Integrated customer information user interface

A tangible, non-transitory, and computer-readable medium having stored thereon instructions, that when executed by one or more processors, are configured to cause the one or more processors to:

• present, via an electronic display, a graphical user interface (GUI) configured to:
• request an agent to accept an interaction having a first interaction type of a plurality of interaction types selected based on a context of the interaction;
• receive an indication of acceptance that the interaction from the agent;
• based at least in part on the indication of acceptance, present indications of previous interactions of the plurality of interaction types;
• and
• present a wrap-up page with one or more confirmation indicators representative of one or more actions taken with respect to each record of one or more records via the GUI during the interaction based at least in part on an indication that the interaction is ending or has ended, wherein the one or more actions resolve an issue that prompted the interaction;
• and
• in response to receiving an indication that the one or more confirmation indicators are correct, edit the one or more records to include one or more indications of the one or more actions taken with respect to each record of the one or more records during the interaction.

A system, comprising:

• one or more processors;
• and
• a memory storing instructions, that when executed by the one or more processors, are configured to cause the one or more processors to:
• receive a request to initiate an interaction from a contact via a telephone call, a chat message, or a short message service (SMS) message;
• request an agent to accept the interaction;
• receive an indication of acceptance that the interaction has been accepted from the agent;
• based at least in part on the indication of acceptance, present, via a graphical user interface (GUI), indications of previous interactions of with the contact or an affiliated account, wherein the previous interactions comprise previous searches by the contact or the affiliated account or knowledge articles reviewed by the contact or the affiliated account;
• receive one or more inputs from the agent via the GUI, wherein the one or more inputs are representative of one or more actions taken with respect to one or more records during the interaction that resolve an issue that prompted the interaction;
• and
• edit the one or more records to include one or more indications of the one or more actions taken with respect to the one or more records during the interaction.