panel, without opening another tab or screen.
- Save corrections with one click and confirm the contact update.
Requirements
- Enable the extension on the bot through the installation portal.
- Each agent needs to install the Blip Desk browser extension. The features appear automatically when opening Blip Desk.
Benefits
- Fix duplicate or incorrect data in the same conversation where the issue comes up.
- Keep contact records consistent across Desk, flows, and reports.
- Reduce rework by eliminating the need to ask another team to update the contact after the service.
- Give agents more autonomy to keep customer information always up to date.
Who it's for
Human service operations in Blip Desk that need to edit and correct customer contact data in real time.
