Mekari Qontak now introduces a new feature called Customer Data Platform, designed to help you manage all customer activities from Campaigns to Closing within a single integrated platform. This feature makes it easier for you to simplify and streamline all interactions with your customers.

By subscribing to any Mekari Qontak package, you can enjoy various benefits, ranging from automatic data transfer between CRM and Omnichannel to a consistent and unified Qontak management experience. In the following explanation, you will learn how to add, edit, and monitor all interactions between you and your customers. Follow the steps below to get started.

Important
This feature is only available to new clients who started using Mekari Qontak at the end of Q4 2025.

A. How to Add a Customer

1. Log in to your Qontak One account, then select the menu “Customers”.

2. Next, click the tab “Customers” and choose “All customers”.
   

3. Then, you will see the following display.
   

No.	Feature Name	Explanation
1	‘Manage View’ Filter	Click this icon to configure the customer data display in the table according to what you want to view. Below are the data options that you can choose to display on the main All customers page. You can also change the order of the data displayed in the table by clicking the six-dot icon, then rearranging the data order. To add data to be displayed in the table, check the box next to the desired data. The Customers name data cannot be rearranged by default.
2	Source Filter	Click “Filter Source” to filter the display of Channels that have been integrated with Mekari Qontak and show them in the table.
3	Date Filter	Click “Date Filter” to filter customer data based on the date of data changes. Date Filter Description: All time: displays customer data from all dates and times. Today: displays customer data updated on the current day. Last 7 days: displays customer data from the last 7 days. Per day: displays customer data on a daily basis. Per month: displays customer data on a monthly basis. Custom: select “Custom” to customize the customer data range.
4	More actions	Click “More actions” to access the “Edit customer properties” button.
5	Add customer	Click this button to add new customer data.
6	Search bar	Customer name search field.
7	Customer name	Displays the list of customer names.
8	Source	Displays the list of channels integrated with Mekari Qontak and the platform where the customer data originates.
9	Phone number	Displays the list of customer phone numbers.
10	Email	Displays the customer email addresses.
11	Last update	Displays the most recent date when the customer data was edited.
12	Added by	Displays the user who initially added the customer data.
13	Actions	Click this button to access customer activity details by selecting “View details”, or to delete the customer by selecting “Delete”

4. Click “Add customer”. Next, you can choose to add customers individually by clicking “Single customer” or add multiple customers by clicking “Multiple customers”.
   

5. If you want to add a customer individually, click “Single customer”.
   
   Learn more about how to add customers in bulk (Multiple customers) here.

6. Then, fill in the customer data in the fields available under Customer details.
   

   The fields above are default fields provided by Mekari Qontak. To customize each field, you can configure them in the Properties menu. Below is an explanation of each field:

No	Feature Name	Explanation
1	Full name (Default)	The customer’s full name.
2	Owner (Default)	The role of the Qontak account owner.
3	Assignee (Default)	The role assigned by the Owner to operate the Qontak account.
4	Channel	The selected type of Channel that has been integrated with Mekari Qontak. Channel can also be defined as the original platform where the customer comes from. Below are some Channels available in Mekari Qontak: **The Channel field is an additional field that can be added through the Properties menu.
5	Username (Channel)	The Username field from the selected Channel. For example: Selected Channel: Instagram Username: @abcd123 *The Username field is an additional field that can be added through the Properties menu.
6	Phone number	The customer’s phone number field. *The Phone number field is an additional field that can be added through the Properties menu.
7	Email	The customer’s email address. *The Email field is an additional field that can be added through the Properties menu.
8	Status	The status of the customer’s current role. Below are some status options that can be selected: *The Status field is an additional field that can be added through the Properties menu.
9	Job title	The customer’s occupation field.
10	Province	The field to enter the customer’s province of origin. *The Province field is an additional field that can be added through the Properties menu.
11	Regency/City	The field to enter the customer’s city of origin. *The Regency/City field is an additional field that can be added through the Properties menu..
12	District	The field to enter the customer’s regency of origin. *The District field is an additional field that can be added through the Properties menu.
13	Subdistrict	The field to enter the customer’s subdistrict of origin. *The Subdistrict field is an additional field that can be added through the Properties menu.
14	Zip code	The field to enter the postal code. *The Zip code field is an additional field that can be added through the Properties menu.

7. Then, click “Save”.
   

8. The customer that has been added will appear on the following page.
   

B. How to Monitor Customer Activities

1. After adding a new customer, you can monitor the detailed activities of that customer. Click “Actions”, then select “View details”.
   

2. You will then be redirected to the following view. In this section, you will see four main customer activities, which consist of Conversation, Tickets, Deals, and Tasks. Below is the display.
   

No	Feature Name	Explanation
1	Nama customer	The registered customer name.
2	Customer details	Displays customer data. In this section, you can still edit the customer data by clicking the pencil icon.
3	Activity log	Displays the total number of activity logs from Chats, Tickets, Deals, and Tasks.
4	Customer activity	Displays detailed customer activities for all activity logs.
5	Customer Interaction	Displays a list of customer activities based on the selected Activity log.
6	Button access to Customer Interaction	Provides access buttons to view the Activity list. These buttons include Chat, Broadcast, Company, Ticket, Sales, and Tasks.

3. Below is a detailed view of Customer Interaction in the Conversation section:
   

   To filter the status and channel in Conversation, you can click the filter icon below. Then, check one of the statuses and select the relevant channel.
   

4. Below is a detailed view of Customer Interaction in the Campaign section:
   
    

   - At this time, Customer Interaction in the Campaign section is only available for WhatsApp Broadcast.
   - This customer interaction only displays campaigns that were sent within the last 12 months. Once this period has passed, the Customer Interaction details will no longer appear in the Campaign section. 

5. Below is a detailed view of Customer Interaction in the Companies section:
   

   In this section, you can add Associate Companies that are already registered in Mekari Qontak. Click the add icon below.
   

6. Below is a detailed view of Customer Interaction in the Tickets section.
   

   - In this section, you can add Associate Tickets that are already registered in Mekari Qontak. Click the add icon below.
   
   - To filter Ticket data, click the filter icon below.
   
   - The following Filter panel will then appear. Check one of the SLA statuses, then manage filters such as Pipelines, Reporters, Assignees, and Priorities.
   

7. Below is a detailed view of Customer Interaction in the Sales (Deals) section.
   

   - In this section, you can add Associate Deals that are already registered in Mekari Qontak. Click the add icon below.
   
   - To filter Deals data, click the filter icon below.
   
   - The following Filter panel will then appear. Check one of the Approval statuses, then manage filters such as Pipelines, Owner, and Priority.
   

8. Below is a detailed view of Customer Interaction in the Tasks section.
   

   - In this section, you can add Associate Tasks that are already registered in Mekari Qontak. Click the add icon below.
   
   - To filter Tasks data, click the filter icon below.
   
   - The following Filter panel will then appear. Then, manage filters such as Status, Stages, Assignee, and Priority.