For the complete documentation index, see llms.txt. This page is also available as Markdown.

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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