Key insight: know your customer before you reply

Conversations can open with the one thing worth knowing about that customer. The Key insight card at the top of the contact sidebar reads their profile, activity, and message history, then tells you what matters right now: an intro offer about to expire, a first class booked for tomorrow, a regular who suddenly stopped coming in. It is rolling out to studios with a connected booking system.

• Always current: insights refresh automatically as new messages and studio events come in, so the card reflects the customer as they are today.
• On the contact page too: the card appears wherever the contact sidebar does, so the context is there even before a conversation starts.
• Dismiss what you don’t need: not useful? Dismiss it. The insight stays hidden until something new changes the picture.

Read more in the contact sidebar docs.