> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plato.ae/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Customer Context

> Open customer, order, product, template, workflow, and AI actions from a Connect360 chat.

The chat help sidebar keeps customer context close to the conversation.

<img src="https://mintcdn.com/platoae/qNwZzvSrzTHhpM3n/images/connect360/chat-inbox.png?fit=max&auto=format&n=qNwZzvSrzTHhpM3n&q=85&s=593f34507f700a98b366bb4dba5141d3" alt="Connect360 chat inbox" width="1280" height="720" data-path="images/connect360/chat-inbox.png" />

## Open Conversation Actions

Open a conversation, then use the chat header or action area to show related tools.

Depending on workspace setup, the sidebar can include:

* Customer profile.
* Related orders.
* Products.
* Templates.
* Team members.
* Workflow toggles.
* AI auto-reply.
* AI translation.
* Chat history actions.

## Update Customer Details

Keep customer names, phone numbers, and tags clean while chatting. Good customer records make campaigns, reports, and routing rules more reliable.

For customer record setup, see [Add Customers](/connect360/customers/add-customer).

## Use Internal Notes

Use internal notes for anything the next teammate should know before replying. Notes help avoid sending manager-only context to the customer.

## Hand Off Carefully

When adding members, explain why they are being added in the conversation. That makes the handoff clear without requiring screenshots outside Plato.