The Customer List section provides a centralized view of all end-users who have interacted with your bots. Itโ€™s designed to help you keep track of customers across projects and bots, complete with key identifiers and timestamps.

๐Ÿ‘ฅ What You Can Track

This table helps you manage and review the following fields:
ColumnDescription
NameCustomerโ€™s full name (if available)
EmailEmail used to start the bot interaction
MobileContact number, if captured
Project IDAssociated project under which the bot was created
Bot NameThe name of the bot the user interacted with
Bot IDInternal unique identifier for the bot
Created AtTimestamp showing when the user was added to the system
Customer Table Overview

Customer List: Table View of Users


๐Ÿ” Why Use the Customer List?

Use this page to:
  • Audit interactions across bots and projects
  • Support ticket resolution with user-level detail
  • Review usage per customer for personalization or CRM sync
  • Cross-check users tied to specific bot sessions
Note: The customer list auto-populates as users engage with bots. No manual entry is required.

๐Ÿ” 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)