Interactions
A unified view of all Customer Engagements
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A unified view of all Customer Engagements
Last updated
Was this helpful?
The Interactions feature in Atlas CRM allows you to track all your customer engagements in one place. By logging interactions such as emails, calls, and meetings, you gain a comprehensive view of your communication history with each customer. This feature supports both manual entry and automated imports from platforms such as Outlook, Gmail, and Jira Service Management, providing flexibility in capturing all relevant touchpoints.
There are several ways to start logging interactions in Atlas CRM. You can manually create interactions by going to a customer's interactions page, see the image above.
Apart from manually creating integrations, you can also automatically log emails from Gmail and Outlook, and requests from Jira Service Management.
You can automatically store emails from Gmail as interactions in Atlas CRM, ensuring important conversations are saved and accessible for your coworkers. Additionally, you can add participants from Gmail directly as contacts in Atlas CRM, making it easy to keep your customer records complete. Check out our dedicated documentation pages to learn more.
You can automatically store emails from Outlook as interactions in Atlas CRM, making important conversations accessible for your coworkers. You can also add participants from Outlook directly as contacts in Atlas CRM, ensuring your customer data stays up to date. Check out our dedicated documentation pages to learn more.
Service requests from your customers can also be automatically logged in Atlas CRM. You can do this by enabling the Interactions automations blueprint for your Jira Service Management projects.
Atlas CRM makes it easy to collaborate with your team on customer interactions. By mentioning colleagues and sharing updates, you ensure everyone stays informed about important customer communications.
When working with customer interactions, you can easily bring teammates into the conversation:
Type @ followed by a teammate's name to tag them in a comment
Tagged users receive notifications both in-app and via email
Helps bring the right people into customer discussions at the right time
Stay on top of important customer interactions without being overwhelmed:
All interaction mentions appear in the Notification Center and emails
Customize which notifications you receive through Notification Preferences
