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 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.

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