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The customer panel is the right column of the chat. It opens automatically as soon as you click a conversation and displays everything you need to know about the person you’re talking to.

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Why it’s useful

Instead of opening another screen to search “is this a new customer? How much have they spent? Have they had an issue?”, you see everything in parallel with the conversation.
Customer panel to the right of the chat

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What you see

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Customer card

  • Name and phone number
  • City and address (if filled in)
  • Tags and status (VIP, at risk, to recontact…)
  • Link to the complete customer card

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Statistics

Two key figures displayed prominently:
  • Number of orders already placed
  • Total amount spent (in MAD)
Useful to adapt your tone: new customer to convert? Regular customer to thank? Problematic customer to handle carefully?

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Order history

List of the customer’s orders, from most recent to oldest:
  • Order number
  • Date
  • Amount
  • Current pipeline stage (colored badge)
A click on an order opens it in the Orders screen to see details.
It’s very efficient for handling after-sales: the customer calls about a failed delivery, you immediately see their order, amount and stage — without searching for anything.

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Automatic customer detection

When a customer writes to you, Sendocki searches for their number in your base:
The search is done on several formats of the number (with/without country code, with/without spaces) to limit false negatives.

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What’s next?

Create an order from chat

Convert the conversation into an order

Customer card

The complete customer screen