Clients

Your customer database

The Clients page (at CRM > Clients) is where every person who has ever contacted your business through Autoch.at lives. When a new customer sends their first message, Autoch.at automatically creates a client record for them. Over time, that record builds up a complete picture of who they are and every interaction they've had with your team.

Think of it as a lightweight CRM that's always in sync with your conversations — no manual data entry required.

Finding clients

The Clients page shows a searchable, filterable list of all your contacts.

• Search — Find anyone by name, email, phone number, or company name.
• Tag filter — Click a tag (like "VIP" or "Lead") to show only clients with that label.
• Sort — Order by name, last active date, or creation date.

The client record

Click on any client to open their full profile. Here's what you'll find:

Contact details

The basics: name, email address, phone number, and company. You can edit any of these fields directly — changes are saved immediately and reflected in all linked conversations.

Custom fields

If your business needs to track information beyond the standard fields, you can add custom fields (like "Account Tier", "CRM ID", or "Subscription Plan") and populate them here. Custom fields can also be filled in automatically by your AI assistants during qualification conversations.

Conversation history

A complete log of every conversation this client has had with your team across all channels — chat, SMS, email, voice, and social. Click any conversation to jump straight to it in the inbox.

Tags

Labels applied to the client's profile. Tags help you segment your client list and filter conversations. For example, tagging a client as "VIP" lets you quickly find all VIP clients and filter their conversations in the inbox.

Managing your client list

Creating a client manually

Autoch.at creates client records automatically, but you can also add them manually:

1. Click Create Client.
2. Fill in their contact details.
3. Add any relevant tags or custom field values.
4. Click Save.

Importing clients

If you have an existing contact list, you can bring it into Autoch.at:

1. Click Import.
2. Upload a CSV file with your contact data.
3. Map the columns in your file to the fields in Autoch.at.
4. Confirm the import.

Exporting clients

Click Export all to download your entire client list as a CSV file. This is useful for backups or for importing into other tools.

Merging duplicates

Over time, the same person might contact you from different email addresses or phone numbers, creating duplicate records. Autoch.at helps you find and fix these:

1. Click Review duplicates.
2. Autoch.at will show you potential matches based on similar names, emails, or phone numbers.
3. Review each suggestion and click Merge to combine the records.

When you merge two records, their conversation histories are combined into a single, unified profile. This is permanent, so review carefully before confirming.

Connecting to an external CRM

If you use Salesforce, HubSpot, or another CRM, you can sync your Autoch.at client records with it. See CRM Connections for setup instructions.