
What You Can Do
From the Customers page, you can:- Review customer records.
- Add or edit customer details.
- Use tags to group customers.
- Import or export customer lists, when that workflow is enabled.
- Open customer context while working conversations and campaigns.


Where Customers Matter In Connect360
Customers are used by:- Chat conversations.
- Campaign recipient selection.
- Customer filters.
- Template variables.
- Workflow triggers and actions.
- Customer distribution reports.