Customer Info Panel
The customer info panel provides context about who you're talking to.
Panel Sections
Customer Profile
At the top of the panel:
┌─────────────────────┐
│ [Avatar] │
│ John Doe │
│ john@example.com │
│ +1 (555) 123-4567 │
│ 📍 New York │
└─────────────────────┘
Displays:
- Profile picture (or initials)
- Full name
- Email address
- Phone number
- Location (from IP or profile)
Contact Actions
Quick actions on contact info:
| Action | Icon | Description |
|---|---|---|
| Copy email | 📋 | Copy to clipboard |
| Send email | ✉️ | Open email composer |
| Call | 📞 | Initiate call (if enabled) |
| Edit | ✏️ | Edit customer details |
Tags
Customer tags for segmentation:
[VIP] [Returning] [Newsletter]
[+ Add Tag]
Click to add or remove tags.
Order History
Recent Orders
Shows customer's recent orders:
Order #1234 - $99.99
Shipped • Jan 28, 2026
─────────────────────
Order #1189 - $49.99
Delivered • Jan 15, 2026
─────────────────────
[View All Orders]
Click an order to see details:
- Order items
- Status
- Tracking info
- Payment status
E-commerce Stats
If connected to Shopify/WooCommerce:
| Stat | Description |
|---|---|
| Total Orders | Lifetime order count |
| Total Spent | Lifetime value |
| Avg Order | Average order value |
| Last Order | Most recent purchase |
Conversation History
Previous Conversations
Browse past conversations:
Jan 20 - Order inquiry (Resolved)
Jan 5 - Product question (Resolved)
Dec 28 - Return request (Resolved)
Click to view full history (opens in new tab).
Conversation Stats
| Stat | Description |
|---|---|
| Total Conversations | All-time count |
| Response Time | Avg. time to first response |
| CSAT Score | Average satisfaction |
Internal Notes
View Notes
Notes from team members:
📝 Jan 28 - Sarah
Customer prefers email contact
─────────────────────
📝 Jan 15 - Mike
VIP customer, priority support
Add Note
- Click Add Note
- Type your note
- Click Save
Notes are visible only to your team.
Custom Attributes
Viewing Attributes
Custom data fields:
Plan: Pro
Signup Date: Jan 1, 2026
Referral: Google Ads
Account ID: ACC-12345
Editing Attributes
- Click Edit next to attribute
- Update value
- Save
Channel Identities
Connected Channels
Shows how customer reaches you:
✓ WhatsApp: +1 555-123-4567
✓ Email: john@example.com
✓ Widget: Session linked
○ Instagram: Not connected
Add Identity
Link additional contact methods:
- Click Add Channel
- Select channel type
- Enter identifier
- Verify connection
Actions Menu
Available Actions
| Action | Description |
|---|---|
| Edit Customer | Update profile |
| Merge Customer | Combine duplicates |
| Block Customer | Prevent contact |
| Delete Customer | Remove (with confirmation) |
| Export Data | Download customer data |
Block Customer
For abusive or spam contacts:
- Click Block
- Select reason
- Confirm
- Customer can't send messages
Responsive Behavior
On Desktop
Full panel visible alongside chat.
On Mobile
Panel accessible via:
- Swipe from right
- Click info icon
- Collapse when done
Best Practices
Before Responding
- Check order history
- Review previous conversations
- Look for notes from colleagues
Keep Updated
- Add notes for context
- Update tags as needed
- Link channel identities
Privacy
- Only view necessary info
- Don't share customer data
- Follow data retention policies