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Customers & leads

Keep the details. Make the next reply count.

Turn customer conversations and forms into useful records. Keep the answers your team needs for the next step.

Collect useful enquiries

Publish an enquiry form on your shop or use Save lead in a supported conversation flow. Keep the submitted answers with the enquiry.

Organise your contacts

Manage customer details, tags and notes. Search and filter records, review form submissions and export the visible lead results.

Know what needs follow-up

Review new enquiries and change lead status as your team follows up. Customer records and leads remain useful without a published shop.

An enquiry your team can act on.

Save what the customer asked for, keep their contact details and mark the next follow-up step.

Amaka's enquiry
Interested in
Event styling
Email
amaka@example.com
Status
Follow up
Answers saved with the enquiry
Example only. No messages sent.

Before you get started

Customer and lead viewing do not require a published storefront. Public shop forms require a published form and active storefront; channel flows retain their existing plan and connection requirements. An enquiry alone is not marketing consent.

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Good to know

Are customers and leads the same thing?

Customer records hold contact details, tags and notes. Leads and form submissions keep individual enquiries and their answers, with links to contacts when the match is unambiguous.

Can I collect details from conversations?

Yes. Configure questions or permitted AI fields, then use Save lead to save the enquiry. AI collection uses the existing confirmation behaviour.

Can I use this without a shop?

Yes. Customer records and conversation-based enquiries are independent of storefront activation. Shop forms need a published storefront.

Does submitting a form permit marketing messages?

No. WhatsApp campaigns require separately recorded, explicit marketing consent. A saved enquiry or an ordinary reply does not grant that permission.

Make your next follow-up easier.

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