Mr. AIMr. AI Help Center

Track customer actions

Follow bookings, requests, leads, and other outcomes collected during conversations.

For customer operations teams
Last updated: Last verified:

Customer Actions turn conversation outcomes into trackable work for your team.

What to do

  1. 1

    Filter by action type, status, customer, or date.

  2. 2

    Open the source conversation before updating an unclear action.

  3. 3

    Assign or update the action and record its final outcome.

Open Track customer actions

Learn how to identify conversations that need follow-up

Conversations and customersOrganize customer profiles

Keep customer identity, status, notes, and conversation context useful.

Channels and launchChoose and connect a customer channel

Prepare your account before connecting WhatsApp, Facebook, or website chat.

Settings and usageTrack points usage

Understand where AI usage points are spent over time.

Conversations and customersUse chats and conversation controls

Review customer conversations and control AI participation.

Was this article helpful?

Your feedback helps us review and improve these guides.

Your next step

Conversations and customersUnderstand performance reports

Read customer-action and response metrics in the right context.

Sales teamSet up and manage the sales team

Create sales users, assign customers, and maintain appropriate access.