Context follows the conversation
Switching customers refreshes the panel, avoiding leftover visual information from the previous conversation.
ClientOps Sidebar · Customer Success · Operations
The right context. In the right conversation.
Customer information, follow-ups and next steps beside the conversation. A demonstration of bringing information closer to action.
Try it in your browser
The problem
During a support conversation, context is often scattered: the contract in one screen, notes in another, next steps in someone’s memory. Switching between tools makes continuity harder.
Who it is for
Customer Success, onboarding and support teams that need to follow up with customers without losing the context of a conversation.
The solution
A demo CRM with a contextual panel: contract, plan, account health, checkpoints, notes and history follow the selected conversation. Scheduling, tickets and sales handoffs explore continuity across teams.
Decisions that matter
Structured follow-up
Checkpoints and history distinguish completed, upcoming and missed actions. Notes keep relevant context at hand.
Try it without dependencies
Deterministic data and local storage make the workflow explorable without an account, external API or real customer data.
My contribution
Concept based on CS workflows, follow-up flow design and implementation with AI assistance. Validation across conversations, records, reminders and mobile screens.
An extra layer, if you want it.
The web demo needs no installation. On desktop Chrome, the optional extension demonstrates conversation context and notification reminders.
Download extension · v0.3.1- Download the ZIP and extract the files into a permanent folder.
- In desktop Chrome, open chrome://extensions and enable Developer mode.
- Click “Load unpacked” and select the folder containing manifest.json.
- Open the ClientOps demo. The CO button shows the customer in the active conversation.
Manual installation; not listed in the Chrome Web Store. Runs only on clientops.gn7labs.tech. Reminders require Chrome to be running and system notification permissions. There is no Google Calendar synchronization.
To uninstall, open chrome://extensions and click “Remove” on ClientOps Sidebar Demo.
Technology serving the process
- React
- TypeScript
- Chrome MV3
- localStorage