> ## Documentation Index
> Fetch the complete documentation index at: https://docs.molin.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers

> See everyone who ever contacted you as one profile per person, with their history, follow-up status, notes, and tags.

The Customers page turns your chats into a lightweight CRM. Instead of a list of separate conversations, you see **one profile per person**, so you always know who you are talking to and what you have discussed before.

<Note>Find it in your dashboard under [**Customers**](https://molin.ai/app/customers).</Note>

## How customers are grouped

Every time the AI collects a customer's **email** or **phone** (through a chat, a lead, or an email reply), Molin links that conversation to a customer profile.

* the same person is recognised across conversations by their email or phone
* if someone first writes in by email and later by phone, and a single conversation ever carries both, the two profiles are automatically merged into one
* conversations with no email or phone stay in the [Inbox](/home/inbox/inbox) but do not create a customer profile

## The customers list

The list shows one row per customer, newest contact first. Each row shows:

* **Customer**: name, email, and phone (whatever was collected).
* **Activity**: when you last heard from them and how many conversations you have had.
* **Channels**: whether they reached you by web chat, email, Messenger, or Instagram.
* **Signals**: whether they left a **Lead** or have an **Order**.
* **Follow-up**: their current follow-up status, if set.
* **Tags**: any tags you added.

You can **search** by name, email, or phone to jump straight to a person.

## The customer profile

Click any customer to open their profile:

* a **header** with their name, email, phone, and totals (conversations, first contact, last contact)
* a **timeline** of every conversation they have had, newest first, each linking straight into the [Inbox](/home/inbox/inbox) thread
* a right-hand panel for tracking the relationship:

### Follow-up status

Set a status so nothing slips through the cracks:

* **No follow-up** (default)
* **Needs follow-up**
* **Waiting on customer**
* **Done**

### Notes

Add free-text notes about a customer (for example "asked about a refund on order #1042, promised a callback"). Notes are timestamped and shared with your team.

### Tags

Add tags like `vip` or `wholesale` to group and recognise customers at a glance.

<Tip>Use the [Inbox](/home/inbox/inbox) to read and reply to individual conversations, and Customers to track the person across all of them.</Tip>
