Conversation data

This is where all information about the conversation and the client with whom the conversation is conducted is collected: customer profile, appointments, tags, followers, and notes.

From here, we can close the conversation, irretrievably delete the contact and all related data in accordance with applicable law.

Customer profile

  • Customer status - the customer's status depends on whether the client is on the website - not necessarily actively browsing it, it is enough to have an open browser tab where the Closer code is inserted.

  • Contact info - by clicking on the contact details field, you can edit them. The changes made are updated immediately after clicking the "Save" button.

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