Customer panel
See who the customer is, what they did on your website and what they pay for, next to the conversation.
The customer panel is the column on the right of a conversation. Press I to show or hide it. It has up to three tabs: Details, Billing and the assistant.
Details
Details shows who the customer is and what they did on your website. Website activity comes from Mythic Analytics.
| Section | What it shows |
|---|---|
| Past conversations | The customer's other conversations. Click one to read it without leaving this one. |
| Labels | The labels on this conversation's messages. |
| Recent page views | Pages the customer viewed in the last 30 days. |
| Screen recordings | Recordings of the customer's visits in the last 90 days. Click one to watch it. |
| Replay Vision findings | Problems Mythic found in their recordings, such as errors or signs of frustration. |
| First visit | Where the customer first came from: source, campaign and the page they landed on. |
| All activity | Everything the customer did in the last 30 days, such as page views, clicks and form submissions. |
Billing
Billing shows the customer's account in your product: their organizations, role, plan and projects. With Chargebee connected, it also shows Subscriptions, invoices and Payments. To set this up, see Customer account lookup.
Assistant
When the assistant worked on the conversation, a tab with its name shows how it ended, why it handed off, and which documentation pages it used. A dot on the tab means it is answering now.