Now, Mekari Qontak presents a new feature called Customer Data Platform, which will assist you in managing 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 in Mekari Qontak, you will experience various conveniences starting 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 only applies to new clients using Mekari Qontak at the end of Q4 2025.

A. How to Add Customers

1. Log into 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 set the customer data display on the table you want to view. 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 by default cannot be reordered.
2	Source Filter	Click “Filter Source” to filter the display of Channels integrated with Mekari Qontak to be shown in the table.
3	Date Filter	Click “Filter Date” to filter the date of changes in customer data. Date filter description: - 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 the 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 a list of customer names.
8	Source	Displays a list of channels integrated with Mekari Qontak and the platform where the customer originates.
9	Phone number	Displays a list of customer phone numbers.
10	Email	Displays customer email addresses.
11	Last update	Displays the most recent date when 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 single customers 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 provided in the Customer details section below.
   

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

No	Feature Name	Description
1	Full name (Default)	Customer's full name.
2	Owner (Default)	Role of the Qontak account owner.
3	Assignee (Default)	Role assigned by the Owner to manage the Qontak account.
4	Channel	Options for Channel types integrated with Mekari Qontak. Channel also refers to the originating platform of the customer. Here are some Channels available on Mekari Qontak: *The Channel field is an additional field that can be added through the Properties menu.
5	Username (Channel)	The Username field of the selected Channel. For example: Channel: Instagram Username: @abcd123 *The Username field is an additional field that can be added through the Properties menu.
6	Phone number	Customer's phone number field. *The Phone number field is an additional field that can be added through the Properties menu.
7	Email	Customer's email address. *The Email field is an additional field that can be added through the Properties menu.
8	Status	Current status of the customer role. Here are some status options available: *The Status field is an additional field that can be added through the Properties menu.
9	Job title	Customer's job title field.
10	Province	Field for entering the customer's province. *The Province field is an additional field that can be added through the Properties menu.
11	Regency/City	Field for entering the customer's city. *The Regency/City field is an additional field that can be added through the Properties menu.
12	District	Field for entering the customer's district. *The District field is an additional field that can be added through the Properties menu.
13	Subdistrict	Field for entering the customer's subdistrict. *The Subdistrict field is an additional field that can be added through the Properties menu.
14	Zip code	Field for entering the zip code. *The Zip code field is an additional field that can be added through the Properties menu.

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 customer's activity details. Click “Actions”, then select “View details”.
   

2. You will be directed to the following display. On 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. 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 view of Customer Interaction in the Conversation section:
   

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

4. Here is the detailed view 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. If this time has passed, the Customer interaction details will disappear from the Campaign Section. 

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

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

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

   - You can add Associate Tickets already registered in 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 view of Customer Interaction in the Sales (Deals) section.
   

   - You can add Associate Deals already registered in 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 view of Customer Interaction in the Tasks section.
   

   - You can add Associate Tasks already registered in 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, allowing you to 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 with permission to open the Customer Details page. If the customer is not registered in the loyalty program, the system will display an empty state, indicating that 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 the brief explanation of the Customer Data Platform. Next, you can click here to learn about managing Custom Properties for the Customer Data Platform.