Support Agent Interface
The "Customer Card" plugin adds a button to the Jira agent toolbar:
Clicking on the button opens a support agent interface (pop-up window) with the ability to quickly access the client's profile:
Also, the support agent interface can be opened from any Jira page on a separate page by clicking on the "Customer Card" item in the App submenu:
A separate plugin page where the Jira agent can quickly find, view, and add additional client information who created a service request:
Customer's Search
Use the drop-down list to find the required user in Jira. It also supports a quick search by the first characters of the customer's name or email address:
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Customer's Profile
The customer card displays a list of tasks that have been created on behalf of the selected Customer. The window contains buttons for fixing a request and viewing the history of requests from a client for a specific task:
Additionally, the agent has the ability to create a request on behalf of this Client (using requests that can be made through the portal).
Request History. The Agent can view all tasks that have been created from the organization associated with the Client (provided that such tasks can be viewed at the organization level):
It is possible to conduct a search in the knowledge base of the question of interest (it is being finalized).
You can also view the list of CMDB objects that are associated with a given user (if any exist in Insight).
Add Incoming Call
Possibility to manually add incoming customer calls to the selected issues:
History of Incoming Calls
View the history of incoming calls for selected issues:
Click on the button to open a pop-up window with the Call History of the selected issues.
Adding Phone Numbers
In the configuration section, it is possible to add phone numbers for all existing customers in Jira.
Easy import and export of all clients in CSV format for bulk adding and editing of phone numbers.
VoIP Integration
You need to set up integration with your VoIP solution. The following connections are available: