Customer list
The list shows profiles that appear once customers share a phone or email.1
Open Customers
In the project sidebar under Operate, select Customers.
2
Search or filter
Use Search profiles and the Channel filter. Sort by Name or Last Seen.
3
Open a profile
Select a row to open the customer detail page.
N calls · N chats).
Empty state: No Customers Found — unified records appear after customers share phone or email. Without permission you see that you cannot view customers.
Customer detail
Subtitle: omnichannel tracking across chat channels, campaigns, and voice services. Tabs:Overview
Metrics such as Conversation Threads, Chat Threads, Inbound Calls, Outbound Calls, and Resolved %. Charts cover sentiment, resolution status, threads by channel, and identified topics. AI Synced Profile Context shows synced profile context when available.Timeline
Search the timeline and filter by channel. Empty: No conversations yet or no interactions match your filters.Tickets
Status chips (including All). Empty: No tickets created. Create a ticket with Create Ticket (links into Tickets with customer context when available).Meetings
Status Scheduled or Cancelled. Empty: No meetings. See Meetings.Edit profile
Expand the profile sidebar to edit name, contacts, and custom properties (when you have permission). Agent Memories can be copied or deleted with confirmation.Open a profile that has chat and call history. Overview metrics and Timeline show both channel types.
Customers is omnichannel. Use Conversations for the live chat inbox. Put phone lines live under Inbounds and outbound dialing under Campaigns.