Browsing and Searching Customers
Customer DirectoryUpdated March 26, 2026
Customer Directory
The Customers page shows everyone who has contacted your support team across all channels.
Viewing Customers
Go to Customers in the sidebar to see your customer list. Each entry shows:
- Customer name and email
- First seen date
- Last seen date
- Conversation count
Searching Customers
Use the search bar at the top of the customer list to find customers by:
- Name: Partial name matching
- Email: Partial email matching
Sorting Customers
Click column headers to sort by:
- Name (A-Z or Z-A)
- Last seen (most recent first)
- First seen (newest first)
- Created date
Quick Stats
The top of the Customers page shows summary statistics:
- Total customers: All customers in your workspace
- New today: Customers who contacted you for the first time today
- Active today: Customers who sent a message today
How Customers Are Created
Customers are automatically created when someone:
- Starts a conversation through the widget
- Sends an email to your forwarding address
- Messages you via WhatsApp, Instagram, or Messenger
Customers are identified by their email address. If the same email is used across multiple channels, the conversations are linked to the same customer profile.
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