> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revbridge.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# People

> Manage customer profiles and understand your audience with the Customer Data Platform

The People section is RevBridge AI's Customer Data Platform (CDP). It provides a unified view of all your customers, their behaviors, and their interactions with your brand.

## Customer Database

Access the customer database from **People** in the sidebar. Here you'll see a searchable, filterable list of all customers.

### Customer List Features

| Feature     | Description                                       |
| ----------- | ------------------------------------------------- |
| **Search**  | Find customers by email, name, or phone           |
| **Filters** | Filter by properties, segments, or events         |
| **Sort**    | Order by name, date added, last activity, revenue |
| **Export**  | Download customer lists as CSV                    |

## Customer Profiles

Click on any customer to view their full profile. Each profile contains:

### Identity

Basic information about the customer:

* **Email**: Primary identifier
* **Phone**: Mobile number for SMS/WhatsApp
* **Name**: First and last name
* **External ID**: ID from your e-commerce platform
* **Created At**: When the customer was first added

### Engagement Metrics

Quick stats about the customer's engagement:

| Metric              | Description                        |
| ------------------- | ---------------------------------- |
| **First Seen**      | Date of first recorded interaction |
| **Last Seen**       | Date of most recent activity       |
| **Total Events**    | Cumulative tracked events          |
| **Total Purchases** | Number of completed orders         |
| **Total Revenue**   | Lifetime customer value            |

### Events Timeline

A chronological list of all events tracked for the customer:

* Page views
* Product views
* Cart additions
* Purchases
* Email opens/clicks
* Custom events

Each event shows:

* Event type
* Timestamp
* Associated properties

### Purchase History

For customers synced from Shopify:

* Order ID and date
* Products purchased
* Order total
* Fulfillment status

### Segment Membership

Lists which audiences the customer belongs to. Useful for understanding how a customer is being targeted.

### Custom Properties

Any custom attributes stored for the customer:

* Tags
* Preferences
* Scores (engagement score, lead score, etc.)
* Any data imported or synced

## Adding Customers

Customers can be added to RevBridge AI through several methods:

### Integration Sync

The most common method. When you connect Shopify:

1. All existing customers are imported
2. New customers are synced automatically
3. Customer data stays up-to-date with changes

### CSV Import

Upload customer lists manually:

<Steps>
  <Step title="Prepare Your CSV">
    Include columns for email (required), plus any other properties (name, phone, etc.)
  </Step>

  <Step title="Go to People">
    Navigate to the People section
  </Step>

  <Step title="Click Import">
    Use the Import button and select your CSV file
  </Step>

  <Step title="Map Fields">
    Match CSV columns to customer properties
  </Step>

  <Step title="Confirm Import">
    Review and confirm the import
  </Step>
</Steps>

<Warning>
  Duplicate emails will update existing customer records rather than creating new ones.
</Warning>

### Events API

Customers can be created automatically when you send events:

```json theme={null}
{
  "event": "page_view",
  "customer_id": "customer@example.com",
  "properties": {
    "url": "/products/widget"
  }
}
```

If the customer doesn't exist, they'll be created.

## Searching and Filtering

### Quick Search

Use the search bar to find customers by:

* Email address
* Name
* Phone number

### Advanced Filters

Click **Filters** to build complex queries:

| Filter Type  | Example                                |
| ------------ | -------------------------------------- |
| **Property** | `Total Revenue > $500`                 |
| **Event**    | `Has event "purchase" in last 30 days` |
| **Segment**  | `In segment "VIP Customers"`           |
| **Date**     | `Created after 2024-01-01`             |

Combine multiple filters with AND/OR logic.

## Customer Actions

From a customer profile, you can:

### Add to Segment

Manually add a customer to a static segment:

1. Click **Add to Segment**
2. Select the target segment
3. Confirm

### Add Tag

Apply tags for organization:

1. Click **Add Tag**
2. Enter or select a tag
3. Save

### View Campaign History

See which campaigns have targeted this customer:

* Campaign name
* Send date
* Message status (delivered, opened, clicked)
* Conversion status

## Data Privacy

RevBridge AI respects customer privacy:

### Opt-Out Handling

* Unsubscribed customers are marked and excluded from campaigns
* Opt-outs sync from your e-commerce platform
* Manual unsubscribe is available from the profile

### Data Deletion

To delete a customer's data:

1. Open the customer profile
2. Click **Delete Customer**
3. Confirm deletion

<Warning>
  Customer deletion is permanent and cannot be undone. All associated events and history will be removed.
</Warning>

## Best Practices

### Keep Data Clean

* Regularly review and merge duplicate customers
* Update customer properties when you learn new information
* Remove invalid email addresses that cause bounces

### Use Tags Wisely

Tags help you organize customers outside of formal segments:

* `vip` - High-value customers
* `influencer` - Customers with social reach
* `at-risk` - Customers showing churn signals

### Monitor Customer Health

Review customer engagement metrics to identify:

* Highly engaged customers (potential advocates)
* Declining engagement (re-engagement candidates)
* Inactive customers (win-back targets)