Customer Hub

The Customer Hub is a centralized interface designed to manage and organize all customer-related information and interactions in one place. It acts as the primary repository for customer data, enabling businesses to efficiently track, engage with, and support their customers. By consolidating contact information, communication history, and customer attributes, the Customer Hub helps teams maintain a complete view of every customer.

Adding a New Contact in customer Hub

Follow these steps to manually add a new contact.

1. Click + Add New Contact in the Customer Hub dashboard.

2. Enter the required customer details such as:

• Name

• Phone number

• Email address

• Additional attributes or tags

3. Click Add to save the contact.

The new contact will now appear in the Customer Hub contact list.

Searching and Filtering Contacts

The Customer Hub provides two ways to locate contacts quickly.

1. Quick Search on the search bar:

Use the search bar located at the top of the contact list.

• Enter a name, phone number, email address, or keyword related to the contact.

• The contact list will automatically update to display matching results.

This is the fastest way to find a specific contact without setting up any filters.

2. Filtering Contacts for Advanced Search

For more refined searches, use the Filter option. Filters allow you to narrow down contacts based on specific criteria such as:

• Tags

• Customer attributes

• Created date

• Custom fields

Multiple filters can be applied simultaneously to further refine the results.

Uploading Contacts

The Customer Hub allows you to upload multiple contacts at once using a CSV (Comma-Separated Values) file. This is useful when migrating contacts from another system or onboarding a large number of customers.

Steps to Upload Contacts:

1. Prepare Your CSV File: Create a spreadsheet with columns such as Name, Phone, Email, and any custom attributes you want to include (e.g., City, Tags). Save the file in CSV format (.csv).

2. Access the Upload Feature: Go to the Customer Hub dashboard. Click on the Upload button.

3. Check Uploaded Contacts: Once the upload is complete, your new contacts will appear in the Customer Hub list.

Downloading Contacts

You can export contacts from the Customer Hub for reporting or data backup.

Steps to Download Contacts:

1. Open the Customer Hub dashboard.

2. Select specific contacts using the checkboxes if you want to export only selected entries.

3. To export all contacts, skip the selection step.

4. Click the Download button.

The contacts will be downloaded as a CSV file.

Deleting Contacts

You can remove contacts individually or delete all contacts in bulk.

Steps to Delete Contacts:

A. Delete Individual Contacts

1. Locate the contact in the Customer Hub list.

2. Click the Delete icon (trash bin) next to the contact.

3. Confirm the deletion when prompted.

B. Delete All Contacts

1. Navigate to the Customer Hub dashboard.

2. Click the Delete All button located at the top of the page.

3. Confirm the action to remove all contacts.

Contact Actions

The Actions column in the Customer Hub provides several options for managing each contact.

• Edit: Update customer details such as name, phone number, or other attributes.

• Message: Send a direct message to the customer from the platform.

• View: Open the contact profile to see complete details, including interaction history.

• Delete: Remove the contact from the Customer Hub database.

The Customer Hub helps businesses maintain a well-organized customer database, enabling faster communication, improved customer support, and better relationship management.