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TEXT APP FEATURES

Turn contacts into revenue
with Customer List

Get a complete profile for every visitor instead of scattered chats or tickets. Support smarter and help your team sell faster with AI.

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Screenshot of the Inbox view in the Text App, showing AI-powered customer service conversations.Screenshot of the Inbox view in the Text App, showing AI-powered customer service conversations.

Why unified customer profiles matter

Context drives great service and sales. Customer List delivers the full picture, right when it matters.

  • End data fragmentation

    No more switching between chats, tickets, and CRM. Everything comes together.

  • Stronger automation and AI

    Richer customer data fuels smarter automation with Copilot and your AI agents.

  • Future-proof customer data

    As cookies fade out, first-party data becomes your most valuable and long-lasting asset.

  • Leads from every interaction

    Contacts become sales opportunities, right inside your support system.

Everything you need to understand every customer

With the right customer data, support moves faster and sales convert more, backed by insights that reveal who your customers are and what they need.

Capture leads

Never miss a potential lead. Every chatter becomes a sales opportunity.

Website visitor actions displayed next to a leads dashboard, showing how users link to their profiles in the Text App contact list.

Spot similar profiles

Surface customers with matching attributes ready for an offer or follow-up.

Agent sending a seasonal promo message to selected contacts, displayed above a customer list in Text App.

Follow customer activity

Get to know which pages and campaigns customers engage with, and follow up while interest is high.

Visitors from a seasonal sale campaign displayed in the Text App’s real-time view, with agents available to join or supervise chats.

Unblock conversions

See where customers get stuck on key steps, so you can step in at the right moment and save the sale.

Customer’s visited pages and visit details shown alongside a live chat conversation between the customer and an agent in Text App.

Secure support quality

Easily spot high-value or priority conversations and deliver precise and premium care.

Real-time customer list in the Text App showing visitor activity, queues, and chat actions, with an agent selecting ‘Supervise chat’ for a customer.
Website visitor actions displayed next to a leads dashboard, showing how users link to their profiles in the Text App contact list.Agent sending a seasonal promo message to selected contacts, displayed above a customer list in Text App.Visitors from a seasonal sale campaign displayed in the Text App’s real-time view, with agents available to join or supervise chats.Customer’s visited pages and visit details shown alongside a live chat conversation between the customer and an agent in Text App.Real-time customer list in the Text App showing visitor activity, queues, and chat actions, with an agent selecting ‘Supervise chat’ for a customer.
Chat summary showing key points from a customer conversation, displayed next to the customer’s recent chats and tickets in Text App.

Engage easier
with AI summaries

Copilot highlights what matters from earlier chats and messages, giving your team the confidence to respond with clarity, and resolve queries faster.

Respond faster with AI
Chat summary showing key points from a customer conversation, displayed next to the customer’s recent chats and tickets in Text App.Chat summary showing key points from a customer conversation, displayed next to the customer’s recent chats and tickets in Text App.Chat summary showing key points from a customer conversation, displayed next to the customer’s recent chats and tickets in Text App.

How teams use
Customer List

  • Returning customer viewing a product multiple times, receiving a personalized 15% off message with a promo code, shown alongside an agent indicator.Returning customer viewing a product multiple times, receiving a personalized 15% off message with a promo code, shown alongside an agent indicator.

    More checkouts

    Spot high-intent shoppers and reach out with the right offer at the right moment.

  • Customer chatting with an agent about Enterprise plans, discussing needs and receiving guidance on features.Customer chatting with an agent about Enterprise plans, discussing needs and receiving guidance on features.

    More deals

    Identify top-tier prospects and guide them with tailored conversations that move sales forward.

  • Customer chatting with a brand representative about an upcoming training event and new running gear, confirmed with enthusiastic replies.Customer chatting with a brand representative about an upcoming training event and new running gear, confirmed with enthusiastic replies.

    More leads

    Reach the right audiences and high-intent users to generate leads more efficiently.

  • Agent viewing a queue of incoming customer chats in the Text App, with options to pick conversations from the queue.Agent viewing a queue of incoming customer chats in the Text App, with options to pick conversations from the queue.

    More resolutions

    Spot the right customers to help next, and resolve issues faster with AI.

Text App Features

All your customer data. One profile. One place to start.