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Understand the Customer Tool
Learn how to build a CRM and get familiar with your audience base.
The more customer information you have, the more efficient your bot becomes. So, you can store customer details in the Customer tab on the left panel.
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Column Name | Description |
Name/Phone/Email | The contact details provided by the customer. |
Last Message Time | The last time the user sent a message to the platform. |
Created At | The time when the user sent their first message ever. |
Other customer variables stored by the chatbot. |
Other advanced features include —
You will find the advanced filter at the right top of your Customer tab.
It allows you to filter your audiences based on many factors, including customer details, stored variables, and triggered intents.
You can also download your entire customer details in a CSV file. However, remember that it's a pro feature — you need to subscribe to a paid plan to access it.