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Customer Info

“Identify. Personalize. Secure – All in one place.”

What is Customer Information?

The Customer Information module helps agents and admin’s view, manage, and edit key details about the customers interacting on Surbo Chat. This section becomes visible when a customer chat lands on the platform and gives quick access to all essential information.

Key Features

  • Customer Number Visibility:

    • Displays mobile numbers of customers when they initiate a chat.

  • Flexible Display Options:

    • Admin can configure what appears when a chat arrives:
      • Customer name only
      • Customer number only
      • Or both name and number

  • Add Alias Name:

    • Assign an alias to a customer’s number
    • Display options:
      • Only alias
      • Alias with number
    • Useful for businesses that wish to mask the actual number and identify customers with custom IDs or codes.

  • Secure Identification:

    • Industries like insurance or banking can use aliases as customer codes
    • Help agents identify customers quickly without exposing personal data

  • Edit Customer Info:

    • From the Actions button, agents/admins can update details for future chats.

Pro Tips

  • Use aliases to enhance privacy while keeping customer recognition intact.
  • Customer codes (as alias) can simplify tracking for agents handling a large volume of customers.
  • Configure the display logic from admin settings based on your team’s operational need.