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).

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. 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.

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.

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.

Insights are generated by a third-party LLM (OpenAI) from anonymised profile data only. We send counts, flags, status enums, and approval-rule labels. No names, emails, customer IDs, order numbers, coupon codes, or note content leave the system. Output may be inaccurate or out of date, verify before acting.

Campaigns (Referrers Only)

The Campaigns table lists every campaign this customer is sharing in. Columns:

Column	What it shows
Name	The campaign name.
Status	Active / Stopped / Expired.
Sharing	The share method (e.g. Name share + link).
Shares	Number of times they’ve sent the offer.
Referrals made	Number of friends who actually arrived.
Valid from / Valid to	The window the offer is sharable in.

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).

Activity Timeline

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

Tab	Shows
All	Everything in chronological order. The default view.
Referrals	Friends they introduced and the status of each.
Rewards	Rewards earned, pending, or declined.
Emails	Mention Me emails sent to this customer (registration, reminders, fulfilment).
Orders	Confirmed purchases linked to this account.
Admin	Audit log of changes (gaming flags, manual enrolments, notes).

Side Panel

Field	What it shows
Avatar + name	The display name. Hover to reveal a pencil icon, click to edit the name.
Email	Email on file. “Purged email” for purged accounts. Not editable.
Role pills	Referrer or Referee. See Status pills below for the full list.
Status pills	One or more state flags on the customer. See Status pills below.
Enrolled	Date of first enrolment.
Last purchase	Last confirmed purchase date, or blank if none.
NPS score	The customer’s most recent Net Promoter Score, with the quote they left. Only shown if they’ve responded.
Origin survey	The “How did you hear about us?” answer captured at registration. Only shown if collected.
Receiving emails	Yes / No.
Example short link	The customer’s personal share URL. Referrers only. Hover to reveal a pencil icon, click to edit the suffix.
Dashboard	Their referral dashboard URL, the link a customer would open to see their own progress.

Status Pills

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

Pill	What it means
Referrer	The customer has shared your programme at least once.
Referee	The customer arrived via someone else’s share.
Not a paying customer	No confirmed purchase on file.
Suspected of gaming	The `isSuspicious` flag is set, either automatically by a fraud rule or manually via Mark as suspicious.
Under fraud review	One or more of this customer’s referrals is in the Fraud Review queue awaiting a decision.
Not suspected	The customer was explicitly cleared.
Paying customer	The customer has at least one confirmed purchase on file.
Unconfirmed referral	This customer is a referee whose purchase hasn’t been confirmed. See Confirm a purchase.
Blocked	The customer has been blocked.
Unsubscribed	The customer has been unsubscribed from emails.

Notes

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

Label A	Shown when A is shown	Label B	Shown when B is shown
Block customer	Customer is not blocked	Unblock customer	Customer is blocked
Mark as suspicious	Not flagged as suspicious	Remove suspicion	`isSuspicious` is set
Unsubscribe from emails	Emails are on	Resubscribe to emails	Emails are off
Confirm purchase	One or more referees of this customer are awaiting purchase confirmation	(hidden)	No referees awaiting confirmation
Purge data	Always	(no inverse, destructive)	n/a

For non-destructive actions like changing campaigns or adding a friend, use the campaign-row menu in the Campaigns table instead.

Page Anatomy

Top Banner: Signal

Needs attention

Insights

Campaigns (Referrers Only)

Activity Timeline

Side Panel

Status Pills

Notes

Profile Actions Menu

​Page Anatomy

​Top Banner: Signal

​Needs attention

​Insights

​Campaigns (Referrers Only)

​Activity Timeline

​Side Panel

​Status Pills

​Notes

​Profile Actions Menu

Page Anatomy

Top Banner: Signal

Needs attention

Insights

Campaigns (Referrers Only)

Activity Timeline

Side Panel

Status Pills

Notes

Profile Actions Menu