Customer notes & tags

Go to Apps → Caro → Actions → Support → Customer notes & tags. Requires the Growth plan.

What it does

Saves a conversation summary to the customer's profile in Shopify — so the next time anyone on your team opens that customer's record (in Shopify admin, or in a helpdesk that syncs with it), they can see what was discussed without having to dig through the conversation transcript separately.

Why this matters for repeat customers

Without this, context from a chat conversation lives only in Caro's Conversations list. With it enabled, that context follows the customer's actual Shopify profile — useful if your team also fields orders, refunds, or emails outside of chat and needs the full picture in one place.

Relationship to Customer Memory

This is different from Remember returning customers (also a Growth-plan feature) — that setting controls what the AI recalls to answer future questions, while Customer notes & tags is about what gets written to the Shopify customer record for your team to read. See Customer Memory for the distinction in more detail.