What My Customers is for
My Customers is your contact list — every person your AI has spoken to, plus anyone you add or import yourself. It is what turns a cold call into a recognised one.
The page shows a searchable, paginated table with each customer's Name, Email, Phone, and a Calls count. Use the search box to filter by name, email, or phone. Only account owners and administrators can open this page.
How the AI recognises a returning caller
At the start of a conversation the AI looks the caller up — by phone number on a call, or by email in a chat — and adjusts how it greets them.
The phone lookup is format-tolerant: +61400000000 and 0400000000 are recognised as the same person, so you don't need to normalise numbers before importing.
Records the AI creates for you
When the AI books an appointment for someone it doesn't recognise, it creates a customer record from the details captured in the call — name, phone, email, address, preferred time, and any notes.
- For an existing customer, the AI only fills in blanks — it never overwrites a field you have already filled in yourself. Details you curate by hand are safe.
- The Calls column counts how many times that person has been recognised on a call. It shows in your brand colour once it is above zero.
- A customer with no name captured is listed by their phone number or email instead, so the row is never blank.
Adding and editing a customer
Click Add Customer to create a record, or click any row to edit one. The same form is used for both.
| Field | Description | Required? |
|---|---|---|
| First Name | The name the AI greets them with. | Yes |
| Last Name | Surname. | No |
| Used to match returning visitors in website chat, and to send confirmations. | No | |
| Phone | Used to match returning callers. Australian formats are matched interchangeably. | No |
| Address | Used when your AI books on-site visits, so a returning caller isn't asked for their address again. | No |
| Preferred Time | Free text — e.g. "Weekday mornings". Context for booking conversations. | No |
| Notes | Any preferences or context worth remembering. The AI can see this during calls, so write it as something you'd be comfortable informing the conversation. | No |
AI call memory
When you open an existing customer, the bottom of the form shows what the AI recorded from their most recent call. It is read-only — generated from the call, not something you edit.
| Item | What it shows |
|---|---|
| Last Call Summary | A short summary of what the last conversation was about. |
| Sentiment | A badge reading positive, neutral, or negative, colour-coded — a fast way to spot an unhappy customer before calling them back. |
| Action Items | Anything the call left outstanding, as captured by the AI. |
| Date | When that last call took place. |
The section only appears once there is something to show, so a newly added customer won't display it.
Importing customers from a CSV
Bring an existing contact list in so your AI recognises those people from its very first call.
customers_template.csv, which has the expected header row and one example row.Accepted column headings
Headings are matched case-insensitively, and each accepts a few spellings so an export from another system usually works unchanged:
| Field | Accepted headings |
|---|---|
| First Name (required) | First Name, FirstName, first_name |
| Last Name | Last Name, LastName, last_name |
Email, Email Address, email_address | |
| Phone | Phone, Phone Number, phone_number |
| Address | Address, Street Address, street_address |
| Preferred Time | Preferred Time, preferred_time, preferredtime |
| Notes | Notes, Additional Notes, Instructions |
Exporting your customers
Click Export to download your customer list as an Excel spreadsheet.
- The export includes First Name, Last Name, Email, Phone, Address, Preferred Time, Notes, Total Calls, and Added On.
- Search narrows the export. If a search filter is active, only the matching customers are exported — handy for pulling one segment, and worth clearing if you want the full list.
Blocking a caller
For repeat nuisance or spam callers, you can stop a number from reaching your AI at all.
Deleting customer records
Use the checkboxes in the left-hand column to select customers, then use the delete action to remove them in bulk. A confirmation appears first, and a toast reports how many were removed.