See customer details while you chat

Open the side panel to see what the customer wants, their orders, labels and notes.

3 min
  1. 1

    Open the panel

    In a chat, tap the customer’s name at the top. A panel slides in from the right.

    Open this in Nuha Chat
  2. 2

    Read Nuha says

    Nuha says… sums up the customer in one line: what they bought, what they want, and who is handling the chat.

  3. 3

    Do the next step

    The Next step card shows the most urgent thing, like Reply now, Send payment reminder, Send a template or Create order. Tap the button to do it.

    Customer: Aisyah
    Nuha says… Aisyah hasn’t bought yet — but looks ready to 🔥
    Next step: Ready to buy
    Create order
    Sketch of the Customer: Aisyah screen
  4. 4

    Change the stage

    Under Customer journey, tap a step to move the deal, or tap Mark lost.

  5. 5

    Add labels and notes

    Add labels under Labels. Write private notes or fix the name under Team notes, then tap Save. The customer never sees notes.

  6. 6

    Open the full profile

    Tap Open full profile → at the bottom for the timeline, all orders and tasks.

Tips

  • The summary is built from your data, so it costs no AI credits.
  • Moving to Won asks how much they paid and records the sale.
See customer details while you chat · Nuha Chat Help