> ## Documentation Index > Fetch the complete documentation index at: https://docs.mention-me.com/llms.txt > Use this file to discover all available pages before exploring further. # Customer Profile > Anatomy of a customer's profile, the actions you can take, and how to read the signals and AI insights. 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). A referrer's profile with the gaming banner, Needs attention card, Insights, and Campaigns ## 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. ## 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. Yellow gaming-suspicion banner with Stop sharing and Dismiss buttons ## 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](/knowledge-v2/customers/common-tasks/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. Insights card summarising the customer's history in three bullet points ## 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](/knowledge-v2/customers/common-tasks/link-a-friend), Copy share link, [Move to latest offer](/knowledge-v2/customers/common-tasks/move-between-campaigns), Stop sharing, and **Add a friend from duplicate search match** (used when the friend already exists under a similar-looking record). Campaign row menu with Add a friend, Copy share link, Move to latest offer, and Stop sharing ## 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). | Activity timeline cycling through All, Referrals, Rewards, Emails, Orders, Admin tabs ## Side Panel | Field | What it shows | | ------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Avatar + name | The display name. Hover to reveal a pencil icon, click to [edit the name](/knowledge-v2/customers/common-tasks/edit-name-and-shortlink). | | Email | Email on file. "Purged email" for purged accounts. Not editable. | | Role pills | Referrer or Referee. See [Status pills](#status-pills) below for the full list. | | Status pills | One or more state flags on the customer. See [Status pills](#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](/knowledge-v2/customers/common-tasks/edit-name-and-shortlink#edit-the-short-link). | | 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](/knowledge-v2/customers/common-tasks/remove-gaming-suspicion). | | **Under fraud review** | One or more of this customer's referrals is in the [Fraud Review queue](/knowledge-v2/customers/fraud-review) 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](/knowledge-v2/customers/common-tasks/confirm-a-purchase). | | **Blocked** | The customer has been [blocked](/knowledge-v2/customers/common-tasks/block-customer). | | **Unsubscribed** | The customer has been [unsubscribed](/knowledge-v2/customers/common-tasks/turn-off-emails) 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. ## 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: | Label A | Shown when A is shown | Label B | Shown when B is shown | | -------------------------------------------------------------------------------------- | ------------------------------------------------------------------------ | --------------------------- | --------------------------------- | | [**Block customer**](/knowledge-v2/customers/common-tasks/block-customer) | Customer is not blocked | **Unblock customer** | Customer is blocked | | [**Mark as suspicious**](/knowledge-v2/customers/common-tasks/remove-gaming-suspicion) | Not flagged as suspicious | **Remove suspicion** | `isSuspicious` is set | | [**Unsubscribe from emails**](/knowledge-v2/customers/common-tasks/turn-off-emails) | Emails are on | **Resubscribe to emails** | Emails are off | | [**Confirm purchase**](/knowledge-v2/customers/common-tasks/confirm-a-purchase) | One or more referees of this customer are awaiting purchase confirmation | *(hidden)* | No referees awaiting confirmation | | [**Purge data**](/knowledge-v2/customers/common-tasks/delete-customer-data) | Always | *(no inverse, destructive)* | n/a | Actions menu with Block customer, Remove suspicion, Unsubscribe from emails, Purge data options For non-destructive actions like changing campaigns or adding a friend, use the campaign-row menu in the Campaigns table instead.