Know who you're talking to, on every channel
Every customer in one place — signed-in visitors, leads, WhatsApp and email customers, imports — with your own attributes. Verified details make answers personal and actions safe.
- One record per customer
- Custom attributes
- Verified sign-in with JWT
What you get
One record per customer
Email, phone, your own user ID, tags and all their chats, whichever channel they used.
Custom attributes
Track what matters to you — plan, orders, account manager — as text, number, yes/no or date.
Verified sign-in with JWT
Your server signs who the visitor is; we check the signature and expiry. The secret never touches your web page.
Personal answers
The AI sees a verified customer's details and can answer for their plan or account.
Safer actions
Use {contact.email}, {contact.plan} or any attribute in an action. Filled from verified records only, never from typed text.
Chats across devices
Signed-in customers see their previous chats and can continue on their phone where they left off on their laptop.
CSV import
Upload a CSV with headers. Existing contacts are matched by user ID, email or phone and updated.
Contacts API
Create, look up, update and delete contacts from your own systems.
Leads
Forms, flows and the AI save leads with their answers. Export them as CSV or send them on with webhooks.
How it works
Set up in three steps
- 01
Create a secret
Under Settings → Identity, create the secret your server will sign with.
- 02
Sign a token on your server
A JWT (HS256) with the user's ID, email, name and any attributes, such as their plan.
- 03
Pass it to the chat
Add it to the chat settings on your page. The agent now knows who it's talking to — on every device.
FAQ
Questions people ask
Still wondering about something? Ask us or read the docs.