Using the Customers view in the Helpdesk
Updated June 14, 2026
Accessing the Customers view
Click Customers at the bottom of the helpdesk queue nav (below group filters). This opens a dedicated view at /helpdesk/customers.
Customer list
All unique customers who have contacted via widget or email are listed, sorted by most recent contact. Each row shows:
- Avatar initials
- Name / email
- Channel icons (📧 Email / 💬 Widget)
- Total ticket count
- Open count
- Escalated count (shown in red if any)
- Time since last contact
Search
Use the search box to filter customers by email address or name in real time.
Customer detail
Click a customer to open their full profile on the right: name, email, customer ID (if known), stat chips (Total / Open / Escalated), and a chronological list of all their tickets. Expand any ticket to see the opened date, assignee, and last message — with an Open in Helpdesk → link to jump directly to that ticket.
