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6 docs tagged with "support"

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Diagnose customer sessions

Use the session page to troubleshoot why a discount failed to apply or why a customer didn't receive their expected loyalty points.

Grant access

To grant access to the support portal, create a role from the Customer support template and assign it to your support agents.

Look up coupon details

The coupon page displays the configuration, limits, and usage history of a specific coupon code.

Manage support requests

Use the support requests workflow to review, approve, or reject requests to award coupons, gift cards, or loyalty points.

Support portal overview

The support portal is a workspace for support agents to troubleshoot promotion-related queries.

View customer profiles

Use the customer profile page to investigate a specific customer's activity, troubleshoot failed coupons, view loyalty points and tiers, and issue coupons, gift cards, or loyalty points.