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Customers

Go to Customers in the sidebar. The list shows everyone who has chatted, opened a ticket or left their details, with the most recent activity first.

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Find a customer

Search by name, email or phone. Each row shows the customer, their contact details, how many Conversations and Tickets they have, and their Last activity. Click a customer to open their page.

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A customer’s page

  • Activity: one timeline, newest first, with the customer’s conversations, tickets and lead updates. Click an item to open the conversation in the Inbox, the ticket or the lead.
  • Summary: how many conversations and tickets they have, their lead status, and when they were first seen.
  • Orders: for workspaces connected to a Shopify store, the customer’s recent orders, found by their email address: order number, status, total, date and number of items. Orders are read from your store when you open the page and aren’t stored in ZynfoAI. Add an email to the customer to see their orders.
Click Edit details to change the customer’s name, email, phone or company. An email or phone number that already belongs to another customer can’t be used twice. You can also reach a customer’s page with View customer from a conversation in the Inbox, a ticket or a lead. Teammates with the Agent role can view customers but not edit them.