> ## Documentation Index
> Fetch the complete documentation index at: https://help.daylit.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Managing customers in Daylit AR Agent
> Add, search, filter, and organize your customers in Daylit. Assign owners, add labels, log notes, and view full AR history for each account.
The Customers page is your central workspace for managing every account in your AR portfolio. From a single table you can spot which customers need immediate attention, assign ownership, apply labels for segmentation, log communications, and drill into a full account history — all without leaving Daylit.
## The Customers table
When you open the Customers page, you see a table of all your accounts sorted by AI signal severity by default. Each row surfaces the information your team needs to prioritize outreach.
| Column | What it shows |
| ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Customer** | Company or individual name. Click to open the detail page. |
| **AR Owner** | The AR team member assigned to this account for collections follow-up. |
| **Signals** | The latest AI-detected signal for this customer, including severity (risky, watch, healthy). |
| **Conversation Summary** | AI-generated digest of the customer's communication thread — current status, who needs to act next, and any commitment or payment dates discussed. |
| **Aging** | Breakdown of overdue balance across four buckets: 1-30, 31-60, 61-90, and 91+ days past due. |
| **Total Due** | Balance that is past its due date across all aging buckets. |
| **Total Balance** | Sum of all open invoice balances for this customer. |
| **Last contact** | When your team last sent or received a communication with this customer. |
| **Labels** | Tags applied to the customer for segmentation and filtering. |
| **Contacts** | Key contacts at this account, shown as chips in the row. |
| **Actions** | Actions for quick follow-up. **Next Step** opens the recommended action and the customer's detail page. Click **⋮ menu**, then **Invoices**, to view all invoices for that customer. |
Click any column header to sort the table. The table loads in pages and fetches more rows automatically as you scroll down.
## Searching and filtering customers
Use the search bar at the top of the table to find customers by name. Results update as you type.
You can combine multiple filters simultaneously:
* **Search** — matches customer name (case-insensitive, partial match).
* **Owner** — filter by AR owner or sales owner; select "Unassigned" to find accounts with no owner.
* **Label** — filter by one or more labels; results include any customer matching at least one selected label. You can promote a label to its own column by clicking that label in the table.
* **Signal severity** — filter to customers with risky, watch, healthy, or none.
* **Balance** — show only customers with a positive open balance, or apply a custom numeric filter.
* **Status** — filter by customer status (active, inactive, suspended, or prospect).
To clear all filters, click **Clear filters** or remove each filter chip individually.
## Sending email to customer
You can send a collection email to a customer quickly without starting from a blank compose window. Daylit pre-drafts the message based on that account's invoices, payment history, and communication context.
From the **Customers** table, click **Next Step** in the **Actions** column. This opens the customer's detail page with the recommended action ready — including an AI-drafted email when the next step is to send email.
In the email panel, review and edit the draft before you send:
* **To, CC, and BCC** — change recipients as needed. Daylit pre-fills the primary contact from the customer record.
* **Subject** — edit or replace the AI-generated subject line.
* **Body** — edit the message directly, insert [snippets](/core-concepts#snippet) you've stored, or click **Render** to replace snippet placeholders with live invoice and customer data.
If the tone isn't quite right, click **Rewrite** and enter instructions to refine the draft. To pick up a version you worked on earlier, click **Drafts**.
When you're ready:
* **Save draft** — save your edits without sending. Reopen saved drafts from **Drafts** on this action.
* **Review & Send** — approve the email and send it through your connected email account.
See [AI email drafting for collections](/collections/email-drafting) for more on how drafts are generated and how snippets work in templates.
## Viewing a customer's detail page
Click a customer's name anywhere in the table to open their detail page. This is your full-picture view of everything Daylit knows about that account.
The detail page is organized into tabs:
The AI-recommended next step for this account — send an email, make a call, or escalate internally. Includes pre-written **email drafts** and **call scripts** you can review, edit, and send. See [Customer AI signals and collection insights explained](/customers/signals-insights) for how strategy plans are generated.
The full communication thread for this customer: emails synced from your connected inbox, call notes logged by your team, and AI-generated summaries. Entries are sorted chronologically so you can follow the entire conversation history.
All contacts on file for this customer. You can add, edit, or deactivate contacts from this tab.
Supporting documents attached to this customer — contracts, credit applications, dispute records, and other files your team references during collections.
Reusable content blocks you insert into email drafts from this account — invoice lists, balances, payment instructions, and other placeholders defined in **Settings → Snippets**. See **Snippet** in [Core concepts](/core-concepts) for how snippets work.
Internal notes logged by your team and a chronological log of account activity — label changes, owner assignments, sequence enrollments, and other updates. Notes are separate from the communication thread and not visible to the customer.
A summary card showing the customer's total AR, overdue balance, aging breakdown, AR owner, sales owner, labels, and last contact date. Also includes any AI signals and the conversation summary currently active on the account.
## Adding and editing customer contacts
Contacts are the people at the customer's organization that your team reaches out to — AP managers, controllers, CFOs, and others.
Click the customer's name in the table.
Select the **Contacts** tab in the detail page navigation.
Click **Add contact**. Fill in the contact's name, email, phone, title, department, and contact type (AP Manager, Controller, CFO, Procurement, or Primary Contact). Mark the contact as **Primary** if they are the main point of contact for AR.
Click the edit icon on any contact row to update their information. Changes you make in Daylit are stored as overrides and will not be overwritten by future syncs from your accounting system.
Contacts synced from your accounting system or CRM are marked with their source. You can edit the displayed name, email, and phone without affecting the underlying source record.
## Assigning labels to customers
Labels let you segment customers for filtering, reporting, and targeted outreach. Labels are organized into groups (for example, "Collections status" or "Industry").
You can assign labels inline from the table or from the customer detail page.
Click the label cell in the table row or the **Labels** field on the detail page. A dropdown appears showing all available label groups and their labels.
Click one or more labels to apply them. Click a selected label again to remove it.
Labels save automatically when you close the picker.
To create or manage label definitions, go to **Settings → Labels**.
## Adding internal notes
Internal notes are team-facing annotations on a customer record — separate from the communication thread and never visible to the customer.
Click the customer name to open their page.
Select the **Notes & activity** tab.
Click **Add note**, type your note content, and optionally link relevant invoices. Click **Save** to post the note.
You can also add a quick note directly from the Customers table by clicking the notes icon in the customer's row.
## Assigning an owner to a customer
Assigning an AR owner ensures one team member is responsible for collection activity on each account.
Use search or filters to locate the customer.
Click in the **Owner** column for that row. A dropdown of your team members appears.
Choose the AR owner or sales owner you want to assign. The assignment saves immediately.
To assign owners to multiple customers at once, select the rows using the checkboxes on the left of the table, then choose the AR owner and apply.
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## Related pages
Understand the AI signals, conversation summaries, and collection strategy plans Daylit generates for each customer.
View, filter, and act on the open invoices associated with your customers.
Work through prioritized collection tasks generated from AI signals and strategy plans.
Create and manage label groups used to segment customers and invoices.