Customer details and history
The details panel sits to the right of every conversation. It gives you context without leaving the thread.
What it shows
| Section | Contents |
|---|---|
| Customer | Name, email, when they were last seen and when they became a customer. |
| User id | The id your product passed when you identified the customer. |
| Assignee and tags | Who owns the conversation and its labels. |
| Summary | A short extract of the conversation so far. |
| Other conversations | Earlier conversations with the same customer. |
| Feedback | Feedback posts linked to this conversation. |
Each section is a collapsible group, so you can keep open the ones you use.
Anonymous visitors
If you do not identify customers, you will see little more than the conversation itself. Identify signed-in customers to get names and emails automatically.
Hide the panel
Select the panel icon in the thread header to collapse the details panel. See resize and collapse inbox panels.
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