A customer is the end-client company you provision PBX services for, linked to a reseller and optionally to one or more PBXs.
Overview
Customers sit between resellers and PBXs in the partner hierarchy. You create a customer record for a client company, then assign PBXs to it. Distributors can see customers across all their resellers but only the owning reseller can create or edit them.
What it does
Typing a company name in the name field searches OpenStreetMap for matching businesses and suggests addresses. Picking a suggestion fills in the street, number, postal code, and city automatically. The search is scoped to the selected country, so set the country first.
Mark each customer as a company or an individual. Your CRM keeps that distinction too, so it is the one thing cockpit cannot guess for you.
With a CRM connected
Connect your CRM under Integrations and this page changes.
Sync with your CRM does both directions in one run, on a queue. It reads your CRM's customers in first, because your CRM owns new customers, then creates the ones you added here that it has never seen. Nothing in your CRM is deleted or overwritten by cockpit. A summary of the last run sits above the list, and Management → CRM sync history keeps the detail: what each run touched, per customer, with the before and after of every field it changed.
A customer you onboard here is sent to your CRM straight away rather than waiting for the next sync, so you can issue a consent for them immediately. If your CRM cannot be reached, the customer is still saved and goes over on the next run.
A customer that came from your CRM is managed there. Its name links to the record in your own instance, and cockpit will not let you edit or delete it here. A customer that only exists in cockpit keeps its local form and carries a small info icon saying it has not reached your CRM yet.
What the list shows
- Recording and AI — whether either is switched on for the customer's PBXes, and where the call-recording consent stands: signed, requested, or not requested. With several PBXes the weakest state is shown, because one unsigned PBX is the fact worth knowing.
- PBXes — the customer's PBXes by name. Click them for the same rows the PBXs list shows, filtered to this customer.
- Invoices — what is outstanding, how many invoices are unpaid, and when the last one was raised, read live from your CRM.
- Subscription — the customer's current plan and what it recurs at.
Filters narrow the list by source (in your CRM or local only), unpaid invoices, whether AI is on, country, and when the customer was last synced.
Row actions
- Invoices opens the customer's invoices, read from your CRM and held for fifteen minutes rather than stored here. Each invoice number opens its own record in your CRM.
- Sync invoices re-reads that one customer there and then, for a payment that has just landed in your CRM.
- Activate AI (or AI settings, once something is on) goes to the customer's PBX settings, on the tab where call recording and the AI features live. With several PBXes you choose which one, and each is listed with its own AI state and consent status.
- Documents lists the signed call-recording consents held for the customer, with a preview and a download for each.
Invoices, Sync invoices and Documents need a CRM: they read from it, or hold what was signed through it. Until one is connected they are not offered. Activate AI is cockpit's own and is always there.
See also
- Integrations - connect the CRM that everything on this page reads from.
- PBXs - assign a PBX to a customer, and sign the call-recording consent that opens the AI features.
- Resellers - every customer belongs to a reseller.