Skip to main content

Customers & companies

InboxOps lets you keep a simple customers and companies list per workspace. Use them to associate contacts with entities (CRM-style) and to organize who you’re talking to.

Customers​

  • Open Customers in the sidebar to see the list of customers in the current workspace.
  • You can create, view, and edit customers. Customer records are workspace-scoped.
  • Use the API for full CRUD: GET/POST .../customers, GET/PATCH .../customers/:customerId.

Companies​

  • Open Companies in the sidebar to see the list of companies.
  • Create, view, and edit companies. Companies are workspace-scoped.
  • Use the API for full CRUD: GET/POST .../companies, GET/PATCH .../companies/:companyId.

How to use them​

  • Link tickets or contacts to customers and companies as your workflow requires (via the UI or API extensions).
  • Filtering and saved views can use other dimensions (status, assignee, tags); customers and companies are mainly for organization and reporting.

For request/response shapes and examples, see API — Customers and API — Companies.