Customers

Each customer has one card with their contact details, average rating and badges such as Needs reply, Personal feedback or Opted out. Open a card to see their reviews, your replies and any private messages as one conversation.

Add customers

• Add customer needs only a name. Add a phone number for SMS and WhatsApp, or an email address for email.
• Import CSV needs a name column. phone, email and tag are optional:

name,phone,email,tag
Maria Sanchez,+15551230001,maria@example.com,repair
James Okafor,+15551230002,james@example.com,install

Write phone numbers with the + and country code. Only add people who agreed to hear from you.

Find customers

Search by name, phone, email or tag. Filter by Needs reply, Personal feedback, Not asked yet or Opted out, and sort by newest or name.

Follow up privately

When AI flags Personal feedback, open the customer and send a private message by SMS or email. It is recorded in their conversation next to your public reply.

Opted-out customers

Customers who reply STOP are marked Opted out. They stay in your list but are excluded from every message automatically.