> For the complete documentation index, see [llms.txt](https://aican.gitbook.io/aican/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://aican.gitbook.io/aican/aican-system/menu/settings/customer-management.md).

# 客户管理

## 简介

「客户管理」用于统一管理客户资料，并透过标签分类、黑名单管理与群发讯息等功能，协助团队建立更完整的客户管理机制。

随着客户数量逐渐增加，您可以利用不同功能快速筛选目标客户、管理异常账号，并向指定客户发送通知或活动信息，让后续维护与沟通更加有效率。

***

## 页面内容

客户管理包含以下三个功能页面：

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><mark style="color:$primary;"><strong>客户标签</strong></mark></h4></td><td><mark style="color:$info;">建立客户分类标签，方便筛选与管理。</mark></td><td><a href="/aican/aican-system/menu/settings/customer-management/customer-tags.md">客户标签</a></td></tr><tr><td><h4><mark style="color:$primary;">黑名单</mark></h4></td><td><mark style="color:$info;">封锁异常访客，维护服务品质。</mark></td><td><a href="/aican/aican-system/menu/settings/customer-management/blacklist.md">黑名单</a></td></tr><tr><td><h4><mark style="color:$primary;"><strong>群发讯息</strong></mark></h4></td><td><mark style="color:$info;">建立跨渠道群发任务并查看成效。</mark></td><td><a href="/aican/aican-system/menu/settings/customer-management/bulk-message.md">群发讯息</a></td></tr></tbody></table>

{% hint style="warning" %}

#### 提醒

* 群发讯息仅支持已建立客户资料的对象。
* 部分第三方渠道会限制讯息发送条件，请依照各平台官方规范操作。
* 若需要使用批量管理功能，建议先建立客户标签分类。
  {% endhint %}

***

### 下一步

完成客户管理设置后，即可前往「客户标签」，开始建立客户分类机制。

***


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://aican.gitbook.io/aican/aican-system/menu/settings/customer-management.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
