Customers
Associate your customers with issues they report. Bring product teams closer to customers and bring GTM teams closer to product.
Overview
A customer in Linear represents an organization using your product. Each customer has a unique page displaying issues they're associated with and granular requests they've made related to those issues.
New customers are automatically created as needed when creating issues through Intercom, Zendesk, Front, Asks, or Email. You can also create a customer manually through the CTRL/CMD + K menu and assign requests to that customer. This is useful when a request comes in through a channel not associated with an integration like a customer call or an in-person meeting.
For example, your support team receives a feature request over email from daniel@acme.com. When a support agent creates an issue through their ticketing integration, this creates a Linear customer "Acme", showing the issue that was just filed. Daniel's initial message content appears on the issue so you can see the request in his own words. Later, a CSM working on Acme's renewal visits Acme's customer page to better understand what they've requested over time and what's been delivered.
Configure
Enable the Customers feature in Workspace Settings > Customers. This action requires Admin permissions.
You can also configure the following options:
- Default team for issues created from customer requests
- Display revenue figures monthly or annually
- Customize Customer Stages
Basics
Create customers
New customers will be created automatically when the reporter's email domain matches the customer's name stored in the integration and no corresponding customer in Linear already exists.
If the reporters email domain does not match with the stored customer name, a request will be created without an associated customer.
New customers will be created automatically when the reporter's email domain matches the customer's name stored in the integration and no corresponding customer in Linear already exists.
If the reporters email domain does not match with the stored customer name, a request will be created without an associated customer.
New customers will be created automatically when the reporter's email domain matches the customer's name stored in the integration and no corresponding customer in Linear already exists.
If the reporters email domain does not match with the stored customer name, a request will be created without an associated customer.
CMD + K type customer to create, edit, or delete a customer page. This option is available on all Linear plan types.
Open a customer page
Every customer created in Linear has its own page which will always include the customer's name, issues, and requests. Open your customer list with O+Q and search to find a specific customer.
If your organization is using Intercom, additional attributes pulled from Intercom also display customer pages including Revenue, Tier, Customer Stage and Size.
Create a customer request
Customer requests automatically appear on issues and customer pages when using a supported integration. When feedback comes in through another channel, create a request on an issue manually with CTRL + R .
Requests take the following properties:
- Urgency - Used to indicate importance to the customer
- Source - set by default if created via integration or email. Allows for manual links when creating a customer request manually
- Attachment - Optional attachment for additional visual context
Building customer views
All customer data brought into Linear can be used to create custom views to surface the impact of your work on your customers. For example, create a view that filters requests associated with your Enterprise customers ("Tier" property from Intercom) to identify their high impact requests. Order by Request Count or Customer Count to bubble up the most requested items in a list.
FAQ
The following actions are available in our API:
- Create/Edit/Delete customers
- Create/Edit/Delete customer request
- Create/Edit/Delete customer tiers
- Create/Edit/Delete customer statuses
- Query and filter customers
- Query and filter needs by issue/projects/priority/customer