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: Markdown version

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

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.

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