Customers Board
Everyone who interacts with your chatbot. From anonymous visitors to identified contacts—manage them all in one board. Create powerful segmentations with filters and turn each segment into its own tab.
Visitors
FreeAnonymous engagers—before details are collected
Everyone who starts a chat appears here first. Visitors are anonymous until they share email, name, or other details through Conversational Forms—then they move to Contacts.
Everyone Who Starts a Chat
Anonymous until details are shared
Moves to Contacts via Conversational Forms
Single Board View
See all visitors in one place
Track engagement before conversion
Contacts
FreeIdentified people—details collected via Forms
When a visitor shares email, name, or other fields through a Conversational Form or lead capture widget, they become a Contact. View and manage all contacts in one searchable board with metadata.
Identified via Forms
Email, name, or other fields captured
Conversational Forms or lead capture widgets
Searchable Board
View and manage all contacts in one place
Filter by metadata—country, date, and more
Segmentation
SoonFilter contacts—each segment becomes a tab
Use powerful filters—country, browser, date range, text search—to narrow down contacts. Save a filter as a segment and it appears as a new tab in the board. Perfect for campaigns, support follow-up, or sales outreach.
Explore All Features
Discover the full range of capabilities including AI Providers, Live Agent, Customers Board, and more.
Ready to Get Started?
Download the free plugin or explore our pricing plans to unlock advanced features and take your customer support to the next level.