> ## Documentation Index
> Fetch the complete documentation index at: https://docs.woes.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Intelligence

> Use client records, conversations, presence, and custom fields to understand customer accounts.

# Account Intelligence

Account intelligence helps support teams understand who is asking, what account
they belong to, what has happened before, and what work is still open.

## Sources of Account Context

| Source          | What it contributes                                             |
| --------------- | --------------------------------------------------------------- |
| Conversations   | Recent support history, channels, status, and customer details. |
| Clients         | Account-level aggregate view across conversations and issues.   |
| Widget presence | The page or product area where a known customer is active.      |
| Custom fields   | Workspace-specific account and customer attributes.             |
| Issues          | Open bugs, requests, blockers, and follow-up work.              |

## Operator Uses

* Prioritize high-value or blocked accounts.
* Avoid asking customers to repeat context.
* Find active issues before replying.
* See whether a customer is currently active in the product or docs.
* Group support patterns by account, plan, product area, or custom fields.

## Good Data Habits

* Keep customer names, emails, and account names consistent.
* Use custom fields for attributes that matter to routing or reporting.
* Avoid storing secrets or sensitive identifiers in freeform notes.
* Convert durable requests into issues so account history stays actionable.

## Related Pages

* [Clients](/platform/clients)
* [Customer Presence](/account-intelligence/presence)
* [Data, Tags, Statuses, and Macros](/settings/data-macros)
* [Client Portal](/platform/client-portal)