View details about potential duplicate users from the Help Desk right sidebar and access better context across those potential duplicate’s other conversations.
Teammates will see a warning in the User Data section of the right sidebar when potential duplicates are present. Clicking the warning will show details of those potential duplicates including the ability to open each of those user's profile pages in a new tab.
An alert icon beside the Potential Duplicate’s Phone, Email and/or WhatsApp number will show what attribute they matched on.
Potential duplicates are identified by:
User or Lead’s Phone attribute matching Potential Duplicate’s Phone attribute.
User or Lead’s Phone attribute matching Potential Duplicate’s WhatsApp Number attribute.
User or Lead’s Email attribute matching Potential Duplicate’s Email attribute.
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