In this article, we’ll show you how to edit a customer’s information on Tactful Agent Desktop
Let’s jump right in!

How to access Agent Desktop
- Open your workspace.
- On the left menu bar, click on Agent Desktop.

Adding/Editing Customer’s Info
To edit a customer’s info, simply do the following:
- Open the User Info tab on the top right of your screen. It’s active by default.
- Click the Edit button.
- Type the customer’s name, nickname, email address, phone number, address.
- In the Add Tag list, select the type of customer (Active or Top Fan).
- Click the Save button.