---
title: "Customer info - Auto-Respond Docs"
description: "The editable contact sidebar in the Lead Details dialog and the structured details each source extracts automatically."
source: https://auto-respond.com/docs/leads/customer-info/
last_updated: 2026-10-01
---

![Customer info documentation guide](https://auto-respond.com/assets/docs/leads-customer-info.svg "Customer info Documentation")

A visual guide to the Customer info documentation, covering the setup, configuration, and workflow details explained on this page. Documentation illustration for Customer info.

# Customer info

The **Customer info** sidebar is pinned to the right side of the Lead Details dialog on desktop. It combines editable contact fields (phone, email) with display-only details that the source platform extracted from the customer’s original inquiry - things like the service they asked about, their availability, their postal code, and any files they attached.

## Getting here

In Auto-Respond, go to **Leads** and click a row. The customer info sidebar is shown on the right side of the Lead Details dialog. On narrower screens it’s available via a toggle or panel in the dialog.

## Editable fields

Contact information - **phone** and **email** - is edited through an inline form. Click the pencil **edit** icon next to the **Contact information** heading to switch the section into edit mode.

- **Phone** - the customer’s real phone number. Also click-to-call from view mode.
- **Email** - the customer’s email address. Also click-to-email from view mode.

### Edit mode

Clicking the edit icon swaps the contact rows for a small form with a **phone** input and an **email** input, plus **Save** and **Cancel** buttons at the bottom.

- **Phone validation** - the phone input must match a valid North American phone format (10-digit, `1` + 10-digit, or `+1` + 10-digit; spaces, dashes, parentheses, and dots are allowed and stripped). If the value doesn’t validate, the **Save** button is disabled until you correct it.
- **Email validation** - the email input must be a valid email address. Leave it blank to clear the email.
- **Save** - writes both fields at once and exits edit mode.
- **Cancel** - discards your edits and exits edit mode without saving.

ℹ️

**Phone numbers from Yelp.** When a Yelp customer chooses to share their phone number on Yelp, Auto-Respond fetches their real number directly from Yelp and fills in the **Phone** field for you. If a customer gives you a number some other way (for example in a message), update the phone field in edit mode.

## Display-only fields

These are pulled from the source’s inquiry and shown as-is. They help you answer without having to scroll the conversation.

- **Lead created** - the timestamp of the original inquiry (when the lead first came in). Shown at the top of the sidebar.
- **Service details** - the job or service names the customer asked about (for example “Kitchen remodel” or “Long-distance move”).
- **Availability** - the customer’s availability window: **ASAP**, **Flexible**, or **Specific dates** if they picked them on the source.
- **Location / postal code** - where the customer is based or where the job is.
- **Additional info / description** - the customer’s original inquiry text.
- **Survey answers** - structured question-and-answer responses the customer filled out on the source (common on Yelp and Thumbtack).
- **Project files / attachments** - any photos or files the customer sent with the inquiry.

Not every field is available for every source - platforms provide different data.

### On narrow screens

When the window is too narrow to fit the sidebar alongside the conversation, the sidebar is replaced by a compact summary strip at the top of the conversation with a **“See details”** button. Clicking it opens the full customer info in a modal so you can read everything without losing the chat view. Close the modal to return to the conversation.

## What each source extracts

### Yelp

- Customer name
- Real phone (when the customer chooses to share it on Yelp, fetched from Yelp automatically)
- Temporary email (when Yelp supplies one)
- Project / job names
- Availability status and dates
- Postal code
- Additional info and customer description
- Survey answers
- Project attachments (photos and files)

### Thumbtack

- Customer name
- Project details
- Postal code
- Availability
- Attachments

### Facebook Messenger

- Customer name (from their profile)

Phone and email are not provided - you collect them in the conversation.

### Facebook Lead Ads

Whatever fields the ad’s lead form collected. Typically:

- Customer name
- Phone
- Email
- Any custom fields on the form

### Instagram

- Customer name or handle

Phone and email are not provided - you collect them in the conversation.

### Google Local Ads

- Customer name
- Phone
- Postal code
- Service requested

## Editing phone or email

Editing phone or email only changes the value stored in Auto-Respond - it does not edit the customer’s record on the source platform. The source platform keeps whatever the customer gave it there. Once you click **Save**, the new values are available everywhere the lead appears (the Leads table, integrations, etc.).

***

Questions? Email <support@auto-respond.com>.

Last updated: October 1, 2026