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

# A customer's recent conversations and fields beside a conversation

> The details panel on the right of a conversation shows who the customer is, what they asked before, and the fields collected on this conversation and on the customer.

The details panel on the right of a conversation shows who the customer is, what they asked before, and the fields collected on this conversation and on the customer. This article covers the customer card, the **Recent conversations** timeline and how to correct a field value.

## The order of the panel

The panel reads in the order you look things up:

1. The customer card.
2. **Currently viewing**, while the shopper is on a product or collection page, and **Cart**, while their cart has items.
3. **Recent conversations**.
4. **Orders**, then **Salesforce** when it's connected.
5. **Conversation** and **Fields**.
6. **Aide** and **Activity**.

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## The customer card

The card shows the customer's name and email address. When the customer matches a customer in your store, click the card to open their record there. It can also show:

* **Verified:** the customer is signed in on your site.
* **Online now:** the chat visitor has Aide Chat open right now.
* **Phone**, **Orders** and **Total spent**, followed by the store's own details, such as a loyalty tier.
* **Unverified**, with "Matched by email only": the store customer was found from an email address the visitor typed. See [Shopify orders, shipments and tracking in a conversation](https://docs.aide.app/shopify/orders-in-conversations.md).
* "From a form, email not verified": the message arrived through a contact form. See [Sender rules for automated mail, contact forms and pasted conversations](https://docs.aide.app/aide-helpdesk/sender-rules.md).

## Recent conversations

**Recent conversations** lists the customer's other conversations as a timeline, newest activity first.

* **Every channel at once.** Conversations from the same email address show together, whether they came in by email, Aide Chat, Zendesk, Gorgias or Front. A customer with no email address on file shows the conversations from the channel they wrote on.
* **What each entry shows.** The subject, how long ago it was last active, the channel, the status and the topic. The dot's colour follows the status, so open conversations stand out from closed ones.
* **Open one.** Click an entry to open that conversation. You stay in the inbox view you were working in.
* **Five at a time.** The five most recent show first. Click **Show more** for the next five.
* **Kept current.** When one of those conversations changes, for example a teammate closes it, the timeline updates on its own.

The timeline leaves out the conversation you're reading, conversations in the trash, and preview chats started from the dashboard. For a first-time customer it reads "No other conversations with this customer."

Each conversation keeps its own photos and files. Open the entry to see them. See [Photos and files in conversations](https://docs.aide.app/aide-helpdesk/conversation-files.md).

## Fields on the conversation and the customer

**Fields** lists your custom fields. When you have both kinds, they sit under **Conversation** and **Customer**. A conversation field belongs to this conversation. A customer field shows the same value on every conversation with that customer.

Beside a field's name, an icon says where its value came from. Hover it to read "From the conversation", "From your site", "Customer answered", "Set by a teammate" or "Corrected". An asterisk marks a field that is required before closing.

## Correct a value

A value reads as plain text until you hover or click it. Then it edits in place:

* **Text, number or date:** click the value, type, and press Enter or click away. Escape puts the saved value back. The x clears the field.
* **Single choice:** pick from the list.
* **Multiple choice:** click an option to add or remove it.
* **Yes / no:** tick or untick the box.

When you replace a value Aide found, its source becomes "Corrected". A value you set on an empty field reads "Set by a teammate". When Aide reads a value out of a conversation, it only fills a field that is empty, so it doesn't write over your correction. A procedure that sets the field can still change it.

A customer field needs a customer on the conversation. Without one, Aide says "This customer has no contact record yet." and doesn't save the value.

To create fields and choose how Aide fills them, see [Custom fields on conversations and customers](https://docs.aide.app/aide-helpdesk/custom-fields.md).


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