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The Customers page lists everyone who has interacted with your agent, across every channel, with their conversation history and (for stores) the revenue they generated. To open it, click Customers in your agent’s sidebar.
Customers is available to team owners.

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Customer list

Each row shows the customer’s Name, Chats count, and Latest chat. You can:
  • Search by name or message.
  • Sort by A-Z, Z-A, Latest chat (default), or Chats count.
  • Filter by whether they have chats: All, Any, or None.
Customers who never identified themselves appear as Anonymous (#XXXX), using the last four characters of their anonymous ID. Identified customers show their name, email, or phone.

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Customer detail

Open a customer to see their full profile:
  • Header: name, email or phone, the channels they used (Web, Email, Telegram, WhatsApp), when they became a customer, and when they were last active.
  • Stats: Chats, Messages, and (with a Shopify store) Revenue.
  • Info tab: analytics for this customer (agent opens, chats, messages, and store metrics like cart adds, checkout starts, and revenue), conversation Insights (sentiment and top intents), and a Purchases table (Shopify) with order ID, amount, date, and links to the conversation and the order.
  • Conversations tab: every conversation with this customer, with source, date, sentiment, and a preview.

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How customers are identified

Anyone who messages your agent becomes a customer. Anonymous visitors are tracked by an anonymous ID. To recognize signed-in users across sessions and channels, pass a verified identity from your site using the Web SDK; the customer’s name and email then show on their profile.