Manage Customers, History, and Quality Reviews

Customer Management centralizes customer and conversation data. Search, ratings, and quality reviews help your team improve service.

Customer list

Each customer has one record. Multiple support sessions from the same customer remain under that customer's record.

Each new support session creates a conversation record. Managers can review messages and add a score or note about the agent's service.

Search by keyword to find historical conversations containing specific text.

Customer scores and comments appear in Conversation Ratings and help the team understand customer satisfaction.

Customer tags: Long-term customer classification, such as VIP or Priority.
Conversation tags: The topic of one support session, such as Pre-sales or After-sales.