Authorize your own channel first.
Connect and authorize your own email or appropriate communication channel.
See the actual stepsFile emails and chats under customers
An email. A chat.Both return to this customer.
Keep channel communication connected to the customer's business context.
01 · Start from
Current business information
Connect and authorize your own email or appropriate communication channel.
02 · Continue handling
Review and preparation
Select communication and verify the customer identity match.
03 · You decide
Check, then continue
Add it to the corresponding customer and revisit the context from the profile.
Feature workflow illustration. No corresponding result screenshot is currently available. This is not completed business or an AI-generated result.
See this feature's highlights.
real work.
Details worth exploring.
Match the contact identity first.
Select communication and verify the customer identity match.
See the actual stepsFile communication in the profile.
Add it to the corresponding customer and revisit the context from the profile.
See how to checkAuthorize your own channel first.
Match the contact identity first.
Keep channel communication connected to the customer's business context.
This feature's focusBring it back
Connect different channels back to customer context
How the feature works. Actual results depend on information, permissions, and service requirements.
Complete steps
From the start.
To the next step.
Synchronize conversations from connected mailboxes or file selected emails under customers. WhatsApp synchronization needs separate entitlements. Channels must be authorized and ready; verify unmatched identities first.
01
Connect and authorize your own email or appropriate communication channel.
02
Select communication and verify the customer identity match.
03
Add it to the corresponding customer and revisit the context from the profile.
Explain the feature through real work
This time.
this customer.
Suppose a customer contacts you again using a new email address.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultAssign it to an old profile based only on a similar name.
Confirm the address and customer identity before choosing the correct business profile.
Understand the tool and human handling separately
What the tool handles.
What you decide.
Authorize your own channel first.
Keep channel communication connected to the customer's business context.
Select communication and verify the customer identity match.
3 key points.
After confirmation, continue.
- Verify unfamiliar addresses or numbers manually first.
- WhatsApp synchronization additionally requires the relevant benefits.
- Only selected, saved or synchronized content enters the records.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
When to use it
Prepare first.
Make this task specific.
When an email or chat belongs to an existing customer, verify the identity and connect the communication to the same profile.
Channel conditions
your own authorized, ready email account or appropriate communication channel.
Matching evidence
the selected communication, contact identity and customer profile.
Connect the work from step to step
Make this step clear.
Connect the next step.
Review communication in the customer timeline to add real context to opportunities and next tasks.
Return to Xunqi and CRM customer management for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
Channels must be authorized and ready. WhatsApp synchronization requires additional benefits. Manually verify unmatched identities first.
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