NavoChatConversations & customers
Find and maintain customers
Review customer identity, conversation history, and team-managed profile information.
Updated 2026-07-24For: Agents · Supervisors
Customer records bring identity and support history together across conversations. When a channel verifies identity, new conversations are linked to the matching customer.
Steps
Search
Open Customers and search by name, email, phone, or another available field.
Verify identity
Distinguish anonymous visitors, self-reported profiles, and authenticated customers. Do not rely on display name alone.
Maintain the record
Update fields, tags, and team notes when permitted. Changes appear in the customer panel of related conversations.