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Presently the Account number field cannot be updated in the Agent Workspace UI.
However, we are able to modify it using the UpdateProfile API [1]. The quickest way is using the AWS CLI:
- Locate the specific customer profile you want to update using the following command:
aws customer-profiles search-profiles --domain-name DOMAIN_NAME --key-name _fullName --values "FULL_NAME"
where:
-
DOMAIN_NAMEis the Customer Profiles domain name, it can be found in the AWS Console > Amazon Connect > The instance name > Customer Profiles. -
FULL_NAMEis the full name of the customer profile, located under General Information.
The result will contain the key ProfileId and the corresponding value needed in the next step.
Note: It is possible to find this information in the Agent Workspace UI > Search and select the profile under the Customer Profile section > The Full name and the Profile ID
- Update the
Account number:
aws customer-profiles update-profile --domain-name DOMAIN_NAME --profile-id PROFILE_ID --account-number ACCOUNT_NUMBER
Substitute the ACCOUNT_NUMBER with the corresponding value.
[1] UpdateProfile - https://docs.aws.amazon.com/connect/latest/APIReference/API_connect-customer-profiles_UpdateProfile.html
To edit the Account Number after saving a Customer Profile in Amazon Connect, you can use the UpdateCustomerProfile feature. Here's how you can do it:
-
Access the Amazon Connect admin website using an account with appropriate permissions.
-
Navigate to the Customer Profiles section.
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Locate the specific customer profile you want to update.
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Use the UpdateCustomerProfile function, which allows you to modify previously created or retrieved customer profiles.
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In the update parameters, specify the new Account Number you want to set for the customer.
-
Save the changes to update the profile.
It's important to note that Customer Profiles must be enabled for your Amazon Connect instance to use this feature. The UpdateCustomerProfile function corresponds to the UpdateProfile API in the Amazon Connect Customer Profiles API Reference.
The AccountNumber field in a customer profile is an optional string with a minimum length of 1 and a maximum length of 255 characters. When updating this field, ensure that your new account number adheres to these constraints.
Remember that customer profiles in Amazon Connect are designed to store various pieces of customer information, including contact history and other details like name, email, and addresses. Keeping this information up-to-date, including the account number, helps agents provide personalized customer service during interactions.
If you encounter any issues while updating the account number, ensure that you have the necessary permissions and that the Customer Profiles feature is properly enabled for your Amazon Connect instance.
Sources
UpdateCustomerProfile - Amazon Connect
What is a customer profile in Amazon Connect? - Amazon Connect
Profile - Amazon Connect
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