dESCRIPTION

This section allows you to view and manage customer profiles collected through your project’s AI Assistant or added manually by your team. When the form is enabled, users who submit inquiries via the AI Assistant will automatically be added as customers, provided they include an email address. This helps your team maintain a structured and searchable database of customer information to support ongoing conversations, ticket management, and personalized engagement.

STEP BY STEP

To Access the Customer List:

  1. From the CX section in the left panel, click Customers.


To Add a Customer Manually:

  1. Click the + icon at the top right corner.
  2. Fill in the customer details:
    - Name
    - Email
    - Phone Number / Mobile
    - Designation
    - Tags
  3. Click Save when done.

Customers added manually will also appear in the list and can be tagged in tickets later on.

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