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Interactions

Customer Onboarding​

Interactions with Customers

The Customers Interactions module in TrueBeep lets you view, search, filter, and manage all customer conversations from one place.

Whether you're handling messages from Messenger, SMS, or WhatsApp, this feature gives you a clear view of each interaction — including summaries, timestamps, and conversation details — so your team can stay organized and responsive.

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With this data, you can create customer segments with keywords, type of interaction, interaction date and more !

Accessing Interactions​

Navigate to the Interactions page: In the TrueBeep app, open the main menu and select Interactions .

Searching and Filtering​

Search box: Type keywords (such as a subscriber name or text from a message) into the search bar at the top to quickly find specific interactions.

Channel and Type filters: Use the drop-down Channel menu to filter interactions by platform (e.g. Messenger, SMS, WhatsApp). Use the Type filter to choose the kind of interaction (typically “Message”).

Date filter: Click the calendar icon to select a date range. This narrows the list to interactions created during that time.

Clear filters: Click Clear filters to reset any search or filter and return to the full list.

Viewing Interaction Details​

Open details: Click the View button for an interaction in the list. A side panel will slide out showing the Interaction Details.

Details fields: The detail panel includes:

  • Subscriber: The customer’s name.
  • Channel: The messaging platform (e.g. Messenger).
  • Type: The type of interaction (e.g. Message).
  • Direction: “Inbound” or “Outbound” (whether the message was received or sent by you).
  • Summary: An AI-generated summary of the conversation. Initially this may say “Summary generation is in progress…”. Once ready, it will display a brief summary of the exchange.
  • Created: Timestamp of when the interaction occurred (e.g. “5 Minutes Ago, Sep 29, 2025, 21:04:43”).

Delete an interaction: At the bottom of the detail panel is a Delete button (Image 3). Clicking this will permanently remove the selected interaction from the list. (You can also click Delete directly from the main list if you want to remove an entry without viewing details.)

Reviewing Past Interactions​

All interactions are stored indefinitely (unless deleted), so you can return at any time to review them. Simply open the Interactions module later and use the search bar or filters to find a specific conversation.

This allows you to revisit the content and summary of any customer message from the past.

Customer Segmentation​

Customer Segmentation is the process of dividing your audience into distinct groups based on shared characteristics, behaviors, or interactions. By understanding who your customers are and how they engage with your brand, you can deliver more personalized, relevant, and effective marketing campaigns.

Create Customer Segmentation from here