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Documentation Index

Fetch the complete documentation index at: https://docs.elasticfunnels.io/llms.txt

Use this file to discover all available pages before exploring further.

The Customer Service page gives agents a unified view of a customer’s profile, orders, subscriptions, and interaction history. It’s the primary tool for handling inbound support calls and outbound retention calls. Go to Call Center → Customer Service in the sidebar.

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Finding a Customer

Use the search bar to find customers by:
  • Phone number
  • Email address
  • Order ID
  • Name
If the page was opened from a screen pop, the active call log is loaded automatically and the page will prefill the search using the customer email or phone from that call.

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Page Layout

The page uses a two-column layout:
  • Main area — Customer contact info, order history with expandable rows, and subscription management
  • Side rail — Cards on file, add-card form, and call notes

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Customer Profile

Once a customer is selected, the profile shows:
Name, email, phone, billing and shipping addresses, total order count, total revenue, and whether a payment method is already on file.

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Per-Order Actions

Each order row can be expanded to reveal contextual actions:
ActionWhat It Does
RefundOpens a confirmation dialog, then processes a refund for that specific order
Resend ConfirmationRe-sends the purchase confirmation email for that specific order
Actions are tied to the specific order, not to the customer globally. This prevents mistakes like refunding the wrong order.

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Cards on File

The side rail displays all stored payment tokens for the customer. Each card shows:
  • Card brand and last 4 digits
  • Whether the card is a test token
  • Whether the card previously failed
  • Gateway badge — If the card was stored through a gateway other than NMI (e.g. Stripe), a badge indicates which gateway holds the token
A customer can have multiple cards on file across different gateways and merchant accounts. All cards are listed regardless of which brand or gateway originally stored them.

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Removing a Card

Cards that support multi-billing (those with a billing record ID) display a Remove button. Clicking it:
  1. Deletes the billing record from the gateway vault
  2. Removes the token from the customer’s stored payment methods
  3. Refreshes the card list
Removing a card is permanent. If a subscription is actively billing against that card, the agent should update the subscription’s payment method first.

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Adding a New Card

Instead of a browser prompt, the side rail includes an inline card form:
  1. Enter the card number, expiry, and CVV
  2. Click Add Card
  3. The system vaults the card through the gateway without charging it
  4. On success, the new card appears in the Cards on File list immediately
If the customer already has a vault on file, the new card is added as an additional billing record under the same vault. If no vault exists, a new one is created automatically.
The vaulted card is stored as a reusable payment token on the customer record. It can be used later in Order Entry or subscription updates. Cards are shared across all brands in the same organization.

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Managing Subscriptions

Agents can take action on a customer’s subscriptions directly from the profile:
ActionWhen AvailableWhat It Does
CancelAny non-canceled subscriptionCancels with a reason select
PauseActive subscriptionsPauses billing with optional resume date
ResumePaused subscriptionsRestarts billing
Skip Next ChargeActive subscriptionsSkips one billing cycle and advances the next charge date
Force BillNon-canceled subscriptionsTriggers an immediate charge attempt
Update PaymentAny active subscriptionUpdates the payment method on file
Edit PricingAny non-canceled subscriptionOpens the pricing editor modal
Subscription actions are executed against the brand that actually owns the customer’s subscription, not just the first organization brand.

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Edit Pricing

Each subscription card has an Edit Pricing button that opens a modal where agents can adjust:
  • Charge amount — The recurring amount billed each cycle
  • Shipping amount — Shipping cost per cycle
  • Discount type — Percentage or fixed amount
  • Discount value — The discount percentage or dollar amount
  • Calculated discount — Shows the resulting discount amount
Changes are saved immediately to the subscription record and take effect on the next billing cycle.
Pricing edits are only available to agents through the Customer Service page. Customers cannot modify pricing through self-service portals.

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Handling Cancellation Requests

When a customer wants to cancel, agents can use the retention flow:
1

Ask why

Select the customer’s cancellation reason from the configured exit survey reasons.
2

Present the save offer

Based on the reason, the system suggests an offer — a discount, a pause, or a downgrade to a lower-tier product.
3

Apply or proceed

If the customer accepts, apply the offer with one click. If they decline, proceed with the cancellation.
The retention offers shown here are the same ones configured in the merchant’s Retention Offers settings. This ensures customers get consistent offers whether they cancel through self-service or through an agent.

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Logging Calls

After each interaction, log the call with:
  • Direction — Inbound or outbound
  • Disposition — The call outcome (sale, no sale, callback, refund request, etc.)
  • Notes — Free-text notes for context on future calls
Call logs are saved and visible in the customer’s interaction history. If the page is attached to an active inbound or outbound call, saving the log updates that existing call record instead of creating a disconnected note.

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Call Center Selection

The page defaults to the first call center assigned to the current user. If the agent belongs to multiple centers, they can switch using the call center dropdown.
Only brands you have access to and that are enabled in the selected call center are shown.