Customers

Maintain profiles for each customer

What is a Customer?

A customer object is a structured representation of an individual customer, containing key information such as Customer Name, Slack Channels, and Email Domains.

Customer Objects are only available for ClearFeed accounts on the External Helpdesk Product Edition. Read more about it here.

Access Customers

Create a New Customer

  • Go to Customers -> click on Add New Customer

  • Provide the name of the Customer

  • Select the Slack Channel(s) where requests from the Customer are being monitored

    • Slack Channels shouldn't be assigned to another customer

    • ClearFeed should be monitoring these channels

  • Add Email domains - users with this email domain will be treated as customer

  • Click Create to create the new customer object

Whenever a new Slack connect channel is monitored, ClearFeed automatically creates a Customer Object with the relevant details. You can edit this Customer later to modify the object.

Edit an Existing Customer

  • Go to Customers -> Find and click on the Manage button.

  • Click on the Edit customer details button to modify the customer's details

  • Make the necessary changes and ensure all information is accurate

  • You can also choose to enable/disable the Support Portal for specific customer

Coming Soon

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