Agent Business Card functionality allows organizations to present key information about advisors directly within the platform. The business card automatically pulls data from the Users section, including the agent’s name, email address, and phone number, creating a quick and clear profile for client interactions.
Configuration Options
Administrators can control how much information is displayed through two settings:
- View Agent Details
(Features → Conversations → Other Parameters)
When enabled, the business card can display detailed contact information such as the agent’s email address and phone number. - Agent Description
(Features → Backoffice App → Default Settings)
This option allows agents to present a short personal description visible on their business card.
If both options are disabled, the business card will not be displayed. If at least one of them is active, the business card becomes available in the interface.
Agent Personalization
When the Agent Description option is enabled, agents can add their own short description (up to 150 characters). It allows them to highlight their role, expertise, or specialization.
Client Perspective
From the client’s screen perspective, a dedicated button next to the advisor’s name appears during the conversation. Clicking it opens the agent’s business card with the available details. The client can also save information from the card, such as the phone number or contact details, for future reference.
Benefit for the Client
The Agent Business Card creates a more transparent, personal interaction experience, helping clients easily identify and reconnect with the advisor they spoke to while giving organizations full control over what information is shared.
