Customer Activity - Powered by Acqueon Data Cloud

Every customer, whose profile is displayed on the Customer Profile Widget would have varied activity across platforms. For example, this widget helps agents a customer’s complete engagement history in the context of an Outbound Collections call. This includes information relating to payment history, missed due dates, outstanding balances, recent transactions, and more. Agents need not navigate multiple browser tabs to fetch this information when on a live call. This focused view helps the Agent discuss tailored repayment options based on the customer’s transaction history.

Important

• The Customer Activity widget is designed to be used in conjunction with the Customer Profile widget and is not intended for standalone use.

• For the application to populate data for the Customer Profile widget, integration of Acqueon Workspace with Acqueon Data Cloud is mandatory. Once integrated, the data shown depends entirely on what data the organization ingests into Acqueon Data Cloud and your configuration.

Navigate Data Tabs

The Customer Activity widget data is organized into tabs representing a specific customer activity.  

Explore Tabs

Let’s look at an example that illustrates the grouped data structure. In an outbound collections' scenario, data related to payment history, missed due dates, outstanding balances, and recent transactions can appear under separate tabs as follows.

Understanding Tabs

Each Customer Activity tab presents data in a structured, agent-friendly format. Here’s how to read and work with the information displayed:

1. Each data field in the tab is a column header.  

2. The tab displays one data item in a row.  

3. The data is presorted based on a specific field as defined by the Administrator. An agent can change the sorting field by clicking on the column header.  

4. The data is also sorted in ascending or descending order, again determined by the administrator. You can change the sort column or the order in which the data is displayed.

5. If the data requires a currency indicator, such fields are defined by an administrator and are prefixed with the currency symbol. For example, the field Payment Amount may be a currency and may be in US$.

Filtering Data

The widget has a built-in filter functionality. This helps agents filter the required data when presented with a large volume of data. For example, agents may require payment amounts for a very specific range or see only the instances where payments are overdue.

Use the Filter icon to filter data in the Customer Activity widget. Follow the steps:

1. Click the Filter icon located on the top left of the widget. The fields in the live tab of the widget are displayed. The default option shown in the Select Field dropdown list is Select All.

2. Select any field based on which you need to filter data.

3. In the Enter Value text box, select a value to filter. For example, if you have selected Missed Due Dates as the field, you may have various dates. You can search for a specific string as a value. For example, you can select a Year (2024). The application filters all fields containing the string 2024 and populates the data.  

4. Click Apply to see the widget populate the data as per your filter criteria.