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

Customer Profiles

Utilise this feature to manage your customer information in one place.

Customer Interface (1-5)

  1. Quota Used: The amount of quota used, the percentage used, and the remaining quota.

  2. Integrate channels: Social channels that the customer has.

  3. Tag: All the tags that belong to the customer.

  4. Custom Attribute: All the custom attributes belong to the customer.

Custom Attributes: Customizable fields that are usually used for storing additional data.

  1. View Details:

    360° profile of a single customer (Omni-customer).

(1) Basic Information

  • Member ID

  • Phone

  • Email

  • Subscription of social channels: Indicates whether the customer has completed social identity binding.

  • Last interaction from Customers across Channels: The most recent interaction time from your Facebook or LINE, including sending messages, interacting with a chatbot, or subscribing to your Facebook or LINE.

  • Last marketing messages from Team across Channels: Includes abandoned cart remarketing messages and broadcast messages.

  • Last interaction from the Team across Channels: The most recent time that customer service contacted the customer.

(2) Custom Attribute: Custom data belong to the single customer (Omni-customer).

Integrate member-related data into the backend or collect data through interactions with chatbots via API.

(3) Cross-Channel Contact Status

The interface is presented based on the selected channel.

LINE Channel:

• Subscription status: Indicates whether the customer blocks your LINE or Facebook.

• Subscribed At: The time when the customer subscribed or started following your LINE or Facebook.

• Last Interaction from Customer: The most recent interaction time between the contact and your LINE or Facebook, such as sending messages, interacting with a chatbot, or subscribing to your LINE or Facebook.

• Last Promotion Messages from Team: The most recent time that the user received a promotional message, including abandoned cart remarketing messages and broadcast messages.

• Last Interaction from Team: Refers to the time when a one-on-one customer service representative from the brand initiated contact.

• Binding member (Store): The member (Store) that the contact has been OMO binding with.

Facebook Channel:

Subscribe to Facebook marketing messages: whether contacts have opt in the "FB Recurring Notifications Button". (Facebook only)

(4) Tags: Tags owned by a single customer (Omni-customer).

Customer Interface (6-8)

  1. Import: After click "Import" will redirect you to the Data Import page to complete the process.

  2. Export: Add different conditions (such as tags), click "Apply" to filter specific contacts, and export customers as a CSV file.

  3. Search: Search for specific individual customers (Omni-customer) based on different conditions.

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