Adding context
Customer groups
Organize and segment your customers.
Groups let you organise customers when company, tenant or tiers don’t make sense. A good example of this is when someone is beta tester or an investor trying your tool.
You can configure the groups in your workspace by going to Settings → Customer Groups, where you can set a name and color per group.
You can then either manually add a customer to a group from any thread, or you can programmatically via the API.
You can also filter threads by customer groups, so you can, for example, prioritize threads belonging to beta testers.
Was this page helpful?