Customer 360 is the operating view for a person, company, or opportunity. It brings together profile fields, activity, messages, notes, tasks, files, pipeline context, payments, bookings, forms, and plugin data when those tools are connected.

What this guide helps you do

• Understand recent customer context before taking action.
• Review timeline events, tasks, inbox threads, money history, files, and related records from one place.
• Use AI to summarize customer context and prepare follow-up without exposing private details publicly.

Before you start

• Make sure the customer has a reliable email, phone, company, or matching identifier.
• Connect inbox, forms, Money, bookings, courses, webinars, or plugins if you want those signals to appear.
• Use permissions before giving teammates access to sensitive customer data.

Do it manually

1. Open Customers and search for the person, company, or opportunity.
2. Open the customer record.
3. Review profile fields, owner, lifecycle, contact details, company, and related records.
4. Scan the timeline for notes, tasks, email, forms, journeys, bookings, money, and plugin events.
5. Use panels for files, calendar, money, task workflow, and inbox context when available.
6. Create the next task, note, email draft, pipeline update, or follow-up action from the record.

Ask Faster AI

• Summarize this customer record, highlight recent activity, and suggest the safest next follow-up task.
• Find open tasks, unpaid invoices, recent form submissions, and unread inbox threads for this customer.
• Draft an internal handoff note for this customer. Do not send an email.

Review before saving or applying

• Confirm AI summaries against the timeline before relying on them for important decisions.
• Do not paste private customer history into public pages, posts, emails, or marketing content.
• Check task owner, due date, and customer context before assigning follow-up.
• Review duplicate warnings when several records look like the same person or company.

Common issues and fixes

• If activity is missing, check whether the related tool is connected and whether the customer identifier matches.
• If the timeline is noisy, filter by notes, tasks, inbox, forms, money, bookings, or plugin events.
• If two customer records share the same history, review duplicates before continuing follow-up.

Example CRM setup article

For an example of checking whether a new CRM setup makes sense on real customer records, read the CRM-with-AI afternoon walkthrough. Setting Up a CRM with AI in an Afternoon.

Safe customer context for AI

For how Customer 360 context can make AI drafts specific without turning workspace memory into a customer database, read the customer context article. Giving AI Your Customer Context (Safely).

Workspace memory for AI

For why customer-specific facts should stay on records while workspace memory holds durable business facts, read the AI memory article. Why Your AI Assistant Should Remember Your Business.

Connected workflows

• Review Money activity for a customer
• Create a welcome journey
• Create a lead capture form

Placeholder media

• Screenshot placeholder: add an annotated screenshot of understand customer 360 with customer names, emails, phone numbers, amounts, file names, and private notes blurred.
• Video placeholder: add a short walkthrough that starts in Customers, shows the manual path, then shows how to ask Faster AI and review the result before saving, sending, merging, or assigning work.

Related help

• Filter the customer timeline
• Create customer tasks and reminders
• Set up CRM with AI