> ## 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.

# Add Customers

> Create a customer record that Connect360 can use for chats, campaigns, and reports.

Add customers when the team needs a reusable contact for conversations, campaigns, and customer reporting.

<video controls muted loop playsInline width="100%" poster="/images/connect360/customers.png" src="https://mintcdn.com/platoae/rdPq6NPhcpUQaclV/videos/connect360/chat-customers.webm?fit=max&auto=format&n=rdPq6NPhcpUQaclV&q=85&s=a917b6c41e2223c5d33c2fc949653d03" data-path="videos/connect360/chat-customers.webm" />

<img src="https://mintcdn.com/platoae/qNwZzvSrzTHhpM3n/images/connect360/add-customer-tap.png?fit=max&auto=format&n=qNwZzvSrzTHhpM3n&q=85&s=1d868e2d3593f2a8beb6b50a15e00d68" alt="Add Customer button" width="1280" height="720" data-path="images/connect360/add-customer-tap.png" />

## Create A Customer

1. Open `Connect360`.
2. Go to `Customers`.
3. Click `Add Customer`.

<img src="https://mintcdn.com/platoae/qNwZzvSrzTHhpM3n/images/connect360/customer-form.png?fit=max&auto=format&n=qNwZzvSrzTHhpM3n&q=85&s=6a6400f024bf675a35a14219deb3bc43" alt="Connect360 customer form" width="1280" height="720" data-path="images/connect360/customer-form.png" />

## Fill Useful Details

Add the customer name and contact details your team will recognize. Add tags when the customer belongs to a useful group, such as VIP, delivery area, campaign audience, or support priority.

Keep phone numbers and email addresses clean because they can affect chat matching, campaign filters, and reporting.

## After Saving

Use the customer in conversations, campaign recipient filters, templates, workflow actions, and reports.

If a customer appears twice, clean up duplicates before launching a campaign.
