Description
Quick actions are shortcuts that appear on the customer app's home screen. From the portal, you can define which ones are displayed, their names, and their order.
Actions available by default
The app includes these quick actions:
- Report payment: It takes the customer to the option to report a payment.
- Services: It takes the customer to the list of contracted services.
- Procedures: takes the customer to the procedures section.
- Support chat: Open the support chat channel when it is available.
- Medium: takes the customer to the support section.
How to configure quick actions
- Access the administrative portal.
- Open the section Customer app and then Quick action.
- Find the action you want to configure.
- Click on the action identifier to edit it.
- Modify the Name if you want to change the text that the customer will see.
- Define whether the action will be Visible.
- Save the changes.
Visible actions limit
Up to three quick actions can be displayed at the same time. If three are already visible, another must be hidden before a new action can be activated.
Order of appearance
To change the order, use the option Order, Move the visible actions to the desired position and press Update.
What the customer sees
The client will only see the actions configured as visible. The app displays them in the order defined in the portal.