Customizable contact preview fields in inbox conversation list
in backlog
A
Anonymous (User Interview)
In the inbox conversation list, the only way to identify a contact beyond their display name is to click into the conversation and open the contacts panel. For teams where display names alone aren't enough to distinguish customers (e.g. common names, WhatsApp names that don't match real names), this adds unnecessary clicks to every interaction.
Expected behavior: Allow users or admins to configure which contact fields are visible in the inbox list view — such as customer ID, tags, or custom fields — so team members can quickly identify who they're looking at without navigating away from the list.
Use case: A vet clinic where customers are identified by pet name and customer ID rather than personal name. Staff currently have to click into every conversation to confirm who the client is before responding, slowing down their workflow.
S
Sarah Ho from SleekFlow
updated the status to
in backlog