Customer management
The Customers section provides a centralized view of all the people who have interacted with your agents. Navigate to Customers in the sidebar to access it.What you’ll find
The customer database automatically tracks people who interact with your agents across all channels. For each customer, you can see:- Contact information - Phone number, name (if available)
- Call history - All conversations they’ve had with your agents
- Interaction count - How many times they’ve contacted you
- Last interaction - When they last spoke with an agent
Use cases
- Track repeat callers - Identify customers who contact you frequently
- Review conversation history - See all past interactions with a specific customer
- Monitor engagement - Understand your customer interaction patterns
Customer records are created automatically when someone interacts with your agent. No manual setup is required.