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Using Customers List

As you continue having more and more chats with your customers, your customer list will grow with you. Here, you’ll find all key information about your customer, including name, email, country, and city, but also what channel they contacted you, where they were last seen, and finally, how many times you’ve been chatting with them so far.

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Keep in mind that all information will always be available for all channels. For example, WhatsApp only provides your customer's Name and Phone number, so information like an email address has to be added manually.

Using Filters and Segments

As your customer list grows, it’s essential to master filtering and segmenting your customers to find the ones you’re looking for more easily.

Filtering gives you powerful and flexible options for finding exactly the customer you need. Simply click “Add filter” to see your options.

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Now, let’s filter the channel they came from, and let’s pick “WhatsApp Business”

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Next, let’s find the customer we know are from the United States:

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At this point, your list will only show customers matching the selected criteria.

As we’ll be using this filter frequently, let’s go ahead and save it as a Segment. This way we can access this list at any given time quickly.

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All your segments are always available at the top bar of your Customers list:

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