Customers

The Customers module in Yola provides a comprehensive interface for managing customer profiles, tracking interactions, and storing key details. It enables agents and administrators to create, edit, and organise customer information for seamless support and communication.

The following information is deisplayed in the list of customers profiles:

  • Name: Displays the customer’s name or identifier.

  • ID: A unique identifier assigned to each customer for secure tracking and management.

  • Email: The email address associated with the customer, used as the primary point of contact.

  • Location: Geographic location of the customer (if provided).

  • Tags: Tags applied to categorise or add context to the customer’s profile.

Customers can also be created and edited via API, this is useful for when players are authenticated on your website and you want to create a profile and identify them in Yola.

Search and Filter Customers

Use the Search bar and Filters at the top of the module to locate specific customer profiles quickly.

Search by:

  • Customer Name

  • Email

  • ID

  • Custom Fields

Narrow down results using the following filters:

  • Tags: Filter by tags applied to customers.

  • Created On: Filter by the date when the customer profile was created.

Create a Customer Profile

To manually create a new customer profile:

  1. Click the + Create Customer button at the top.

  2. Fill in the required fields:

    • Name (mandatory)

    • Email (optional)

    • Phone Number (optional)

  3. Click Create Customer to finalise.

Tickets cannot be manually created for customers without an associated email.

View and Edit Customer Details

Clicking on a customer opens the right-hand sidebar, which includes the following sections:

Details

Displays key customer information:

  • Location: Shows the customer's city and country. Editable by clicking the pencil icon.

  • Country: Displays the customer's country flag auto populated based on the IP.

  • IP Address: Shows the customer's IP address auto populated when they opened a chat address and can't be edited.

  • Email: Editable by clicking the pencil icon.

  • Phone Number: Editable by clicking the pencil icon.

  • Customer ID: A unique, non-editable identifier for the customer.

  • Provided Unique ID: Identifier provided by external integrations.

Profiles

Shows the communication channel(s) the customer has used (e.g., webchat) along with associated IDs or details.

Custom Fields

Displays additional fields configured in Company Settings for storing specific customer-related data (e.g., Account Balance or Subscription Type). To edit a custom field:

  1. Hover over the field.

  2. Click the pencil icon to edit and save changes.

Notes

Agents can add internal notes for context or collaboration.

  • Add a Note: Click the + icon in the Notes section, type your note, and click Create.

  • Edit or Delete Notes: Hover over the note and select the appropriate action.

Tags

Tags help categorise customers for efficient management.

  • Add Tags: Click the + icon, then select the desired tag or tag group.

  • Remove Tags: Click the tag to delete and confirm in the pop-up dialog.

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