You can access a customer profile from:
​Customers → Customer Profiles → Show Profile
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​What this leads to
From here, you can access the full Customer Profile, where you can:

On the left side of the Customer's Profile, you'll find the customer's name, contact information, details, and Top Departments. This is also where you'll find two important buttons:
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The Recommendations button is where the AI works its magic to match the customer with lots in your upcoming sale. When it's done working, the matched lots are displayed along with their price and Match Score.
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The Edit Customer button allows you to update key customer details, including:

From this view, you can also:

In the Overview, you can see nine key metrics that help you better understand each customer’s behavior and value.
These metrics can be filtered by department, allowing you to analyze the customer’s performance within specific collecting areas.

You can also view all labels and segments the customer is currently part of, giving you additional context on how they are grouped and targeted within the system.
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In the Activities section, you can see all recorded interactions the customer has had.

This includes:

You can expand or collapse all activities to view more or less detail, and filter the timeline by activity type to focus on specific interactions.

All campaign names, lots, and related actions are clickable, allowing you to quickly navigate to the relevant campaign or item for deeper context.

The Item History section shows all items the customer has interacted with, provided the relevant data was uploaded.

This includes items the customer has:

Bidding details

Filtering
You can use filters to narrow down the list and focus on the items most relevant to your analysis.
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The Interests section shows what the customer is interested in across departments, with the ability to explore each department in more detail.

This view is based on the customer’s recorded behavior and helps you understand which categories, topics, or collecting areas are most relevant to them.
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This graphic uses AI algorithms to represent the customer's interests as circles of different sizes and colors.
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Under this, you’ll find a tabbed section that displays the customer’s interests across different departments, allowing you to review each department individually.
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In each tab, you can see a more detailed breakdown of the customer’s activity, including the total amount spent in each category within that department.
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Below that, you’ll find the keywords and tags associated with the items the customer has purchased. These provide deeper insight into the customer’s interests and preferences.

You can add or remove keywords and tags to refine the customer profile and improve how well the system understands and targets this customer.

If you'd like to alter a customer's recommendations, you can: add new tags by typing them into the box, delete a tag the customer is no longer interested in by clicking the 'x' on the left of the tag, make a tag an active tag by clicking the '+' on the right of the tag, or Star active tags. To read more about tags, click here.

The Notes section allows you to add, edit, and delete internal notes about the customer.

Use this area to record internal context, observations, or important details that help your team better understand and manage the customer over time.
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