See customer details while you chat
Open the side panel to see what the customer wants, their orders, labels and notes.
3 min
- 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
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
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: AisyahNuha says… Aisyah hasn’t bought yet — but looks ready to 🔥Next step: Ready to buyCreate orderSketch of the Customer: Aisyah screen - 4
Change the stage
Under Customer journey, tap a step to move the deal, or tap Mark lost.
- 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
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.