| title | description |
|---|---|
Customer cards |
Live context straight from your own systems when helping customers. |
Customer cards are a powerful feature in Plain that allows you to show information from your own systems while looking at a customer or thread in Plain. This ensures that you always have important context at your fingertips when helping customers, without having to jump through different tabs and admin tools.
Customer cards are:
- Pulled from your backend, so you do not have to sync your customer data to Plain.
- Short-lived, so no data is permanently stored in Plain beyond the time frame you set.
- Defined using a simple JSON schema, so you don't have to worry about styling them.
- Automatically reloaded if a user is viewing a customer and the data expires.