How to view all communications with a customer

All communications

In Smart CRM, open Customers > Communications. Every message to and from your customers is listed, newest first - receipts, invoices, reminders, replies. Search by name, or filter by contact and by channel (email, SMS, WhatsApp and so on). Press Open email to read one.

AI interactions

Switch to AI interactions to see what the AI agents and chatbot said to customers on your behalf.

One customer

Open the customer's profile (View Profile) and choose the Communication tab to see just their messages.

Good to know

• People who contact you on WhatsApp, Instagram, Facebook or website chat but are not customers yet are added as leads automatically.