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Customer Management

Complete ControlOver Every Customer

Manage customer accounts, track usage, handle billing, and monitor conversations - all from your centralized partner dashboard.

Full visibility into all customer activity

Powerful Management Tools

Everything you need to support and grow your customer base

Customer Overview

See all customers, their plans, usage, and billing status at a glance

  • Customer list with search
  • Plan and subscription details
  • Usage statistics
  • Last activity tracking

Billing Management

Handle all aspects of customer billing and subscriptions

  • View payment history
  • Manage subscriptions
  • Process refunds
  • Update payment methods

Conversation Access

Full visibility into all customer AI chat conversations

  • Read all conversations
  • Search chat history
  • Export transcripts
  • Monitor quality

Usage Analytics

Track how customers use your AI chat service

  • Messages per customer
  • Peak usage times
  • Feature utilization
  • Engagement metrics

Deep Customer Insights

Track every metric that matters for customer success

Total Conversations

Number of chat sessions started

Messages Sent

Total messages exchanged

Average Session Time

How long visitors engage

Resolution Rate

Successfully answered queries

Lead Capture Rate

Visitors who share email

Revenue Generated

Monthly subscription value

Complete Management Capabilities

Take any action needed to support your customers

Account Actions

  • Pause/resume subscriptions
  • Change customer plans
  • Apply discounts
  • Send password resets
  • Update customer info

Billing Actions

  • View invoices
  • Process refunds
  • Add credits
  • Update cards
  • Download receipts

Support Actions

  • View conversations
  • Export chat logs
  • Send messages
  • Access knowledge base
  • Track issues

Analytics Actions

  • Export usage data
  • Generate reports
  • Track trends
  • Monitor performance
  • Set alerts

Intuitive Dashboard Interface

All customer information in one organized view

Customer List

Searchable list of all customers with key metrics

Subscription Details

Plan type, billing cycle, next payment date

Usage Metrics

Messages, conversations, engagement stats

Quick Actions

One-click access to common management tasks

Security & Privacy

Your customer data is protected with enterprise-grade security

Data Protection

  • 256-bit encryption
  • GDPR compliant
  • Regular backups
  • Secure data centers

Access Control

  • Role-based permissions
  • Activity audit logs
  • Two-factor authentication
  • IP whitelisting available

Customer Management Best Practices

Tips for providing excellent customer service

Monitor Usage Patterns

Watch for customers approaching plan limits and proactively suggest upgrades. Identify low-usage customers who might need help getting more value.

Review Conversations Regularly

Check AI chat quality by reviewing customer conversations. Look for areas where the AI needs improvement and update knowledge bases accordingly.

Engage Proactively

Send helpful tips, feature announcements, and success stories. Keep customers engaged and show them how to get more value from your service.

Ready to Start Managing Customers?

Sign up free to access the partner dashboard and start building your customer base

Full customer visibilityBilling managementConversation accessUsage analytics