Contacts

A support CRM built from your conversations

Every visitor becomes a contact: their conversations on every channel, the pages they saw, the attributes and tags, and the company they belong to.

No credit card. Live in minutes.

Contacts

What a contact carries.

One record per person, built from the conversations you already have, with the context an agent needs before asking.

Nuray Aksoy

Last active: 2 minutes ago

Conversations with Nuray

InstagramIs the blue one back in stock?Instagramnow
WhatsAppRefund for order #4821WhatsApp2m
Which plan includes voice?Website chat3d
Invoice for MarchEmail2w

Nuray Aksoy

On your site for 8m 35s

Live on /pricing

Pages seen

4 pages · today
Pricing/pricing1m 20s
Identity verification/docs/identity4m 05s
WhatsApp templates/blog/whatsapp-templates2m 40s
Home/30s
Chrome on macOSBerlin, Germany3 visits

Data for Nuray

KeyValue
planPlus
orders12
last_order#4821

Tags

viprefund

Segments

BuyerEnterprise
Shopify

Shopify

shopify.com

2 people3 people
CommerceOttawa, Canada10,000+ employees

People

Nuray Aksoynuray@shopify.comHead of support
Deniz Kayadeniz@shopify.comOperations
Selin Özselin@shopify.comFinance

Import contacts

customers.csv1,284 rows
Column in the fileContact field
NameFull name
E-mailEmail
MobilePhone
OrgCompany
1,204 added · 80 updated · 0 skipped

app.js

SellioWidget.setVisitor({
id: user.id,
name: user.name,
email: user.email,
userHash, // signed on your server
});

Nuray Aksoy

nuray@shopify.com

Verified

Nuray Aksoy

ShopifyHead of support at Shopify

Online

Contact details

Emailnuray@shopify.com
Phone+49 30 000 000 00
CompanyShopifyShopify
CityBerlin, Germany

Lifecycle

Tags

viprefundrefundAdd a tagAdd a tag

Nuray's website visits

Today
Pricing/pricingLive1m 20s
Identity verification/docs/identity4m 05s

Conversations with Nuray

3 in all
WhatsAppRefund for order #4821WhatsApp2m
Which plan includes voice?Website chat3d
Open a contact

One person, the whole story

Click any row and the contact opens beside the table. Who they are, what they asked and what they saw, in cards you edit in place.

  • Details, lifecycle, tags and segments on one sheet, edited in place.
  • The pages they saw and the conversations they had, under the same name.
  • A private notepad on the person that the customer never sees.
How contacts work in the inbox
In the inbox

Know who is asking before you answer

The same record sits beside every conversation. An agent sees the plan, the last order and the page the customer is on, and answers the real question first time.

  • The page they are on right now, the device, the country.
  • The attributes your app or a workflow set, beside the message.
  • Their earlier conversations on any channel, one click away.
The shared inbox
Nuray AksoyWhatsApp
Hi, I still have not received the refund for my order. It was returned two weeks ago.
Hi Nuray, I can see #4821. The refund is on its way, 3 to 5 days to your card.
Hi Nuray, I can see #4821. The refund is on its way, 3 to 5 days to your card.Write a reply

Nuray Aksoy

Shopify

Viewing/pricing
LocationBerlin
DeviceChrome on macOS
planPlus
last_order#4821

Tags

viprefund

Building the contact base

  1. Step 1

    Import what you have

    Contacts, then Import. Map name, email, phone and company; tags come along.

    customers.csv1,284 rows
    NameFull name
    E-mailEmail
    OrgCompany
  2. Step 2

    Identify your users

    Call setVisitor from your app with the user's id, name, email and a signed userHash.

    app.js

    SellioWidget.setVisitor({

    id: user.id,

    email: user.email,

    userHash, // signed on your server

    });

    Nuray AksoyVerified
  3. Step 3

    Let conversations fill the rest

    Every new chat or email creates or updates a contact automatically.

    Instagram
    Is the blue one back in stock?
    MMia Rossi@mia.rossi · InstagramNew contact
The basics

What is a support CRM?

The customer record for support: who a person is, what they asked and what they saw, kept beside every conversation so the team never asks twice.

A sales CRM tracks deals; this tracks people. Sellio builds the record from the conversations you already have, so there is nothing to keep in sync. Four terms carry the whole thing.

Contact
One person, whichever channel they wrote on: their details, their conversations, the pages they saw and when they were last here.
Company
The organisation contacts belong to, with a logo, a domain and an industry, so a team account reads as one customer.
Attribute
A key and a value on the person: plan, order count, anything your app or a workflow sets. Shown as a column, used by rules.
Tag and segment
A tag is a label for filtering; a segment is a group you report on. Both can be set by hand or by a workflow from what the customer says.
FAQ

Support CRM questions

No. It is the customer record for support: who they are, what they asked and what they saw. There is no pipeline or deal tracking.

  • Every conversation, every channel under one person, with the full history.
  • Pages seen, attributes, tags and segments so an agent knows the context before asking.
  • Companies group contacts with a logo, a domain and an industry.

For the inbox side, see the shared inbox page.

Still have a question? Contact us or browse the docs.

Know who is asking before you answer.

Contacts and companies built from real conversations, with the pages they saw and the tags you gave them.

No credit card required