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MirageCHAT product guide

Client CRM

Keep each client's conversations, channels, tags, notes and interaction history together so a teammate can continue with context.

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Keep each client's conversations, channels, tags, notes and interaction history together so a teammate can continue with context.

What it includes

One contact record across connected channels

Included where the workspace plan, connected account and provider permissions allow it.

Tags, notes and conversation history

Included where the workspace plan, connected account and provider permissions allow it.

Customer context opened from the conversation

Included where the workspace plan, connected account and provider permissions allow it.

Searchable records for operational follow-up

Included where the workspace plan, connected account and provider permissions allow it.

How to use it

  1. A contact record is created from an incoming conversation.
  2. Add the tags and notes your team needs.
  3. Open the client profile from any related conversation.
Availability is measured per account. MirageCHAT shows when a provider permission or account step is still required; it does not label that capability as active.

Frequently asked questions

Does MirageCHAT import unrelated customer data?

No. The contact record is built from connected conversations and information your team adds.

Is it a medical or financial record system?

No. It is a client messaging and conversation context system, not a specialist record system.

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