> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hyperline.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Owner and followers

> Assign a customer owner, follow customers or segments, and route Hyperline monitoring notifications using owner and follower signals.

Customer owners and followers help you route accountability and notifications to the right people.

* **Owner**: the user responsible for the customer.
* **Followers**: users who want to stay informed about a customer, even if they are not the owner.

The customer monitoring agent can use both fields when deciding who to ping about a customer.

## Where owners and followers appear

Open a customer page and view the customer information panel.

When customer intelligence is enabled, you can see:

* **Owner**: an inline user selector.
* **Followers**: follower avatars and a **Follow** or **Unfollow** action.
* **Monitoring agent**: the agent currently monitoring the customer, if one is assigned.

## Set or change the customer owner

1. Open the customer page.
2. Find the **Owner** row in the customer information panel.
3. Select a user from the dropdown.
4. Hyperline saves the owner and shows a confirmation message.

You can clear the owner if no user should be responsible for that customer yet.

<Tip>
  Use one owner per customer for accountability. Use followers for teammates who need updates but should not be treated as the primary owner.
</Tip>

## Follow or unfollow a customer

1. Open the customer page.
2. Find the **Followers** row.
3. Click **Follow** to follow the customer.
4. Click **Unfollow** to stop following the customer.

The owner can also follow the customer. Ownership and following are separate signals.

## Follow a customer segment

You can follow a segment to automatically follow every customer that belongs to it.

1. Go to **Customers > Segments**.
2. Open a segment.
3. Click **Follow segment**.

When a customer matches a followed segment, Hyperline adds you as a follower through that segment. If the customer later stops matching the segment, the segment-based follow is removed automatically.

<Note>
  If you follow a customer through a segment, you cannot unfollow that customer individually while the segment still applies. To stop those follows, unfollow the segment or update the segment rules.
</Note>

## Use owners and followers for notifications

In a monitoring agent's **Notifications** tab, you can choose whether the agent may ping:

* The **Customer owner**
* **Customer followers**
* Specific selected users
* A Slack channel

Hyperline deduplicates recipients when the same user is both an owner and a follower.

## Configure your profile notifications

Each user controls their personal notification preferences from **Profile > Notifications**. These settings apply when you are selected as a customer owner or follower for a customer notification.

The profile notification page has three main areas:

| Area                       | What you can configure                                                   |
| -------------------------- | ------------------------------------------------------------------------ |
| **Notification channels**  | Which personal channels Hyperline can use to notify you                  |
| **Customer notifications** | Which customer events should trigger notifications for you               |
| **Followed segments**      | Which segments automatically add you as a follower on matching customers |

### Notification channels

Use **Notification channels** to decide where you can receive agent pings:

* **Hyperline chat**: creates an in-product conversation when an agent pings you.
* **Slack DM**: sends agent pings to you directly in Slack when Slack is connected.
* **Email**: sends agent pings by email when email delivery is available for your account.

<Note>
  Slack DM and email options may appear unavailable until the related provider is connected.
</Note>

### Customer notifications

Use **Customer notifications** to choose which customer events should notify you when you are the owner or a follower of the customer.

You can enable or disable:

* **Invoice settled**
* **Invoice becomes late**
* **Payment fails**
* **Payment method changes**
* **Payment method deleted**
* **Monitoring score changes**
* **Contract renews soon**

For **Monitoring score changes**, set the minimum score change required before Hyperline notifies you. For **Contract renews soon**, set how many days before renewal you want the notification to trigger.

### Followed segments

Use **Followed segments** to manage segment-based follows from your profile.

1. Go to **Profile > Notifications**.
2. In **Followed segments**, select a segment.
3. Click **Add**.

Customers matching that segment are followed automatically. You can also remove a segment from this list to stop following customers through that segment.

<Tip>
  Combine segment follows with customer notification settings to build personal work queues. For example, follow a **Late payment behavior** segment and enable **Invoice becomes late** to stay informed about customers that match your collections scope.
</Tip>

<Card title="Example 💡">
  Your finance lead follows a **Late payment behavior** segment, while account
  managers are assigned as owners on their customers. When the monitoring agent
  detects a payment issue, it can notify the owner for accountability and the
  finance lead for collections context.
</Card>

## Related

* [Customer monitoring agent](./customer-monitoring-agent)
* [Customer segments](../customers/segments)
* [Late payment behavior](./late-payment-behavior)