Customers Overview

Manage customer profiles and interactions in one place.

Customer Management

The Customers section is your CRM for all customer data:

• Contact information
• Conversation history
• Order history (when connected to e-commerce)
• Tags and segments
• Notes and custom attributes

Customer Profile

Identity Information

Field	Description
Name	Full name
Email	Primary email
Phone	Phone number (E.164)
Location	City, country
Language	Preferred language

Channel Identities

Customers can reach you through multiple channels:

Customer: John Doe
├── WhatsApp: +1-555-123-4567
├── Email: john@example.com
├── Widget: session_abc123
└── Instagram: @johndoe

All identities link to one customer profile.

Engagement Data

Metric	Description
Conversations	Total chat count
Messages	Total message count
Last Contact	When they last reached out
CSAT Score	Average satisfaction

Customer Lifecycle

Track customer journey stages:

Stage	Description
Prospect	New contact
Customer	Made first purchase
Active	Regular engagement
At Risk	Declining activity
Churned	No recent activity
VIP	High-value customer

Working with Customers

View Customer

1. Go to Customers
2. Search or browse
3. Click to open profile

Edit Customer

1. Open customer profile
2. Click Edit
3. Update fields
4. Save changes

Merge Duplicates

Combine duplicate profiles:

1. Open customer profile
2. Click Merge
3. Select duplicate profile
4. Review merged data
5. Confirm merge

Search & Filter

Quick Search

Search by:

• Name
• Email
• Phone
• Tags

Advanced Filters

Filter	Example
Created date	Last 30 days
Channel	WhatsApp only
Tags	VIP, Enterprise
Lifecycle	Active customers
Orders	5+ orders

Managing Customers

From the Customers section, you can:

• Create customers - Manually add new contacts
• Edit profiles - Update customer information
• View analytics - See customer engagement metrics
• Merge duplicates - Combine duplicate profiles
• Export data - Download customer data