Docs Customer Info

Customer Info

Customer Info is a powerful WooCommerce plugin that helps store admins access comprehensive customer data from a single dashboard. View a customer’s order history, billing & shipping details, subscription status, connected stores, affiliate performance, and support conversations — all in one place.

✨ Key Features

  • Unified customers list with orders, total spent, active subscriptions, last order date and email-verified status.
  • Detailed single-customer view with lifetime value, billing & shipping, avatar, last login and role.
  • Edit customer email, role, billing and shipping details directly from the dashboard.
  • Order history and WooCommerce Subscriptions (with API Manager license/activation data).
  • Affiliate performance via Affiliate for WooCommerce.
  • Support conversations from Intercom and Help Scout, per customer.
  • Switch to Customer — securely view your store as a specific customer.
  • Built-in Email Verification (OTP) at registration, with a customizable email and popup.

✅ Requirements

RequirementDetails
WordPressA current, supported version of WordPress.
WooCommerceActive WooCommerce store (tested up to WooCommerce 10.9.4).
CapabilityAccess is limited to users with the Manage WooCommerce capability (admins & shop managers).
HPOSFully compatible with WooCommerce High-Performance Order Storage (custom order tables).

🔌 Optional Integrations

Customer Info automatically unlocks extra data when any of these plugins are active — none are required for the core dashboard:

  • WooCommerce Subscriptions — subscription products, status and renewals.
  • WooCommerce API Manager — license keys and activation counts.
  • Affiliate for WooCommerce — commissions, referrals, visitors and conversion rate.
  • Intercom and Help Scout — customer support conversation history.

📍 Where to Find It

After activation, go to WooCommerce → Customer Info in your WordPress admin to open the dashboard.

Installation & Setup

Getting started with Customer Info takes just a couple of minutes. Because it builds on your existing WooCommerce...

The Customers List

The Customers List is the main screen of Customer Info. It shows every customer and subscriber in your...

Viewing a Single Customer

Selecting a customer opens their full profile — a single view that brings together key metrics, contact details,...

Editing Customer Information

Customer Info lets you correct or update a customer's details directly from their profile — no need to...

Orders & Subscriptions

Each customer profile includes their order history and, when the relevant plugins are active, subscription and license details...

Affiliate Performance

If a customer is also an affiliate, Customer Info surfaces their affiliate performance right inside the profile —...

Support Integrations: Intercom & Help Scout

Customer Info can pull a customer's support conversations from Intercom and Help Scout, so you can see their...

Switch to Customer

The Switch to Customer feature lets an administrator securely log in as a specific customer to see the...

Email Verification

Customer Info includes a built-in Email Verification feature that asks new customers to confirm their email address with...

AI Customer Summary

Generate a one-paragraph, plain-English read of any customer — value tier, subscription health, open support issues and churn risk — using your own AI provider key.

MCP Server: Connect Claude to Your Store

Expose your customer-360 view to Claude and other AI agents over the Model Context Protocol, secured by a built-in OAuth 2.1 server — read-only, per-user and revocable.