What you'll achieve
Teammates see the right person, company and conversation history without exposing internal IDs.
Review a customer
Open Customers and search by name, email or phone. Phone-only customers remain searchable without an email address.
Review identity, company, private notes and previous conversations.
Edit only verified profile details and keep conversation-specific values on the conversation.
Use company context
- A Company groups B2B customers and shared business context.
- An Inbox remains the work queue and a Team remains the group of eligible teammates.
- External CRM data stays attributed to its connected source.