Customer Timeline

All customer context, at your fingertips

Give agents a unified view of customer’s order history, conversations and website visits in one timeline view.

Go live in 72 hours. Zero cost trial
Go live in 72 hours. Zero cost trial
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customer
product interactions
PRODUCT INTERACTIONS

See what products they’re interested in

When customers start a chat, you can see what products they are browsing and if they have added anything to their carts. So you can make informed recommendations.

order history
ORDER HISTORY

See customer orders and make changes

See customer’s order history and do operations like cancel, change ship address, refund and add items.

order history
SUBSCRIPTIONS

See and modify Recharge subscriptions

See Recharge subscriptions in the customer sidebar. Do operations like Skip, Cancel, Reactivate a charge.

“The self-service rates easily surpass the rates we have seen with other popular tools. We’ve automated 60% of tickets coming via our website, help center and live chat.”

Alice Warren, VP of Customer Intelligence
customer
CUSTOMER PROFILE

Capture all customer data

Enrich customer profiles with custom properties, notes and customer tags. Let the next agent pick up right where you left off.

Use cases:
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Last concession date: don’t let customers game the system
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Specific preferences: prefers phone calls over emails,
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Goals and objectives: capture customer goals and track progress over time
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Birthdays & Anniversaries: remember special dates

Explore other capabilities

Multichannel

Manage email, live chat, sms, phone and social media from one place.

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Agent Console

Resolve tickets faster with order data and personalized customer data inside the inbox.

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user
Assignments

Connect customers with the right team and agent.

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Automations

Automate all redundant work and spend time where it matters.

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Reporting & Analytics

Insights like revenue from support, speed of resolution, popular topics, CSAT, agent performance and more.

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Customer Timeline

Get a unified view for all order, conversations and website visit history

Learn more
NO PAYMENTS & ZERO EFFORT

From demo to live in 1 week

Find out how Richpanel can drive down tickets, reduce agent workload and help you get more sales through customer service.

Schedule a demo today and have our team walk you through the platform. For a test drive of Richpanel, we’ll set up everything during your trial period- including Self-Service flows, automation rules and assignment logic.