Customer management is an Enterprise feature, available to organization Admins. Premium organizations see the rest of the dashboard; the Customers tab unlocks when you upgrade to Enterprise.
Who is a customer
A customer is any user who has transacted with your organization — bought one of your plans or consumed credits against your agents. Each customer is added automatically the first time they purchase, and their record is kept up to date as they keep buying. Customers are distinct from members: members build inside your organization, customers buy from it.The customer list
The Customers tab shows every customer in a paginated, searchable table:| Column | Meaning |
|---|---|
| Customer | The buyer’s username or email, with their user ID. |
| First seen | When they first purchased from your organization. |
| Last active | Their most recent purchase. |
| Total spent | Lifetime spend with your organization, in USD. |
- Search by user ID to jump straight to one customer.
- Export CSV to download the full list (enriched with name, email, status, first/last seen, and total spent) for use in your own tools.
Customer detail
Click any customer to open their detail view, which focuses on a rolling 90-day window:Spend & activity
Headline stats — total spent, number of purchases, and recent activity — at the top of the page.
Purchase timeline
A chart of this customer’s purchases over the last 90 days, so you can see buying patterns at a glance.
Related
Analytics
Roll customer activity up into revenue, MRR, and conversion dashboards.
Activity & Events
Get notified the moment a new customer is added.