Customers
View and manage your end-user profiles from a unified customer directory
Customers
The Customers section gives you a unified view of everyone who has interacted with your product. Each customer profile aggregates all feedback, contact details, and activity across every channel (widget, email, API, and more).
Customer Profiles
Each customer record includes:
| Field | Description |
|---|---|
| Name | Display name, auto-detected from metadata or manually set |
| Primary Email | Main email address |
| Primary Phone | Main phone number |
| Emails / Phones | All known contact addresses |
| Company | Organization name |
| Tags | Labels for segmentation |
| Custom Fields | Arbitrary key-value data (cf_* prefix in the widget builder) |
| Channels | How the customer reached you (widget, email, API, voice, etc.) |
| Feedback Count | Total feedback items linked to this customer |
| First / Last Seen | Timestamps of the earliest and most recent interaction |
| Notes | Free-text notes visible only to your team |
How Customers Are Created
Customers are created automatically when feedback is submitted with identifying information such as an email address or phone number. You can also create customers manually from the dashboard or via the REST API.
When a widget user provides metadata (e.g. name, email), UserHero checks for an existing customer with matching contact details. If found, the feedback is linked to that customer. Otherwise, a new customer profile is created.
Searching and Filtering
Use the search bar to find customers by name, email, or phone number. You can also filter the list by:
- Channel — Show only customers who came through a specific channel
- Tag — Show only customers with a specific tag
The list can be sorted by last seen, first seen, feedback count, or name.
Merging Customers
When the same person has multiple customer records (e.g. they used different email addresses), you can merge them into a single profile.
- Open the target customer (the one you want to keep)
- Select Merge and choose the source customer
- All feedback from the source is re-linked to the target
- Contact details, channels, and social handles are combined (deduplicated)
- The source customer is deleted
Merging is permanent and cannot be undone.
REST API
You can manage customers programmatically via the REST API. See the REST API reference for available endpoints including list, create, get, update, delete, and merge.
API key scopes for customers:
customers:read— List and view customerscustomers:write— Create and update customerscustomers:delete— Delete and merge customers
Export
Export your customer list to CSV or Excel, independent of any active page filters.
- Click Export
- Step 1 — Configure: Choose a format (CSV or Excel) and select which columns to include. Columns are grouped into three sections:
- Identity — Name, Email, Phone, Company, External ID, Timezone, Language
- Engagement — Channels, Feedback Count, First Seen, Last Seen
- Management — Tags, Notes, Created At, Updated At
- Click Next to review
- Step 2 — Review: Confirm the format, record count, and column list
- Click Export to start the export
For sets under 5,000 records, the file downloads immediately. For larger sets, the export is queued and processed in the background — a Recent Exports panel appears in the dialog where completed files can be downloaded once ready.
The export always includes all customers — channel, tag, and sort filters from the page are not applied. There is no row limit.
Export is available to Admins and Owners only.
MCP Server
The MCP server supports read-only access to customer data via list_customers and get_customer tools.