The Customers page is where your team can see the people connected to your Speako workspace. Use it when you need to look up a customer's contact details, check whether they have tags, open their profile, or add someone who has contacted your business outside the normal booking flow.
Customers are shown for the current workspace and location context. If you work across more than one location, check the selected location before assuming a customer is missing.
What you see on the Customers page
The page header is Customers, with the description Manage your customers and their tags. From this page, you can use Add Customer to create a new profile manually.
When customers exist, Speako shows a table with these columns:
| Column | What it helps you check |
|---|---|
| Customer Name | The customer's saved name and active/inactive state |
| The email address saved for that customer, or No email | |
| Phone | The phone number saved for that customer, or No phone |
| Tags | Any customer tags assigned to the profile |
| Actions | Shortcuts for editing or deactivating the customer |
Above the table, Speako shows how many customers are currently displayed, such as Showing 12 customers.
Empty and loading states
If the current location is still loading, the page shows Loading location.... If there are no customers yet, the page shows No customers yet with the message Get started by adding your first customer and an Add Your First Customer button.
That empty state usually means no customer profiles have been created or connected yet for the current workspace view. It does not necessarily mean your business has never had bookings; check that you are in the right location and that customer creation is enabled through the flow you are using.
Opening a customer profile
Use the edit action in the customer row to open the customer detail sheet. The profile shows the customer's name, contact details, tags, notes, and a Bookings tab.
💡 Tip: If you are helping a customer on the phone, search by phone number first. Phone numbers are also used by the AI Agent to recognise returning callers, so they are often the most reliable way to find the right profile.
What to check before making changes
Before editing or deactivating a customer, confirm you have the right person. Names can be similar, and some customers may share family email addresses or booking details. Phone number, email, and recent booking context are usually better confirmation than name alone.
If a profile shows No email or No phone, that only means the field is not saved on the profile. You can still use the profile for notes and tags, but customer notifications and returning-caller recognition depend on usable contact details.