Customer profile sidebar
The Customer Profile sidebar is the “who is this person?” panel. Open it inside any conversation to see context Hilal has on the customer.
In this guide:
- Open the panel
- Read the sections
- Add a note tied to the customer
Step 1: Open
In a Conversation detail, tap the person icon top-right of the composer. The profile panel slides up.
Step 2: Sections
The panel is organized top-down by relevance:
Header
- Avatar / initials.
- Name (or anonymized identifier if Amazon doesn’t expose it).
- Marketplace / origin chip.
- Tags you’ve added (e.g.,
vip,flagged-for-review).
Recent activity (sellers)
- Last 5 orders with date, total, SKU.
- Lifetime spend (if computable from Amazon settlement data).
- Return rate.
- Tap any order to drill into its detail.
Past conversations
- Last 3 conversations with this customer, with date, outcome, and a snippet.
- Useful when this isn’t your first interaction.
CSAT / ratings (chatbot)
- Customer’s CSAT scores from past chatbot interactions.
- Average rating.
- Any low-rating thread is highlighted.
Notes
- AI Notes you’ve created tied to this customer.
- button to create a new one.
Step 3: Add a note tied to the customer
Tap + Add note → a new note is created pre-tagged with the customer’s identifier. Save as usual; the note appears here next time you open the panel.
This is the workflow for the chatbot operator who’s onboarding a new VIP customer — every interaction adds context that the next operator can read in 5 seconds.
What’s not in the panel today
- Live cart / browse data for chatbot users — depends on integrations (Shopify, etc.) the chatbot connects to.
- Customer satisfaction score predictions — on the roadmap; uses past ratings + current sentiment.