1. User Name: Name of your customer (user).
  2. View conversation: View the conversation history with the customer.
  3. User ID: Customer’s ID
  4. Preview Setting: Enable preview to view as the customer in the preview environment.
  5. Assigned Agent: Default agent the customer is assigned to.
  6. Custom Variables: Custom variables that you’ve created for the customer such as customer ID, first and last name, email, etc. To set up additional customer variables, go to the Variables tab in Settings.
  7. SDK Variables: Variables that stores SDK related information.
  8. Search and filter: You can search for customers or expand the dropdown to filter the customer list.
  9. Add customer
    1. New customer: Add new customer individually.
    2. Upload customers: Upload customers in bulk.