All help topics

Guests (customer CRM)

Published and maintained by Adtro Media

CRM > Guests lists customer profiles with contact info, order and visit history, and loyalty progress. Profiles build automatically as customers order via WhatsApp. Ask me for segments and insights: "top 10 customers by spend", "who hasn't visited in 60 days?" — and I can send a WhatsApp campaign to a segment (pending your confirmation).

Faster: iBot inside your dashboard can walk you through this — or do it for you. Open Operations → AI Assistants and just ask.