Customers
Inbox

Customers

A directory of everyone who has contacted you, deduplicated across channels, with a full profile per customer.

The customers directory at https://app.asks.app/customers lists everyone who has contacted you, across every channel. A person who messages you on WhatsApp and later emails you is one customer, not two: Asks matches identities by email, phone number, Shopify customer ID, and channel identifiers, and merges what it learns into a single record.

Customers directory with four KPI cards and a table of customers showing channel icons, location, conversation counts, CSAT, last seen, and a status dot per row
The directory: one row per person, across all channels.

The directory

The page opens with four numbers: Total customers, New this week, Identified (customers with a known email or phone), and Avg CSAT.

Below, the table shows each customer with their channels, location, conversation count, CSAT, and when they were last seen; a status dot marks whether they're Active, Inactive, or Archived. Search by name, email, or phone, and filter by status. Click a row to open the profile.

The customer profile

Each profile page brings together everything Asks knows about one person:

  • Stats — conversations, messages, CSAT, and overall sentiment.
  • Conversations — their full conversation history; click through to any of them in the inbox.
  • Activity — a timeline of contacts, profile updates, collected data, and notes.
  • Details — email, phone, first and last seen, and a Shopify link when their store account is connected.
  • Channels — which channels they've used, with conversation counts per channel.
  • Context — location, device, language, and the last page they were on when chatting through the widget.
  • Store activity — the customer's recent Shopify storefront browsing (last seven days), when your store's pixel is connected.
  • Collected data — answers the AI agent gathered during conversations, like order numbers or company size. This is populated by data collection.
  • Tags and Notes — label the customer and leave notes for your team. Customer tags are free-typed; unlike conversation tags, they aren't limited to a workspace list.
Customer profile page with identity header and Edit Customer button, a stats strip including a sentiment pill, conversation history and activity timeline on the left, and a right rail with details, channels, context, store activity, collected data, tags, and notes
One profile per customer: history on the left, facts on the right.

Editing a customer

Click Edit Customer to update the contact fields: name, email, phone, status, and tags, plus an avatar. Contact details also fill in automatically — when the AI collects an email mid-conversation or a channel provides a profile, the customer record updates without your involvement.

The customer panel in the inbox is a compact view of this same record. Open the full profile from there with the Profile button.