Customers
Customers gives you a single, unified profile for every responder — every customer who has answered one of your surveys. Instead of scattered records, you get one clear view of who each person is, how they score you over time, and everything they've done with your brand.
Like the rest of the platform, Customers is scoped to your organization, so you only ever see your own responders. It's built for CX and business teams — no technical setup required.
What you can explore
Responder profiles
Everything you know about a single customer in one view.
Finding responders
Search, sort and open any responder record.
Blocked responders
Manage unsubscribes and your communication blocklist.
Identity & merging
Control how duplicate records are merged into one customer.
Key concepts
A few ideas show up throughout Customers. Once they click, the product is much easier to navigate.
Responder
A responder is any customer who has responded to one of your surveys. Each responder is identified by the details you've collected — name, email, phone, an internal ID and any custom information you pass along.
Profile
A profile is the full page for a single responder. It pulls together their identity details, their customer metrics (CSAT, NPS, CES), any alerts raised about them, and a complete activity timeline of feedback and messages.
Aggregated profile
The same real customer can show up under more than one record — for example, two responses that share an email address. An aggregated profile merges those records into one unified view, so all the activity, metrics and metadata belong to the same person. See Identity & merging for how this works.
Metadata
Metadata is the extra information attached to a responder beyond name and contact details — things like a customer ID, plan, region or segment. Metadata appears on the profile and can be used as a merge key to keep records together.
Blocklist
The blocklist is your list of unsubscribed or blocked responders. Anyone on it has opted out of being contacted, either across your whole organization or within a specific workspace. Learn more in Blocked responders.