> For the complete documentation index, see [llms.txt](https://learn.doubletick.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.doubletick.io/bot-studio/actions/customer-management.md).

# Customer Management

- [Assign Agent to Customer's Chat](https://learn.doubletick.io/bot-studio/actions/customer-management/assign-agent-to-customers-chat.md): Learn how to assign agents to customer chats on DoubleTick. Use manual, automated, or random selection for efficient agent assignment based on customer actions.
- [How to use Assign Agent Action Component](https://learn.doubletick.io/bot-studio/actions/customer-management/how-to-use-assign-agent-action-component.md)
- [How to Use the Close Conversation Feature](https://learn.doubletick.io/bot-studio/actions/customer-management/how-to-use-the-close-conversation-feature.md): Learn how to use the 'Close Conversation' feature on DoubleTick. Automate chat closures to prevent SLA breaches and manage resolved customer interactions.
- [How to Set Tags](https://learn.doubletick.io/bot-studio/actions/customer-management/how-to-set-tags.md): Learn to set Tags on DoubleTick to segment customers, personalize interactions, and automate categorization for better engagement and targeted marketing.
- [How to Set Customer Attributes](https://learn.doubletick.io/bot-studio/actions/customer-management/how-to-set-customer-attributes.md): Learn to store customer responses on DoubleTick using Customer Attributes. Capture and manage data for personalized interactions and future reference.
- [What is WhatsApp Opt-Out and How to Manage It](https://learn.doubletick.io/bot-studio/actions/customer-management/what-is-whatsapp-opt-out-and-how-to-manage-it.md): Learn what is WhatsApp Opt-out and how to manage it on DoubleTick. Use our Opt-Out bot to allow users to remove themselves from conversations easily.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://learn.doubletick.io/bot-studio/actions/customer-management.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
