> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aptlystar.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer List

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

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## 👥 What You Can Track

This table helps you manage and review the following fields:

| Column         | Description                                             |
| -------------- | ------------------------------------------------------- |
| **Name**       | Customer’s full name (if available)                     |
| **Email**      | 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 |

<Frame caption="Customer List: Table View of Users">
  <img src="https://mintcdn.com/aptlytechnologies/PJxqOS6CrBAi41UF/images_new/orgconsole/customerlist.png?fit=max&auto=format&n=PJxqOS6CrBAi41UF&q=85&s=f2c39156263d3cfa874429d62d16f373" alt="Customer Table Overview" width="2000" height="1066" data-path="images_new/orgconsole/customerlist.png" />
</Frame>

***

## 📤 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.

<Frame caption="Customer List: Export Option">
  <img src="https://mintcdn.com/aptlytechnologies/fS0p0TvI0PAM3D5R/images/orgconsole/exportcustomerlist.png?fit=max&auto=format&n=fS0p0TvI0PAM3D5R&q=85&s=9bf8c23d807e47b567225ba0045e7b26" alt="Export Customer Details button" width="2000" height="1066" data-path="images/orgconsole/exportcustomerlist.png" />
</Frame>

### Key Highlights

* Exports all visible customer details (Name, Email, Mobile, Agent, Project, Created At).
* Downloadable in `.csv` format 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)

***
