FUNCTIONALITY

Customer Search

Find any customer instantly

Search for customers by phone, email, or order number without leaving WhatsApp Web. Access their complete profile with one click.

How does Customer Search work?

From the WAzion sidebar, you can search for customers using any criteria: phone number, email address, or order number. The results appear instantly.

When selecting a client, their complete profile opens with a history of conversations, orders, notes, and tags. Perfect for support and sales teams.

Search criteria

By phone

Search by full or partial number. Find clients even if they are not in the current chat.

By email

If you have the registered email, search directly without needing the phone.

By order

Search by Shopify order number and find the associated customer.

Real use cases

🎧

Technical support

The client calls and gives their email. You search and have their entire history before responding.

💼

Sales

Look for clients to follow up with without needing them to write to you first.

💳

Collections

Locate clients with pending payment orders to contact them.

🔗

Integration with Shopify

With Shopify connected, the search automatically includes your store’s order and customer data. No additional setup required.

Frequently Asked Questions

Do I need Shopify to use the search?

No. You can search by phone any WhatsApp Web conversation. Shopify expands the search to orders and emails.

Can I look for clients who have not written to me?

Yes, if you have their phone number or email in your CRM or Shopify. You can start a conversation from the customer’s profile.

Does the search show results in real time?

Yes. The results appear as you type, without needing to press Enter.

Can I search with partial numbers?

Yes. If the customer says “my phone ends in 456“, you can search for those digits and find it.

Related use cases

Discover how this feature helps in different scenarios

Find your customers instantly

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