Take action from your customer lists

With Customers actions, you can manage each customer directly from their row in the table.

Manage customers from one menu

Hover over a customer’s row and click the more button ⋯ to open the Customers actions menu. Add or remove VIP status, create a ticket, ask Copilot about the customer, or ban an unwanted visitor.

These actions are available in both Contacts and Real-time customers. Ticket creation is available for customers with an email address.

Keep actions within reach as you scroll

In Real-time customers, chat actions are also available in the floating menu, so you can reach them even when you scroll horizontally and the main buttons are out of view.

Learn more about Customer actions in our Help Center.

Available now
Try in Customers > Contacts or Real-time > Hover over a customer’s row and click the more button ⋯ to open Customers actions.

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VIP customers | Contacts and Real-time customers