👥 What You Can Track
This table helps you manage and review the following fields:| Column | Description |
|---|---|
| Name | Customer’s full name (if available) |
| Email used to start the agent interaction | |
| Mobile | Contact number, if captured |
| Project ID | Associated project under which the agent was created |
| Agent Name | The name of the agent the user interacted with |
| Agent ID | Internal unique identifier for the agent |
| Created At | Timestamp showing when the user was added to the system |
Customer List: Table View of Users
📤 Export Customer Details
You can now export the entire customer list for analysis, reporting, or CRM import. Click the Export button at the top of the page to download all customer records in.csv format.
Customer List: Export Option
Key Highlights
- Exports all visible customer details (Name, Email, Mobile, Agent, Project, Created At).
- Downloadable in
.csvformat for quick sharing or integration. - Useful for marketing teams, CRM updates, and performance analysis.
💡 Export helps you maintain offline records and simplifies syncing customer data with other internal tools.
🔍 Why Use the Customer List?
Use this page to:- Audit interactions across agents and projects
- Support ticket resolution with user-level detail
- Review usage per customer for personalization or CRM sync
- Cross-check users tied to specific agent sessions
Note: The customer list auto-populates as users engage with agents. No manual entry is required.
🔐 Data Privacy Considerations
This section respects the privacy rules and security protocols in place:- Only owners and admins can access this data
- Sensitive data (e.g., email, phone) is never shown publicly or stored without consent
- You can integrate this list with your internal systems using API access (coming soon)