Customers

Open Customers to see everyone who left their details in the chat, and everyone you imported from Intercom. Owners and admins can see it; members can’t.

The list

Each row shows the customer’s name, their email and phone, how many conversations they’ve had, when they were last active and when they were added. Customers imported from Intercom say From Intercom. The most recently active come first, 50 to a page.

Choose a name to open their conversations.

Search and filter

Search by name, email or phone number.

To narrow by when customers were added, pick Added in the last day, last week or last month. For anything else, pick Added between dates and choose a start and an end on the calendar. Choose the month’s name to jump to another month, then the year to jump to another year. Either end can be left open, and days in the future can’t be picked.

Export as CSV

Choose Export CSV to download everyone your search and date filter match. The file has each customer’s name, email, phone, number of conversations, when they were last active and when they were added, whether they came from Intercom, and their Intercom external ID.

Custom attributes from Intercom (a plan, a company size, a signup source) each get a column of their own, so nothing you kept in Intercom is lost.