Everything agents need, instantly available
Stop switching tabs. Surface the right customer data right inside the conversation.
Identify Users
Call tidysupport.identify() once and agents will always know who they're talking to — name, email, and company pulled from your app automatically.
Custom Attributes
Send any data point that matters — plan, MRR, signup date, feature flags, trial end date. It all shows up in the contact sidebar exactly when agents need it.
Real-Time Updates
When a customer upgrades their plan or triggers an important event in your app, the conversation view updates instantly. No stale data.
Smart Routing Signals
Use the attributes you send to route conversations automatically. Enterprise customers go straight to senior support. Trial users get onboarding-focused replies.
Proactive Messages
Trigger targeted chat messages based on user behavior. Reach out when someone is stuck, idle, or about to churn — before they even open a ticket.
Secure by Default
User identity is verified with HMAC. Your customer data stays private and can't be spoofed by end users manipulating the widget.
One call. Full customer context.
// Identify a user when they log into your app
tidysupport.identify({
userId: "usr_123",
email: "sarah@acme.com",
name: "Sarah Chen",
plan: "pro",
mrr: 99,
signupDate: "2024-08-15",
trialEndsAt: null,
featureFlags: ["advanced_reporting", "api_access"],
});
// Agents now see all of this in the conversation sidebar.
// No extra tabs. No copy-pasting. Just context.Built for every support scenario
From onboarding to churn prevention, context makes every interaction better
New User Onboarding
See exactly which setup steps a new user has completed. Agents can jump straight to the right onboarding step instead of asking "where are you in the process?"
Premium Customer Routing
Send MRR or plan data so high-value customers are instantly routed to your most experienced agents — with full account context already visible before the first reply.
Churn Prevention
Trigger a proactive chat when a user's engagement drops or a key feature goes unused. Reach out before they decide to cancel, not after.
Bug Reports with Context
When a customer reports an issue, agents immediately see their browser, OS, account tier, and recent actions — cutting back-and-forth in half.
Trial Conversion
Know when a trial user is approaching their limit. Send a timely message that addresses their specific usage and shows them exactly why upgrading makes sense.
Renewal Conversations
Show agents renewal date, contract value, and feature adoption side-by-side with the conversation. Arm them with everything they need to retain the account.
“Before TidySupport , our agents were constantly switching to the CRM to look up customer details. Now everything is right there in the conversation. Response times dropped 40% in the first month.”Marco Ferretti, Head of Support at Launchpad