SJ
Sarah Johnson
+44 7700 900123
sarah@example.com
Assigned to Olivia
- VIP
- Repeat customer
- Prefers WhatsApp
Customer context
Tellerdesk gives your team a unified customer view with contact information, conversation history, notes, tags and activity across connected communication channels.
+44 7700 900123
sarah@example.com
Assigned to Olivia
The details your team needs stay on the customer, beside the conversation.
Search customers from one central directory.
See previous interactions in chronological order.
Store internal information that helps agents understand the customer.
Organise customers by category, interest, stage or business-defined labels.
Store useful customer details in configurable fields where available.
Start a supported call, SMS or conversation from the customer record.
Can you explain your issue again?
Your agent can review the history before responding.
Understand previous conversations.
Track discussions before following up.
Identify important customers using tags.
Review previous interactions before troubleshooting.