RingCentral Engage Digital: Admin - Identity Tags and Custom Fields Management

About this course

Duration: 1 hour | Cost: $400 | Virtual

This course enables administrators to understand how to create and manage identity tags and custom fields within the Engage Digital platform.

Leverage identity tags for special customer designations, such as influencers or VIPs.

Learn to use custom fields across different sources and identities to associate special types of information about customers.

Explore how to configure and use identity tags and custom fields to assist agents in knowing more about the customer for improved customer engagement and message handling.

Also, discover how custom fields and identity tags are useful for routing messages and reporting.