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Customers 101Updated 2 months ago

Customers are records of contacts. Each customer has a unique profile that includes their contacts their contact information.

The customers page shows a list of all the customers in your account.

These profiles are created by the following methods:


Customers are imported from an integration imported (eg. after performing a Shopify integration)

Created manually

Customer profiles are created manually by agents

Created automatically

Customers who contact your support team (and have a ticket created in your account) will have a profile automatically created for them, if an existing profile cannot be found

View all customers


  1. Open the main menu
  2. Click Customers

Search for customers

As you can see, there is a search field and you can find your customers by first name, last name or email address.

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