Customer Intelligence

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The Customers page provides a unified view of all your customers, their activity, intent signals, and lifecycle stages. Use it to identify opportunities, prioritize outreach, and manage relationships.

Accessing Customer Intelligence

Click Customers in the left sidebar (users icon).

Overview Stats

Four stat cards at the top show:

Card Description
All Customers Total customer count
Active Customers with active lifecycle status
Needs Attention Customers marked as at_risk
Sales Opportunities Customers with positive intent signals

Click any card to filter the list to that segment.

Search and Filters

Type to search by:

  • Customer name
  • Email address
  • Company name

Customer Filters

Click the filter icon to open filtering options:

Filter Options
Lifecycle Stage Lead, Active, At Risk, Churned
Tags Select from available tags
Segments Filter by customer segments
LTV Range Minimum and maximum lifetime value
Conversation Count Number of conversations

Intent Filter

Dropdown to filter by intent signals:

Intent Description
All Show all customers
Sales Opportunity High purchase intent detected
Support Support-focused interactions
General General inquiries
No Engagement No recent activity

Sorting

Use the sort dropdown to order by:

  • Name (A-Z, Z-A)
  • Last Active (Newest, Oldest)
  • First Seen (Newest, Oldest)
  • Conversations (High to Low, Low to High)
  • Messages (High to Low, Low to High)
  • LTV (High to Low, Low to High)

Customer List

Each customer row displays:

  • Avatar: Profile image or initials
  • Name and Email: Primary identification
  • Lifecycle Badge: Current stage (color-coded)
  • Tags: Applied tags as small badges
  • Intent Signal: Color-coded pill (green = opportunity, blue = support)
  • Last Active: When they last engaged

Click any customer to view their full profile.

Customer Profile

Clicking a customer opens their detail page with:

  • Overview: Contact info, company, lifecycle stage
  • Conversations: History of all conversations
  • Timeline: Activity timeline
  • Notes: Internal notes about the customer
  • Segments: Segment assignments
  • Custom Fields: Any additional data

Customer Actions

From the profile, you can:

  • Update lifecycle stage
  • Add/remove tags
  • Assign to segments
  • Export customer data (GDPR)
  • View conversation history

Bulk Actions

Select multiple customers using checkboxes to reveal the bulk action bar:

Action Description
Update Lifecycle Stage Change lifecycle for all selected
Add Tags Apply tags to all selected
Remove Tags Remove specific tags from all
Assign Segment Add to a customer segment
Remove Segment Remove from a segment
Export CSV Download selected customers

Using Bulk Actions

  1. Check the boxes next to customers
  2. The bulk action bar appears at the bottom
  3. Click the desired action button
  4. Confirm in the dialog
  5. Changes apply to all selected customers

Intent Signals Explained

Intent signals are AI-detected indicators of customer intent:

Signal Color Meaning
Sales Opportunity Green High likelihood of purchase/upgrade
Support Blue Needs assistance, not sales-ready
General Gray Neutral intent
No Engagement Red outline Inactive, may need re-engagement

AI determines intent based on:

  • Message content and sentiment
  • Browsing behavior (if tracked)
  • Purchase history
  • Conversation patterns

Segments

Organize customers into segments for targeting:

  • View assigned segments in customer profiles
  • Add customers to segments via profile or bulk action
  • Use segments in Workflows and Routing Rules

Best Practices

  1. Monitor "Needs Attention": Check at-risk customers daily
  2. Act on opportunities: Follow up on sales signals quickly
  3. Keep tags current: Remove outdated tags regularly
  4. Segment strategically: Create segments for campaigns and automation
  5. Export for campaigns: Use CSV export for email marketing tools
  6. Review intent signals: Validate AI-detected intent with conversation history