Customers
Browse, search, and view activity, conversations, and events for individual customers.
Search
Use search to quickly find a customer by name or ID, then click through to see their full detail page. You can press CMD+K (or Ctrl+K) to open the search dialog anywhere in the dashboard.
Customers page
The table shows all tracked customers with the following columns:
| Column | Description |
|---|---|
| Name | Customer name (links to detail page) |
| Status | Active, Growing, New, At Risk, Churned, or Inactive |
| Events (7d) | Total events in the last 7 days |
| Change | Percentage change compared to the previous 7 days |
| Team Members | Number of users in the organization |
| Last Active | How long ago the customer was last seen |
| First Seen | When the customer was first tracked |
Use the search bar at the top right to filter by name or ID. Pagination controls at the bottom let you adjust rows per page (10, 25, or 50) and navigate between pages.
Organization page
Click any customer to open their detail page. The header shows the organization name, a status badge, and when they were last active and first seen.
If the organization hasn't been fully set up yet, a Not identified badge appears. Events are still tracked, but the name and other details will fill in once more data flows in.
Activity chart
A daily activity chart shows total events over time, with a feature adoption overlay. This helps you spot changes in engagement patterns.
Engagements
The engagements section tracks all your interactions with this customer. Each entry shows the sender, their company, a timestamp, and the message content. Emails are color-coded by direction (incoming or outgoing), and internal notes appear in amber.
Reach out lets the AI draft a personalized email based on the customer's activity. It opens in your email client, ready to send.
Note records internal information like meeting notes or call transcripts. Notes are only visible to your team.
Email shows your unique Klime email address. CC this address on customer emails or forward them to automatically track them here. See Email Integration for more details.
Open the menu on any email to view the original HTML version or hide it from the timeline.
Events table
Below engagements, a table lists all raw product usage events: what action occurred, who performed it, and when.
Sidebar
The right side shows the Feature Adoption with event counts per feature, and the Team Members with links to their user detail pages.
User page
Similar to the organization page, each user has their own detail page. This contains the user's name and email, and if they belong to an organization, a link to that organization page is shown at the top.
Below that are also the Activity chart and Events table. The sidebar shows Feature Adoption with event counts per feature.
If you've enabled User mode in Settings, these user pages will always be shown when asking for customer details, instead of the organization page.
Tip: Better outreach with more context
The AI considers the customer's recent activity, logged conversations, and your AI Context when drafting emails. Add email conversations and fill in your business context in Settings for more personalized suggestions.