Customer Overview
Select a customer from the list to expand the Details tab.
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Editing customer data
You can edit customer records in the Details tab. Changes here update their info across LiveChat, in places such as Archives, Traffic, and ongoing chats.
Instant access to each customer's full chat history
Expand the Conversations tab to review your last two chats with a chosen customer. Select See all to enter archives that include all of your chats with this customer.
Notes about customers
Expand the Notes tab to review the last two notes you or other agents assigned to this customer. Select See all to access all notes assigned to this customer.
To add a note, select Add new.
