Users and accounts
Represent the people, workspaces, subscriptions, roles, and companies that create customer support context.
Identity platform
Ship customer context, not disconnected chat transcripts
Crisp Chat gives support and AI workflows a governed identity layer so every answer, report, and automation uses the same trusted account model.
Crisp Chat workspace
LiveActive account
Acme workspace
trial day 6billing ownercheckout risk
Identity model
user.idusr_2481
account.planGrowth trial
roleBilling owner
lifecycleActivation risk
Policy check
Can this agent see the account data this user is allowed to see?
Signed hash verified
Private revenue hidden
AI context allowed
Ask Crisp Chat AI about this account...
Built for teams with real customer data
DatabayLedgerLoopStackPilotTrustlineScoutCRMDatabayLedgerLoopStackPilotTrustlineScoutCRM
Components for reliable AI support
Traits and events
Define the plan, payment state, onboarding milestone, feature usage, and recent behavior that should guide each reply.
Policies and access
Control who can see customer data, which AI workflows may use it, and how sensitive traits appear in the workspace.
Semantic model
A shared model for every support workflow
Crisp Chat lets teams define customer identity once and use it across the inbox, AI drafts, reports, automations, and downstream tools.
The model connects product and business data without forcing agents to search five systems before replying.
Version-controlled definitions
Track changes to account traits, customer lifecycle fields, and routing rules before they affect support operations.
In-app editor
Manage common fields in the Crisp Chat workspace so non-engineers can understand the model they rely on.
Integrations
Sync context from billing, CRM, product analytics, and internal APIs while keeping the Crisp Chat identity model stable.
Crisp Chat workspace
LiveActive account
Acme workspace
trial day 6billing ownercheckout risk
Identity model
user.idusr_2481
account.planGrowth trial
roleBilling owner
lifecycleActivation risk
Policy check
A shared model for every support workflow
Signed hash verified
Private revenue hidden
AI context allowed
Ask Crisp Chat AI about this account...
Catalog
All your customer signals available in one place
The Crisp Chat catalog documents the fields and events that can appear in support workflows, so agents and AI know what each signal means.
Everyone can see who owns a field, where it comes from, and whether it is safe for support, AI, reporting, or automation.
Ship clear definitions
Every customer signal has an owner and description, so teams know how to interpret account health, plan state, or intent tags.
Clarify business owners
Support can ask the right internal owner when a trait is unclear instead of guessing in front of the customer.
Quick access to explore
Click a signal and immediately inspect matching accounts, conversations, and support outcomes.
Crisp Chat workspace
LiveActive account
Acme workspace
trial day 6billing ownercheckout risk
We are ready to upgrade, but the team seat limit looks confusing.
Your current trial includes five seats. The Growth plan raises that limit and keeps your saved inbox rules.
AI assist
All your customer signals available in one place
Journey
Visited pricing
Read seat limits
Opened billing
Asked chat
Ask Crisp Chat AI about this account...
Permissions
Control customer context with precision
Crisp Chat is built for customer data that needs care. Admins can restrict sensitive fields, private teams, report access, and AI visibility.
Support teams can move fast without exposing billing details, enterprise notes, or row-level customer data to the wrong audience.
User roles
Admins manage identity fields and policies. Members analyze, reply, and create reports within the permissions they are granted.
Private metrics and traits
Hide sensitive signals such as revenue, payment risk, enterprise notes, or internal scoring from general views.
Teams and groups
Create public or private spaces for support, success, sales, product, and leadership.
Crisp Chat workspace
LiveActive account
Acme workspace
trial day 6billing ownercheckout risk
Access rules
allow ai.draft
when user.role in ["support", "success"]
and account.privateRevenue == hidden
and signedIdentity == trueReview
Control customer context with precision
No training
Minimal context
Encrypted transit
Ask Crisp Chat AI about this account...
Crisp Chat API
Use customer context anywhere
Your agents, dashboards, workflows, and internal tools can access governed Crisp Chat identity through clear APIs without rebuilding customer logic.
Define once in Crisp Chat, then power support automation, AI agents, escalation flows, and custom internal tools from the same model.
Connect to AI platforms
Power LLMs, agents, and custom AI use cases with customer context that respects Crisp Chat access rules.
Extend functionality
Build exports, forecasting, renewal workflows, support scoring, or internal admin tools on top of the same account model.
Script anything
Programmatically create sites, update traits, sync accounts, or fetch support summaries for custom workflows.
Crisp Chat workspace
LiveActive account
Acme workspace
trial day 6billing ownercheckout risk
Identity model
user.idusr_2481
account.planGrowth trial
roleBilling owner
lifecycleActivation risk
Policy check
Use customer context anywhere
Signed hash verified
Private revenue hidden
AI context allowed
Ask Crisp Chat AI about this account...
How teams use it
Enterprise-ready support context without enterprise drag
Crisp Chat is designed for teams that need high engagement and careful data handling at the same time. The identity platform gives admins a single source of truth while still letting support teams move quickly in daily work.
Company SSO
Control authentication with Google, Microsoft, and enterprise identity providers as your team grows.
User provisioning
Prepare for SCIM and directory sync so support access follows your company structure.
Audit logs
Review who viewed, changed, exported, or used sensitive support context in AI workflows.
Multi-workspace setup
Support multiple products, regions, or business units with a consistent account model.
Give AI support a customer model it can trust
Use Crisp Chat to define identity, permissions, and account context before support AI starts answering for your business.