Customer Intelligence for WooCommerce / Getting Started August 3, 2026

What Customer Intelligence for WooCommerce Does

Understand the local WooCommerce CRM, customer profiles, tasks, segments, activity, risk, and lifecycle model.

Applies to 1.2.2+ Free Stable Verified August 3, 2026

Customer Intelligence turns WooCommerce order history into operational customer profiles without replacing WooCommerce customers or WordPress users.

Open the feature

Go to Customers > Overview.

Before you start

  • WooCommerce must be active.
  • Use a staging backup before the first large historical sync.
  1. Review the Overview freshness indicator.
  2. Open Customers and confirm profiles contain identity and order totals.
  3. Open one profile and review commerce, notes, tasks, tags, segments, and activity.

What success looks like

  • Profiles link back to WooCommerce orders.
  • CRM tables remain inside the WordPress database.

Important notes

  • Optional Loyalty and Blacklist signals appear only when their integrations are active.

Release and support resources

Related Guides

Continue from Customer Intelligence for WooCommerce documentation to the complete product workflow.

Review the product page for the current release, installation options, and support resources.

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