Manage Customer And Agent Details In NexaEra Dashboard

Go to www.nexaera.com

1. Introduction

"Here's what you'll be able to do by the end: pull up any past conversation with Freddie in seconds, and open it to review or update the details inside. It's a simple habit that keeps your records accurate and your workflow moving."

2. Access Freddie Profile

"Start on your dashboard and click Freddie in the left menu. His chat panel opens right up, ready to go, with his greeting: 'I know everything about your portal — ask me anything.'"

3. Open Customer Options

"At the top of the Freddie panel, click the search icon — the little magnifying glass. This opens a search bar so you can look through all your past conversations by keyword."

4. Type Your Search Keyword

"Type in a word or phrase tied to the chat you're after. For example, type 'agent.' As you type, Freddie instantly filters your history and shows every conversation that matches."

5. Choose Agent Entry

"Now look at the results and click the conversation you want. Freddie opens that full chat so you can read back through it or pick the details up right where you left off."

"And that's it. Instead of scrolling forever, you can search your entire Freddie history in seconds and land right on the conversation you need. It's the fastest way to keep your customer and agent details accurate and up to date."