Consumer Management

CCAI Platform provides several capabilities to manage consumers.

Consumer Privacy

You can remove call, chat, or email data to ensure consumer privacy. When a new session starts between a consumer and an agent, a Contact Center AI Platform (CCAI Platform) ID is created. Use this ID to remove the data.

  1. Go to Settings> Consumer Management> Consumer Privacy.

  2. Enter each CCAI Platform ID and separate the IDs with a comma or a space.

  3. Click Deleteto confirm the consumer data is made private, and click Clearto reset the list of IDs entered.

Phone Number Blocklist

Adding a number here will prevent this Call or SMS from being handled. The phone number entered will be applied for Calls (IVR) and SMS Channels.

::: warning Add the Country Code to ensure the phone number will be blocked. :::

  1. Go to Settings > Consumer Management > Phone Number Blocklist.

  2. Click + Add Phone Number.

    Duplicate numbers present an error message.

  3. Enter the Phone Number (include the country code).

  4. Click Save.

To remove a phone number from the list, click the X.

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