Mr. AIMr. AI Help Center

Organize customer profiles

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

For customer operations teams
Last updated: Last verified: Markdown version

Customer profiles help the team understand who is speaking and what has already happened.

What to do

  1. 1

    Review and correct core contact details.

  2. 2

    Use notes and status fields for relevant operational context.

  3. 3

    Open the linked conversation or actions when following up.

Open Organize customer profiles

Conversations and customersTrack customer actions

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

Channels and launchChoose and connect a customer channel

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

Conversations and customersUnderstand performance reports

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

Conversations and customersUse chats and conversation controls

Review customer conversations and control AI participation.

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