Contacts and segments
Getting started with Segments
Learn what segments are in Crisp, how to assign them, and how your team can use them across support and campaigns. Segments are simple labels you can attach to contacts or conversations. They help your team organize users, route conversations, create filters, trigger automations, and target campaigns more accurately. What a segment is A segment is a tag-like label that marks a profile or conversation with a behavior, status, source, or business meaning. For examplSome readersGetting started with Custom Datas
Learn what custom data is in Crisp and how it helps your team personalize support, routing, and campaigns. Most businesses already store useful customer context in their own tools: plan, account ID, order history, lifecycle stage, language, revenue, or internal links. Custom data lets you bring that context into Crisp so your team can act with more precision. What custom data is Custom data is key/value information that you send to Crisp from your website, backend,Few readersHow to create Contact filters
Learn how to create advanced filters in Crisp Contacts and reuse them for targeting, exports, and campaigns. Advanced filters help you build precise contact lists from profile data, custom data, segments, location, ratings, company attributes, and more. They are different from Inbox custom filters, which are used to organize conversations. Advanced filters are available on the Essentials and Plus plans. What advanced filters are An advanced filter is aFew readersHow to select and manage multiple contacts in Crisp
This article explains how to select several contacts at once in Crisp and apply bulk actions to manage them faster. Multi-selection helps you update and organize contact profiles without opening each profile manually. You can use it to add segments, add custom data, copy profile links, export selected contacts, or remove several profiles at once. In this guide, you will learn how to: Select multiple contacts → choose several profiles from the contact lisFew readers
Contact enrichment
How to automatically push custom data from the chatbox with the Crisp JS SDK
Learn how to set, update, and clear custom data in Crisp using the JavaScript SDK or REST API. Custom data is best for key/value context such as account ID, plan, order ID, revenue, lifecycle stage, or internal links. Use it when a simple segment is not detailed enough. Before you start Use simple custom data keys that your team can reuse consistently. Keys should be lowercase. Avoid special characters except underscores (_) and dashes (-). Values sent throPopularHow to automatically push segments
Learn how to set visitor segments from your website with the Crisp JavaScript SDK. Segments help you classify visitors and conversations based on your own product or website logic. Once set, they can be used for routing, filters, campaigns, reporting, and team workflows. Set one or more visitor segments Use the Crisp JavaScript SDK after the Crisp chatbox snippet is available on the page. // Replace these values with your own internal segments. $Some readersHow to automatically push user company information
Learn how to set and read a visitor company from your website with the Crisp JavaScript SDK. If your website has authenticated users, you can pass company information to Crisp automatically. This helps your team understand where a visitor works and keeps company context available in the conversation. Set the visitor company Use the Crisp JavaScript SDK after the Crisp chatbox snippet is available on the page. // Replace this company data with youFew readersHow to automatically push user nicknames
Learn how to set and read a visitor nickname from your website with the Crisp JavaScript SDK. If your website has authenticated users, you can pass their name to Crisp automatically. This saves customers from typing their name again and gives your team clearer contact context inside the Inbox. Set the visitor nickname Use the Crisp JavaScript SDK after the Crisp chatbox snippet is available on the page. // Replace this value with the nickname froSome readersHow to push Crisp profile events
Learn how to push user events to Crisp from your website, backend, or workflows. Events are useful when you want Crisp to react to product or customer actions, such as signup, purchase, upgrade, or cancellation. They can help trigger campaigns, feed workflows, or give your team more context about what a user just did. Push an event with the JavaScript SDK Use the Crisp JavaScript SDK after the Crisp chatbox snippet is available on the page. // RePopular
Contact import and export
How to import Contact profiles
Learn how to import contacts into Crisp using CSV files, API routes, the Web SDK, native integrations, or automation tools. The fastest option for most migrations is a CSV import from the Contacts section. For ongoing synchronization, use the REST API, Web SDK, or integrations so Crisp stays aligned with your own product, store, or CRM. You can import or update contacts in several ways: CSV import → best for one-time migrations and bulkSome readersHow to export Contact profiles
Learn how to export contact data from Crisp and what to use when you need conversation exports. Crisp can export your contact profiles as a CSV from the Contacts section. Conversation exports are handled differently: they are not available as a native CSV export from the Crisp app and must be done through the API or a third-party migration tool. Export contact data as CSV Contact exports are available from Crisp CRM, starting from the Essentials plaFew readers
Customer lifecycle and feedback
How to create a tracking plan for your customers lifecycle
Learn how to create a simple tracking plan for your customer lifecycle and send the right lifecycle data to Crisp. A good tracking plan does not try to measure everything. It defines the key lifecycle stages, the conditions that move users from one stage to another, and the data your team needs inside Crisp to support, route, and engage customers properly. Map your customer lifecycle Start by writing down the main stages customers go through, from first visit to loFew readersHow to monitor User ratings & feedbacks
Learn how Crisp conversation ratings work, where to review them, and how to enable or disable rating requests. Ratings help you understand how customers felt after interacting with your support team. When enabled, Crisp can collect feedback from chatbox and transcript emails, then centralize the results in Analytics and Contacts. Understand rating requests What the rating email looks like The rating request is included in the converFew readersHow to take advantage of customer feedback
Learn how to use Crisp customer feedback in Analytics and send new ratings to external tools with webhooks. Customer feedback helps your team understand support quality, follow up on difficult conversations, and share customer experience signals with the tools your team already uses. Customer feedback webhooks are available from the Essentials plan. Review feedback in Analytics Customer feedback is centralized in Analytics, where you can review ratingsFew readers