SupportlyDocs

Feature guides

Customers and history

Use the existing Supportly screens and your authorized workspace. The feature sections below include setup guidance and a local prompt builder for each workflow.

Customers and history

Inspect customer profiles, metadata, tickets and conversation history in Customers. Identity matches normalized email within one workspace. Do not merge accounts solely by browser input or guest resume tokens.

Permissions: Owner/admin (manage_customers); widget customers can read only their own history. Plan: All plans, subject to retained-data limits. Use /customers, /customers/[id].

  • Customer history is tenant scoped
  • Different normalized emails do not share history
  • Internal notes never appear in customer history

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Domains and keys

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Chat, tickets and routing