Contact Center Pro Inbox overview

Overview

The first thing you see when you navigate to Contact Center Pro is the Inbox screen. Inbox allows you to handle customer interactions while also searching for and accessing customer and Location Records.

Things to know

• The Inbox screen indicates the specific accounts (tenants) to which the calls and texts are assigned.

• When there are no incoming calls, the Inbox screen allows you to search for customers across all the tenants associated with the company. When a CSR answers a call, the Search for Customer option shifts from All Tenants to the specific tenant the customer dialed.

• The Texts tab is available to select accounts only. If you do not see it, your account is not part of the preview.

Access the Inbox screen

1. Go to Contact Center Pro.

2. Click Inbox to check the calls and messages assigned to you. 

   

The Inbox screen provides the following information:

• Calls: Any calls assigned to you

• Texts: Customer text conversations for the accounts you are assigned to. For more, see Send and receive text messages in Contact Center Pro (Coming ST-80)

• Search for Customers: A universal search field through which you can search for customers across all of your ServiceTitan accounts (tenants)

  • Name: A search field for the customer's name

  • Street: A search field for the customer's street address

  • Unit: A search field for the unit

  • ZIP Code: A search field for the zip code

  • Phone: A search field for the customer's phone number

Want to learn more?

• See Contact Center Pro

• See Place outbound calls through Contact Center Pro

• See Use your call bar in Contact Center Pro

• See Send and receive text messages in Contact Center Pro