Turn every contact into an order.

A customer profile is a single record that holds everything you know about a contact: who they are and how they've interacted with your business across every channel. In Text, the customer profile brings together data from every chat, ticket, website visit, and campaign, so your team works from one unified record instead of fragments scattered across tools.

A Text customer profile includes contact details (name, email, phone, country), conversation history across chats and tickets, website activity (pages viewed, visit duration, device, referring page), total visits, and last activity date. For Shopify stores, profiles also include live cart contents, past orders, and lifetime spend, with notifications when items are added, removed, or ordered mid-conversation.

Text shows who's on your site in real time. The real-time view surfaces visitors as they browse, with details like pages viewed, time on site, device, and referring page. When a visitor leaves contact details through a chat, ticket, or form, they become a tracked customer and their activity history attaches to a permanent profile.

A unified customer view is a single record that brings every interaction with a contact into one place. Instead of chat history in one tool and ticket history in another, Text's Customer list consolidates conversations, website activity, and campaign interactions into one profile per contact. Your team works with the full picture every time.

Yes. Text's Copilot summarizes chats and tickets so your team catches up on a customer's history without reading every message. The AI Agent spots buying intent during conversations and answers product questions from your live inventory. For Shopify stores, the AI Agent can recover abandoned carts, recommend products, and route conversations based on context.

Text captures every visitor through the chat widget and attaches every conversation to their record automatically, with no manual data entry. Your customer database stays current as your team works, and conversations across chat, email, SMS, Messenger, and WhatsApp feed the same profile.

The Customer list is a lightweight CRM built into Text. It isn't meant to replace a full CRM, and more advanced management features are on the way.

Text uses Copilot to summarize past conversations, draft replies grounded in your knowledge sources, and surface relevant customer history so agents respond faster. Customer profiles attach historical context to every conversation, so your team starts each chat or ticket already knowing who they're talking to and what they've done on your site.

Yes. Text combines a chat widget that captures contacts, a customer list that builds profiles automatically, and conversation history that attaches to every record. Customer tracking, contact management, and customer database in one place, built into the same workspace where your team already runs chats, tickets, and sales.

Most customer lists sit in a CRM and do nothing. Text's Customer list works the other way: it captures contacts from every chat and ticket, attaches behavior and conversation history to each profile, and lives inside the same workspace your team uses to respond. For Shopify stores, every chat sale logs to sales reports, with order details pinned to the conversation. Every chat becomes a chance to close, with the context your team needs to act on it.

Minutes. Install the Text widget on your site, and profiles start building from the first visitor. The Customer list grows automatically as your team works, so contacts get richer by the day. Free for 14 days, no credit card required.