Details in one profile
Review and update the contact's name, email, phone and available custom fields from the profile.
All features
Customer profiles
Keep the customer's history close to the conversation
Build a clearer picture of each contact using their details, labels, notes and conversation history. Your team can find the context again when the customer returns.
What your team can do
Labels and internal notes
Organize contacts with labels and add notes that help colleagues understand previous requests or follow-up needs.
A conversation history to return to
Open earlier conversations from the contact context instead of asking the customer to repeat everything.
FROM SETUP TO DAILY USE
Explore a profile and the contact directory
Find the contact from the directory or a conversation.
Review the available details and update labels or notes.
Use the conversation history to plan the next follow-up.
BEFORE YOU START
A closer look at how it works
Can we add context that the customer should not see?
Yes. Internal notes let the team record follow-up context without sending it as a customer message.
Can I see the interface before choosing a plan?
Enlarge the product screenshots on this page or explore the interactive workspace demo. The demo uses local sample data; plan availability is listed on the pricing page.
Explore the workspace demoChoose the workspace that fits your team
Compare the available plans and decide which capacities your support team needs.