Customers Tab
This guide will walk you through the process of navigating the customers tab, understanding the information displayed, and performing basic actions on a customer profile.
Step 1: Locate the Customers Tab
- To find the customers tab, navigate to the blue paneled menu on the left-hand side of the screen.
- Click on Customers.
Step 2: Understand the Customer Overview
- Once you are in the customers tab, you will see a quick overview of all the customers who have had communication with Sophiie via call, sms, email, webform, or chatbot.
- The table provides the following information for each customer: Customer name, email, phone, tags assigned, last interaction and last inquiry tag status.
Step 3: Access Customer Actions
- To perform actions on a specific customer, you can click on the three dots icon next to their entry.
- A menu will appear with the following options:
- View the customer
- Edit the customer
- Delete the customer from your database