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:
| Imported | 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
Steps
- Open the main menu
- 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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