> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ledgerup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Management

> Look up, create, and manage customer records in Stripe directly from Slack

export const AriMention = () => <span className="slack-mention">@Ari</span>;

export const SlackMessage = ({children, name = "Bailey", initials = "B", color = "#611f69", avatar = "/images/bailey-avatar.png", app = false, time = "2:47 PM"}) => <div className="slack-msg not-prose">
    <div className="slack-avatar" style={{
  backgroundColor: avatar ? "transparent" : color
}}>
      {avatar ? <img src={avatar} alt={name} /> : initials}
    </div>
    <div className="slack-msg-body">
      <span className="slack-name">{name}</span>
      {app ? <span className="slack-app-badge">APP</span> : null}
      <span className="slack-time">{time}</span>
      <div className="slack-text">{children}</div>
    </div>
    <div className="slack-actions">
      <button type="button" className="slack-action-btn" aria-label="Copy message" title="Copy message" onClick={e => {
  const msg = e.currentTarget.closest(".slack-msg");
  const el = msg && msg.querySelector(".slack-text");
  if (el && navigator.clipboard) {
    navigator.clipboard.writeText(el.innerText);
    const btn = e.currentTarget;
    const prev = btn.innerHTML;
    btn.innerHTML = '<svg viewBox="0 0 24 24" fill="none" stroke="#2AD48A" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round"><polyline points="20 6 9 17 4 12"/></svg>';
    setTimeout(() => {
      btn.innerHTML = prev;
    }, 1200);
  }
}}>
        <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
          <rect x="9" y="9" width="13" height="13" rx="2" ry="2" />
          <path d="M5 15H4a2 2 0 0 1-2-2V4a2 2 0 0 1 2-2h9a2 2 0 0 1 2 2v1" />
        </svg>
      </button>
    </div>
  </div>;

Customer information is the foundation of accurate invoicing and revenue tracking. Ari lets you search, create, and update customer records without leaving Slack, keeping your customer data synchronized across Stripe, HubSpot, and Salesforce.

## Looking Up Customers

Find customer information by name, email address, or customer ID in seconds.

<Steps>
  <Step title="Search by any identifier">
    @Ari to search using customer name, email, company, or ID
  </Step>

  <Step title="View customer details">
    Ari returns the matching customer profile with all available information
  </Step>

  <Step title="Take action">
    Update information, create invoices, or view payment history
  </Step>
</Steps>

### Example Commands

<SlackMessage><AriMention /> find customer Acme Corp</SlackMessage>

<SlackMessage><AriMention /> look up the customer with email [accounting@acmecorp.com](mailto:accounting@acmecorp.com)</SlackMessage>

<SlackMessage><AriMention /> show me customer CUST-12345</SlackMessage>

<SlackMessage><AriMention /> find all customers with "Tech" in their name</SlackMessage>

<Tip>
  Ari searches across both Stripe and HubSpot simultaneously. If a customer exists in either system, you'll get results instantly.
</Tip>

## Creating New Customers

Add new customers to Stripe directly from Slack with all required information.

<Steps>
  <Step title="Initiate creation">
    @Ari create a new customer record
  </Step>

  <Step title="Provide details">
    Include company name, contact name, email, and optional billing address
  </Step>

  <Step title="Review information">
    Ari displays a preview of the customer record before creation
  </Step>

  <Step title="Approve creation">
    Click **Approve** to create the customer in Stripe
  </Step>

  <Step title="Instant sync">
    The customer appears in HubSpot and Salesforce within moments
  </Step>
</Steps>

### Example Commands

<SlackMessage><AriMention /> create a new customer: ProjectCo, contact: Jane Smith, email: [jane@projectco.com](mailto:jane@projectco.com)</SlackMessage>

<SlackMessage><AriMention /> create customer TechStart Inc, contact: Alex Chen, email: [billing@techstart.com](mailto:billing@techstart.com), address: 123 Tech Lane, San Francisco, CA 94102</SlackMessage>

<SlackMessage><AriMention /> add HubSpot contact Sarah Johnson as a new customer in Stripe</SlackMessage>

<Warning>
  Customer creation requires approval to prevent duplicates. Always check that the customer doesn't already exist before creating a new record.
</Warning>

## Updating Customer Information

Keep billing emails, payment methods, and company details current.

<Steps>
  <Step title="Identify the customer">
    Use the customer name, email, or ID
  </Step>

  <Step title="Request update">
    Tell Ari what needs to change
  </Step>

  <Step title="Review changes">
    Ari shows the old and new information side by side
  </Step>

  <Step title="Approve update">
    Click **Approve** to save changes across all systems
  </Step>
</Steps>

### Example Commands

<SlackMessage><AriMention /> update Acme Corp's billing email to [finance@acmecorp.com](mailto:finance@acmecorp.com)</SlackMessage>

<SlackMessage><AriMention /> change TechStart Inc's address to 456 Innovation Drive, Boston, MA 02101</SlackMessage>

<SlackMessage><AriMention /> add phone number 555-123-4567 to Global Systems LLC's customer record</SlackMessage>

<SlackMessage><AriMention /> update the primary contact for ProjectCo to Michael Torres</SlackMessage>

<Note>
  Updates made through Ari sync to Stripe, HubSpot, and Salesforce. Customer records stay consistent across all platforms.
</Note>

## Managing Payment Methods

Store and update payment information securely in Stripe through Ari.

<SlackMessage><AriMention /> add a payment method to Acme Corp's customer record</SlackMessage>

<SlackMessage><AriMention /> update the default payment method for TechStart Inc</SlackMessage>

<SlackMessage><AriMention /> remove the expired card from Global Systems LLC's account</SlackMessage>

<Tip>
  Ari never handles raw payment card information. All payment data is tokenized and stored securely in Stripe, complying with PCI requirements.
</Tip>

## Customer View in Slack

Get a complete customer profile snapshot without switching windows.

<SlackMessage><AriMention /> show complete customer profile for Acme Corp</SlackMessage>

<SlackMessage><AriMention /> what's Acme Corp's payment history?</SlackMessage>

<SlackMessage><AriMention /> show all unpaid invoices for TechStart Inc</SlackMessage>

<SlackMessage><AriMention /> what subscriptions does Global Systems LLC have?</SlackMessage>

## Syncing Between Platforms

Ari ensures customer data consistency across your entire tech stack.

<AccordionGroup>
  <Accordion title="How does Stripe sync work?">
    Ari creates and updates customer records directly in Stripe. All changes are immediate and use Stripe's API.
  </Accordion>

  <Accordion title="How does HubSpot integration work?">
    HubSpot contacts can be synced to Stripe as customers. Updates in one system flow to the other within moments.
  </Accordion>

  <Accordion title="What about Salesforce accounts?">
    Salesforce account information is accessible through Ari. When you create a customer, Ari can link it to an existing Salesforce account.
  </Accordion>

  <Accordion title="What if there are conflicts?">
    If data differs between systems, Ari alerts you to review which version is correct. You can choose the source of truth.
  </Accordion>
</AccordionGroup>

## Best Practices

* **Use consistent naming**: Keep company names consistent across systems to avoid duplicates
* **Maintain accurate email addresses**: Invoices and reminders are sent to the billing email on file
* **Complete required fields**: At minimum, include company name, contact, and email
* **Review before approving**: The approval step is your chance to catch errors before they sync
* **Regular audits**: Periodically check for duplicate or inactive customer records

## Bulk Operations

For managing multiple customers at once, Ari can handle batch operations.

<SlackMessage><AriMention /> update billing email for all customers in the Tech sector</SlackMessage>

<SlackMessage><AriMention /> add all new HubSpot contacts created this week as customers in Stripe</SlackMessage>

<SlackMessage><AriMention /> show me customers without a primary billing email</SlackMessage>