Customer Details

Click any customer from the dashboard to open their detail page. This gives you a complete view of a single customer.

Activity Chart

At the top, a chart shows the customer's daily activity over time — useful for spotting changes in engagement.

Next to the chart, a Feature Adoption sidebar lists which features this customer has used, sorted by event count. This helps you understand their usage patterns and identify features they haven't discovered yet.

Conversations

The conversations section tracks all your interactions with this customer. Each entry shows the sender, timestamp, and content. Emails are color-coded by direction (incoming or outgoing), and internal notes appear in amber.

Adding conversations

Generate Outreach lets the AI draft a personalized email based on the customer's activity. It opens in your email client, ready to send.

Add Note records internal information like meeting notes or call transcripts. Notes are only visible to your team.

Add Email shows your unique Klime email address. CC this address on customer emails or forward them to automatically track them here.

Managing emails

Open the menu on any email to view the original HTML version or hide it from the timeline.

Events Table

Below conversations, you'll see a table of all product usage events: what action occurred, who performed it, and when. This is the raw activity data from your SDK integration.

In Group mode, where customers are companies with multiple team members, the events table shows which user triggered each event — helpful for identifying power users.