Select the integration to find the Customer’s email address. The Conversation will be transferred to an Agent when the email address does not exist. This Action creates the customer Memory.
Integrations Required
Customer List
The integration leveraged to locate the Customer (e.g. Shopify).
Required Memories
This Action does not require any Memories.
Memories Generated
customer
Sub-Actions
Use Order Email
Use the email address associated with the order Memory to find the Customer. The Conversation will be transferred to an Agent when the email address does not exist.
Required Memories
order
This means the Look Up Order Action must be added prior to the Look Up Customer Action when utilizing this Sub-Action.
Memories Generated
This Sub-Action does not update any Memories.