SaaS

User Context Guide

Pass user data to support tickets automatically. See subscription status, feature usage, and account details.

User Profile

Name, email, account creation date, verification status.

Subscription

Plan name, billing cycle, MRR, payment status.

Usage Metrics

API calls, storage used, team members, feature adoption.

Activity History

Recent actions, login history, last active session.

What Agents See

Rich context displayed in every ticket sidebar.

User Context Panel

{
  "user": {
    "id": "usr_abc123",
    "email": "[email protected]",
    "name": "Jane Smith",
    "created_at": "2023-06-15",
    "verified": true
  },
  "subscription": {
    "plan": "Pro",
    "status": "active",
    "mrr": 99,
    "billing_cycle": "monthly",
    "trial_ends": null
  },
  "usage": {
    "api_calls_this_month": 45000,
    "api_limit": 100000,
    "team_members": 8,
    "storage_used_gb": 12.4
  },
  "recent_activity": [
    "Upgraded to Pro plan",
    "Added 3 team members",
    "Created API key"
  ]
}

How to Pass Context

Include user data when creating tickets.

Via Widget

<SupportWidget
  workspaceId="ws_xxx"
  user={{
    id: currentUser.id,
    email: currentUser.email,
    name: currentUser.name,
    plan: currentUser.subscription.plan,
    mrr: currentUser.subscription.mrr,
    api_calls: currentUser.usage.apiCalls,
    created_at: currentUser.createdAt
  }}
/>

Via API

POST /v1/workspaces/ws_xxx/tickets
{
  "subject": "Can't access API",
  "customer_email": "[email protected]",
  "custom_fields": {
    "user_id": "usr_abc123",
    "plan": "Pro",
    "mrr": 99,
    "api_calls_this_month": 45000,
    "team_members": 8
  }
}

Via Webhook (Server-Side Enrichment)

Listen for ticket.created events and enrich with backend data.

// When ticket is created, fetch user data
// from your database and update the ticket:

PATCH /v1/workspaces/ws_xxx/tickets/tkt_xxx
{
  "custom_fields": {
    "lifetime_value": 2847.00,
    "support_tier": "priority",
    "account_health": "green"
  }
}

Give Agents Full Context

Resolve tickets faster with user data at your fingertips.