> ## Documentation Index
> Fetch the complete documentation index at: https://docs.botcadence.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers

> Unified customer profiles across chat channels, campaigns, and voice

**Customers** is a unified 360° overview across communication channels. Open **Operate → Customers**.

## Customer list

The list shows profiles that appear once customers share a phone or email.

<Steps>
  <Step title="Open Customers">
    In the project sidebar under **Operate**, select **Customers**.
  </Step>

  <Step title="Search or filter">
    Use **Search profiles** and the **Channel** filter. Sort by Name or Last Seen.
  </Step>

  <Step title="Open a profile">
    Select a row to open the customer detail page.
  </Step>
</Steps>

Columns: Name, Email Address, Phone Number, Touchpoints, Conversations, Last Seen. Touchpoints can show call and chat counts (for example `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](/docs/operate/tickets) with customer context when available).

### Meetings

Status Scheduled or Cancelled. Empty: **No meetings**. See [Meetings](/docs/operate/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.

<Check>
  Open a profile that has chat and call history. Overview metrics and Timeline show both channel types.
</Check>

<Note>
  Customers is omnichannel. Use [Conversations](/docs/operate/conversations) for the live chat inbox. Put phone lines live under [Inbounds](/docs/deploy/inbounds) and outbound dialing under [Campaigns](/docs/outreach/campaigns).
</Note>