Customers’ personal information won’t be displayed to you right away. In order to get it, you have to request it.
On the bottom of your screen, you see a few icons.
The customer may choose to share or decline. If the customer entered that information prior to making the call, they can share it with you with one tap.
If the customer did not have the phone number and/or email address entered prior to the call, they may enter it during the call upon your request.