Customer Contacts
A unified CRM that automatically aggregates every customer interaction across all connected channels—giving you a complete view of your audience in one place.
1. Overview
The Customer Contacts module in Saifa AI functions as your built-in CRM system.
It allows you to:
Automatically capture and store customer profiles
View cross-channel interaction history
Track customer value and behavior
Segment customers using labels and filters
Access order and communication data in one place
🔄 Auto-Populated from Conversations
You do not need to import contacts manually.
👉 Every user who messages your connected channels (e.g. Facebook, LINE, Instagram) is automatically added to your contact list.
2. Contact List
The Contact List provides a structured overview of all customers in your system.
2.1 Contact List Columns
Customer Name
Name pulled from the customer’s social profile. Click to open full detail panel
Channel
Platform icon + page/account name (e.g. Facebook LIV, Instagram LightMe)
User Type
Classification: • User = regular customer • VIP = manually upgraded
Label
Color-coded labels from Label Management (e.g. VIP, Returning Customer). Multiple labels supported
Phone Number
Manually added by your team (not auto-synced from social platforms)
Latest Contact
Timestamp of most recent interaction. Sortable
Value
Total order value (THB) accumulated from this customer. Sortable
3. Contact Pagination & Filtering
The system supports large-scale customer databases.
Key Features:
Pagination for high-volume contact lists
Example: 363 contacts across 19 pages
Search Bar
Quickly find contacts by name
Filters
Channel (Facebook, LINE, Instagram, etc.)
Label (VIP, New Customer, etc.)
Date range (activity-based filtering)
4. Downloading Your Contact List
Click Download Report (top-right) to export your contact data.
Export Format:
CSV file
Use Cases:
Email marketing campaigns
Data analysis
CRM backup
5. Customer Detail Panel
Click the ⋯ (more menu) on any contact row to open the full Customer Detail Panel.
5.1 Available Actions
View Chat History → Access full conversation timeline
Manage Labels → Add, edit, or remove customer labels
Edit Contact Information → Add or update:
Phone number
Email
Address
View Order History → See all orders associated with the customer
5.2 Unified Experience
The Customer Detail Panel is the same interface used in the Inbox, ensuring:
Seamless switching between chat and CRM
Full context while communicating with customers
Faster response and personalization
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