Displaying Customer Information On The Stream
The Stream is your window to real-time feedback in Stella Connect, and displaying customer information (like the customer's name and email address, for example) can provide more context when reviewing responses. Some teams prefer not to display customer data on the Stream for Team Members, while they do want Team Leaders to have access, other teams prefer that only Admins are able to view customer information on the Stream. We leave the choice up to you!
To adjust which users have access to customer information on the Stream according to role-level, you'll access Team Settings on the Manage Team page.
- While logged into Stella Connect as an Admin, click the gear icon in the upper right-hand corner of the screen to access the admin panel.
- Select Manage Team and once on the page, click the Team Settings button.
- Below Profile Guidelines, you'll see the option to select which users by role-level should see customer data on the Stream. Click to select and scroll to the bottom to save your changes!
Link to Original Ticket
On the other hand, we will always display a link back to the original ticket for the interaction a response on the Stream originated from (if it's provided to us by your integration). This allows for valuable insight and real-time coaching opportunities, but it's important to note that agents will be able to access customer information by simply viewing the original ticket.
For questions regarding what customer data is available to your team on the Stream, please reach out to your account's Client Success Manager.
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