Manage customers | Koncept Aura

Your customers are created automatically

With Aura, you don’t need to add customers manually. Every time someone calls or sends a message to your agent, a customer profile is automatically created with their information. This means your customer list grows naturally as people interact with your business.

The customers view

Go to the Customers section from the sidebar. You’ll see a card-based view where each card represents a customer with the following details:

Name of the customer
First contact and Last contact: when they first and last communicated with your agent
Phone: the customer’s phone number
Reservations: how many reservations they have
Calls: how many calls they’ve made
Spending: the total amount spent by that customer

The list is displayed in pages of 12 customers. Use the pagination controls at the bottom to navigate between pages.

Search for a customer

Use the search bar at the top of the section to find customers by name or phone number. Results filter in real time as you type.

Edit a customer

Open customer options

Click the options menu (three dots) on the customer card you want to modify.

Select Edit

Click Edit. A form will open with the customer’s current information.

Update the details

You can change the customer’s Name and add Information for the agent (internal notes that your agent will take into account when speaking with this person).

Save changes

Click Save to apply the changes.

Delete a customer

Open customer options

Click the options menu on the customer card.

Select Delete

Click Delete. A confirmation dialog will appear.

Confirm deletion

Click Delete to confirm. The customer and all their associated data will be removed.

Deleting a customer is irreversible. Their profile and all associated information will be permanently removed.

Delete multiple customers at once

You can also select multiple customers at once by clicking the Select button and checking the desired cards. Then click Delete to remove them all in one go.