Now, Mekari Qontak presents a new feature called Customer Data Platform, which will help you manage all customer activities, from Campaign to Closing all within a single integrated platform. This will certainly make it easier for you who want to simplify the entire interaction with customers.

By subscribing to any package available on Mekari Qontak, you will experience various conveniences ranging from automatic data transfer between CRM and Omnichannel to a consistent and integrated Qontak Management experience. In the following explanation, you will learn how to add, edit, and monitor all interactions between you and your customers. Check out the steps below.

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

A. How to Add Customers

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

2. Then click the “Customers” tab and select “All customers”.
   

3. You will then see the following display.
   

No.	Feature Name	Description
1	‘Manage View’ Filter	Click this icon to configure the customer data display on the table you want to see. Here are the data options you can choose to display on the main All customers page. - You can also change the order of the data displayed on the table by clicking the six-dot icon below and then moving the data order. - To add data to be displayed on the table, check one of the data items. - The Customers name data cannot be reordered by default.
2	Source Filter	Click “Filter Source” to filter the display of Channels integrated with Mekari Qontak to be shown on the table.
3	Date Filter	Click “Filter Date” to filter the date of customer data changes. Date filter explanation: - All time: displays customer data for all times and dates. - Today: displays customer data changed on the current day. - Last 7 days: displays customer data from the last 7 days. - Per day: displays customer data per day. - Per month: displays customer data per month. - Custom: select “Custom” to customize existing customer data.
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 from which the customer originates.
9	Phone number	Displays the list of customer phone numbers.
10	Email	Displays the customer's email address.
11	Last update	Displays the most recent date the customer data was edited.
12	Added by	Displays the user who first added the customer data.
13	Actions	Click this button to access customer activity details by clicking “View details” or delete the customer by clicking “Delete”.

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

5. If you want to add a single customer, click “Single customer”.
   

   Learn more about how to add multiple customers here.

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

   The above fields are default fields provided by Mekari Qontak. To customize each field, you can configure it in the Properties menu. Here is the explanation for each field:

7. Then click “Save”.
   

8. The customer you added will appear on the following page.
   

B. How to Monitor Customer Activity

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

2. You will be directed to the following display. In this tab, you will see 4 (four) main activities performed by the customer, consisting of Conversation, Tickets, Deals, and Tasks. Here is the display.
   
   Explanation:

No	Feature Name	Description
1	Customer name	Registered customer name.
2	Customer details	Displays customer data. Here, you can still edit customer data by clicking the ‘pencil icon’ below.
3	Activity log	Displays the number of activity logs from Chats, Tickets, Deals, and Tasks.
4	Customer activity	Displays detailed customer activities for all Activity logs.
5	Customer Interaction	List of customer activities based on the selected Activity log.
6	Button access to Customer Interaction	Access buttons to view the Activity list. These buttons include Chat, Broadcast, Company, Ticket, Sales, and Tasks.

3. Here is the detailed display of Customer Interaction in the Conversation section:
   

   To filter status and channel in Conversation, you can click the ‘filter icon’ below. Then check one status and select the related channel.
   

4. Here is the detailed display of Customer Interaction in the Campaign section:
   

   - Currently, Customer interaction Campaign is only available for WhatsApp Broadcast.
   - The Customer interaction only displays campaigns sent within the last 12 months. After this period, the Customer interaction details will disappear from the Campaign Section.

5. Here is the detailed display of Customer Interaction in the Companies section:
   

   In this section, you can add Associate Companies already registered on Mekari Qontak. Click the ‘add icon’ below.
   

6. Here is the detailed display of Customer Interaction in the Tickets section.
   

   - You can add Associate Tickets already registered on Mekari Qontak. Click the ‘add icon’ below.
   
   - To filter Ticket data, click the ‘filter icon’ below.
   
   - The following Filter panel will appear. Check one SLA status, then manage filters for Pipelines, Reporters, Assignees, and Priorities.
   

7. Here is the detailed display of Customer Interaction in the Sales (Deals) section.
   

   - You can add Associate Deals already registered on Mekari Qontak. Click the ‘add icon’ below.
   
   - To filter Deals data, click the ‘filter icon’ below.
   
   - The following Filter panel will appear. Check one Approval status, then manage filters for Pipelines, Owner, and Priority.
   

8. Here is the detailed display of Customer Interaction in the Tasks section.
   

   - You can add Associate Tasks already registered on Mekari Qontak. Click the ‘add icon’ below.
   
   - To filter Tasks data, click the ‘filter icon’ below.
   
   - The following Filter panel will appear. Then manage filters for Status, Stages, Assignee, and Priority.
   

C. How to Monitor Customer Loyalty Program

Through integration with Officeless Loyalty, you can now view customer loyalty program information directly on the Customer Details page. The information displayed includes membership status, customer tier, points balance, points history, and redeemable rewards, so you can access all customer loyalty information without switching applications.

The Loyalty Section is displayed on the right sidebar of the Customer Details page and shows loyalty data synchronized from Officeless Loyalty. This section can be accessed by all users who have permission to open the Customer Details page. If the customer is not registered in the loyalty program, the system will display an empty state, so loyalty information is not available.

Below is an explanation of each piece of information displayed in the Customer Loyalty Program section if you are registered in the loyalty program.

That concludes a brief explanation of the Customer Data Platform. Next, you can click here to learn about how to manage Custom Properties for the Customer Data Platform.