Designing the customer composite
- In the header of Dev Studio, click .
- Click .
- Click Accept.
- For each field on the customer composite, determine the following information.
- If this information is needed more than once during the call.
- The probability of the information to be referenced during the call.
- The probability of the information to change the customer's behavior, questions, or perception.
- The probability of the information to change the representative's behavior.
- The time frame when this information is needed.
- Based on these responses, determine the following information.
- If the information should be visible, available, or accessible.
- Visible: Always present on the screen.
- Available: Ability to quickly view and make permanently visible.
- Accessible: Data is reachable within 2 clicks.
- Which screen quadrant should show the information.
- If the information should be visible, available, or accessible.
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