Customer Profile

The profile is where most operational work on a single customer happens. Every section on the page is either context (who this person is and what they’ve done) or action (something you can do next).

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Page Anatomy

The layout has three columns:

• Main (left). Banners, attention queue, AI insights, campaigns, activity timeline.
• Side panel (right). Identity, status, key dates, programme URLs.
• Notes (bottom right). Free-form team notes.

Referees see a subset, no Campaigns table and no Example short link in the side panel, because they haven’t shared yet.

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Top Banner: Signal

A coloured banner appears at the top of the profile whenever the customer is flagged. Today there are two flavours:

• Suspected of gaming (yellow). Comes with Stop sharing to disable the active offer immediately and Dismiss to clear the banner without acting.
• Generic signal (yellow). Customer is flagged but no recommended action is auto-attached. Use the … menu to decide what to do.

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Needs attention

The card lists every open item that needs a human decision: pending rewards, fraud reviews, and unconfirmed referee purchases. A counter in the header shows how many items are open (“1 item”, “3 items”), and each row carries a verdict pill (Likely fraud, Possible fraud, Manual review, etc.) so you can triage at a glance. Some rows link out to the right approval queue with the customer pre-filtered; others (like Confirm a purchase) are inline actions you complete on the profile itself.

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Insights

A short AI-generated read of who this customer is and what they’ve been doing. Use it as a first pass before you dig into the activity timeline. Click About AI insights to see how the summary is generated.

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Campaigns (Referrers Only)

The Campaigns table lists every campaign this customer is sharing in. Columns: Each row has a … menu with the campaign-level actions: Add a friend, Copy share link, Move to latest offer, Stop sharing, and Add a friend from duplicate search match (used when the friend already exists under a similar-looking record).

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Activity Timeline

Below the campaigns, the Activity heading sits to the left and six tabs sit to the right. The tabs scope the timeline:

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Side Panel

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Status Pills

A profile may show one or more pills under the name. Each pill maps to a specific flag on the customer record.

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Notes

Free-form notes visible to anyone on your team with access to this customer. Use them to record decisions, context, or escalations.

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Profile Actions Menu

The … to the right of Enrol in campaign holds the customer-level destructive or status-changing actions. Every item flips between two labels (or appears/hides) depending on the customer’s current state: For non-destructive actions like changing campaigns or adding a friend, use the campaign-row menu in the Campaigns table instead.