Overview
We are launching functionality to add custom information and custom UI in the CRM for each brand.
This allows brands to view additional customer or order data specific to their business setup directly within the CRM.
Examples
For SKC:
A history of customer conversations from Freshdesk is displayed in the right sidebar.For brands outside Shopify:
Order history can be fetched and displayed here.For brands using POS:
POS order history can also be displayed.
Availability
This functionality is available on demand for large-scale brands.
File Format for Migration
The migration format should be in CSV, and the following columns are required:
Column Name | Description |
Message ID | Unique identifier for each message |
Conversation ID | Identifier linking messages in the same thread |
Customer Phone Number (for WhatsApp) | Customer’s WhatsApp number |
Customer Email (for Email) | Customer’s email address |
Message Type | Type of message (Text, Image, Video) |
Actual Message | Normally in JSON format |
Sender | Indicates whether the message was sent by Agent or Customer |
Agent Name | Name of the agent, if applicable |
Message Created Time | Timestamp of when the message was created |
The data in the above format should be provided to BIK through [email protected] for processing and migration.
How to Access
Go to Helpdesk, and in the right panel, find Connected Apps.
This section displays brand-specific integrated data such as customer conversation history, order information, or POS order details.
For further assistance or to raise feature requests related to Connected Apps, please contact [email protected].