Find customers and conversation context

Search customer records and use the profile available in each channel.

Before you start

Use customer-read permission in the correct business. Customer information may contain personal data; export only what your business is authorized to use.

Find a record

  1. Open Customers.
  2. Use the available search and date filters to locate the record. Check the identifying phone or email rather than relying on a common display name.
  3. Review the displayed customer information and use the channel conversation's profile panel for context while responding.
  4. Use available export controls when needed. Check selected columns and filters before sharing the file.
  5. If information is wrong, identify its source and use the editing controls actually offered; the customer list is not evidence of an automatic identity-merge feature.

Expected result and troubleshooting

You find the intended customer without confusing similar names or different channel identities. If a record is absent, confirm the business, filters, channel account, and whether a conversation has actually been received. Do not assume all channel identities have been merged into one record.

Daily inbox operations

Find conversations, inspect customer context, and handle work in the correct channel.

Account security, privacy, and audit logs

Protect access, handle customer data deliberately, and investigate business actions.