Customers
Maintain profiles for each customer
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Maintain profiles for each customer
Last updated
Was this helpful?
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 the Product Edition .
Log in to the
Go to the section on the left nav bar.
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.
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
ClearFeed auto-creates or modifies customer records when new Slack channels are added, new non-responders are detected, or emails are received — with logic depending on:
Whether non-responder emails are detected
Whether the email domain is new
Whether that domain already exists in ClearFeed
The number of new non-responder email domains
New Slack Channel is added to ClearFeed
New Non-Responder added to a Slack channel where ClearFeed is present
Email received to the Support Email Address configured in ClearFeed Account
New Slack Channel
Yes
Yes
No
1
Create New
✅ Done
New Slack Channel
Yes
Yes
No
>1
Create New
❌ Not Done
New Slack Channel
Yes
No
Yes
>=1
Modify Existing
❌ Not Done
New Slack Channel
Yes
Yes
Yes
>1
Modify Existing
❌ Not Done
New Slack Channel
No
-
-
-
Create New
❌ Not Done
Email received
Yes
Yes
No
1
Create New
✅ Done
In such cases, an Admin must manually review and update the verification status to "Done" from the ClearFeed web app.
Custom Fields in Customers allow users to create additional fields alongside standard fields such as Customer Name, Email Domain, and Slack Channels.
These fields can be used to capture custom properties against Customers which helps log customer details.
After defining and setting up fields, you can select and add field values for any Customer on ClearFeed using the web app.
You can add and keep updating Custom Fields and their values depending on your workflow.
Click on the Create New Field button to start creating a new Custom Field
Enter a Name for your field and select the field Type.
Currently, we support Single Select, Multi Select, Text, Date & Number type fields.
For Text type fields, you can specify if you want users to give Single-line Input or Multi-line input.
You can also specify the Character Limit for the text field.
If Single Select or Multi Select is chosen, add the available Options for this field.
You cannot name the new field as Customer ID, Customer Name, Slack Channels and Email Domains since these names are already in use by ClearFeed.
Text type custom fields are limited to 255 characters by default. For longer fields, contact us via Slack or email at support@clearfeed.ai.
Route requests from the same customer to a single collection for uniform SLA Management across channels
Integration with HubSpot / Salesforce CRM
Ability to map customers on CF with a Deal / Account on HubSpot / Salesforce (CRM)
Automatic mapping (match by domain) and the ability to override
Define the fields to import from HubSpot / Salesforce against the CF customer object
Sync HubSpot / Salesforce fields with CF native fields
Read more about the .
If the verification status for a customer is marked as "Not Done", that customer will not have access to the . This restriction ensures that only verified customers can view and interact with requests on the Portal.
Navigate to > Custom Fields
