Customers
Find a customer and see the conversations and details saved for them.
Where are customers?
Open Customers in the sidebar.
How do I use the customer list?
Search or scroll to a person, then open the row to see what the company has saved. Update the details you are allowed to edit, and use the list to recognize who is writing in the Inbox.
What can go wrong?
Why is the list empty?
Customers appear when someone messages a connected channel, or when you add them. Connect an account first if the list has never had anyone.
Why can't I open customers?
The sidebar hides Customers when your role does not include it. Ask an admin. See Limits.