Customer cards
Customer cards are a powerful feature in Plain that allows you to show information from your own systems while looking at a customer or thread in Plain. This ensures that you always have important context at your fingertips, without having to jump through different tabs and admin tools.
Customer cards are:
Pulled from your backend, so you do not have to sync your customer data to Plain.
Short-lived, so no data is permanently stored in Plain beyond the time frame you set.
Defined using a simple JSON schema, so you don’t have to worry about styling them.
Automatically reloaded if a user is viewing a customer and the data expires.
Use Cases:
Show billing info from Stripe
Display usage data from your warehouse
Surface plan, tier, or contract status from your CRM